03-05-2014, 11:16 AM
My daughter is just getting a decent start at age 33. I opted to buy MAPTX and PXSV for her account which should be mostly growth oriented. The PXSV is up +10.6% since the purchase on a dip on 2/3. PXSV is a small cap value fund. It pays a small dividend of just over 1%. Her account also holds some DG and income types of stocks to help generate more cash flow that will be placed almost exclusively into growth stocks or funds. It is funny that her best performer is a stodgy old income stock, PBA, which is up 26% not counting dividends.
Her portfolio which is about equally weighted: AAPL, PBA, POT, PXSV, SDRL, TGP, WMB, MAPTX
On a strong market dip, I'll place any of her new cash into a tech index fund, up to normal weighting.
Her portfolio which is about equally weighted: AAPL, PBA, POT, PXSV, SDRL, TGP, WMB, MAPTX
On a strong market dip, I'll place any of her new cash into a tech index fund, up to normal weighting.
Alex