First Eagle Global I SGIIX
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VWELX - Asset under Managment
What do you guys think about VWELX's AUM? Sooner or later AUM will drag retruns. MALOX is another example. Even though fund manager holds lot of holdings but it is under performing SGIIX and IVWIX in last 3 years. I suspect AUM is perhaps one factor.
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This is why you need managed bond fund (see March)
… NOT THAT GOOD ) FNMIX -0.15 TGEIX 0.9 DBLEX 1.0 TTRZX -0.8 PGDIX 0.1 PAUIX -0.9 JSTIX 0.0 IVWIX -0.24 SGIIX 0.5 JNBSX 0.6 JPVTX 0.95 FPACX 0. 4 OAKBX 0.9 ICMBX 1.1 PRWCX 2.0 LSBDX 0.0 FSICX -0.2 OSTIX 0.4 BERIX 1 …
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load in M* Search Function
… charges go in to the pocket of sales people or brokerage. Correct? M* is now showing some NO load funds as with load e.g. SGIIX /IVWIX (2% load) and FTABX (0.5%) and many more. I think these loads are basically ST redumption fees pay able to …
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3 years return- Balanced fund
… about IVWIX did not do as well as its old sibling. Even though IVWIX did not have any legacy holdings plus new fund advantage. SGIIX 22.75 GLBIX 19.86 IVWIX 18.49 MFWIX 17.15 MALOX 16.31 Simple (for example Fidelity fund) not much talked about sometimes …
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pls ignore
… portfolio, noticed that there was one entry that was completely unexpected & wrong -- a subset of exact match dividend entries for SGIIX fund from a different/correct portfolio was appearing (in addition to its correct location in the relevant other portfolio …
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Treasury still better than others to lower portfolio risk?
Consider a portfolio with 2 mutual funds for the past 10 years. The first mutual fund is SGIIX (First Eagle Global). The second mutual fund is an intermediae bond fund. Assume equal weight with yearly rebalance. Using …
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Reflection on 2011 and Plan for 2012
… did adding more to YAFFX. Getting into SGIIX and creating this as secondary addition ..... expected, Having big allotment in IVWIX, SGIIX , TGBAX in Taxable gave better downside ..... adding more in Taxable will be ARIVX and SGIIX . Hope others will share!
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Diversification, where does it stop?
… above are VWINX, FPACX, OAKBX, TGEIX, SGIIX . So how many funds do you really need? For ..... portfolio of only 4 funds FPACX, OAKBX, SGIIX , IVWIX (see comments at end). Is this ..... only way? Of course not. FPACX, OAKBX, SGIIX , IVWIX - SGIIX and IVWIX have only small …
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76 retired and recession
… better to go to cash, and wait out this recession. I can buy more Vwinx, as I sell out of the last of any equity funds ie Sgiix ,Ivwix and all remaining Fcntx,Fdcax etc which add up to $15000 out of $1,900,000 down from $2,150,000 What are …
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TOS -> TDA Account Discrepancy
I did first purchase of SGIIX on Aug 10th on TOS. The trade went through and I could see the position in my account Friday. But when I logged into TDA account …