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Thanks everyone. Looks like it is coming down to Fidelity vs. Schwaab. I will visit their local offices and make a decision. I agree with msf that WellsTrade service is not their strong point, to put it mildly. As my daughter is new to investing…
Thanks, rmt. Wells Fargo has told me about that possibility. I just thought it may be cleaner to have a completely separate account for her. I am also not sure if linking accounts gives her access to my account. I need to find that out.
You should also take a look at BERIX (Berwyn Income) which is a conservative allocation fund similar to Wellesley in some ways (about 27% in stocks). Very steady, higher returns and comparable volatility.
Thanks, Catch. I have not included these in my screens as the volume is relatively low. I used to track a lot of ETFs, but over the years I have minimized the number to track. Adding too many ETFs increases effort, trading-frequency without much …
Current ranking
1. IEF
2. GLD
3. TLT
4. BND
5. DVY / SDY
Yesterday, switched to GLD 66%, SDY 33%. Not convinced about bonds.
All my short-term trading is in tax-sheltered account.
Reply to @CathyG:
Meant ARIVX. I see $1 million here
http://quote.morningstar.com/fund/f.aspx?t=ARVIX
It is possible they have a lower minimum for IRA.
thanks for the suggestions.
One of the reasons I want to add PRPFX is that it uses a different approach vs. the other balanced funds I have (OAKBX and FPACX). The idea is to add some new cash I have in
PRPFX. I am also helping my daughter, who i…
Current rankings
1. QQQ - NASDAQ 100
2. IEF- intermediate treasury
3. IEI - short term treasury
4. voo - S&P 500
5. AGG - aggregate bond
Both GLD and GDX have dropped out of top 5. Out of GLD yesterday and started a 33% position in QQQ. QQQ …
MJG,
Thanks for initiating the dialog.
Any strong opinions from proponents/opponents of B&H, market timing, technical/fundamental analysis tend to immediately attract strong responses. I like to take multiple approaches while investing.
I stu…
Reply to @Kenster1_GlobalValue: I think OAKBX is still near the top of core funds to hold. My taxable portfolio has OAKBX and FPACX as core funds in roughly equal amounts.
Reply to @Maurice: Don't have a lot of cash in my taxable account, but I am thinking of buying at around S&P level of 1000. Most of my taxable account is invested in balanced funds like OAKBX and FPACX, with smaller amounts in 'exciting' funds…
Thanks Bob. My interest is in a global dividend fund (with minimal financials). Global infrastructure is a little too narrow for buy-and-hold. My thinking started with companies like Intel, Novartis, Exxon-Mobil, Energy plays (like Petrochina, Pe…
Started looking at two new ETFs, DTN and DOO (Wisdom Tree international and US). Both are based on indices excluding financials. The volume is quite low though.
Thanks everyone. All of you have given me great ideas to research.
My initial impressions, subject to change after further digging.
TIBIX, CWGFX and some others mentioned -- Substantial exposure to financials,
which I am trying to avoid. I have …
I know you have asked specifically about FMIHX, but I like to use balanced funds as core holdings instead of pure equity funds. For me, a core holding should mirror your risk tolerance, which means you are less likely to sell it at the wrong time. …
I agree with many posters here who have said that the old format was better, as I like to follow the discussion threads. While, I definitely don't want to undermine the great effort and dedication of David and others who started this site, I like t…
The new board looks good. We do need to have threaded replies and ability to see at once glass the whole thread. It would also be nice to have some investment-related categories for special interests such as precious metals, trend-following/sector…
