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Re: A real risk to slice-and-dice investing (that I missed)

One can simply M* chart "growth of" VEXMX and VISVX. Surprise! Or maybe not. :) But can't the same be said for Total Market and Small Value? Looking at the charts, the differences aren't that large between the three. The fact that VEXMX has the highest growth in the last 5-10 years sugges...
by tiltmenot
Mon Sep 02, 2013 1:26 pm
 
Forum: Investing - Help with Personal Investments
Topic: A real risk to slice-and-dice investing (that I missed)
Replies: 22
Views: 2281

Re: A real risk to slice-and-dice investing (that I missed)

Can your wife speak with someone in HR/Employee Benefits? It's probably worth a try, in a helpful/inquiring way, without putting them on the defensive. ResearchMed, Thank you for your post. Your suggestions have been very helpful in figuring out our approach to dealing with HR regarding the situati...
by tiltmenot
Sun Sep 01, 2013 7:50 am
 
Forum: Investing - Help with Personal Investments
Topic: A real risk to slice-and-dice investing (that I missed)
Replies: 22
Views: 2281

Re: A real risk to slice-and-dice investing (that I missed)

1)state you are unhappy with choices and fees 2) you would want a brokerage option, failing this: 3)you would want to move existing money out to IRA (if you could just DO IT, ie, dont/try 1 or 2 maybe, consider if you have the right to legally move to money to IRA at your discretion, you may consid...
by tiltmenot
Sat Aug 31, 2013 8:56 am
 
Forum: Investing - Help with Personal Investments
Topic: A real risk to slice-and-dice investing (that I missed)
Replies: 22
Views: 2281

Re: A real risk to slice-and-dice investing (that I missed)

A couple thoughts/questions: 1. Can you exchange your other accounts enough to keep your desired allocation? It's not really eating a loss if you keep the same portfolio-wide allocation. 2. Does her 403(b) account allow her to withdraw her balance while still working? It would have to be rolled ove...
by tiltmenot
Fri Aug 30, 2013 2:43 pm
 
Forum: Investing - Help with Personal Investments
Topic: A real risk to slice-and-dice investing (that I missed)
Replies: 22
Views: 2281

Re: A real risk to slice-and-dice investing (that I missed)

The risk is larger for those who have the least flexibility. You haven't really told us anything about your flexibility. What amount is in the affected funds? How much of that could you mirror in accounts under your full control, such as IRAs or taxable holdings? You don't say what kind of employer...
by tiltmenot
Fri Aug 30, 2013 1:57 pm
 
Forum: Investing - Help with Personal Investments
Topic: A real risk to slice-and-dice investing (that I missed)
Replies: 22
Views: 2281

A real risk to slice-and-dice investing (that I missed)

Hi Everyone, This is my first post, but I have been lurking for a long time. I have learned everything I know about investing from this site and appreciate the wealth of information provided by helpful and insightful posters here. With a plan set in place around 5 years ago, our portfolio have basic...
by tiltmenot
Fri Aug 30, 2013 11:53 am
 
Forum: Investing - Help with Personal Investments
Topic: A real risk to slice-and-dice investing (that I missed)
Replies: 22
Views: 2281

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