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My five funds are PRWCX, OSTVX, VWINX, PMEFX, and CIBFX. The remaining 23% is in WBALX, JHQAX, INPFX, RPHIX, SCHD, and Cash. I use Merriman's 60/40 index portfolio as a benchmark. Presently doing about 3% better than it has. Since WBALX, JHQAX, an…
These 5 funds make up 5% of the total portfolio. They all at one point had greatly appreciated in value in the past year, but in the last 6 weeks have moved down significantly. Overall I am up in value from the initial investment, but down consider…
The question was asked light-heartedly. Just to make a decision now and come back in 12 months and see how you would have done if you actually had made the investment.
If I follow through with purchasing RPHIX, I will be selling TRBUX and PRWBX and using RPHIX as a place to hold short-term dollars in addition to a year's worth of expense money in a money market account. Make sense?
What are you attempting to do??? Simplify!!! I have finally realized my investing skills are not serving me well. I only need 2-3% at the most from my portfolio to supplement my other income at this point, so even the choices I am moving into may …
I have been using indexes(SFNNX, SWISX, SFILX, SFENX) for my stock portion of my portfolio, but it appears that when it comes to international investing managed funds may be a better way to go to recapture the loss in that portion of the portfolio. …
For Mike, yes I did move out of two IRA Intelligent Portfolios. I think they have taken diversification to an extreme, which has affected performance, but to be a fair Schwab rep told me not to expect any outperformance from the portfolio, but I th…
My bond holdings are IOFAX, SEMPX, and HOBEX, plus a small position in SWRSX. I have to admit my understanding of bonds is somewhat limited other than price goes up as interest rate goes down.
Thank you to all for taking the time to respond. All accounts are at Schwab, so I am attempting to avoid the transaction fee. I may just make a one time purchase and see if my consultant can have the fee waived.
