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.
@thundley459 and @slick,
thanks for sharing your thoughts on GQGPX and also PRIJX. Morningstar doesn't cover either. Can I ask what draws you to PRIJX? I see that its a top performer over the last 3 years. For GQGPX, I'm assuming Rajiv Jain's tr…
@Old_Skeet ,
Thanks very much for providing your market barometer. I always enjoy getting your market updates as it aids with my planning. I also appreciate the information on increase in short interest. The market has certainly had a nice run he…
@Old_Skeet, thanks very much for sharing your thoughtful process. I appreciate it. I had to sell off a number of funds at the end of last year for tax purposes so I'm trying to plan a strategy for reinvesting these funds. Dollar cost averaging i…
Hi @MikeW: I have two emerging market funds with the American Funds Group. One is their New World Fund (NEWFX) which I have owned for better than ten years. The other fund of theirs that I own is their Developing World Growth & Income Fund (DW…
@Bitzer and @Mulder420,
thanks very much for your feedback. I'm taking a hard look at Vanguard funds due to the low cost and good performance. I'm intrigued by the approach that Vanguard International Growth has taken. Good relative performance …
Thanks so much to everyone for responding. With the market turmoil this seemed like a good fund to consider. I want to reduce my risk but still have exposure to the market. Sitting in a money market with more cash is also an option, but then you'…
Hi @johnN: Thanks for posting the article in which the author's choice is a two year treasury which currently has a yield of about 2.8%. For me, in the cash area of my portfolio, instead of the two year treasury I've done a four step money market …
@msf thanks very much for explaining this. Very helpful. Seems like there is more risk in holding onto my shares because others could very well be selling which would result in higher distributions to those left. I also looked at the track record…
@msf
Thanks for feedback. If i sell now do you know if I'll still get hit with the cap gains distributions they'll do later in year? That would be a double whammy of my cap gains plus the distributions from the fund
So I'm one of the poor SOBs thats still in this fund. Have held since '94. I assume I should sell my position as soon as possible? Is there any way I can limit the cap gains I get hit with? Makes me sick thinking about it.
Is there any way to buy into this fund? I was too late to the party unfortunately. Is there a good alternative that anyone would recommend? I'm in FPACX but it has greatly underperformed PRWCX.
@slick thanks for sharing. Yes it appears challenging to find a good small cap fund thats still open. Is there a way of purchasing AOFAX without paying the 5% sales load? Looks like a very strong fund.
@slick Sounds like you are ahead of your advisor! What small cap funds did you select? That is an area I'm really lacking in. I'm mostly large cap. This is one reason I want to get some outside advise on asset allocation.
@davidrmoran thanks. I'm leaning towards the self-directed route too. I'm curious how you went about determining what your asset allocation should be. For me that's probably the most important advice that I need. Once I have recommendations on …
@slick thanks very much for sharing this. I appreciate it. Do you feel you get valuable advice from your advisor at Fido and do they allow clients to interview planners there or do they assign someone to you? Also, just curious if your advisor ha…
@catch22,
Great to connect with you again Catch. So I was referred to ML and specifically to an advisor that specializes in working with families with special needs kids -- my situation. I haven't decided to go with this person at ML which is why …
@slick,
Thanks very much for the advice. This gives a good set of questions to ask. I'm curious if you hired a planner or did your own financial planning. Reading thru a number of the planners, it seems like its difficult to find a planner that do…
