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MJG,
I appreciate your insightful post.
The funds I chose for the comparison were based on the fact that I have held two of them for nearly a decade and in combination with the others listed comprise many of the most widely held no-load moderate a…
I read this article in our local paper as well this morning. It takes very little effort to find moderate allocation funds that easily outperform the couch potato portfolio of index funds. Our two primary moderate allocation funds (PRWCX & FPACX…
Folks who frequent sites like MFO probably know their household net worth at higher percentages than average. Was somewhat surprised at how high our household net worth is in comparison for our age group...does that mean we are actually doing well c…
You are welcome John. My wife and I have a strong position in Global Reach. Doubtful that Grandeur Peak funds are in many workplace retirement accounts which would also limit individual accounts.
GPROX is 10% of our portfolio...trying to decide if I want to transfer some shares from TDA directly to GP before month end so we can continue adding dollars in the future, or selling some of our position in a small/midcap moderate allocation fund (…
My situation is much different as I am still 16 years from full retirement and my wife is 20 years away. We keep a 60/40 portfolio...we are happy with overall returns and we sleep at night. We probably keep a much higher percentage of global smallca…
Slight inaccuracy in the article...Janus Mercury was not renamed Enterprise. Janus Research became Janus Global Research and Janus Mercury then became Janus Research around end of 06 beginning 07.