Merriman's Ultimate Buy-and-Hold Schwab Folio
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Created by Trillian49
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Date updated:02-26-2007

Merriman's ultimate buy-and-hold asset allocation strategy with no-load mutual funds in a Schwab IRA. The one to beat - or join!

symbol name last price % change open
  • +
  • SNXFX
    Schwab 1000 Index
  • $32.68
  • -0.34%
  • $N/A

No Analysis added

People owning SNXFX also tend to own: DODFXHRVIXLZSMXRISIXSSHFXSWINXSWSMX

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  • +
  • SSHFX
    Sound Shore Fund
  • $28.04
  • -0.32%
  • $N/A

No Analysis added

People owning SSHFX also tend to own: DODFXHRVIXLZSMXRISIXSNXFXSWINXSWSMX

TheStreet.com Rating: No Rating What is this?

  • +
  • SWSMX
    Schwab Smallcap I
  • $15.37
  • +2.26%
  • $N/A

No Analysis added

People owning SWSMX also tend to own: DODFXHRVIXLZSMXRISIXSNXFXSSHFXSWINX

TheStreet.com Rating: No Rating What is this?

  • +
  • HRVIX
    Heartland Value P
  • $22.10
  • -0.36%
  • $N/A

No Analysis added

People owning HRVIX also tend to own: DODFXLZSMXRISIXSNXFXSSHFXSWINXSWSMX

TheStreet.com Rating: No Rating What is this?

  • +
  • SWINX
    Schwab Internatio
  • $15.90
  • +1.92%
  • $N/A

No Analysis added

People owning SWINX also tend to own: AAPLJAENXMSFTNYXVTIVXVZDODFX

TheStreet.com Rating: No Rating What is this?

  • +
  • DODFX
    Dodge Cox Intern
  • $31.59
  • -1.03%
  • $N/A

No Analysis added

People owning DODFX also tend to own: AAPLCTXSLGFMSFTPETSFDGFXFNARX

TheStreet.com Rating: No Rating What is this?

  • +
  • LZSMX
    Lazard Internatio
  • $6.69
  • -0.30%
  • $N/A

No Analysis added

People owning LZSMX also tend to own: DODFXHRVIXRISIXSNXFXSSHFXSWINXSWSMX

TheStreet.com Rating: No Rating What is this?

  • +
  • RISIX
    Laudus Rosenberg
  • $11.59
  • -0.69%
  • $N/A

No Analysis added

People owning RISIX also tend to own: CHTRDODGXEMRHWMIXIDWKLMNVXTGA

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A. Here's another one:
http://seekingalpha.com/article/173986-s
hipping-three-high-risk-high-reward-opti
ons

Also, DSX, for instance moved up after
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