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Suggested portfolio allocation :
•Cash: 5 percent
•Dividend growth stocks, emerging market bonds and tax-exempt bonds: 27.5 percent
•REITs: 12.5 percent
•Stocks: 55 percent
has one goal to increase a return by replacing traditional bonds with R…
Thank you all for your replies.
I am new to MF investments.
As a practical question for those of you who outsourced risk management functions to fund managers:
Did you have the guts not to sell your funds in 2008-2009 and follow a passive approach?…
Thank you Vert. Can you please elaborate what Beck, Oliver fund(s) is( are).
Do you think risk management approach utilized by fund families Tweedy, Browne, Perkins and FPA is more or less the same for different funds in the same family?
Using your classification my question was about "Capital Appreciation" and "Capital Preservation" accounts.
My understanding these two accounts can be inside of one portfolio. If that portfolio has 60/40 asset allocation how would you divide it betw…
I am surprised by OAKIX today - down -0.57% on very good day for stocks.
Any idea why?
I partially substituted bond funds with income funds. BERIX is up today and it was OK the whole year.
On my list:
OBCHX, BCSIX, DSL, POAGX, MRSCX.
Looks like mostly mid/small cap funds (random luck) and some Chinese funds (with week correlation to US market).
