
Portfolio's allocation can shift meaningfully and (at times) swiftly.Potential volatility related to exposure to emerging markets, precious metals, and currency.Use of derivatives and short-selling can incur additional risk.Experienced management.Excellent long-term record covering a variety of
from from the following, OSTVX, FPACX, OAKBX, ICMBX, GRSPX, MNBAX, JABAX 25% from World Allocation Funds. Probably WASYX , MDLOX, SGENX, GLBLX Most likely will not have access this money other mandatory withdrawals at age 701/2. Overall goal
avg ST, WT, MDLOX 1.19 5.25% $1k ST, WT, MCLOX 1.95 N $1k ST, WT, WASAX 1.05 5.75% $500 avg+ ST, WT, WASYX 1 N $100 ST, WASCX 1.8 N $500 ST, WT, IVAEX 0.81 N $100 ST, LGMAX 1.25 5.75% $2.5k high ST, WT, LGMCX 2
WASYX /IVY Asset Stradegy MDLOX/Blackrock Global Allocation
had been considering LZOEX, but it closed. I have now been considering the newer Lazard, LDMOX, the Ivy Asset Strategy, WASYX , which has about 30% in developing markets, or their new Asset Strategy New Opportunities, INOYX, which has twice that
90 7.04 11.88 1.34 FPACX FPA Crescent 1.24 2.48 0.36 0.19 3.02 2.27 5.00 10.18 1.41 WASYX Ivy Asset Strategy Y 0.45 -0.71 0.31 1.18 6.38 3.06 10.58 8.28 -3.02 MAPIX Matthews Asia Divide 3.33 13
need to get a grip on my Roth and set it up better. At the beginning of April I opened a Scottrade account and put 3.5k in a WASYX . Since then it has gone down almost 9%. thats nice isn't it. I have 1200 in my available funds at Scottrade waiting to
I sold WASYX a few weeks ago, it just has not been protecting the downside like it should. Anyone else disppointed?
Management's willingness to cut equity exposure doesn't make the fund low risk.
http://www.ivyfunds.com/news_portfolio_ias0210.aspx Managing risk takes on increased importance as markets correct, volatility increases - February 2010 Michael L. Avery Chief Investment Officer Co-Portfolio Manager Ryan Caldwell Co-Portfolio Manager Jonas M. Krumplys, CFA Assistant ...