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.
Thanks for the chart Charles. I will plan to add a few myself for comparison.
Allocating accordingly is the goal but allocation at all in the current market is what has me more concerned. I'm hoping to find a fund that I like and that has a lower m…
Keeping with mostly Fidelity and all NTF funds I suspect I'm over complication things with too many funds but I have listed what I'm thinking below.
I'm going to add FBALX @13% and am thinking about lowering FFFEX by 5% or maybe selling and repl…
Considering these three criteria- No load/NTF, lower ER, + yield, and moderate in terms of aggressive - I am leaning toward FBALX, and SPHIX as the additions to my Roth.
I will add to my existing FSDIX, FLPSX also
Might give FEDDX a go too. - Look…
Thx Catch,
Growth and compounding is my goal overall. Thanks for the input.
It quickly becomes overwhelming once I start trying to get too cleaver. That's why i'm looking for a little more auto pilot and lower ER (index funds). I will study the f…
Well after running the numbers I did my Roth conversion with my small rollover IRA and my 2011 IRA contribution. Most of that money in a couple of funds and a stock.
I plan to convert my 2012 IRA also but I'm wondering what advice you might give f…
Reply to @Anonymous: Ryan, thank you for that. I see now there are several lower initial investment points. I will give Fido a call to check on penalties that may apply.
I kind of like professor Snowball's suggestion of looking into something borin…
Ryan and all,
Thanks for the suggestions. They seem like a good starting point. I will continue with my due diligence.
Ryan, I don't see any minimum investment at Fidelity for less than $2500 retirement or other. It would be great if there were. D…
So the forfeiture can only occur After the five year period...
I wonder if there is a statute of limitations on how long after the five year period they can take their funds back.
E.g. Twenty years down the line when all is great and we have our re…
as these things go, is this a good thing, a bad thing or standard operation procedure, and no need to think too much about it? Sounds like I can continue to add to my position if I choose.
I suppose this really doesn't mean to much to all the gold haters, but watching ones stocks everyday can be humbling. Look on the bright side Mindy:
MIDSX
3mo = -4.2%
Y2D = -27%
1Yr = -12.0%
So a bad year... maybe, but there are still a few mont…
Today was a good day to buy more TGLDX-nearly as cheap as it's been all year. Gold may be down today because people are taking profits to purchase cheap stocks, at lease I did a little of that today.
I agree with rono that miners and gold will be …
Fleck, John Hathaway, and interviews on King World News are some of my favorite reading and listening. I think Jim Grant is brilliant and read Bloomberg Business Week every week.
I read all of you here everyday also.
DPN
Are you still averaging down into JAOSX or have you given up and jumping ship. I have been buying for the past couple of years and don't quite understand the downward momentum of late.
Thanks for the info msf your recommendations are enlightening.
You said, "You can contribute to a traditional IRA. You won't get a deduction, but you will defer taxes on the income generated. Once you max out there, you can get the same result from…
No doubt about that. Groaning aside I am trying to figure out how to best way to archive my goals which is to save as much as possible as smart as possible.
Off-topic is fine, I didn't realize there was such a section and see it now.
I like that M*x-ray but it is too bad you have to pay for the extra functions.
I am still learning about investing and found MikeM's comments about allocation very interesting. I decided not to go with the PTTAX for now and instead build up the sm…
I am trying to save as much as I can in my 401k and really don't know what choices are the best. I have mostly equity funds with 30% T.Rowe Price 2030- RRTCX, 20% MSF Value- MVRRX, 20% Alger Cap Appr-ALARX, 15% Allianz NFJ Sm Cap-PCVAX, and 15% Jan…
I suppose that suggestions of non-fidelity core funds would be a good thing too. What I am trying to avoid are transaction fees and excessive expense fees.
It seems, in many cases, that fidelity offers their own funds at lower fees, but I would …
My friend didn't suggest that Scottrade was safer then Fidelity but rather, in his opinion, a safer in general because they don't invest in subprime mortgages or other collateralized debt obligations.
I really didn't research it beyond that and th…
