Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.
David, regarding Yacktman's $100,000 minimum purchase at Fidelity Investments, for an IRA account, although it says $100K min purchase, when you actually make the trade it states $25K min purchase.
davidrmoran,
I'm not sure you completely understand the context upon which I made the statement. The discussion was pertaining to a total 70/30 asset mix portfolio (with the equity position increasing throughout the balance of the year) close to ret…
slick,
Spoken like a true Financial Advisor. However, diversified asset allocation offered little or no protection against the types of extra ordinary losses my portfolio suffered via the tech bubble, 911 or the real estate financial crisis. Market…
Slick,
I have achieved my retirement goals (retired)...and won't really need to draw upon any of the funds for at least another 5-7 years (when my wife retires). However, along the way with asset allocations similar too or greater than yours, we en…
Getting back to the topic at hand, "New highs doesn't mean you should sell", but is it really time to buy more equities? Between my core balanced funds and dedicated bond funds, my portfolio has about 50% bonds (I'm 63). In light of pending problem…
As a new poster and frequent visitor to MFO, what transpired over the last couple of weeks has definitely inhibited my participation. After reading Ted's comment above, it is my opinion that it is more part of the problem than a solution. I did the …
For anyone with a relationship at Fidelity, I would suggest the "load waved" moderate allocation fund HWIAX. It's investment objectives: the fund seeks high current income and long-term growth of income, as well as capital appreciation.
It is a sma…
Crash: There was a time that I felt that Morningstar's data was indispensable, but over time it is my opinion that their fund insight and the accuracy of their data has diminished. These days, I get far better portfolio analysis using the tools at F…
It is the very reason why I did not renew my yearly subscription effective the end of May. And when I was asked why by the Morningstar representative, she expressed surprise when I mentioned the troubled IT department. In my opinion, on average th…
Charles,
Am I able to generate the chart you did by using the Mutual Fund Observer's tools? If so, can you point me in the right direction. I don't seem to be able to find it.
A viable option for those stopped out of VWINX might be HBLIX, which is sub-advised by Wellington and in fact, has the same senior managers as VWINX, but is much smaller. Do some chart work and you will see what I mean. I own it and feel it is a t…
