Comments on: My Mutual Fund Portfolio http://www.thesunsfinancialdiary.com/about-me/my-mutual-fund-portfolio/ Fri, 20 Nov 2009 19:09:54 -0800 http://wordpress.org/?v=2.8.6 hourly 1 By: Investment Choice: REIT - The Sun’s Financial Diary - Accumulating wealth is like building The Great Wall, one brick at a time http://www.thesunsfinancialdiary.com/about-me/my-mutual-fund-portfolio/comment-page-1/#comment-5751 Investment Choice: REIT - The Sun’s Financial Diary - Accumulating wealth is like building The Great Wall, one brick at a time Fri, 06 Apr 2007 15:31:02 +0000 http://www.thesunsfinancialdiary.com/2006/12/08/my-mutual-fund-portfolio/#comment-5751 [...] a small portion invested in Third Avenue Real Estate Value Fund (TAREX), which happens to be my third best mutual fund investment in terms of returns, thanks to the real estate boom in the early years of the decade (following [...] [...] a small portion invested in Third Avenue Real Estate Value Fund (TAREX), which happens to be my third best mutual fund investment in terms of returns, thanks to the real estate boom in the early years of the decade (following [...]

]]> By: Invest in Gold (I) — Buy Gold - The Sun’s Financial Diary - Accumulating wealth is like building The Great Wall, one brick at a time http://www.thesunsfinancialdiary.com/about-me/my-mutual-fund-portfolio/comment-page-1/#comment-2217 Invest in Gold (I) — Buy Gold - The Sun’s Financial Diary - Accumulating wealth is like building The Great Wall, one brick at a time Tue, 06 Feb 2007 20:31:16 +0000 http://www.thesunsfinancialdiary.com/2006/12/08/my-mutual-fund-portfolio/#comment-2217 [...] fund do? At the close of last Friday, the fund is priced at $50.64. In fact, TGLDX was one of my top three performers in my mutual fund [...] [...] fund do? At the close of last Friday, the fund is priced at $50.64. In fact, TGLDX was one of my top three performers in my mutual fund [...]

]]> By: Invest in Gold (I) — Buy Gold - The Sun’s Financial Diary - Accumulating wealth is like building The Great Wall, one brick at a time http://www.thesunsfinancialdiary.com/about-me/my-mutual-fund-portfolio/comment-page-1/#comment-2213 Invest in Gold (I) — Buy Gold - The Sun’s Financial Diary - Accumulating wealth is like building The Great Wall, one brick at a time Tue, 06 Feb 2007 18:47:41 +0000 http://www.thesunsfinancialdiary.com/2006/12/08/my-mutual-fund-portfolio/#comment-2213 [...] fund do? At the close of last Friday, the fund is priced at $50.64. In fact, TGLDX was one of my top three performers in my mutual fund holdings.  Though so far I am very happy with the performance of TGLDX, [...] [...] fund do? At the close of last Friday, the fund is priced at $50.64. In fact, TGLDX was one of my top three performers in my mutual fund holdings.  Though so far I am very happy with the performance of TGLDX, [...]

]]> By: DODFX — Get in Before It’s too Late - The Sun’s Financial Diary - Accumulating wealth is like building The Great Wall, one brick at a time http://www.thesunsfinancialdiary.com/about-me/my-mutual-fund-portfolio/comment-page-1/#comment-1347 DODFX — Get in Before It’s too Late - The Sun’s Financial Diary - Accumulating wealth is like building The Great Wall, one brick at a time Fri, 12 Jan 2007 15:07:26 +0000 http://www.thesunsfinancialdiary.com/2006/12/08/my-mutual-fund-portfolio/#comment-1347 [...] For me, if owning DODGX is considered as lucky, then I have to say I am extremely lucky as I own both DODGX and DODBX, two that are already closed, and DODFX has been one of three top performers in my mutual fund portfolio. As the Kiplinger article suggested, I want to say this as well: [...] [...] For me, if owning DODGX is considered as lucky, then I have to say I am extremely lucky as I own both DODGX and DODBX, two that are already closed, and DODFX has been one of three top performers in my mutual fund portfolio. As the Kiplinger article suggested, I want to say this as well: [...]

