We executed a trade in both the Conservative and Aggressive Powerfund Portfolios on August 15th, 2013.
This trade was to rebalance and re-allocate both portfolios. A detailed description of the trade can be found here.
You can view the Conservative Portfolio’s trade chart by clicking here, and you can access the Conservative Portfolio’s trade calculator by clicking here.
The Aggressive Portfolio’s trade chart can be viewed by clicking here, and the Aggressive Portfolio’s trade calculator can be found here.
As always check with your fund or broker regarding short term redemption fees, if any, that could be incurred when selling fund shares, and try to minimize all such fees. Also consider trying to book long term capital gains over short term gains where possible. We've owned these funds for over a year but that doesn’t mean you have.
Certain funds we are selling in this trade do enforce a short-term redemption fee if owned for less than a specific time period:
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We executed a trade in both the Conservative and Aggressive Powerfund Portfolios on August 15th, 2013.
This trade was to rebalance and re-allocate both portfolios. A detailed description of the trade can be found here.
You can view the Conservative Portfolio’s trade chart by clicking here, and you can access the Conservative Portfolio’s trade calculator by clicking here.
The Aggressive Portfolio’s trade chart can be viewed by clicking here, and the Aggressive Portfolio’s trade calculator can be found here.
As always check with your fund or broker regarding short term redemption fees, if any, that could be incurred when selling fund shares, and try to minimize all such fees. Also consider trying to book long term capital gains over short term gains where possible. We've owned these funds for over a year but that doesn’t mean you have.
Certain funds we are selling in this trade do enforce a short-term redemption fee if owned for less than a specific time period:
Redemption Fee Information: