UnThreaded | Threaded | Whole Thread (4) | Ignore Thread Prev Thread | Prev | Next | Next Thread
Author: marlaf One star, 50 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 76237  
Subject: moving money Date: 4/3/2006 8:07 PM
Post New | Post Reply | Reply Later | Create Poll Report this Post | Recommend it!
Recommendations: 0
hi
haven't posted in a while. I am 57 years old and am self employed. Most of my retirement money is in SEPS and I'm just opening my second Roth.

I am wondering about moving the 30K i have in Vanguard Health Care Fund which is a stalwart, just trudges ahead beautifully to the Vanguard Energy Fund which is doing amazingly well.

Other investments are: about $35K in 3 stocks, $15K in Dodge/Cox Stock funds, $3K in D/C International, 25K in Franklin Gov. Sec., 18K in Vanguard Strategic Equity and 10K in Vanguard Reit Index.

I also plan in investing $4500 in my new 05 Roth in Canadian Trusts, which have amazing dividends.

My concern with moving the Health Care into the Energy Fund is I will be losing diversification due to being tempted by the huge returns in energy right now (actually the fund has done incredibly well over the last 5 years).
thanks.
Post New | Post Reply | Reply Later | Create Poll Report this Post | Recommend it!
Print the post  
UnThreaded | Threaded | Whole Thread (4) | Ignore Thread Prev Thread | Prev | Next | Next Thread

Announcements

The Retire Early Home Page
Discussion on accelerating retirement day.
Pencils of Promise - Back to School Drive
"Pencils of Promise works with communities across the globe to build schools and create programs that provide education opportunities for children."
Post of the Day:
Macro Economics

Implications of the Ballad of Ted Plotz
What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Community Home
Speak Your Mind, Start Your Blog, Rate Your Stocks

Community Team Fools - who are those TMF's?
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and "#1 Media Company to Work For" (BusinessInsider 2011)! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.
Advertisement