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.
@Crash: I was wondering if you were still holding on to PNM after regulators rejected the increase. I've got solar panels, so I don't help you much. I pay about $150 per year to them for all my electricity. With sun 300+ days per year, it works n…
I too own FMIJX but it is not my only intl fund. Technically it is global, since there is some domestic. I paired it with SIFIX and GHISX, all of which have both US and foreign. I also have IWIRX which by M* standards is large cap growth, but is …
Sold my entire position in ABBV after watching it defy gravity over the past year. Since this was in my taxable portfolio, in which I generally have my bonds and two or three stocks mainly for income, figured it was time. I had vacillated with thi…
@MikeW, I bought GQGPX a few months back, but only TD Ameritrade and Schwab are selling it. Started relatively small, but am adding over time. I had his Virtus Emerging until he left, have been hoping he would reappear. There is also GSIHX, which…
I own its " sister" fund UBVSX, which was closed in 2016, and has grown to over 6B which is large for a small cap fund. Would switch over to FTHNX if it keeps growing much more. Nice find.
@bee: Although it does not post estimated annual cap gains until they actual happen, Morningstar does show dividends and cap gains over the past two years by date and amount under quote section if you input the symbol
There are many places you can create a donor advised fund, which means you have input into how the funds are allocated to which charities. There are many more choices through a local community foundation than through a brokerage. I created one with…
Whew. I have had VZ as an income stock on and off for 5 years, selling for tax losses almost every year, then watching it. come back up. In June, it was down to 44 and change, and I bought it for 53 last December. Sold it today at $52.36 just befor…
I follow this etf as I decided I needed to add to financials which were underrepresented in my portfolio. I decided to go with FRBAX instead but it was a close 2nd.
@ expatsp, Admittedly it is a young group, but Minerds history goes back to Credit Suisse and Morgan Stanley. They seem to believe in deep pools of analysts and team approach. There is also a retail version of the fund GIBLX which is ntf at Fido. I …
David, my bond holdings are relatively low for mid 60s retiree, with most of my bond allocation in taxable account. Thus is primarily a result of muni bonds inherited, plus I have PONDX, GIBIX and a preferred fund CPXAX. I'm 72/28 stocks to bonds an…
Thought I would put my changes I recently made into this thread. Sold MINDX which I have held for over 4 years and had some nice profits in. It is over 24 x PE and felt I really did not need a single country fund for diversification and it may sta…
After reading this article, I re examined one of my holdings, MINDX. With a 24x PE I decided that owning a one country fund is not needed when there are some other funds I have that I want to add to, and am almost fully invested. I am a big fan of…
I have owned OSMAX for over four years and more than once it has been my strongest performer of the year. This category can be very volatile, but i consider this category a nice diversifier in portfolio.
@pressmup: before you buy ROSOX, check out GSIHX if you want another option in an experienced manager of a brand new fund. It's run by the former manager of Virtus Emerging Markets which I owned for a few years until he left. He has resurfaced wit…
@graust, thanks will look into it. I had forgotten about the fact that many fund families do something similar. Fido comped my initial purchase of VWINX in my ira, but i paid to put it into my roth, where i want to add more. Thanks for your feedbac…
@Davidmoran since I received some free trades when I tranferred to Fido, it helped. ML does not sell VWINX and some other Vg funds along with a few other funds I wanted plus my advisor and I disagreed on etfs which I wanted to add. I will admit I do…
@MikeM: I use sector funds/etfs such as utility and staples to add ballast and counterbalance some of my more aggressive funds or to correct underweighting of sectors in my overall portfolio. I had to sell the utility fund I had at ML when I transf…
I thought about doing that but decided i wanted to keep everything in one place . that was the only fund that had a fee of my VG funds. I wish i could add to VPCCX but it's hard closed.
Thanks for your comments guys,I expected the too many funds and too low on some questions. Will try and address your comments:
@Art: Over the last ten years, converted quite a bit from traditional ira to roth. 2/3 of my retirement funds are now i…
Whew. This started out as a simple exercise and will try and provide commentary on my portfolio in addition to allocations and percentages. I have three portfolios. First one , is a taxable account which has a majority of the bond allocation at 8…
@Ted, I have a similar investment in a mutual fund CPXAX which I bought about 8 months ago, seems to be a keeper. I think that I originally looked at it one time when you mentioned PFF and I liked it just a bit more. But thanks for the introduction…
Sold my last chunk of PJP and decided to exchange it for FSPHX. In that portfolio the health care fund I already own PHZSX I can't add to since it is institutional shares that I bought while at ML . Pudd, I also saw the video conference Fido held i…
Ive been using VCSH for 2 year or less money. Not exciting, but fairly stable and pays monthly. My main 2 year or more bond funds are CPXAX, PYACX, GIBLX and PONDX. They seem to work together well.
@davidmoran ifyou are looking at pff, check out CPXAX, which is available at fido ntf and load free or you could buy the institutional shares at ML. Bought it last year and very happy with it.
@Maurice: Did not find it under Great Owls, but one of Charles picks back in 2016. Actually was aware of it for some time, I just let my Fidelity fund ride til now. My account manager at Fidelity brought it up when I met with him this week, when …
@ Maurice: I also just bought a boutique small cap fund CCASX, selling my long term holding FSCRX who is losing its manager at year end. I have always preferred smaller funds, but they have been hard to find before they close. Im expecting this o…
@Crash: Thanks for posting. I too have been a bit disappointed in SIGIX (I added enough to get the I shares) but I like the management and will give them time. Unlike you, my largest positions are 5-7%, and Im 19% foreign. My largest funds are PR…
What i find fascinating about this thread is the number of names I either never saw or that came back to post their opinion. There are times the message board is like a school yard playground and other times an intellectual discourse on a variety o…
Bought some GSIHX and took some profits out of ABBV, but left half in. Its up over 40% since I bought it in February. If it falls more, will sell the rest and wait to see where it goes.