Holland, Indiana (SW IN) | Reality speaks - 3/18/2026 18:17
I have one that may have interest to you
Its called yacktman Focus Fund. (YAFFX) Its a more of a value fund vs growth fund. decent position in cash/bonds about 9% and also foreign Exposure 51%. Very little of the Mag 7 and has been a solid long term performer. Its been my best performer this year to date.
Another long term solid performer has been Dodge and Stock Stock Fund (DODGX). Another value fund. Nothing flashy just solid performance year in and year out. You can buy directly from them or via the Schwabs, Fidelitys of the world but they charge a fee to buy to do it. As a buy and hold investor the fee doesn't bother me if the purchase amount is sizable. No fee when you sell.
I'm possibly money tight when I shouldn't be --
BUT tried to buy Fidelity select semiconductors in my Schwab account ---I already had Fidelity select SC in my Schwab account
Pretty big $ amount think Schwab wanted $75
switched money to my Fidelity account FREE
Dan
Add thanks for the tips ----learn much on AgTalk
Edited by Dan Loehr 3/18/2026 18:34
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Spent some time with my investments
