Comments on: September 2007 Score Card — Part II: YTD Performance of My Actively Managed Funds

By: The Gambler » September 2007 Score Card — Part II: YTD Performance of My …

Tue, 09 Oct 2007 21:22:28 +0000

[...] WizO_Sinister wrote an interesting post today on September 2007 Score Card — Part II: YTD Performance of My …Here’s a quick excerpt…Of course, five-year isn’t long enough to draw a convincing conclusion on which one, active or passive, is superior, but the result of my comparison reaffirmed my belief that having actively manged funds in my portfolio isn’t that bad … [...]

By: Sun

Sun — Tue, 09 Oct 2007 18:57:26 +0000

It’s true that usually funds with less distributions (such as index funds) should be held in tax deferred accounts. The reason I did just the opposite was because when I started to buy mutual funds, I started with regular taxable accounts then later added IRA accounts. At that time, I didn’t know much about investing, just wanted to buy some funds and get good returns. So I only looked at actively managed funds with high returns (that was then). I bought several funds in a short period of time and the amount exceeded the IRA contribution limit (that’s one reason as well). Another reason was I didn’t know how long I will hold those funds. Also when we talked about index funds, Vanguard funds are the obvious choice. But their funds need $3000 minimum and one year contribution can only buy one fund and they have annual fees for balance below certain level. With all these reasons, I went for actively managed funds and kept them in taxable accounts for all these years.

By: Steve

Steve — Tue, 09 Oct 2007 14:06:27 +0000

Would you mind divulging why you put your actively managed funds in taxable accounts and passive in tax-deferred? I hadn’t really thought about it before, but my first thought would do it the other way (passive in taxable, active in retirement) to avoid possibly large and unpredictable capital gains exposure. Also, sorry if you covered this in a previous post, I am fairly new here.

By: Gold: Is $1000 an Ounce in the Offering? | The Sun’s Financial Diary | A Personal Finance Blog on Saving and Investing

Mon, 08 Oct 2007 16:18:37 +0000

[...] In the past 5+ years, gold price has more than doubled. For me, gold is an important piece in my diversified portfolio. Though I probably started investing in gold at the best time I could have and have made some nice [...]

By: Passive Income, Preemptive Spending and Possible Recession? A Gigantic Roundup

Passive Income, Preemptive Spending and Possible Recession? A Gigantic Roundup — Sun, 07 Oct 2007 14:25:19 +0000

[...] Sun’s Financial Diary: Sun gamely shares with us his September investment scorecard. This is just one of the many reasons I truly enjoy Sun’s blog and why I’m a loyal fan. [...]

By: Investing » September 2007 Score Card — Part II: YTD Performance of My …

Fri, 05 Oct 2007 16:50:14 +0000

[...] unknown wrote an interesting post today onHere’s a quick excerptRecently, I have posted a couple entries regarding passive and active investments. To me, there’s no clear cut on which is good and which is bad. They both have their own merits. So I use both in my investments (actively managed funds … [...]