When the market recovers, will you change allocations? (inherit, older, IRA)
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Age 72, remaining 60 plus /40 allocation with old money and will continue with new money going into Wellington and Cap Appreciation along with cash. Have sold nothing and bought limited Wells and Cap Appreciation during crash. Still have money going in but for now just to cash.
If newsletter says change tax shelter funds will do so for non index funds.
Well we knew the flip side of a cycle was due this late in the cycle ..we didn’t know when or what the trigger was .. but it was a good idea to start add those assets that fly fighter cover like long term treasuries and gold ....now they have insane gains and will be used to buy stocks at depressed prices ....
Not only that but some bond funds have great yields at this point of 6-8%. ..that covers a lot more in drops and still could see nice interest
I’m still up higher than 2018. So I’m glad I stayed in. I bought a little bit during the crash, but I didn’t want to be too greedy. Today, I was assigned a bunch of stock. So I will end up much high equity ratio than before. But when you don’t sell, you effective stay in.
Age 72, remaining 60 plus /40 allocation with old money and will continue with new money going into Wellington and Cap Appreciation along with cash. Have sold nothing and bought limited Wells and Cap Appreciation during crash. Still have money going in but for now just to cash.
If newsletter says change tax shelter funds will do so for non index funds.
I’m still up higher than 2018. So I’m glad I stayed in. I bought a little bit during the crash, but I didn’t want to be too greedy. Today, I was assigned a bunch of stock. So I will end up much high equity ratio than before. But when you don’t sell, you effective stay in.
Cap Appreciation is one of the absolute best balanced funds and is closed to new investors. We have had it for years. We also have after tax index funds not with T.Rowe. T.Rowe is Cap App( more aggressive than Wellington) and New Horizons. It is the more risky our after tax portfolios.
Cap Appreciation is one of the absolute best balanced funds and is closed to new investors. We have had it for years. We also have after tax index funds not with T.Rowe. T.Rowe is Cap App( more aggressive than Wellington) and New Horizons. It is the more risky our after tax portfolios.
If I am reading, TRowe capital appreciation fund holdings correctly, it looks they are sitting on 17% cash. It was 13% last time I looked a while ago. If I am correct, the fund should be able to buy in when they feel it is a good time to do so. Should bode well for the future growth of the fund.
If I am reading, TRowe capital appreciation fund holdings correctly, it looks they are sitting on 17% cash. It was 13% last time I looked a while ago. If I am correct, the fund should be able to buy in when they feel it is a good time to do so. Should bode well for the future growth of the fund.
Yes, balanced funds have flexibility to hold cash which index funds don’t. Depending on their fund structuring active funds can vary. Cap App is closed for a good reason
Turbo, do they have to hold a fixed amount of cash or does it vary.
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