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PRESSmUP
The last week has been good preparation for playoff pressures....nicely done Tito.
Yes, I did buy into the selling pressure.
I was anticipating a pullback of 5+%, and now the only question is how much further the retrenchment will drag the averages.
I'm trying to figure out how the end of month, end of quarter datelines will imp…
Today's action really pointed to a recent post by Barry Ritholtz, specifically focusing on "taking yourself out of the minute-to-minute, day-to-day time frame and rethinking your investing parameters in terms of years and decades."
http://www.ritho…
I'm seriously conflicted.
At one point I held MACSX and MAPIX, then dropped MAPIX for SFGIX. I have a long term position in MAPTX. I am also in GPGOX. And...happy as a clam with all of them and my decisions.
With Matthews and Grandeur Peak introdu…
Of my 35% slug of fixed income are OSTIX, PTRAX, LSBRX, PONDX, OIBYX, TGINX, BERIX, and MAINX.
Now, if you are familiar with the bucketing model, I also have a separate sleeve of funds for which I am accumulating 5 years worth of expense dollars in…
Charles...OK, I'll be the first to raise my hand. You've posted charts in this thread and on others, with data which looks to have some key metrics and historical data. I need some help with the column headings in regards to descriptions and basic d…
Bee...I use a similar strategy, though with the same objectives in mind.
A few key differences. I take more than a 10% haircut, I take 20%. My portfolio metrics make this rather easy as I set an arbitrary ceiling...$50K in my case...and I trim to 4…
Hi folks,
I wanted to recap this thread the best I can. First of all, thanks to all for the contributions. For some odd reason, I thought the number of holdings extending beyond 10 years would be slight....what in God's name was I thinking?
Listed…
Reply to @Art:
Art...as with you, PCVAX is a 401K choice, which I've held for about 7 years. Planning retirement and a shift of 401K to an IRA, I find that the PCVAX performance is not to be sneezed at....frankly, I am flummoxed as to what to repl…
Reply to @Ted: and you have to be just ridiculously happy about that. In looking at the returns since 2003, that fund had one negative year, with a 15% annualized return over that period. It will be interesting to see what happens over the next few …
Two of my longest held positions have positions in this space...VGHCX and VHCOX. I held both for just over 10 years. Plugging a $25k minimum into a fund at the time seemed pretty madcap, but was one of my best moves ever.
Come to think of it, that …
One of my favorite funds. While certainly not sitting on a concentrated portfolio (over 110 holdings), they certainly have conviction in the healthcare and tech spaces, with almost 70% of the fund in these areas...and much of that in fledgling firms…
Coffee....cream.
Art, I was flummoxed as well for a bit since the timing is a bit odd. I do absolutely love my Vanguard Health Care, but the distributions can sting a bit.
What I'm currently doing varies by account:
401K:
-new money is going into PIFZX. As I'm looking to retire within 2 years, this falls within "bucket 1" within that concept. The equity funds in the 401K get a 20% haircut when they hit a pre-defined…
Reply to @Art:
When I retire and transfer the 401K to my IRA rollover (hopefully soon), I would really like to figure out a way to drag the PCVAX holding with me...I am really fond of this, and am having a hard time figuring out a replacement.
I …
Hi Art....your top 3 are interesting, as I hold all 3 in a 401K.
Your question asked about a top 3 in a retirement account...while I have separate 401K, IRA rollover and then after-tax accounts, I view them ALL as retirement accounts.
As such, my …
How about DEFIX (Delafield)?
I have a good 401k option in the MC value space....TRMCX (TRPrice Mid-Cap Value). To replace it in when I cash out, I've targeted DEFIX. This doesn't get alot of fanfare or press...not sure why, since it seems their re…
I got caught up with Oak Associates at the time, with both White Oak and Pin Oak...it was a good lesson, and one that has crossed my mind as I continue to hold a good amount of FAIRX.
To gfb's question, the only reason I am holding is because I am …
Interesting premise from the WSJ article...which appears to be that large cap names in the
BRICs can be a drag on performance.
It would be interesting to see any analysis of EM availability within 401(K) plans. My guess is that it is limited, and w…
Hi folks...new poster here.
Similar to Kenster, I hold several Matthews funds including MACSX and MAPTX. I swapped MAPIX for SFGIX a short time ago. I hope to find Mr. Foster's comments illuminating relative to the original question as to viability…
