Q: Hi Gentleman,
I currently have a portfolio that I do not need to access for 10 years. Currently I have MFC4644 - $100K, XWD - $160K, ZLU - $190K and VGRO - $220K. Would you make any adjustments or other suggestions to my current holdings.
Thank you,
SF

Q: Good day and thanks for the great service. My question is mfc4644 has outperformed vti since inception and i believe that is due to its higher tech weighting. Going forward do you believe it would be better to hold mfc4644 or vti - or - mfc4644 and usmv in equal weighting which i believe would outperform vti. Looking for your sage advise...Thank you..Gene

Q: can I get your option of this mutual fund it has outperformed the s&p for the last 10 years and looks like a good way to participate in the u.s. economy...if you do not like it could you please give an alternative to this....thanks...gene