… and IRAs include: TSP C Fund, CPB stock, RERGX, RGAGX, PRSVX, VEIRX, VINIX, VGTSX, VBMFX, PRSVX, VGHAX, UMBIX, SLMCX , FTCHX, FSPCX. We haven't managed as prudently as we should have and are trying to make sense of the current market. Presently …
Several tech funds with high turnover rates are listed as having 0.00(!!) tax cost ratios for 1, 3, 5, and 10 years. (examples: SLMCX , TEFQX). How can it be that they have no taxable gains?
Hi everyone - Recently joined the forums and have been lurking around trying to learn as much as I can. Lots of good information here but a bit overwhelming! A little background information: I'm 36 and my wife is 35. We have two 2 year old (twin girls!) and currently own a home. Lots of educational debt which we are faithfully paying down and no credit card debit. We both have been pretty good savers and have accumulated a number of funds over the years. We also have an adequate emergency fund set up currently. Using the Morningstar tools, we seem pretty well diversified. It does however seen like we own a LARGE number of funds. Our "portfolio" seems a bit haphazard and some of that is due to lack of an overall "plan", while others is just due to the combination of our separate investing decisions prior to getting married. A list of our funds are as follows with the overall percentage. The size of this portfolio was approx $600,000 prior to todays selloff. 2/3 of the portfolio are held in taxable accounts. We have been lucky enough to have been able to maximize our 401ks etc. AMGAX 2.3% ATVI 0.54% BARAX 5.40% BSCFX 2.36% DODFX 6.24% DODGX 6.21% EXEYX 1.96% FAIRX 3.49% FBALX 3.66% FCNTX 3.15% FDIVX 1.13% FDVLX 3.07% FEMKX 3.67% FLPSX 2.74% FOCPX 4.37% FSIIX 8.52% FUSEX 7.34% JAATX 0.73% JENSX 3.27% MERDX 5.36% MVALX 3.65% ODMAX 8.13% PRNEX 0.57% SLMCX 0.98% TAVFX 0.79% TAVIX 0.83% TTEK 0.40% TWEIX 0.38% UMBIX 0.50% WAAEX 1.90% WFAAX 2.86% XOM 3.49% (whew!) I'm trying to educate myself more on the overall process with some of the recommendations found in the forums here. But where do I go from here? Your thoughts and suggestions!
… Just as important, this fund's cost is substantially higher than that of sibling Seligman Communications & Information SLMCX . That wouldn't necessarily be relevant--except that the latter fund is very similar to this one. There is extensive overlap …
This fund's appeal depends on what you want out of your technology portfolio, but we think it's a keeper. You can almost hear Paul Wick breathing a sigh of relief. After an unaccustomed stay at the bottom of the tech rankings, his Seligman Communications & Information Fund is finally back on top of
… proceeded to post lousy numbers right after we highlighted them, while others, like Seligman Communications & Information SLMCX were soon swamped with new assets and began to underperform. Still, a good number of our past choices--including Bridgeway …
… rebound from last year s drubbing. A little further down the list is a welcome sight: Seligman Communications and Information SLMCX is up 22.3% just when I was ready to give it up for dead. This was the fund of the moment back in 1993 and 1994 when it …
… too aggressive. For example, 10 years ago, PBHG Growth PBHGX was at $10 million, Seligman Communications & Information SLMCX at $50 million. Even relative giants like Janus Twenty JAVLX and Putnam Vista PVISX held less than $1 billion in assets …
… imagine.) And then there's that little niggling detail that Wick's other charge, Seligman Communications and Information SLMCX has been less than red-hot in recent years. (That fund lands in the tech category's 95th percentile for the year through …
… do not buy this fund before it declares its payout. Choose a Benchmark, Any Benchmark Seligman Communications & Information SLMCX manager Paul Wick said that the S&P 500 is an appropriate benchmark against which to measure his tech-stock fund. The index …