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dily

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dily
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  • @David_Snowball, yes, that makes perfect sense. Thank you!
  • @David_Snowball, I appreciate you sharing your portfolio. One question I had is that it seems apparent you are not too concerned about investing in funds that have expense ratios north of 1 percent. For example, FPACX is very intriguing, but I have …
  • Giroux is great, but PRWCX was stellar before he came aboard (under Boesel, and Howard before him). I will be bummed if Giroux retires or otherwise goes away, but I don’t think this is like other key-man risk scenarios.
  • A core of PRWCX, VWIAX and VFIAX, with smaller positions in some small and large growth funds is direction I am headed.
  • I do not think so. I am at about 25% in PRWCX and wish I had more there.
  • Like @Griffin, I am a longtime follower, but first-time poster. I felt compelled to chime in on this thread because it concerns two of my very favorite funds. I have held substantial positions in both AKRIX and EGFIX for several years and am very pl…