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I found out that Jain also is sub advisor to the Goldman Sachs GQG Partners International Opps Fund GSIHX and is available at Fidelity load waived and ntf. It is different than GQGPX which is not yet available at Fidelity. The GS fund is global a…
Had a few. I don't count the funds and etfs that had end of month diistributions . Two of my foreign funds down a smidge along with a couple of stocks but not by much. What i am finding the hardest thing right now is doing nothing. I have set som…
Another way to play the "Innovators" Concept is with IWIRX , more than just Asia, it is global and beats MATFX in 1, 3, 5 10 and 15 years. It has not done as well as MATFX ytd, but worth looking at if you like the Innovators concept. I own it and …
Added to OSMAX, but had to convert the Y shares to A shares (no load at Fido) in order to add to it. . Still have the y shares in my traditional ira, lower expense. Also added to CPXAX and IWIRX. Slowly putting cash to work, rest as s market modera…
First time in a long time no green, all red. But hey, cash did not go down :) Have a higher level of cash than I usually do in my iras from some profit taking, will do some buying when and if it goes down further
I sold HIEMX a few months back which he ran from 2006-2016 which had superior results during his tenure. I had a wait and see attitude after he left, and decided to opt for SFGIX about 6 months ago. His new fund is not currently offered at Fido, …
It might be good choice especially when value and mid caps starts to climb back up since it does not give such heavy weight to the large momentum stocks. I'm seeing some signs of it starting.
About the time I sold out of my biotech fund, I switched some money over to IHI in fall when it was in the low 130s. I started to think I should add more when it hit 150, then kept waiting for a pullback as I watched it go past 160. Still waiting …
MJG if I had read that in 2010, might not have put them up, but so far so good. Since I have been getting checks from PNM at a consistent rate, I guess they are fine. No trees anywhere near them, so leaves etc do not interfere. I will be getting …
Ive had solar since 2010, and I have paid maybe $25 -$50 per year for electric since. I do live in a state that gets 300+ days of sun a year (NM) and my roof faces south, ideal situation. Im getting $.13 per kw hour I generate, but that expires in …
Ted, I hold the institutional shares CMTFX in my regular ira, I hold, PRGTX in my Roth. It is less volatile than PRGTX and holds 106 positions instead of T Rowe's 45. I have done some changes to my portfolio since I moved everything to Fidelity, …
Dryflower, this was simply ytd info which normally means squat. Most of my funds do have a record of beating indexes more times than not, some I chose for what they do in down markets (VWINX, TWEIX etc) and some I chose for their aggressive nature …
Bartab have nothing against indexes i have some. But i like managed funds for certain categories and especially intl and global along with small caps and value funds
@RForno: The 32 funds are in two seperate retirement portfolios, one a traditional ira the other a roth. The roth is the more aggressive of the two (and larger) since it will be the last to use if at all. Each portfolio does have some commonality …
Always enjoyed him on Rukeyser's show, a regular (helped that his office was just 2 miles from where they filmed the show) and he is still one of the best interviews
Sold xly today, decided I have more than enough diversification and got 10% return since December. This subsector may be flat for a while imho. Have plenty of consumer staples in portfolio, it behaves better if we get that downturn we expect will c…
@ Pudd, since leaving ML for Fido, I sold the following:
MMUIX, BX, and ITA and paid off my mortgage, had profits in all but BX
XLP and added proceeds to RHS was had done better over 3 years
Sold RYU and added proceeds to VPU
HIEMX which I could not…
I am guilty of owning it, but only recently. Oddly, many of the Pimco funds were not available at ML which I just left to go to Fido. I balance it with GIBIX and some corporate and preferred funds such as CPXAX and PYACX.
I added to FMIJX today after the sale of NXPI which is being bought by Qualcomm. I wanted to keep my allocation to intl the same, since NXPI is located in Belgium. I am holding a little more cash than normally do, been making some changes to portf…
Trump may not like how many people choose to buy German cars and he would like to slow the imports, but 2 out of his 3 wives were imports.
All he is doing is trying to appease the people that voted for him, to hell with everyone else. I turned a…
Dryflower: I was curious so did some research. It is well diversified by state, but does seem to concentrate on smaller cities and towns rather than urban areas where higher incomes are. It has about 52% of their skilled nursing facilities by far th…
@ Tony: I was mistaken about the purchase date. I originally started buying it in January 2016, bought more and sold off some through November 2016, but kept my original purchases in two ira accounts that I sold off this week. Those were bought at…
Sold ITA which was primarily a Trump play I made back in November on which I had 30% profit, bought PONDX in taxable and two iras , sold PYACX and bought more SFGIX. These trades are a result in part of my moving everything to Fidelity where I had …
@Davidmoran. I recently left ML where I had a managed account and went back to Fidelity after 4 years with ML. Oddly, the way Merrill did it is much more accurate. If you go into history of purchases, they show cap gains and dividends as having a …
Thanks for the wonderful versions 50 years apart. I actually liked the more recent best. The tone of the voices were deeper and more impassioned. I felt the same way about BB King. Saw him twice while he was in his 80s and he sounded better than ev…
@ bee,
Thanks for your concern, but the balance of $45k @ 4% only had 8 years to go, and I was only getting $2k deduction on the interest each year. I have no children, late husband was very wise and converted substantial amount of IRA to Roth but…
Thanks for posting this article Ted, excellent read. Been awhile for me posting since I had some serious health issues and was in Phoenix at Mayo, but had successful surgery and now back at home. Right now proves that we sure live in interesting ti…
