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Thanks for the further suggestions! I may be late to the party but exploring cautiously a small allocation to take the advantage of the technology boom where companies like SHOP, ROKU, MELI, SE, OKTA, CRWD, ZM are going to the moon.
Been through 20…
Hope you get well soon and have the strength to get through health issues. Looking forward to seeing you back posting here. All your contribution here are greatly appreciated.
BobC,
You are one of the few posters here that I always pay attention to and read everything that you have to offer on many topics. Greatly appreciate all your contributions.
Thanks for taking time to compile your thoughts in those 5 short and si…
I used to own BRAIX in large amount, BRSVX and BRSIX as well in smaller amounts. In 2008, BRAIX went down badly and I made my biggest bet on BRAIX during the 2008 meltdown expecting a sharp rise on post meltdown. Got very disappointed on the post 20…
I am one of those disappointed with ARIVX (I had moved from ICMAX), ARIVX performance has been very poor(5% vs 20% performance gap is huge), I have not completely bailed out yet.
I am glad to split the half of my ARIVX investment to MSCFX in March.
I picked up MSCFX to split money from ARIVX few months back. What attracted me to the fund is the fund company, low AUM, reasonable fee and low turnover.
The recent 3.84 percent one day drop had scared me a bit. Combined with ARIVX, I think I will …
Reply to @scott: Couldn't find more about EBGUF.PK. Is there an advantage with investing in EBGUF.PK compared to EEQ?
My choice of EEQ (and others like KMR and LNCO) is to avoid K-1/tax paper work.
What does people hold in the MLP area?
I recently(last quater of 2012) started investing in MLP and have KYN, CEM and NTG cef . Also have KMR/KMI, EEQ and LNCO. All investment are in taxable accounts.
Reply to @STB65:
These investments are in Taxable account, I had in the past deal with issues of Manager change, under performance and new fund investment opportunity. I have invested in ICMAX, WAGOX and MACSX. I had very large investment in IVWI…
Reply to @kevindow:
In this quest of looking for small cap fund like ARIVX, I stumbled across MSCFX and is one of the fund in short list. Will look more into TASVX as well, WSCVX is high flying fund and tempting but I will go for bit tamer one.
S…
Reply to @MikeM:
Yes, I am looking specifically for small cap recommendations.
I also have high allocations in ARIVX, YAFFX and MACSX, For the same reasons that you stated.
Thanks David for the suggestion of PVFIX, Seems like in the league of ARIVX and very likely what I am looking for. Like so far what I read about the fund from your profile on the fund.
One thing that stands out is 58.01% investment in "Financial Se…
I was looking to initiate a position in SFGIX for sometime, I did my first buy last week, Plan to make another 3 more buy of equal amount. I have 20% of my taxable investment in (MACSX + MAPIX + MSMLX) and added SFGIX in taxable account.
My attract…
In addition to FLPSX, FCNTX that you are aware of, For bonds, FSICX and FNMIX will be worth considering.
I have above 4 funds in my Fidelity based 403(b) account.
BRAIX, I thought the volatility of the fund will be to my advantage, Bought in 2005 and added heavily in 2008 but never reaped any benefits, Went down 55% in 2008 and came back up only 30% in 2009.
TAVFX, Really bought into "Safe and Cheap" mantra a…
As one of my not so great move, I decided to move into ICMAX from RYPRX(which I held from 2004), Soon EC left ICMAX. Getting out of RYPRX was not a great move in Taxable account and RYPRX performance was pretty good all the time I held it, I could h…
I held DODGX and DODFX from 2004 to 2010, I was expecting better performance during 2008 based on past, I finally sold in early 2010 to wait for some recovery.
I had lost confidence in Dodge & Cox, Currently invested in Global Allocation funds…
