Join Early Retirement Today
Reply
 
Thread Tools Search this Thread Display Modes
Barkley Funds Question
Old 10-12-2020, 06:01 PM   #1
Confused about dryer sheets
 
Join Date: Oct 2020
Posts: 1
Barkley Funds Question

I just retired in April. Talking to an investor about moving my 401 from the company I worked for. He is talking about Barkley Trail Blazer 5 index fund.
Does anyone know anything about this find?
Gary Lynn is offline   Reply With Quote
Join the #1 Early Retirement and Financial Independence Forum Today - It's Totally Free!

Are you planning to be financially independent as early as possible so you can live life on your own terms? Discuss successful investing strategies, asset allocation models, tax strategies and other related topics in our online forum community. Our members range from young folks just starting their journey to financial independence, military retirees and even multimillionaires. No matter where you fit in you'll find that Early-Retirement.org is a great community to join. Best of all it's totally FREE!

You are currently viewing our boards as a guest so you have limited access to our community. Please take the time to register and you will gain a lot of great new features including; the ability to participate in discussions, network with our members, see fewer ads, upload photographs, create a retirement blog, send private messages and so much, much more!

Old 10-13-2020, 06:18 AM   #2
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
 
Join Date: Aug 2004
Location: Laurel, MD
Posts: 5,381
Quote:
Originally Posted by Gary Lynn View Post
I just retired in April. Talking to an investor about moving my 401 from the company I worked for. He is talking about Barkley Trail Blazer 5 index fund.
Does anyone know anything about this find?
This is probably a question for a separate thread. I don't know anything about the fund, never heard of it before now. Looks like a proprietary index fund maybe only used within an annuity. Only 4 yrs track record. I don't care for proprietary indices.
__________________
...with no reasonable expectation for ER, I'm just here auditing the AP class.Retired 8/1/15.
jazz4cash is offline   Reply With Quote
Old 10-13-2020, 07:43 AM   #3
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
pb4uski's Avatar
 
Join Date: Nov 2010
Location: Vermont & Sarasota, FL
Posts: 27,140
+1 Not much out there on it and it does seem to be designed for an annuity. I would avoid it.
__________________
If something cannot endure laughter.... it cannot endure.
Patience is the art of concealing your impatience.
Slow and steady wins the race.

Retired Jan 2012 at age 56...target 65/35/0 AA TBD
pb4uski is online now   Reply With Quote
Old 10-13-2020, 09:46 AM   #4
Thinks s/he gets paid by the post
The Cosmic Avenger's Avatar
 
Join Date: May 2016
Location: Mid-Atlantic
Posts: 1,550
Quote:
Originally Posted by Gary Lynn View Post
I just retired in April. Talking to an investor about moving my 401 from the company I worked for. He is talking about Barkley Trail Blazer 5 index fund.
Does anyone know anything about this find?
A 0.85% expense ratio for performance that has been significantly worse than the S&P 500 index? Their 10-year average return is only about half that of the index, 5.44% vs 10.75%. No thank you! I'd dump that advisor, too. My Fidelity index fund, FXAIX, has an expense ratio of 0.01%.
__________________
-Looking to FIRE in the mid-2020s, which would be our mid-50s.
The Cosmic Avenger is offline   Reply With Quote
Old 10-13-2020, 10:48 AM   #5
Administrator
MichaelB's Avatar
 
Join Date: Jan 2008
Location: Sheltered in place
Posts: 32,959
This was broken off into a separate thread to allow more visibility
MichaelB is online now   Reply With Quote
Old 10-13-2020, 11:07 AM   #6
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
OldShooter's Avatar
 
Join Date: Mar 2017
Location: City
Posts: 5,493
Find a different advisor. This one is trying to feather his own nest with your money.

Edit: @Gary Lynn, please do a little reading. It will reduce your vulnerability to predators.

My favorite is this little book: "The Coffee House Investor" by Bill Schultheis https://www.coffeehouseinvestor.com/ Schultheis is very low key, to the point of giving you a recipe for pumpkin pie.

For a little meatier reading: "The Bogleheads Guide to Investing" by Taylor Larimore et al https://www.amazon.com/Bogleheads-Gu.../dp/0470067365 and/or (online) https://www.bogleheads.org/wiki/Getting_started

The joke around here is that if you know enough to select a good advisor, you no longer need an advisor. True or not, you can decide, but you can't just blindly trust without significant risk to your financial health.
__________________
Ignoramus et ignorabimus
OldShooter is offline   Reply With Quote
Old 10-13-2020, 05:17 PM   #7
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
target2019's Avatar
 
Join Date: Dec 2008
Location: Stuck in the mud somewhere in the swamps of Jersey
Posts: 6,548
Quote:
Originally Posted by Gary Lynn View Post
Does anyone know anything about this find?
Your first post reads like an advertisement for a proprietary find. You may want to introduce yourself and explain what investor you talked to about the fund. Thank you.
target2019 is offline   Reply With Quote
Old 10-14-2020, 06:04 PM   #8
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
 
Join Date: Aug 2004
Location: Laurel, MD
Posts: 5,381
And hopefully it's Barclay's, not Barkley. No idea who or what the heck Barkley is.
__________________
...with no reasonable expectation for ER, I'm just here auditing the AP class.Retired 8/1/15.
jazz4cash is offline   Reply With Quote
Old 10-14-2020, 06:45 PM   #9
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
RunningBum's Avatar
 
Join Date: Jun 2007
Posts: 9,830
Quote:
Originally Posted by jazz4cash View Post
And hopefully it's Barclay's, not Barkley. No idea who or what the heck Barkley is.
So far it looks like a post-and-run, since the OP hasn't been active since writing this post. But it's only been 2 days.

