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Here is a list from Paul Merriman that has some options to consider. I should note that Paul likes ETF's that tilt slightly towards value and smaller market cap. https://www.paulmerriman.com/best-in-class-etf-recommendations
It took Jean-Marie Eveillard a couple of attempts to find his successor, but he seemed to land on a good one with Matthew McLennan. I was always scared away from the expense ratio though. I hope Jean-Marie is enjoying his retirement on a beautiful…
Giroux is hot and T Rowe Price has put gates around him by keeping PRWCX closed to most investors.
I find Giroux fascinating. He will have to underperform eventually for a while, right??? Yet I keep watching him crush it. I sometimes wonder wha…
I noticed Vanguard is also projecting better returns from unhedged 'Ex-U.S. Developed' equities over the next decade ( https://www.morningstar.com/markets/markets-brief-why-vanguard-sees-brighter-outlook-investors-portfolios).
I don't like the Vanguard model of multiple subadvisors either, but the different subadvisors aren't actually working together at all. I saw an interview with one subadvisor and they said they never spoke with other subadvisor once and didn't know …
Here is an article from T. Rowe Price that makes the case for international investing in this economic environment of higher inflation and business loans that actually have a real cost associated with them: https://www.troweprice.com/personal-inves…
Vanguard Health Care had an annualized 16.4% return during Ed Owens'
long tenure (05/23/1984 - 12/31/2012) compared to the the S&P 500 index's 10.7% return. This fund has not performed as well since Jean Hynes became the sole named manager in…
I was already in PRWCX in an IRA, but I was happy to get into PRWCX recently in a taxable and Roth account. I don't remember seeing anything about the Summit Program until recently. Then I just went into TRP and opened up PRWCX just like any other…
If staying with funds available in Vanguard is a priority, I like VWICX. It doesn't have a lot of history but it is run by Wellington and it has a value slant like ARTKX.
