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Post by Deleted on Aug 31, 2021 0:11:00 GMT
I recently invested in Fidelity Overseas. I transferred the EM fund in a 401k to fidelity overseas. It was only option in my 401k
I am also looking at MDILX (BlackRock International Inv A) for my IRA. It is available no load no transaction fee on Fidelity. Some of the DODEX i sold may go into it.
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Post by alvinthechipmunk on Jan 14, 2022 6:23:16 GMT
Let's resurrect this thread: it's 13th January, 2022. Fidelity: Pacific Basin. FPBFX. I like its numbers. And apart from cap gains, the yield is a healthy 2.71%. Nice. Fully invested, holding hardly any cash. BIG bets on its top 10: 31% of portfolio.
Taiwan Semiconductor Samsung Tencent Alibaba Sony Hoya (what do they do?) Denso Shin-Etsu Chemical CSL. Ltd. AIA Group
I don't have any money in FPBFX.
At this point, I'd just steer clear of Matthews. That USED TO BE a wonderful shop. I'd had money in MAINX, MAPIX and MACSX. But after a very bad customer "service" conversation in which I was scolded and chastened, I pulled everything out of there. That was BEFORE the recent personnel churn. And I babysit money for a friend in Matthews, too. I have advised her to leave. Performance has been faltering for more than a little while.
PIEQX. (TRP). An International INDEX fund. 2.4% yield, although that's not why you'd choose such a fund. But it's a nice bonus, eh? Holding no cash to speak of... 13% of holdings are in the top 10:
Nestle ASML Holding Roche LVMH Moet Hennessy Louis Vuitton Toyota AstraZeneca Novartis Novo/Nordisk Unilever SAP SE
I hold nothing in this fund, either. Turnover is not at all extreme. 15-year performance: +3.71 10-years: 7.91 5-years: 9.06 3 years: 12.34 1 year: 8.85 ytd: 0.31
Apart from a single very small holding down in Chile (ENIC, a regulated electric utility,) I think I'd just stick to domestic stuff at this point, with the omicron crap all around. Supply chain issues. Exchange rates. Natural Resources seems like a good bet. I'm an investor, not a trader. But if you want to jump on a natural resources bandwagon, look at single-stock WFG, West Fraser Timber. LAST year was the best time to buy, but it looks like it has room to run.
I do not follow trends, or hot money. Because I am in early retirement, I'm gradually growing my bonds for ballast and income. I'm 54% bonds now, 41% stocks. and I refuse to pay a front-load. Or any load.
THIS one might be a bargain, right at the moment: Brown Capital Management. International Small Companies. BCSVX. YTD it's down -8.9%. But longer term, looking back, it's a great performer.
My own international smid-fund is TRP PRIDX. It's down ytd by about HALF of what that Brown fund is, at the moment. PRIDX is a QUANT fund.
As the Esso Tiger used to say: "Happy Motoring." Or was that Texaco?
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Post by chang on Jan 14, 2022 7:08:11 GMT
Agree on Matthews. Recently sold my last holding after 10+ years with them.
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