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.
I have a subscription...Articles are great and I love the statistics and chrts in the back end of the Mag. Most material can be found throughout M*. I find tht I've read or come across many of the articles.
I also invest for opportunity...it's been awhile since the 2004-2008 EM Bull market but maybe another region/country takes off ? I'll always own some and see zero reason to comp the performance to the S&P 500. It's comparing Apples to Mandarins.…
I own GQGPX and it's and don't mind it's 10+% Avg return over 5 yrs. Not bad when you consider both the Pandemic and the largest country allocation in EM index is struggling economically! Kept to a 2.5% allocation and part of my Int'l sleeve, it's a…
Had TRP accounts for 25 years...the site sucks!!! Way harder to research and navigate that site than Fidelity!!! Glad I made that move!!! Consolidation is big help!
Sven nailed it...Financials. Oakmark, as a firm, typically has a higher allocation to Financial Stocks in most of it's funds. That hasn't been the best sector over the past decade and can be impacted by rising interest rates. Also, OAKIX is overweig…
It's really not apples to apples compariosn to compare funds on a 1 yr basis. It's one the performance categories bit probably way down my list of importance. In simple terms, a lot of the 'top performers' on 1 year performance basis are in the same…
I tranferred all accounts to Fidelity! I had TRP for 25 years and my Roth was at Vanguard for the past 20...TRP Fund Research is awful! As far as Vanguard goes...they moved my mutual fund only account to a Brokerage account. it should have been easy…
I found out another small tidbit...my old 401k at Fido allowed almost any security purchase through their BrokerageLink program. The new 401k is MF only! No ETF's, Stiocks etc
I can live with that but I started to dabble in ETF's ...SCHD, DIVO, FM, …
Regarding option #2 - Transfer previous 401(k) to new 401(k).
Since you have to sell all positions, this is a risky move in the current volatile market environment.
I have the same concern for option #3 if assets can't be transferred in-kind into an…
Hank is correct...nothing wrong with Cash! Don't be overanxious just because the last 2 weeks have been positive. As Sven mentioned, there will always be geopolitical risk, the Russia-Ukraine conflict is far from over and Covid is still lurking.
Hopefully, the war is nearing an end or at least they begin discussing options. Erdogan, of all people, seems to be the driving force behind this.
As far as the inflation hedges and performance? I never got that right...I dabbled in several but no…
I recently purchased PWJZX and I'm getting spanked the past 2 months. I'm certainly not a market timer but looks like I 'timed' this one ...badly! Also, own ARTYX aka the Global fund with 50% in EM.
In hindsight, not sure if owning both is necessar…
Question - Who currently owns ARKK and how are you managing your position in the near-term? Buying on dips, sold all shares? Is Cathie strictly a momentum player? There is much written about the analyst/research team and their lack of experience...
Curious to how GPGEX is invested...specifics on region/countres, market cap, sectors? Nothing on M* since its new and the GP website has very little info. I own ARTJX so I want to compare
Recent activities? I been watching capital gains distributions and its' been a wild ride in the markets as well. I put 10% of my 401k into ASDVX for near term yield instead of earning 'zilch' in a Money Market Fund. Recently purchased TRAIX as part …
Somewhat applicable article that doesn't answer my OP...but relative to the overall topic?
https://www.morningstar.com/articles/1071801/has-vanguard-lost-its-way?utm_source=eloqua&utm_medium=email&utm_campaign=newsletter_morningdigest&…
FWIW...I just completed an DB plan rollover to my exiting TRP IRA Rollover (Brokerage). It was seemless and I had no need to interact with TRP.
A few years ago, when changing jobs, I tried rolling my 401k at former employer into Fido (new 401k at ne…
I've had an account with TRP for 20 years. The brokerage customer service is solid, the fund lineup is a above average IMO. There 'Sales Charge' is $35 compared to Fido's $49.95 so that's better. I like Fidelity's fund screener much better...it's pr…
Most of us in here do not understand what they refer to as the Black Box of most Alt Funds. This 'Box' refers to the use of Derivatives which are a complex investment used by the sophisticated PM's and traders to hedge out risk, etc I've seen too ma…
Agree with Crash...AFDVX is a good research idea! I currently own ASVIX and it's outperforming this year and has exceptional #'s over the past 3 years as well.
Curious how others diversify their small cap choices...I prefer starting with Style and h…
Jon raises some great points about large cap blend. If you already hold SPY then you probably have this area covered well. But it is a wonderful fund. We all have our different favorites. I'm curious what funds you have as your international ho…
JonGGood post @KHaw24 . The OP mentioned growth, blend and value. But just focusing on Blend for the moment - I agree with @MikeW on PRBLX over PRDGX for the reasons he mentioned. I don't own the fund because every time I look closer at it - I compa…
My asset allocation for this portfolio - 56% Domestic Equity, 22.5% Int'l/EM, 20% Fixed Inc. I am 13 years from Retirement and all of my equity holdings are a healthy split across Style and Market Cap.
Stillers, Thanks for the feedback - Definitely buying PRWCX regardless...my wife has owned it as her sole holding in her Roth IRA for 15 years.
I'll wait for additional thoughts...
I have been looking at TUHYX for high yield corporate exposure. I've been following TRP for nearly 20 years but casually monitoring their fixed income products. I had forgotten that they brought in the team for TUHYX and have 2 HY offerings. Also, l…
Great fund indeed...I shares would be ideal but Fido charges 49.95 to buy and sell. I can live with that.
Do you guys prefer lobal or US HY funds? Or do you own both and not worry about overlap on the domestic side?
Is looking/reviewing is considered 'Managing'? I'd say on weekdays only, I may spend 20 minutes when I'm dedicating time to it (usually 2 days a week). I've learned to not obsess...
Most of my time is doing comparisons and researching new products …
