Cash 10% Bucket 1 (first 3 years) Pondx , Dodix, Ostix, 10% each Bucket 2 (8years) Vwinx, Berix, 20% each, Exdax 10%, Vym & Utg(Reves Utility Fund) 5% each
am 68 yrs old- 2 years from RMD's and just wondering if my portfolio is sound. My breakdown is as folows: berix- 20% pondx -33% vwinx- 23% cash- 24% I just recently reduced my exposure to stocks by selling fpacx (FPA crescent). I am second
Has any of you done PONDX to PIMIX conversion at Vanguard more than ..... the other hand there is no charge to buy PONDX . I am think converting it when i reach ..... same process when i hit 25000 again in PONDX . Feed back is appreciated. Thanks
PIMIX now can be bought with $1000 (or maybe even less) online at Wellstrade in tax-deferred accounts. Several years ago I could not. I just swaped all our PONDX to PIMIX in the last few days.
Ticker Name % VWIAX Wellesley 31% VWENX Wellington 24% VGSTX STAR 3% VTI Tot Stk M 14% VBR SC Value 5% VOE MC Value 5% DODFX Intn'l 4% VGHCX Health 5% VGENX Energy 4% VDIGX Div 2% PONDX Bnd Multi 2% LSBRX Bnd Retail 1% 100%
Allocation Summary 30 day SEC yld 4.4% 50/50 TGLMX /DLTNX ave 3.6% yld 6 yr apy ( 2008-2013) MWTRX = 7% TGLMX = 8.2% DLTNX= NA 10 yr apy MWTRX = 6.73% TGLMX =7.24% And this is Not Even Including The Newer PONDX /PIMIX!
EACH MONTH JABAX 51.15% OAKBX 29.08% OAKMX 7.6% OAKIX 5.52% PONDX 4.13% FSCRX 2.52% Mrs. Bear's IRA JABAX 49.09% OAKBX 30.84% OAKWX 10.29% PONDX 9.79% Mrs. Bear's 401 FDTFX 100% Joint Acct W/Children JABAX 47
I currently own a large amount (less than 100K) of PONDX in my Fidelity IRA account, if I increased that amount to greater than 100K will PIMCO concert my holding to PIMIX? Will my holding
I am trying to diversify my bond holdings from mostly intermediate-term munis. I came across PIMCO Income D ( PONDX ) recently. Can this fund be the only other bond fund that I would need? Any alternatives? FYI, I am looking for current income
MWTRX (diversified intermediate term) 8% VWINX (a conservative allocation fund with roughly a 60% bond allocation) 8% PONDX (multi-sector) 9% SPHIX (high yield) 8% THOPX (short-term) 7% I have a few recommendations from my FA, but am