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Re: Better Core Holding- Vanguard Wellington or Fidelity Balanced? yabadabadoo  06-28-2008, 8:32 AM | Post #2533481
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at 3 5, 10 yr returns are very similar-----------will change your x-ray significantly if you have 30% in FBALX going from 63B to 12B market cap--look at the ownership zone of FBALX which covers all 9 boxes and decide which best works within your allocation via the xray---is it really worth paying captital gains to sell 30% of your portfolio to get into another with similiar LT returns unless there are other considerations suggesting a switch?

I personally think there is often too much preoccupations with expenses---------stated performance figures are NET of expense-------FPACX is a too high for sure $1.34 but its returns net of such are up there with the best

Topics allocation FBALX market cap Portfolio X-Ray View Complete Thread
 
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