]]> By: 2006 Year-End Review I: Financial Moves - The Sun’s Financial Diary - Accumulating wealth is like building The Great Wall, one brick at a time http://www.thesunsfinancialdiary.com/about-me/my-mutual-fund-portfolio/comment-page-1/#comment-865 2006 Year-End Review I: Financial Moves - The Sun’s Financial Diary - Accumulating wealth is like building The Great Wall, one brick at a time Fri, 29 Dec 2006 19:27:41 +0000 http://www.thesunsfinancialdiary.com/2006/12/08/my-mutual-fund-portfolio/#comment-865 [...] In 2006, we continued our regular investments in 12 mutual funds we currently hold. In total, we added $15,000 new money into our accounts. In the first quarter of 2006, I sold three funds (HABDX, NISVX, and WAAEX) that I didn't make regular purchase and bought a new one (ADVDX), mainly for its high dividend yield (currently at 12.17%). I hope one day it will provide us with more passive income.  [...] [...] In 2006, we continued our regular investments in 12 mutual funds we currently hold. In total, we added $15,000 new money into our accounts. In the first quarter of 2006, I sold three funds (HABDX, NISVX, and WAAEX) that I didn't make regular purchase and bought a new one (ADVDX), mainly for its high dividend yield (currently at 12.17%). I hope one day it will provide us with more passive income.  [...]

]]> By: Active vs. Passive — My Funds vs. Vanguard Funds in Fees and Returns - The Sun’s Financial Diary - Accumulating wealth is like building The Great Wall, one brick at a time http://www.thesunsfinancialdiary.com/about-me/my-mutual-fund-portfolio/comment-page-1/#comment-700 Active vs. Passive — My Funds vs. Vanguard Funds in Fees and Returns - The Sun’s Financial Diary - Accumulating wealth is like building The Great Wall, one brick at a time Tue, 19 Dec 2006 16:01:01 +0000 http://www.thesunsfinancialdiary.com/2006/12/08/my-mutual-fund-portfolio/#comment-700 [...] Ten days ago, I posted an entry on my mutual fund portfolio. I also mentioned in the post that all the mutual funds I have in the taxable account are actively managed funds.  A read asked me the question that why I chose actively managed funds instead of index funds which, by common sense, have low expense ratio (ER), low turnover rate, and less distribution, yet the performance of my funds were quite good, at least for now. [...] [...] Ten days ago, I posted an entry on my mutual fund portfolio. I also mentioned in the post that all the mutual funds I have in the taxable account are actively managed funds.  A read asked me the question that why I chose actively managed funds instead of index funds which, by common sense, have low expense ratio (ER), low turnover rate, and less distribution, yet the performance of my funds were quite good, at least for now. [...]

]]> By: TJP http://www.thesunsfinancialdiary.com/about-me/my-mutual-fund-portfolio/comment-page-1/#comment-580 TJP Mon, 11 Dec 2006 02:00:19 +0000 http://www.thesunsfinancialdiary.com/2006/12/08/my-mutual-fund-portfolio/#comment-580 Wow. their expense ratios are low, only 0.67%. No wonder it's so hard to get into this fund. 17% YTD gains on the stock fund, are you kidding me?!? Wow. their expense ratios are low, only 0.67%. No wonder it’s so hard to get into this fund.

17% YTD gains on the stock fund, are you kidding me?!?

]]> By: The Sun http://www.thesunsfinancialdiary.com/about-me/my-mutual-fund-portfolio/comment-page-1/#comment-576 The Sun Sun, 10 Dec 2006 20:37:01 +0000 http://www.thesunsfinancialdiary.com/2006/12/08/my-mutual-fund-portfolio/#comment-576 Yes, Dodge & Cox is a great mutual fund company. They have strict rules in picking stocks to invest and have a committee to oversee the investment. It's a small company with a long history. I am lucky to get in before they closed the door. If you are looking for international exposure, then I definitely recommend DODFX. Yes, Dodge & Cox is a great mutual fund company. They have strict rules in picking stocks to invest and have a committee to oversee the investment. It’s a small company with a long history. I am lucky to get in before they closed the door. If you are looking for international exposure, then I definitely recommend DODFX.

]]> By: TJP http://www.thesunsfinancialdiary.com/about-me/my-mutual-fund-portfolio/comment-page-1/#comment-562 TJP Sat, 09 Dec 2006 23:53:21 +0000 http://www.thesunsfinancialdiary.com/2006/12/08/my-mutual-fund-portfolio/#comment-562 Your Dodge & Cox fund has performed incredibly. Congrats on the awesome fund pick. I currently hold Fidelity's 2050 Freedom Fund (FFFHX), and am looking for a another fund to swap into. Fund investing is a new territory for me (I spend most of my time evaluating stocks), so thanks for spelling out your portfolio. Dodge & Cox funds definitely deserve a look. Your Dodge & Cox fund has performed incredibly.

Congrats on the awesome fund pick.

I currently hold Fidelity’s 2050 Freedom Fund (FFFHX), and am looking for a another fund to swap into. Fund investing is a new territory for me (I spend most of my time evaluating stocks), so thanks for spelling out your portfolio.

Dodge & Cox funds definitely deserve a look.

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