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Thanks for the comments. The comments about value vs Growth is well appreciated. and I will use the portfolio visualizer as suggested to see how well I actually did using a more realistic view based upon my actual exposure of value vs. growth. …
Multiple Funds with the overall allocation at the 50-50 ratio. Again almost all my choices on the funds have been from the Great Owls or honor roll listed within this website.
I too have owned BRUFX and wonder why the performance has been subpar the last two years. I have DODGX and they used to perform very similarly but BRUCE has performed much worse lately. post above about their being a lot of movement in the stock p…
