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.
Sold FDGFX and took proceeds and added to VIG and OYEIX. Decided I had too many dividend growth funds, I was creating my own index :) So now my core domestic large cap equity funds are OYEIX, VDIGX, VPCCX and SMGIX.
I was able to buy into PHSZX, since Institutional shares were available thru my advisor at ML. Decided to trade out of PRHSX due to recent changes. I have always been a big fan of T Rowe Price Funds, but I think a new manager will have to prove wh…
Sold Nike today, have made 13% on it in the last two months, consumer discretionary is not one sector I'm confident in right now, and just so-so dividend. This was one of the inherited stocks. Have some buys in mind (adding to exisiting positions)…
I have been posting most of the changes Ive made in funds, but in stocks recently sold 1/3 of Family Dollar (FDO), started positions in Century Link (CTL), Valero Energy (VLO), 3M (MMM), JP Morgan (JPM) and PKW ETF. Sold Kellogg (K), Paychex (PAY…
MJG,
Don't assume all of the committed active private investors are all men. Or that some of us don't index a portion of our portfolios. And that many of us to don't have advisors, and a game plan. Our goal is not always to beat the market, it's t…
Reply to @andrei:
According to ML it is available, did not see anything on the website for the fund either that indicated it had closed. Hope its still open.
An alternative suggested to me by my advisor at ML is PHSZX, I was surprised I was not familiar with it, good alternative to the TRP fund, which I just recently bought. My concerns about the TRP fund is if people decide to exit quickly, some stocks…
Bob, thanks for your input, its always appreciated. I am dollar cost averaging into AMLP for MLPs, and recently added Conoco Phillips and Valero, plus feel I have indirect additional coverage in that sector through my holding in Union Pacific Corp. …
Here's is what I decided to do: I put a stop loss on my American Electric Power at $43 which would lock in profits if that starts to go down. Bought equal amounts of MMUIX and FRUAX (I liked them both and was still a little light on energy, which M…
Thanks from me too MSF, I am pretty lucky in having a bond portion of my portfolio that is fairly stable in some munis that throw off 4.25% -5% that will last til 2016, first call date, but after that will be i the same boat as everyone else in scr…
Skeeter, thanks for your info. I do have AMLP, the ETF version I believe. Have started dollar cost averaging into it. Since it is my Roth, no worry about K-1 reporting. MMUIX does seem to have a wild side, but Im looking to maybe make a utility …
For exposure to small cap health care, take a look at PSCH, but this should be a small part of an otherwise diversified portfolio, I'm treating it in mine as I would a spec stock. Don't fall in love with it, keep your eye on it and trade it when yo…
I departed UMBIX when David Williams left. I think many others did too. One of the great ones. It was one of my core funds. It was his intuition and experience that was the reason he consisently beat the S + P so many times.
On the stock side, right now about about 34% stocks, 13% mutual funds. The IRAS, where most of the stocks and stock funds are will not be needed to be tapped for 9-10 years The stock side does include some reit etfs, emerging market etfs, stock etfs…
I own this fund, and I was wondering when it was going to close; it has swelled in recent weeks. I wished he would have just shut the doors at end of day. Usuaully when they announce a fund is closing in two weeks. money pours in, having the oppos…
I was a bit surprised to see no one had OSTVX, which I have been watching for about 6 months and am ready to jump in with finally. It was covered here once in 2012 and originally in 2011. No, it does not have a 10 year record, but its management te…
I frequented Fundalarm for quite a few years, although mainly to learn and appreciated all the tireless work that Roy did . In the hands of David and his volunteers, MFO has continued to provide an incredible forum for investors. Both sites should…
I would call my basic style moderately conservative, I like 5-10% of my portfolio to have some kick and be a bit aggressive. I do have emerging market stock funds and stocks, health care sector funds and etfs, and good core holdings in total marke…
Thanks all. David, your willingness to help and provide solid reasons for each of your choices never surprises me, as many others have done too. I will be doing some researching this week, am not afriad to try new funds with experienced managers. …
Opps, I meant FNMIX above, and I guess I solved the mystery of the links to the fund names. Nice touch David! You have been doing a great job with this site !
Thanks for your comments and suggestions. Before I lived in New Mexico, I lived in Baltimore, and had many of the TRP mentioned funds. I eventually traded out of them in favor of ETFs. I am intrigued by the Osterweis funds . I always liked fund…
