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I added Hodges Small Cap last year, it seems that it is teamed managed, so hopefully it can continue its strong record of the past. There are certain boutique fund families where one person stands out above the rest. I am sure this was one of them…
I met her last year on that ship, she is a lovely woman, and very unassuming. The cruise line loves her, she is grandmother to almost everyone on board. And yes, she does get a good rate, its the only cruise line she will travel on :)
Sold 50% of TMLPX and exchanged into INFIX. Saw the new one mentioned here in the last two weeks or so. After researching, looked good for its sector and longer track record. Decided to trade out only half because it is more concentrated than the…
Two years ago I purchased PSCH which in not all biotech, but includes a big chunk of them in the small cap health care index. Sold it after a nice runup after a year. A safer play I suspect than this new one.
I consider diversification not only in terms of large cap, small, intl, and bonds, etc but in sectors too. If I had not had my utility funds, reit etf and overweight in health care this past year, my total portfolio returns would have been consider…
@Charles,
In all fairness, it represents only about 25% of my retirement portfolio, where i have most of my equity exposure. Have no bonds in the IRAs, I hold them in taxable account. That means 75% of my equity exposure (which includes some stoc…
PJP 29.62
RHS 18.82
VNQ 27.85
XLP 15.72
CMTFX 16.97
FBTIX 34.7
FRUAX 25.42
PHSZX 35.42
VPCCX 19.29
Only negative ones were foreign, both developed and emerging, but emerging lost less than last year :)
I am one of those that also likes red and green (if you live in New Mexico it is a must. Has to do with chile.) I have a wide range of holdings that include utilities, reits, health care and biotech, plus the usual suspects of dividend growth and l…
Have not changed anything, I keep about 11% invested between developed and emerging, you never know when it will turn, and when it does, it usually moves fast. I don't tend to get out and get back in to sectors or asset classes, just dink when we h…
I too am keeping my small and mid cap funds be, have both FSCRX and HDPSX. I halved the Fidelity one this year based on aum was so high, transferring proceeds to the Hodges Small Cap. Each has done a bit over 1%. However, two small cap stocks pla…
Bee,
Thanks for posting that link, very interesting, I battle with when to sell too. Right now have a couple of small holdings which are approaching a double and im watching very carefully. Earlier in year sold gilead when I hit 75% profit, sold, th…
David,
Wasatch Funds, which provides granular detial were the first that came to mind, I have their WAGTX fund, here is a quote from their latest quarterly summary:
"We’re glad that despite a rough final quarter of the fiscal year, we were able to…
linter,
Another option is to check out is PJP, an etf which has multi cap pharma and some biotech thrown in for good measure. I hold this, along with FBTIX and PHSZX for my health care exposure. There really is not as much crossover as you would …
Bilvihur,
My comparisons were from Morningstar, I know there are numerous sources for such comparisons, was just referencing one different than the one you used. You can always find evidence to support your gut feelings if you research enough, that…
Bilvihur,
Before you sell these, I would check your figures again regarding your statement of underperformance. VDIGX and PRDGX are dividend growth funds, which always slightly underperform the S + P. But they do outperform the S + P in downturns…
Thanks for your responses, and the very detailed history by msf, it does have quite a history of bouncing around. I owned UMBIX for many years before I sold, but I have been happy with SMGIX, which I purchased through ML, and Pope indeed is a fine s…
@learningcurve, I have PHSZX, got in through my financial advisor at Merrill Lynch. Some funds are closed but still available through these channels. It is a solid fund. If you cannot find a way in, might I suggest FBIOX for biotech exposure and …
1. VIG
2.PJP
3.PKW
I own all three, with PKW my largest position in my retirement portfolio. Side note, I also have VDIGX, which is similar to VIG, and together they would make up the same at the amount in PKW.
I bought PLUG which was a momentum stock in late 2013 and early 2014. A friend of mine was familiar with the company, and although it was regularly panned by Cramer, I got in before it peaked and promptly got out to make a 45% return. I do have ab…
@tampabay, when I do buy them back, its usually right away, after they have come back from breaking through resistance. For instance, today I bought back BEAV at 74 after stop loss at 73. If they come back stronger, I wait until it tests lower. So…
thanks Ted, my FA does plot the stop by the technicals, it just seems they generally end up at about 15-18% below cost. Its usually when they break through the resisitance level we counted on :)
Derf, here is the link tot he Costco Program http://www.costcoauto.com/enterzipcode.aspx?gotourl=/default.aspx
Its done by zip code, and its for all cars, boats and motorcycles. I don't know if all dealers participate, but I would imagine its to th…
Have been reading this thread the last few days and had to chuckle that an off topic one got the most views and comments lately. Guess many are tired of talking about just the market recently and its wild swings. Here is my two cents: 2 years ago…
No real surprises for me either. I have a total of 20 funds, some vanilla U.S., some sectors some international or global. My sector funds such as FBTIX, FRUAX, PHSZX lost less than 2% this last week and were also my best ytd plus VPCCX. Of my et…
one piece of green today, VNQ. Got stopped out of two stocks, preserving some profits and limited a loss on the other. Tomorrow may be up just as much. Hang on, its going to be a bumpy ride.
Doubled down on SPX when it dropped almost 10% on wednesday due to some incomplete sales reports from a retail reporting agency. Was waiting for a big drop to pick up a bit more. As I have stated bfore I keep these spec stocks to 5% of my total. Al…
@scott I watched SKX for about six weeks after buying 4 pairs of their sneakers. Loved them so much started watching the stock. Watched it go up 15%, held my nose and plunged in with a small order. Felt like a Peter Lynch groupie. Started buying …
I had my utility funds and reit fund hurt the worst, as Scott stated, the interest rate sensitive ones, and the only two that were up today in my portfolio were two stocks Ive been slowly buying ( WWAV and SKX) that I would like to add to, but they…
