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
  • $32.03
  • +0.25%
  • $N/A

No Analysis added

People owning SNXFX also tend to own: DODFXHRVIXLZSMXRISIXSSHFXSWINXSWSMX

TheStreet.com Rating: No Rating What is this?

  • +
  • SSHFX
    Sound Shore Fund
  • $27.79
  • +0.07%
  • $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
  • $22.15
  • -0.54%
  • $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
  • $31.60
  • -0.09%
  • $N/A

No Analysis added

People owning DODFX also tend to own: AAPLCTXSLGFMSFTPETSFDGFXFNARX

TheStreet.com Rating: No Rating What is this?

  • +
  • LZSMX
    Lazard Internatio
  • $6.73
  • 0.00%
  • $N/A

No Analysis added

People owning LZSMX also tend to own: DODFXHRVIXRISIXSNXFXSSHFXSWINXSWSMX

TheStreet.com Rating: No Rating What is this?

  • +
  • RISIX
    Laudus Rosenberg
  • $11.61
  • +0.09%
  • $N/A

No Analysis added

People owning RISIX also tend to own: CHTRDODGXEMRHWMIXIDWKLMNVXTGA

TheStreet.com Rating: No Rating What is this?

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