06-02-2022, 06:06 PM
kplan funds--they are actually company etf's that are managed by these funds and fund managers--it must be an agreement between the company i work for and fidelity/these funds
(first % of kplan portfolio) (second % of total portfolio)
company stock (21.7%) (6.68%)
magellan fund (17.39%) (5.33%)
tcw select equity growth fund (17.33%) (5.35%)
fidelity international equity growth fund (15.37%) (4.73%)
small cap fund (15.15%) (4.67%)
FIAM REIT fund (12.46%) (3.83%)
cash (.59%) (.17%)
top 10 with %'s
goog/googl (7.90%)
msft (6.78%)
xom (6.03%)
aapl (5.63%)
amzn (5.51%)
nvda (3.92%)
mo (2.12%)
brk.b (2.11%)
gild (1.70%)
bx (1.63%)
abbv (1.58%)
selling some MO and liquidating JNJ/PG/PM did not really change my top 10 ranking, brought in bx with abbv close at number 11
i really struggled with those sells cause anyone knowing me on this site or maybe even at SA, i do not like selling rarely sell a stock but i felt it was time
vz and gild are getting close to a selling point--i'm loosing patience with these two especially GILD dead money for years and years
(first % of kplan portfolio) (second % of total portfolio)
company stock (21.7%) (6.68%)
magellan fund (17.39%) (5.33%)
tcw select equity growth fund (17.33%) (5.35%)
fidelity international equity growth fund (15.37%) (4.73%)
small cap fund (15.15%) (4.67%)
FIAM REIT fund (12.46%) (3.83%)
cash (.59%) (.17%)
top 10 with %'s
goog/googl (7.90%)
msft (6.78%)
xom (6.03%)
aapl (5.63%)
amzn (5.51%)
nvda (3.92%)
mo (2.12%)
brk.b (2.11%)
gild (1.70%)
bx (1.63%)
abbv (1.58%)
selling some MO and liquidating JNJ/PG/PM did not really change my top 10 ranking, brought in bx with abbv close at number 11
i really struggled with those sells cause anyone knowing me on this site or maybe even at SA, i do not like selling rarely sell a stock but i felt it was time
vz and gild are getting close to a selling point--i'm loosing patience with these two especially GILD dead money for years and years