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re: If your IRA chart looks like this how concerned are you?
Posted on 12/18/18 at 9:13 am to jimbeam
Posted on 12/18/18 at 9:13 am to jimbeam
These are the funds invested it:
Capital Appreciation Fund A
Discovery Fund A
Global Allocation Fund A
Global Fund A
Global Strategic Income Fund A
Limited-Term Bond Fund A
Capital Appreciation Fund A
Discovery Fund A
Global Allocation Fund A
Global Fund A
Global Strategic Income Fund A
Limited-Term Bond Fund A
Posted on 12/18/18 at 10:12 am to Tarps99
quote:
These are the funds invested it:
Capital Appreciation Fund A
Discovery Fund A
Global Allocation Fund A
Global Fund A
Global Strategic Income Fund A
Limited-Term Bond Fund A
1) Forgive me for saying you were lying. I really thought you were trolling us. Now I just feel bad for you. We've got to get this fixed.
2) Wow, you've got to get free from Oppenheimer. What is your fund allocation percentages among those six? The fact that you hired a guy who is making money is a damn shame (then again, he'd be making more if you were doing well)...so is he dumb, lazy, or both?
RED FLAGS
a. You're paying well over 1% fees for these funds. Vanguard fund fees are sub 0.15%
b. Three of your five equity funds are global. There's no reason this should ever happen.
c. All six of those funds are positive over the past 5 years...so how are you negative?
This post was edited on 12/18/18 at 10:27 am
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