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URL:  https://boards.fool.com/thanks-for-the-responses-everyone-to-answer-some-33159140.aspx

Subject:  Re: How much to expect Date:  8/27/2018  10:09 AM
Author:  Genrober Number:  6960 of 7006

Thanks for the responses everyone.
To answer some of the questions above -
My current funds are in an IRA, they include:
DODGX
IJR
NEZYX
ODVYX
PCRPX
POGRX
SGOIX
TAREX
TYBS
VMNFX
The advisory fee = 1.49%
My YTD return = .005% compared to the S&P 500 return of 1.78%
( yes you read that right )
I hate to tell you what the return since inception is - very disheartening. Like I said - he has made more on my money than I have.

I'm not sure where to begin in choosing a solid dividend stock(s). I thought about opening a brokerage account and transferring these funds without liquidating just to get away from my "trusted advisor" and his high fee, doing research and selling to buy dividend yielding stocks that have solid balance sheet.
I'm at a point where I really don't want to be overly concerned about the performance of a portfolio - I thought I had that in check when I went with my current advisor, who has performed abysmally. I take most of the blame for the lack of performance for not keeping current with my account.

Thanks again -
Currently but not completely deflated.
Dave
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