A perhaps naive approach to market timing I agree we may be due for a correction. Not sure what is best to do but I have made a few moves and have plans for others. A 60/40 stock to bond ratio is my target. International is 50% of my stock portion.
I have held on to PTTRX for now and like the new Gaffney fund EVBAX for future purchase in the bond space.
I am scaling back on certain funds and adding others. Took profit in CHTTX and sold all VIGRX. These are the more aggressive funds in 401. Added to RMFFX and ODMAX in 401.
In Roth adding TGMEX a mix of EM stocks/bonds. May add FSPHX with new ROTH contributions.
Keeping FPACX, MFLDX, IVWIX, DIBRX, PCVAX, MAPTX, WAEMX, SFGIX and BUFOX at current levels.
I am taking a big bet on emerging markets at 15% of portfolio for the near future.
David Snowball's September Commentary Reply to
@ron: The man who put
ODMAX on the map, Mark Madden.
ODMAX Manager: 08/16/2004 — 04/30/2007
M