rthiru - All Comments

Re: Q&A for rthiru's Actual port portfolio

patrickver — Tue, 15 Jun 2010 23:56:25 GMT

Interesting portfolio

Re: Q&A for rthiru's Actual port portfolio

rthiru — Thu, 23 Sep 2010 19:02:20 GMT

Erryl,

More than 75% of my portfolio is taxable.So,i transferred 1 share

IVWIX from Roth to taxable and brought the Roth position to bare minimum(0.1%).IVWIX is my #1 holding in my portfolio (10% in taxable ).Funds that are more tax inefficient than

IVWIX ( TIBIX, CGMFX, DBLTX, TTRZX, PFN,TEI,Mutual Intl) are in my Roth.

OAKBX is the only tax friendly fund in my Roth .Thinking if i should

move it to taxable and ramp IVWIX in Roth also to a respectable position.Would appreciate ur thoughts.

Re: Q&A for rthiru's Actual port portfolio - Templeton International

mesong — Sun, 19 Dec 2010 17:09:45 GMT

I am interested in purchasing Templeton's International Bond Fund TPINX, run by Michael Hasenstab, but I can only find it with a very high load.

In a post on these boards, Drhelen, stated that rthiru had somewhere on these boards provided some information on possible ways to purchase TPINX with no load?

I would be most grateful for any pointers or info on purchasing TPINX without a load.

Re: Q&A for rthiru's Actual port portfolio

rthiru — Sun, 19 Dec 2010 19:29:10 GMT

mesong

You can exchange any Mutual Series fund Z class shares to any Franklin Templeton A class shares w/o load (at NAV)