And what about mutual fund investments? Well, I don't have as much in funds as I did when I first started actively investing about two years ago. I still have my 401-K tied up in TIAA-CREF and rolled over IRAs from previous jobs in what are effectively a mix of market-matching mutual funds from Vanguard, but for the part of the portfolio that I "play" with, which is about 50% at this point, only about half of that is in mutual funds. These are the funds I'm currently invested in with that money:
Buffalo Small Cap (BUFSX)
Dodge and Cox Stock (DODGX)
Dodge and Cox International Stock (DODFX)
Third Avenue Real Estate Value (TAREX)
Third Avenue International Value (TAVIX)
Loomis Sayles Bond (LSBRX)
Of those, I have the largest position in Dodge and Cox Stock, which I think is the single best and lowest risk mutual fund for big company stocks, and roughly equal positions in the other five funds. Unfortunately, Dodge and Cox Stock, both the Third Avene funds, and Buffalo Small Cap are all closed to new investors at this point, and most of these funds got so popular that they're still sitting on large cash piles that they're trying to invest.
Buffalo Small Cap (BUFSX)
Dodge and Cox Stock (DODGX)
Dodge and Cox International Stock (DODFX)
Third Avenue Real Estate Value (TAREX)
Third Avenue International Value (TAVIX)
Loomis Sayles Bond (LSBRX)
Of those, I have the largest position in Dodge and Cox Stock, which I think is the single best and lowest risk mutual fund for big company stocks, and roughly equal positions in the other five funds. Unfortunately, Dodge and Cox Stock, both the Third Avene funds, and Buffalo Small Cap are all closed to new investors at this point, and most of these funds got so popular that they're still sitting on large cash piles that they're trying to invest.
This article posted by One Guy @ 6/23/2005 10:51:00 AM 0 comments
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