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.
I'm balls to the wall with 100% spread between a hand full of 3D printing and biotech stocks (majority small cap). I bought in last fall through January 2013 and plan an exit approx 3/4 of those positions this fall for a safer mix of large cap fund…
For individual stocks in my IRA, I'm waiting on a key January FDA approval date before selling off most of my PATH holdings, and am looking to build up some more long 3D printing holdings in DDD, AMAVF, and SSYS, if things cool down a bit. Fund-wise…
Hi Catch, I just read your post just after replying to FundAlarm reply above. Thanks for the very descriptive, if not illustrative explanation of bond fund behavior. I think you nailed the head in in terms of addressing some of my anxieties about th…
Reply to @fundalarm:
To answer your first question, let’s say that 10% of the portfolio has been invested in PTTRX via incremental/month purchases within a 401K plan for the last 3 years.
I suppose this is where I feel conflicted – I do see the im…
Here are some questions from a long-term investor's standpoint:
If one is a long-term investor (20+ years until retirement) and if one truely believes that this bond bubble will bust within 5 years.... would it not be best to pull my 10% allocation…
Thank for the post on this topic, Investor. I've been following several blogs on the topic of Peak Oil, and have found the one by Will Martin, PeakOilProof.com, to be of particular interest. Will has an MBA from Cornell and has been/is currently emp…
Those equity funds look pretty good. As far as the Large-Cap International fund category, a nice substitute for FMIJX may be MIEIX. Both are nice Large Cap International funds with similar-ish type holdings, but MIEIX has a lower cost basis and a n…
I’ve been dollar-cost-averaging into DODGX via my employer's 401k since August 2009 and slowed down in May/June this year, and have been pleased with the results to-date (I plan to pick up again once we see the market drop a bit). I’ve been counter…
@Investor - thanks for elaborating a bit more on the roll-over scenario. It's pretty much as I hought it would be, but I will need to research the rules on ESOP transfers in more detail to see what penalties may apply.
As for my stock selection ski…
@mns - Thanks for the, tips. I'll do a bit more research on the cost basis to see what may make more sense. What would be the difference between what you described as a 'self directed IRA' versus a roll over IRA ( my apologies for being a bit thick…
I've been using PMEGX (T. Rowe Price Instl Mid-Cap Equity Growth). M* gives it an overall rating of 5 stars, High return with Average risk, ER of 0.63%, with a 15 year trailing total return of 10.17.
I believe this is the Institutional version of t…
