| 9/16/2008 |
Medium |
Bought FDFAX at 2.44% of Total Portfolio Value on 9/16/2008 |
$3,000.00 |
This is a low volatility fund with good long term performance. Its standard deviation is only 8.64%. During the current bear market, its worst case drop was only 12.2%. Its relative percentile rankings for all periods from one week to 5 years are perfect '1'. It is available at Fidelity as a no load no transaction fee fund. It has a short term redemption fee of 0.75% if sold in less than 30 days |
$61.90 |
| 9/16/2008 |
Large |
Bought FDFAX at 1.20% of Total Portfolio Value on 9/16/2008 |
$6,000.00 |
This is a low volatility fund with good long term performance. Its standard deviation is only 8.64%. During the current bear market, its worst case drop was only 12.2%. Its relative percentile rankings for all periods from one week to 5 years are perfect '1'. It is available at Fidelity as a no load no transaction fee fund. It has a short term redemption fee of 0.75% if sold in less than 30 days |
$61.90 |
| 4/4/2008 |
Medium |
Bought FDFAX at 3.50% of Total Portfolio Value on 4/4/2008 |
$5,000.00 |
Last few months have been brutal for the stock market with wild swings in both directions. In such an environment, we can not afford to remain on the sideline and possibly miss out on a big upturn. We have to weigh the risk of further market drop against the risk of missing out on a big rally. With this perspective, we are slowly redeploying our cash in funds with good risk/reward profiles. Nobody can predict the future and our objective is to take calculated risks for long term performance. It is important to focus on long term performance (trailing 12 months and beyond) instead of short term volatility. In the long run, we are confident that our cumulative actions can significantly outperform the broad market. Please see the fund description for purchase details. |
$65.65 |
| 4/4/2008 |
Large |
Bought FDFAX at 1.74% of Total Portfolio Value on 4/4/2008 |
$10,000.00 |
Last few months have been brutal for the stock market with wild swings in both directions. In such an environment, we can not afford to remain on the sideline and possibly miss out on a big upturn. We have to weigh the risk of further market drop against the risk of missing out on a big rally. With this perspective, we are slowly redeploying our cash in funds with good risk/reward profiles. Nobody can predict the future and our objective is to take calculated risks for long term performance. It is important to focus on long term performance (trailing 12 months and beyond) instead of short term volatility. In the long run, we are confident that our cumulative actions can significantly outperform the broad market. Please see the fund description for purchase details. |
$65.65 |
| 2/4/2008 |
Large |
Bought FDFAX at 1.73% of Total Portfolio Value on 2/4/2008 |
$10,000.00 |
This is a lower risk fund. During the recent market correction, it dropped less than 10%. It has low standard deviation of 7.67. It is up 11.8% over last one year. It is available at Fidelity as a no load no transaction fee fund. It has a short term redemption fee of 0.75% if sold in less than 30 days. |
$62.95 |
| 12/10/2007 |
Medium |
Bought FDFAX at 2.52% of Total Portfolio Value on 12/10/2007 |
$4,000.00 |
This is a low risk fund. During last four years, it has rarely dropped more than 6%. It has low standard deviation of 6.63 and high (for a domestic fund) Sharpe Ratio of 1.86. This year, its worst drop has been less than 5%. It is up 23.2% YTD. It is available at Fidelity as a no load no transaction fee fund. It has a short term redemption fee of 0.75% if sold in less than 30 days. We are buying it at Fidelity. |
$69.98 |
| 12/10/2007 |
Large |
Bought FDFAX at 1.58% of Total Portfolio Value on 12/10/2007 |
$10,000.00 |
This is a low risk fund. During last four years, it has rarely dropped more than 6%. It has low standard deviation of 6.63 and high (for a domestic fund) Sharpe Ratio of 1.86. This year, its worst drop has been less than 5%. It is up 23.2% YTD. It is available at Fidelity as a no load no transaction fee fund. It has a short term redemption fee of 0.75% if sold in less than 30 days.
We are buying it at Fidelity. |
$69.98 |