Comments on: Mutual Fund Holdings: Less One http://www.thesunsfinancialdiary.com/investing/mutual-fund-holdings-less-one/ Fri, 03 Feb 2012 17:42:24 +0000 hourly 1 http://wordpress.org/?v=3.3.1 By: Sunhttp://www.thesunsfinancialdiary.com/investing/mutual-fund-holdings-less-one/#comment-15124 Sun Mon, 23 Jul 2007 04:57:46 +0000 http://www.thesunsfinancialdiary.com/investing/mutual-fund/mutual-fund-holdings-less-one/#comment-15124 I am planing to hold my current 10 funds for the foreseeable future as they pretty much cover all the sector I want. My only doubt is CGMFX. Its ER is quite high and makes huge capital gain distribution at the end of the year. But the return is good. So I may hold it for a while.Yes, there are lots of papers every month, but I generally don't read them :) I am planing to hold my current 10 funds for the foreseeable future as they pretty much cover all the sector I want. My only doubt is CGMFX. Its ER is quite high and makes huge capital gain distribution at the end of the year. But the return is good. So I may hold it for a while.

Yes, there are lots of papers every month, but I generally don’t read them :)

]]> By: Super Saverhttp://www.thesunsfinancialdiary.com/investing/mutual-fund-holdings-less-one/#comment-14664 Super Saver Sat, 21 Jul 2007 02:23:51 +0000 http://www.thesunsfinancialdiary.com/investing/mutual-fund/mutual-fund-holdings-less-one/#comment-14664 Sun,One of the investment advisors I interviewed had a mutual fund diversification strategy to maximize returns and minimize volatility.While I don't know his specific funds, it seems you are following the same type of strategy. You seem to have a good diversification of sectors, which is important to prevent overlap of companies across funds.Finally, I know what you mean about simplifying. I plan to start working on reducing the nubmer of accounts. The paperwork from statements are starting to become overwhelming :-) Sun,

One of the investment advisors I interviewed had a mutual fund diversification strategy to maximize returns and minimize volatility.

While I don’t know his specific funds, it seems you are following the same type of strategy. You seem to have a good diversification of sectors, which is important to prevent overlap of companies across funds.

Finally, I know what you mean about simplifying. I plan to start working on reducing the nubmer of accounts. The paperwork from statements are starting to become overwhelming :-)

]]> By: Matthttp://www.thesunsfinancialdiary.com/investing/mutual-fund-holdings-less-one/#comment-14575 Matt Fri, 20 Jul 2007 18:15:22 +0000 http://www.thesunsfinancialdiary.com/investing/mutual-fund/mutual-fund-holdings-less-one/#comment-14575 Good work on moving towards a more simple and low-expense portfolio structure. Many investors are overwelmed by the amount of funds available in 401k programs or through large fund companies and end up "collecting" mutual funds. Good work on moving towards a more simple and low-expense portfolio structure. Many investors are overwelmed by the amount of funds available in 401k programs or through large fund companies and end up “collecting” mutual funds.

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