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Message
Short-Mid Term Equity/Fund Recommendations
Posted on 4/28/14 at 6:11 pm
Posted on 4/28/14 at 6:11 pm
Account balance will be divided between 3 people. One is eligible to liquidate/withdraw at any time he/she likes, but will probably hold it for a few more years. One is eligible to withdraw in 20 months and will likely do so. One is eligible to withdraw in 4 years and is currently planning to do so.
Current holdings:
CEQP - 7%
CMLP - 5%
XOM - 29%
SPH - 2%
AMCPX - 57%
Any recommendations?
The AMCPX has a serious front load, but has performed fine over time so I'm leaning towards just leaving it. Also, I like some of their holdings.
Can't go wrong with a little XOM I suppose.
However, I don't like the CEQP CMLP and SPH, and I might recommend to sell them and consolidate the proceeds for a 3rd holding. I am thinking something along the lines of VISVX.
Thoughts?
Current holdings:
CEQP - 7%
CMLP - 5%
XOM - 29%
SPH - 2%
AMCPX - 57%
Any recommendations?
The AMCPX has a serious front load, but has performed fine over time so I'm leaning towards just leaving it. Also, I like some of their holdings.
Can't go wrong with a little XOM I suppose.
However, I don't like the CEQP CMLP and SPH, and I might recommend to sell them and consolidate the proceeds for a 3rd holding. I am thinking something along the lines of VISVX.
Thoughts?
Posted on 5/5/14 at 4:31 pm to kennypowers816
Well this turned out to be a big ole flop.
Shameless bump
Shameless bump
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