strategy question: which fund to sell?

[mthompson]

Say you've invested comparable $$ into two funds, and one is steady up in the last year or so, another one is down for the same period (CGMFX & ICARX in my case), and you need to sell one to raise $$, would you sell ICARX, thus recording a loss but expecting CGMFX to continue it's growth, or CGMFX at a profit and hoping ICARX will rebound eventually? Keep in mind that these are funds, not individual stocks.

[aiki14]

Say you've invested comparable $$ into two funds, and one is steady up in the last year or so, another one is down for the same period (CGMFX & ICARX in my case), and you need to sell one to raise $$, would you sell ICARX, thus recording a loss but expecting CGMFX to continue it's growth, or CGMFX at a profit and hoping ICARX will rebound eventually? Keep in mind that these are funds, not individual stocks.

Bail on the ICARX and stick with Heebner, write the loss off on your taxes. Just my opinion, but I don't bet against the real wild man of wall st.

[wallstreetsedge]

i agree sell icarx.. they appear too inconsistent and id rather bet on heebner for long term