I took a look at Heebner. Amazing result for last year, but his 300% turnover rate is worrying. I am going to skip this.
TAVIX reopened late last year, so I am adding it to my TAVFX holdings. Was thinking whether to sell IIF and TDF, but I have pretty small positions, so I decided to hold so far. I don't think China and India are cheap anymore, so I would not hold any significant country-fund positions there, but some minor "stubs" may be worthwhile IMO.
I am going to sell OAKLX. Nygren lost a lot on WM while making some money on MCD, YUM, DISCA and INTC. I've got a feeling though that he is mostly playing in the same "highish-ROE-some-moat-some-growth" sandbox as I am, so I don't think holding OAKLX adds much to my portfolio performance or diversification. OTOH, TAVFX is (was?) very different from my investments, so I still hold it. |
