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.
What makes more sense? $50,000 (plus $49.95 fee) into CBLDX (ER of 0.91%), or $50,000 (no fee) into CBLVX (ER of 1.16%). Probably would be a long holding time. The advantage of CBLVX would allow additional investments without a fee. The bottom lin…
The other question, which is more personal and Bobpa does not have to answer is does he need an emergency fund? A small one, but he knows he needs to increase it. from the original post. He is asking me if he should sell all and eliminate his bala…
I have it in my Schwab account and there are times when I want to move distributions from other funds into VWINX, but the $75.00 fee discourages that if the amount is not significant. That is the reason to look for another fund that is no-load.
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?
