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Re: manager change? caryraleigh  04-12-2008, 8:57 AM | Post #2507589
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I have 20% of the Taxable account in OAKBX, I will be really wary of going above 25% if it is Taxable account because for whatever reason you need to sell in future you end up with Tax consequence.

However in a Retirement Account(non-Taxable), I have 50% in DODGX in my wife's 403(b) account, 40% in REREX(American Euro Pacific Growth) in my 403(b). I treat and manage each account seperately.

Irrespective of where the account is, My personal max comfortable level is 60% in any fund.

I know OAKBX has performed great in recent years and excellent fund but I think one should have some allocation in foriegn and small cap fund(closed but good conservative fund like RYPRX has done relatively well in the recent market).

Topics 403(b) DODGX Europacific OAKBX taxable account View Complete Thread
 
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