Comments on: Mutual Fund Holdings: Less One

By: Do I Need VISVX When I Own VTMSX?

Do I Need VISVX When I Own VTMSX? — Fri, 14 Nov 2008 05:37:47 +0000

[...] times, 5 so far today Advertisements Unlike our taxable investments which consist of quite a large number of mutual funds, ETFs, and stocks, I try to maintain a small number of funds in our IRA accounts and use mostly [...]

By: Do I Need VISVX When I Own VTMSX? | The Sun’s Financial Diary | A Personal Finance Blog on Saving and Investing

Tue, 31 Jul 2007 13:43:17 +0000

[...] our taxable investments which consist of quite a large number of mutual funds, ETFs, and stocks, I try to maintain a small number of funds in our IRA accounts and use mostly [...]

By: Sun

Sun — Mon, 23 Jul 2007 04:57:46 +0000

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: Thoughts On Buying A Car, Mortgage Lessons and Home Costs: The Roundup » Money and Personal Finance Blog In Silicon Valley

Sun, 22 Jul 2007 15:37:48 +0000

[...] Sun’s Financial Diary: Mutual Fund Holdings: Less One – Sun discusses how he’s working on simplifying his [...]

By: Super Saver

Super Saver — Sat, 21 Jul 2007 02:23:51 +0000

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: Matt

Matt — Fri, 20 Jul 2007 18:15:22 +0000

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.

By: University Update - Google - Mutual Fund Holdings: Less One

University Update - Google - Mutual Fund Holdings: Less One — Fri, 20 Jul 2007 15:11:18 +0000

[...] Link to Article google Mutual Fund Holdings: Less One » Posted at The Sun’s Financial Diary [...]