What Equity Sectors Are You Considering Overweighting in 2016? I have been reviewing my portfolio's sector weightings as 2015 is coming to a close. Each year I like to pick three sectors that I think might do well in the coming year and that I should strive to overweight within my portfolio by selecting some mutual funds that are overweight these selected sectors. To do this I study what I own and what adjustments might be necessary to achmploish this by using Moringstar's Instant Xray analysis. For the coming year I have chosen to overweight financials, technology and energy.
For me, I have the sectors in the S&P 500 Index divided into seven major and four minor sectors. The minor sectors would be materials, real estate, communication services and utilities. The major sectors would be consumer cyclical, financial, energy, industrials, technology, consumer defensive, and healthcare. I strive to maintain a weighting in the minor sectors of at least five percent each and the major sectors of nine percent each. This leaves about seventeen percent that can be moved around from these base weightings to overweight sectors of my choice and to also allow for some movement from these base weightings.
In addition, form a style cap orientation perspective, I favor about a sixty five percent weighting to large caps, 25% to mid caps and 10% to small caps; and, from a world region perspective, I favor about 60% to the Americas, 25% Greater Europe and 15% to Greater Asia.
With this, I am wondering what others might be thinking of doing within their own portfolio(s) for 2016?
The Breakfast Briefing: What To Expect From Earnings In 2016
Grandeur Peak reduces expenses on two funds I don't think this is actually a reduction. GPEOX currently has an expense ratio of 1.82% (as of August 31, according to Grandeur Peak's website), so setting the cap at 1.95% means there is no change in the expense ratio. Similarly, GPROX's current expense ratio is 1.34%, which is also below the cap of 1.60%.
Are they expecting expenses to go up significantly in the near future, such that they'll hit the cap?
Morningstar $69 One year special Related to X-ray is portfolio tracking. See thread: "
Buy and Sell transactions History".
If all you want is a static watchlist (which is good enough for me, since I don't trade much), then perhaps the limited M* services that T. Rowe Price provides for free suffice. If you want the ability to add transactions, M* provides a porfolio manager (as
contrasted with its watchlist).
It doesn't seem to be easy to find a free service providing IRR (as
opposed to time weighted returns). Perhaps
Icarra? AAII (Oct 20
15)
wrote that M*'s portfolio tracker "is our Editor’s Choice in the portfolio tracking and optimization category."
In 2012, AAII also lauded M*'s services, and in comparing them with two other trackers, Wikinvest (now SigFig) and SmartMoney (Wiki made the top 4 cut in 20
15), noted that M* was the only one of the top 3 (for 20
12) to calculate IRR. But for much of the rest, it looks like Wiki/SigFig might work.
Ipad 2 and Morningstar I don't have an iPad2, but there are times when the Morningstar website is so slow that it's basically unusable. It might be that the Safari browser is more sensitive then Chrome on Windows 10.
OMG this. The M* website is incredibly slow at times and various errors are not uncommon.
vanguard fund distributions That's the page for tax filing information (i.e. not estimates). The Vanguard estimate link for its capital gains dividends was posted in the 20
15 cap gains distributions estimates announcement thread.
It is:
https://personal.vanguard.com/us/insights/article/preliminary-capital-gains-112015You're right that there's been no update, though on that page Vanguard promises to provide final estimates (including income dividend estimates) in early December. The month is still young.
vanguard fund distributions
Ipad 2 and Morningstar I don't have an iPad2, but there are times when the Morningstar website is so slow that it's basically unusable. It might be that the Safari browser is more sensitive then Chrome on Windows 10.
