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Post by Bobpa on Feb 2, 2021 13:30:01 GMT
Are you using any global allocations funds or any that you would recommend if you were to move in that direction?
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Post by yogibearbull on Feb 2, 2021 14:09:05 GMT
SGENX, TIBAX, no-load/NTF at Fido and Schwab.
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Post by chang on Feb 2, 2021 14:21:29 GMT
Bobpa The only WA fund I own is Vanguard's VGWAX. It has a distinct value orientation (unlike the domestic VWENX, which got a portfolio facelift last year).
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Post by yogibearbull on Feb 2, 2021 14:32:09 GMT
Yep, that too. It is quite new and I even own it  |
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Post by Bobpa on Feb 2, 2021 15:21:14 GMT
I presently have positions in RPGAX in an IRA and a brockerage account. I also have been looking a MDLOX.
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Post by Bobpa on Feb 22, 2021 19:45:15 GMT
Has anyone looked at this fund? Calamos Global Growth & Income A CVLOX
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Post by johntaylor on Apr 30, 2021 15:41:43 GMT
Bobpa, you have the one I'd mention -- T Rowe's Global Alloc
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Post by Bobpa on May 3, 2021 15:01:40 GMT
I have RPGAX in both IRA and Brokerage accounts. I also have positions in BGAFX, BCSVX ARTYX and NWFFX, which I think are excellent funds for the long term, but since I am in the late term of my earthly journey I am seriously thinking of moving these positions into RPGAX and possibly CVLOX.
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Post by johnberesfordtipton on Jun 9, 2023 18:08:01 GMT
I Class Global Alloc (TGAFX) is up 6 percent YTD
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Post by yakers on Jun 12, 2023 23:59:47 GMT
Bobpa The only WA fund I own is Vanguard's VGWAX. It has a distinct value orientation (unlike the domestic VWENX, which got a portfolio facelift last year). VWENX is my largest single holding, no plans or target to sell, will pass on to the sons if not needed earlier. I did TLH a few smaller transactions to VWENX but plan to return in 30+ days. |
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Post by chang on Jun 13, 2023 5:13:38 GMT
John resurrected a 2+ year old post. I sold VGWAX into the bond slaughter (early 2022?), and since then I slowly got rid of (almost) all actively managed funds in taxable; a long overdue restructuring to improve tax efficiency.
I wouldn't reconsider VGWAX now in an IRA, since I prefer foreign dividends to appear in a taxable account, where I can get a tax credit. On top of that, my IRAs are 100% equity, for growth — no bonds. All bonds are in taxable.
So while I like the idea of a Wellington managed, foreign large value fund, VGWAX is not a package I can use.
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