hihaven'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.
Best Of |
Favorites & Replies |
Start a New Board |
My Fool |
BATS data provided in real-time. NYSE, NASDAQ and NYSEMKT data delayed 15 minutes.
Real-Time prices provided by BATS. Market data provided by Interactive Data.
Company fundamental data provided by Morningstar. Earnings Estimates, Analy