Bookmarks

Yahoo Gmail Google Facebook Delicious Twitter Reddit Stumpleupon Myspace Digg

Search queries

wwwchildsexcom, conradelektronik detektiv anwesend?, pro vorsorge plus 4u liberty Europe fonds, einkommensteuervorauszahlung in skr03 buchen, einkommensteuer vorauszahlung buchen skr 04, was bedeutet über eine etwaige verrechnung des restguthabens mit gegenansprüchen erhalten sie eine besondere mitteilung, daumenschiene auto fahren, bverwverfg, steuerbescheid verrechnung des restguthabens mit gegenabsprüchen, verzugszinsen deliktsrecht

Links

XODOX
Impressum

#1: Growth & Income vs IRA holdings

Posted on 2006-03-09 20:51:44 by Phil Schuman

Going thru my portfolio and reviewing the IRA's
Debating about staying the course with Fidelity G&I,
as the performance was only about 8%
compared to my other holdings -
Yet the market may be changing from last year.
Suggestions and observations ?

IRA - mine -
Fidelity Overseas 20% of the pie
Fidelity Growth 20%
Fidelity Growth & Income 60%

IRA - hers -
Fidelity SE Asia 23% of the pie
Fidelity Conv Securities 27%
Fidelity Growth & Income 50%

Report this message

#2: Re: Growth & Income vs IRA holdings

Posted on 2006-03-09 21:05:35 by Ed

Don't compare it to other holdings, compare it to its peers.




&quot;Phil Schuman&quot; &lt;<a href="mailto:pschuman_NO_SPAM_ME&#64;interserv.com" target="_blank">pschuman_NO_SPAM_ME&#64;interserv.com</a>&gt; wrote in message
news:kH%Pf.28203$<a href="mailto:2O6.3581&#64;newssvr12.news.prodigy.com..." target="_blank">2O6.3581&#64;newssvr12.news.prodigy.com...</a>
&gt; Going thru my portfolio and reviewing the IRA's
&gt; Debating about staying the course with Fidelity G&amp;I,
&gt; as the performance was only about 8%
&gt; compared to my other holdings -
&gt; Yet the market may be changing from last year.
&gt; Suggestions and observations ?
&gt;
&gt; IRA - mine -
&gt; Fidelity Overseas 20% of the pie
&gt; Fidelity Growth 20%
&gt; Fidelity Growth &amp; Income 60%
&gt;
&gt; IRA - hers -
&gt; Fidelity SE Asia 23% of the pie
&gt; Fidelity Conv Securities 27%
&gt; Fidelity Growth &amp; Income 50%
&gt;
&gt;
&gt;

Report this message

#3: Re: Growth & Income vs IRA holdings

Posted on 2006-03-11 19:32:46 by Phil Schuman

At 07:29 AM 3/10/06 -0800, you wrote:
&gt;G&amp;I has been lagging a bit, but it's not too bad. If a switch is easy,
you
&gt;might want to consider going over to the Fidelity Fund. It has a bit
less
&gt;volatility, still the same category, and to my eye it seems to be
holding up
&gt;a little better.
&gt;
&gt;As an aside, you should consider moving from Overseas to the
Diversified
&gt;International, a much superior fund, if it is available to you.
&gt;
&gt;Good luck,
&gt; Randy
&gt;

Report this message

#4: Re: Growth & Income & other IRA holdings

Posted on 2006-03-11 19:40:57 by Phil Schuman

&quot;Phil Schuman&quot; &lt;<a href="mailto:pschuman_NO_SPAM_ME&#64;interserv.com" target="_blank">pschuman_NO_SPAM_ME&#64;interserv.com</a>&gt; wrote in message
news:iJEQf.45950$<a href="mailto:F_3.18504&#64;newssvr29.news.prodigy.net..." target="_blank">F_3.18504&#64;newssvr29.news.prodigy.net...</a>
&gt; At 07:29 AM 3/10/06 -0800, you wrote:
&gt; &gt;G&amp;I has been lagging a bit, but it's not too bad. If a switch is
easy,
&gt; you
&gt; &gt;might want to consider going over to the Fidelity Fund. It has a bit
&gt; less
&gt; &gt;volatility, still the same category, and to my eye it seems to be
&gt; holding up
&gt; &gt;a little better.
&gt; &gt;
&gt; &gt;As an aside, you should consider moving from Overseas to the
&gt; Diversified
&gt; &gt;International, a much superior fund, if it is available to you.
&gt; &gt;
&gt; &gt;Good luck,
&gt; &gt; Randy
&gt; &gt;
&gt;

I should move from the Fidelity Growth &amp; Income -
Not sure where just yet,
have been looking at Fidelity's list of 5-star funds.
With so many funds in the same grouping,
it's hard to tell them apart based on objectives, style, etc ?

Also - on the Overseas ---&gt; Div Intl - can't, it's closed to new
investors,
but I have Div Intl in my normal account, just not my IRA account.

Report this message