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We are a Honda lovers past 20 years, includes 1 Acura for 4 years. My 2014 lease is up Sept but requested an extension for 2-3 months. The 2018 Honda Accord is due out Sept or Oct. It's a totally designed car and I'm interested is seeing it. I know …
Catch, it means he doesn't know like we all don't know. But many so called "guru's" are paid a lot of money to know something. Oh well, at least we know, we don't. I guess I just said nothing that mean nothing.
depends where you buy it. I had a fidelity IRA account when I bought HBLIX but have transferred my account to Schwab. At Schwab, HBLIX requires a registered rep and 100,000, so I bought HBLAX load waived but higher expense. I wanted the funds as it'…
I will sometimes pare back but still a buy hold type. I still hold stocks owned as far back as 1978 1995, etc. some have merged, taken over but I never sell out a portfolio even during the worst crashes. So I guess I didn't mean when the trend cha…
Where I normally would have bought bonds in my IRA's, I do have my largest position in PIMIX and some in preferred funds FFC and PDT and some EM in TGEIX but the rest in the funds for dividends, or balance funds.
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Ted, in the mentioned article, I looked over the ideas by Waggoner, and I thought BWG looked reasonable and interesting until I saw it has been ROC this year but nav has held up well with a managed distribution. Any thoughts on this Ted? Thank you.
With the 1/4 end I wouldn't be surprised to see a reduction in holdings since the prospectus says "in the best interest of fund holders" What would be, hold or sell?
(PRBLX holds WFC as its #1 position, added there during the last quarter.)
Src: https://www.parnassus.com/our-firm/highlight/184
Due Diligence on Wells Fargo
SAN FRANCISCO, CA, September 27, 2016
You may have seen recent news that Wells Fargo (W…
I give more weight to performance 3 years and a few funds I've owned over 10 years.. At age 82 I don't have a alot of time. Other than index funds I only own VWINX-HBLIX, PRBLX, POGRX, PRWCX, VEIPX and GTLLX and 2 bond funds PIMIX and TGEIX.
@msf- I've been told by fellow technicians that light shines right through my ears, though. On the other hand, they also reassured me that I was smarter than I looked. :)
We have something in common Old Joe, I'm also old. Let me throw a couple other…
msf, what you say is were I was in deciding where to go and came much to the same conclusions. Yes, I have used muny's at Schwab in IRAs. No to junk, but yes to MUB. Thank you for your response.