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.
Pudd, I have no negative comments about your fund choices. I do see no dedicated small cap funds which I prefer even though not the best choice of late. I am not much for sector funds like real estate. I will let the managers pick those type of st…
jafink63... Lurking is not so bad. That is what I do most of the time. You need thick skin sometimes to deal with the comments. Not sure why puddnhead cares if you are a regular poster or not.
Old Skeeters portfolio. What can you say about his portfolio except "Man that's a lot of funds". To the newbies look at his choices and pick one in each of the sleeves to start with.
Ted's portfolio. Simple, to the point. Ted has the experience, li…
If they disagree and leave the council(s) how can they argue for change or let their thoughts, ideas and opinions be heard. Should have stayed. Agree with Skeeter on this one.
As investors pour into EM's I got out in December. Maybe too early? I had decided once my position in ODMAX had broke even I was getting out and I did. Oh well...
Ted, I did and is that what prompted my post. You sold your HC fund. Why? You must have thought it wasn't needed. My portfolio tends to be small over large and value over growth. Probably the reason so little HC in my funds.
OJ,For a long time now I have thought the press has gotten away from reporting the news to making the news. Social media is largely responsible for the country "looking like it is divided. We need to all be "Americans" first. I also wonder how much …
I would like to ask all involved in this thread " Is there something wrong with considering yourself to be a conservative when the only other choice is a liberal ." As I read this thread I think certain individual think so.
Hank,Sometimes I just want to read about mutual funds. Maybe a new idea or fund. Nearing retirement so at least with some of the money looking to hit homeruns. That is why I bought FARNX which has quickly got me 8%. Don't like that so many post of l…
Hank, Purpose is curiosity, to see if their are any momentum trends at the moment and to see what MFO'ers hold in their portfolio. I could of easily used 6 months or the past year.
Looking at BUFHX. I want to have meaningful positions in the funds I own and less funds.This fund not only has high yield bonds but bank loans and convertibles. I can purchase one fund and get some diversification as well.
I sold off an 8 year holding of MAPTX in an IRA. I have enough EM exposure with ODMAX and GPROX. Proceeds to go to a high yield bond fund. Purchase of FARNX in a ROTH. Long term holdings of IVWIX and FPACX are up for review and possible replacing.
Steve Romick managing a second fund along with FPACX. Maybe another reason that FPACX has not done well of late.
One promising example is Source Capital (SOR), which has historically traded at nearly a 10% discount. Its new manager, Steve Romick …
I have OAKBX along with AMRMX and others in my 401. OAKBX compared to AMRMX has worse numbers than the LV fund over the last year. In a downturn I would think the allocation fund would do better than a stock fund. I am considering culling OAKBX and …
In 401 reducing allocation to ODMAX and CHTTX. Proceeds to cash. New contributions to OAKBX. Adding to VVPSX, ARTGX AND MAPTX. Would add to GPROX... Looking for a place(fund) for 5% of portfolio in Roth.
My experience has been the plan eliminates a fund and sends out notice to which fund the monies will be transferred to. I cannot leave/transfer my 401 until my employment terminates.
The plan administrators will move the money to a designated fund for you unless you specify another option. I doubt a FORD employee will be able to keep FCNTX if the plan drops it from the lineup.