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I would have thought it would have done better, forgot about the bond side of it. I also looked up TWEIX. Don’t own it but remember how everybody considered it because of it’s record in 2008. It is doing horribly as well. Looked up a few others, VEI…
Hmmm, I have JABAX at Fidelity and is NTF. Also had it at Schwab for several years. Maybe the rules have changed since I added shares last year but you should try. It has done very well the last several years compared to other like funds. I just…
I guess I am just poking at Morningstar and their mutual fund classifications and mutual fund benchmarks. In this instance, VMVFX is classified as a World Small/Mid Stock, yet holds a very minimal amount of small/micro stocks. FLSPX is classified …
Well Dave, as far as mid cap goes within these funds, which its alluded to in the title, VMVFX contains almost 47%, while FLPSX contains closer to 40%. The Fidelity fund contains a bit more small where VMVFX tilts a little towards the large. VMVFX…
The saddest part about this is that probably none of the well known will go to jail. The coaches and minor participants might, Lori and Felicity should see the inside of a slammer as well.
In my main account at Schwab, I have 3 funds, but I do add some bond funds to make it 65/35, so technically not 3 funds. PRWCX, AUENX, VMVFX. Time will tell, I'm just letting it ride.
As an aside, a pretty well diversified low volatility (OMG), managed (OMG) fund, VMVFX beats all of the listed funds since its inception except one. The exception is barely being beat out by the SP500 fund. I realize one of the funds is a bond fund…
I messed up by not getting a position into PSGAX. Just recently closed so I doubt it will open any time soon. Was wanting something more diversified than BCSIX.
Surprised nobody has answered you. I have a 70/30 portfolio and have worked to simplify it. VMVFX is between 20-25% of my equity portion. That will probably increase a little bit. AUENX and PRWCX are my other two. I love VMVFX and consider it great …
VMVFX. Well diversified portfolio, mid and large cap. Low beta and SD, which I appreciate at this time, yet has provided pretty steady growth. I love the glowing recommendation of "looking not bad when compared to peer funds." Thats a good one!
I was not a fan of Obamacare because there was to become a time when the Cadillac tax would have kicked in for me. The plans sucked, for me. I also truly felt that it would be difficult to qualify for transplant, and believe me, I do know several …
United Health was due 281 million. UHC revenues in 2017 were 201 Billion. Thats somewhere around .13% or a touch more. If they applied that to my monthly insurance bill of $2,200, that would be about $3.00. I think. I suck at math, so please ch…
The article cited was full of maybe's, possibly's, could's, and no real numbers or information. It did the job in getting you all fired up. You could maybe buy me a nice Acura MDX tomorrow but I doubt it. Is your health insurance going to go up …
At Cal Berkeley in 2017, the freshmen class was approximately 9,715 in state students. Out of state increased 28% to 4,490. Somewhere around 32%.
Non residents pay a 28k supplemental premium. Why would you think out of state enrollment jumped 2…
Colleges like to admit more Asians because they pay more bucks when from out of state. Helps equal out the free tuition to instate illegals. Here in California anyway. It really is all about money. What is so hard to understand?
OK, I was wrong, she is a gold digger. Plus, she did have a few ethics violations by helping out a bank of which her husband was a shareholder. And for five years was named the most corrupt member of Congress.
Ok, so her husband has done well. Doubt he made much in the NFL in the 60’s, but if your going to UCLA and Pepperdine you are pretty darn sharp. I see he got into government, that probably did the trick. My hats off to him, especially putting up wit…
Exactly. I'll tell you, my wife listens to the political shows on TV in the early evenings. It's the same thing, over and over, for years and years. It is just switch sides, and say the same thing the others were saying 5 years ago. It is mind b…
Never Trumper Establishment Republicans. No Thanks. Drain the Swamp. To be fair, there are not really any right leaning authors I appreciate when it comes to political views. They are all doing a sales job. I just really have little respect for…
I enjoy your insights on mutual funds and the like, but you should realize you aren’t going to change any minds politically, so why even bother? I have no desire to read any articles by left leaning political hacks, just as I’m sure you are not spe…
