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Thanks for the input. Watch and wait cant hurt at this point. I've been cash heavy for a while, its been earning almost 2 % while I wait, which is more than emerging markets right now
Early last year I dumped my pharma etf PFP, which I had held for about 4 years and traded it for IHI which has trounced big pharma over the last few years. Very glad I did, it is one of the etfs mentioned. I am somewhat overweight in health care…
There are so many being mentioned, will be hard to choose just one. I have ARTGX and IWIRX which have been mentioned each for over 5 years, happy with both, but I also added GSIHX this year. New shop, with a manager that has an excellent reputatio…
Two of my value funds, TWEIX, UBVSX and my dividend growth fund VDIGX ( my second largest holding) were up and like you, my reit fund also. Even AOFAX was finally down today, it mainly goes up even on rough market days. Been wanting to add to it, bu…
The Fidelity Funds shown do not take into account the 10:1 split that occurred recently. I have FSPHX, and it is up over 22% ytd, not the negative figure showing in chart.
My fav album of theirs is "Hell Freezes Over " live album 1994, title was based on Don Henley's comment when asked in 1980 if they will ever get back together , and he said "when hell freezes over".
@Mikew, I added CCASX before it closed to replace Fido small cap FSCRX which lost its long time manager, added AOFAX . I am a fan of small cap funds if you can find them before assets reach $2B. I also added VBK as a blend. Also have UBVSX, but it…
@Mikew I actually used the advisor I had before I left Fido for ML, and I use him mainly to review decisions I've made or ask for his input on portfolios as to any weak spots or areas he recommends adding. Have taken one or two recommendations unde…
@Mikew, I hired an advisor who was a certified financial planner ar ML whom I knew for a few years with my work for a nonprofit after I inherited money from my spouse. It was more than I had managed previously so I thought it wise. She created a …
A place to start might be reading the info on this link to NAPFA , https://www.napfa.org/financial-planning/how-to-find-an-advisor
the National Association of Personal Financial Advisors. Good luck, they can develop a plan for you based on your n…
Been adding to FISCX and two balanced funds ABALX and FBALX which I recently purchased from proceeds of my sale of RHS. I was a bit heavy on equity portion of portfolios
It is my largest equity fund holding, a bit larger than my VDIGX, but because it is so concentrated with 33 stocks, I also hold CMTFX (CTCAX is the retail version load free and ntf at Fido) in another portfolio which is a bit more traditional in its…
@MikeS , before you make any transfer, ask whether some of the funds you currently have will transfer to ML. Some may not and you will have to choose from funds they sell, as they d o not sell all funds. Many Vanguard Funds are not available on thei…
@Old_Skeet, I do remember that discussion, and that was when I started looking at it too. I remember hearing about Brown Capital fund a couple of years before, but that was when I was with ML and it was not available to buy there. Its the major re…
Like Old_Skeet, my AOFAX was up, as was my other small cap fund CCASX. Bond funds mixed, GIBIX up .30%, PYACX up .37%, others down a bit. I believe it was Old_Skeet who originally got me to look at AOFAX, thanks :)
Perhaps the lights going out is like Pinocchio, every time he told a lie his nose grew larger; if the lights went out every time Trump told a lie, at least he would stop complaining about fake news.
Thanks for the info, its position was way too large, but I bet those with the fund in a taxable account should be aware of potentially large cap gains fr 2018. This fund is my third largest position in portfolio
@JoJo26: I always like to have one momentum small cap fund when its style is going strong, like now, but it is not my only small cap fund. I generally counter balance them with a small cap value or blend fund. I recently added AOFAX, but have UBV…
More often than not, I do like one manager, it is usually the reason I am drawn to a fund, assuming he/she has enough analysts doing the grunt work. However, when it comes to an allocation or balanced fund, I like a team, since the equity side and …
@hank: sounds like you were referencing the Columbia Contrarian fund, and I believe it's contrarian because of how and when they buy the stocks in the portfolio despite the fact that much of their stocks may be considered growth. They tend to buy …
Contrarian fund that was not listed and my third largest fund in my portfolio is SMGIX ( retail version LCCAX is available load free and ntf at Fido). This was my substitute to the old UMBIX whose manager retired and the fund family kept bouncing ar…
Finally dumped my consumer staples etf, while I still had profits left. Had it for about 4 years, but outlook not good at this time. Will hold as cash for now.
The nice thing about living in New Mexico, at least in the Middle Rio Grande area such as Albuquerque is no real threat from volcanos, hurricanes, tornados, snow or weather extremes. Occasionally we get a little snow which melts as it hits the groun…
I am still holding RHS although I did reduce it a bit, and each day I watch it go down I fight hard not to do anything. It's not easy, it has always done well in the past, have had it for 5 years and it does hold up in bad times, lets hope people …
PONAX and GIBLX, although most of my bond exposure is in individual bonds, I use these two. I added FISCX recently for a little kick, but I would not consider that one in the same camp as core bond.
Hi Maurice, this fund looks pretty similar to my most aggressive fund MSEGX, with mine having a heavier dose of tech. Since this new manager will have access to TRPs large global analyst pool, and you have mainly value funds, I would be inclined t…
@VintageFreak: its often times hard to find if your fund has convertibles in it unless you read their 6 month or annual summaries on their websites. They often times are not listed under bonds, but sometimes as other or as stocks because they are hy…
@VintageFreak: I began noticing that a few of my funds were adding them, and the Prospector Opportunity Fund which has been mentioned lately has a pretty fair allocation to this hybrid asset class. Started following a few funds and decided to try…
I hold a similar high testosterone fund MSEGX, they might have been cousins in a previous life. Its my most aggressive non sector fund, when its good its very good and is holding up pretty well in recent times, but these types of funds can be volat…