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Re: Determining allocations of a fund

Follow-on question: what about bond funds? What's a good way to determine the allocation down to the level of govt short-intermediate-long, corp intermediate-long etc? It doesn't appear that the x-ray is a useful tool for bond funds, unless I am again operating with my head up my rear. VBIMX is one ...
by lcrock
Wed Mar 05, 2014 8:01 pm
 
Forum: Investing - Help with Personal Investments
Topic: Determining allocations of a fund
Replies: 4
Views: 130

Re: Determining allocations of a fund

Yes, thats it. I misunderstood what I was looking at. Thanks.
by lcrock
Wed Mar 05, 2014 7:56 pm
 
Forum: Investing - Help with Personal Investments
Topic: Determining allocations of a fund
Replies: 4
Views: 130

Determining allocations of a fund

Hello, I've been using the morningstar x-ray tool to determine what the asset allocation of a specific fund is, and plugging the percentages in to a custom spreadsheet to help with re-balancing. Unless I'm mis-using this tool, it seems to only gives a few a broad categories, like cash, us, foreign, ...
by lcrock
Wed Mar 05, 2014 7:30 pm
 
Forum: Investing - Help with Personal Investments
Topic: Determining allocations of a fund
Replies: 4
Views: 130

Re: Cost of firing my adviser?

Hi All, thanks for the replies. noyopacific, very interesting post. So here's an update, I called the custodian that is currently carrying the accounts under management. I just need to supply a letter of revocation (written, signed, scanned, emailed), revoking the authority of the adviser to access ...
by lcrock
Mon Jul 15, 2013 5:51 pm
 
Forum: Investing - Help with Personal Investments
Topic: Cost of firing my adviser?
Replies: 10
Views: 1749

Cost of firing my adviser?

Hello, From another post you will know that I am going to fire my adviser. What I am concerned with is the cost of doing so. I understand that there will be tax implications in my taxable account due to selling off the funds (assuming I have to), but what else should I be expecting as far as costs? ...
by lcrock
Sat Jul 13, 2013 3:12 pm
 
Forum: Investing - Help with Personal Investments
Topic: Cost of firing my adviser?
Replies: 10
Views: 1749

Re: Are institutional funds worth the cost of an adviser?

Thanks for the firm statement Ged. By "cost effective", what do you mean? I'm pouring through the contract now looking for possible separation penalties or something. I'm sure there will be fees from the closure and moving of the accounts back to their original place. What other costs do I...
by lcrock
Fri Jul 12, 2013 6:35 pm
 
Forum: Investing - Help with Personal Investments
Topic: Are institutional funds worth the cost of an adviser?
Replies: 19
Views: 1016

Re: Are institutional funds worth the cost of an adviser?

Hi all, thanks for the replies. It sounds like the DFA's are not worth the cost I am currently paying, but maybe are with a lower cost adviser. Here are a couple more concerns I have about my adviser, lets see if you think I'm right to be concerned: 1. I have 3 accounts with them, 1 each non-tax for...
by lcrock
Fri Jul 12, 2013 6:06 pm
 
Forum: Investing - Help with Personal Investments
Topic: Are institutional funds worth the cost of an adviser?
Replies: 19
Views: 1016

Are institutional funds worth the cost of an adviser?

Hello, I am currently working with a fee-based investment adviser that is charging almost 2% for the management of my portfolio. In the past few months I have been digging in to what they are doing as well as educating myself on the greater subject. The more I learn the more I realize they aren't re...
by lcrock
Thu Jul 11, 2013 4:39 pm
 
Forum: Investing - Help with Personal Investments
Topic: Are institutional funds worth the cost of an adviser?
Replies: 19
Views: 1016

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