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 Selling Funds

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Thump

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Posts : 2708
Join date : 2008-05-13
Location : Central Florida

PostSubject: Selling Funds   Tue Nov 25, 2014 1:29 pm

Sold Twentieth Century last week, already have the checks.
Completely closed out Twentieth Century account.

Just sold my Janus Venture (small cap) fund.
Taxable amount will be less than $3000 I think, they compute
the price after today's closing.  It paid well each year and
reinvested so I'm not bad off tax wise.

Got one more Janus fund to go, the Overseas Fund.
Would have sold it today but the market would have crashed
before the closing for sure.  Hope the market stays up awhile.

We won't have anymore mutual funds at all after I close out Janus.
I'll never buy an actively managed fund again, didn't know any
better back then.
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rockhump

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Posts : 1528
Join date : 2008-05-16

PostSubject: Re: Selling Funds   Wed Nov 26, 2014 7:14 am

Yeah, there's a lot of ETF's that typically have smaller expense ratios. I suspect you are looking more at individual stocks moving forward.
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