rforno

Activity

• Mona → rforno

  Hi rforno,
  
  I was reading your post on the thread Buy Sell Why, regarding WABAC selling PRBLX, and as I own it, I would appreciate getting more of your thoughts.
  
  I have owned the fund as an S&P 500 replacement fund in an IRA account. When I look at M* 9 box, Vanguard 500 Index has 40% in the LCG box compared to 34% for PRBLX, 26% in LCC compared to 47% in PRBLX, and 16% in LCV compared to 13% in PRBLX. Based on these percentages, it would seem to me that the Index 500 is more growthy than PRBLX.
  
  Could you please elaborate on your thought?
  
  Thank you,
  
  Mona

  November 2023
• 
  johnN → rforno

  Ty for the comments
  
  We see no changes at all past few wks at schwab
  
  
  Will try apply partial stocks buyings
  
  $cost $avgo so expensive per share and these are very good stocks long terms
  
  
  Every time go Costco buy partial shares or one share
  
  Happy holidays

  December 2022
• FD1000 → rforno

  Looks like you are still blocking my access to armchair
  Let me know for how long
  If you sent me a private message, I can't read it.
  My email is [email protected]

  August 2021
• Mona → rforno

  Hi rforno,
  
  Per your post, MGGIX was up yesterday. There is another Morgan Stanley fund that I try to follow, MAPPX, that I see was also up yesterday.
  
  Why do these two funds go up when the market is down and seemingly down when the market is up? I looked at their holdings on M* but I am not understanding the cause.
  
  Thanks!
  Mona

  May 2021
• Gary1952 → rforno

  Hello rforno. Please contact Old_Skeet (skeeter) at Armchair Investing.

  October 2020
• CecilJK → rforno

  Perhaps, you should venture on back, pick up where you left off, and finish what you started. Cordially, Skeeter

  September 2020
• 
  johnN → rforno

  thankyou sir. kind regards. will keep those on our watchlists
  

  June 2020
• Old_Skeet → rforno

  rforno, In answer to your question. My account was established years ago at Edward Jones and as long as I buy A or C share mutual funds there is no wrap fee on the account or any other brokerage fees associated with this account. Should I buy an etf that has no 12b1 fee associated with it then the account becomes subject to a wrap fee at better than 1%. Therefore, I hold no etf's.
  
  Generally, I buy C shares if I plan on holding the fund position for a short period of time and/or I don't choose to do a nav transfer from another fund to establish the new position.

  August 2019