Skip to main content
No. of Recommendations: 0
My first IRA mutual fund was recommended by a nice guy and he got a nice sales commission, I had no clue, but it had a load up front too. 6 years later I saw the fools on PBS and started reading their info. I sold those early shares , bit the bullit, paid the fee and bought index funds from Vanguard the 500 S&P and a midcap index , they seem to always have the lowest fees and some of them have great dividends. Both have done really well after that heart stopping dive 5 years ago. I think VFINX is a bit expeinsive right now at $133 a share

Now I'm looking into switching one european fund to VEURX as it's .27% expense ratio and a 2.56% dividend. Schwab has a competing one SWINX that is .72% and 2.83 % dividend. It's sort of a wash between these two. Nothing else I've found even comes close to 2% dividend.

I also recently turned several small cap stocks into VIVAX it's American large cap companies MF with a 2.24% Div and .21 expense ratio. I bought this because Schwab sent me a yearly analysis and I was deficient in American large cap stocks and weighted too heavily in small caps due to my Hidden Gems investments so I sold a few low performers (keeping some high ones for now). I like my Schwab account, they have some good research and services.

I'm really big on dividends now that I'm switching over to the Income Investor strategies. I'm semi retired and don't have much income so I need those dividends to eventually give me income, tho right now they're being reinvested.

Print the post  


The Retirement Investing Board
This is the board for all discussions related to Investing for and during retirement. To keep the board relevant and Foolish to everyone, please avoid making any posts pertaining to political partisanship. Fool on and Retire on!
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.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! 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.