You'd think the OP was a shill for the company they'd have spelled it correctly.
RunningBum is offline   Reply With Quote
Old 10-14-2020, 08:36 PM   #10
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
 
Join Date: Aug 2004
Location: Laurel, MD
Posts: 5,381
Quote:
Originally Posted by RunningBum View Post
So far it looks like a post-and-run, since the OP hasn't been active since writing this post. But it's only been 2 days.

You'd think the OP was a shill for the company they'd have spelled it correctly.
Yeah, and I'd also think a shill would not use their actual name, but I did assume the poster was legit.
__________________
...with no reasonable expectation for ER, I'm just here auditing the AP class.Retired 8/1/15.
jazz4cash is offline   Reply With Quote
Old 10-15-2020, 10:01 AM   #11
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
target2019's Avatar
 
Join Date: Dec 2008
Location: Stuck in the mud somewhere in the swamps of Jersey
Posts: 6,548
There's a lot of fraud on the internet. Who'd have thunk it?


I don't think accurate spelling of the fund name matters much anymore, as searches are very "fuzzy" and will get you there all the same.

The irony is that as more and more post responses of any kind accumulate, it raises the visibility of the investment.
target2019 is offline   Reply With Quote
Old 10-16-2020, 09:23 AM   #12
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
 
Join Date: Aug 2004
Location: Laurel, MD
Posts: 5,381
Quote:
Originally Posted by target2019 View Post
There's a lot of fraud on the internet. Who'd have thunk it?





I don't think accurate spelling of the fund name matters much anymore, as searches are very "fuzzy" and will get you there all the same.



The irony is that as more and more post responses of any kind accumulate, it raises the visibility of the investment.


I disagree. While spelling is not critical because a search engine will likely find the correct entity, there scam sites that take advantage of misspells and typos to redirect.
__________________
...with no reasonable expectation for ER, I'm just here auditing the AP class.Retired 8/1/15.
jazz4cash is offline   Reply With Quote
Old 10-16-2020, 09:28 AM   #13
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
target2019's Avatar
 
Join Date: Dec 2008
Location: Stuck in the mud somewhere in the swamps of Jersey
Posts: 6,548
Quote:
Originally Posted by jazz4cash View Post
I disagree. While spelling is not critical because a search engine will likely find the correct entity, there scam sites that take advantage of misspells and typos to redirect.
But those sites do not appear in search results AFAIK and see. If they do for you then your web browser protection kicks in.
target2019 is offline   Reply With Quote
Old 10-17-2020, 10:37 AM   #14
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
 
Join Date: Aug 2004
Location: Laurel, MD
Posts: 5,381
Quote:
Originally Posted by target2019 View Post
But those sites do not appear in search results AFAIK and see. If they do for you then your web browser protection kicks in.


I dunno. Maybe I need to beef up my browser security. Here’s what I got...

https://www.nbc.com/saturday-night-l...ys-bank/n12670
__________________
...with no reasonable expectation for ER, I'm just here auditing the AP class.Retired 8/1/15.
jazz4cash is offline   Reply With Quote
Old 10-17-2020, 01:49 PM   #15
Thinks s/he gets paid by the post
Mr._Graybeard's Avatar
 
Join Date: Apr 2011
Posts: 1,897
Quote:
Originally Posted by jazz4cash View Post
And hopefully it's Barclay's, not Barkley. No idea who or what the heck Barkley is.
The Barkleys? Surely you jest.
__________________
Tick tick tick tock goes the clock on the wall as we're dancing the evening away -- Tick Tock Polka
Mr._Graybeard is online now   Reply With Quote
Old 10-17-2020, 02:09 PM   #16
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
target2019's Avatar
 
Join Date: Dec 2008
Location: Stuck in the mud somewhere in the swamps of Jersey
Posts: 6,548
Quote:
Originally Posted by jazz4cash View Post
I dunno. Maybe I need to beef up my browser security. Here’s what I got...

https://www.nbc.com/saturday-night-l...ys-bank/n12670
I select text in the original post, and right click to search with Google. Get the following, and every hit on first page is relevant.
Attached Images
File Type: jpg Capture.JPG (102.8 KB, 14 views)
target2019 is offline   Reply With Quote
Old 10-17-2020, 07:27 PM   #17
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
 
Join Date: Aug 2004
Location: Laurel, MD
Posts: 5,381
Yeah we did that exercise in post #2 and commented. Now we’re just tryin to have a laugh.
__________________
...with no reasonable expectation for ER, I'm just here auditing the AP class.Retired 8/1/15.
jazz4cash is offline   Reply With Quote
Reply


Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
 
Thread Tools Search this Thread
Search this Thread:

Advanced Search
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off


Similar Threads
Thread Thread Starter Forum Replies Last Post
AA Aviator cc thru Barkley -- 50,000 mile signup bonus RunningBum FIRE and Money 10 05-11-2018 11:38 AM
(FAQ archive): Invididual Stocks vs. Funds/Active Funds vs. Passive Funds Nords Early Retirement FAQs 0 10-22-2007 03:07 PM
Index funds beat most active funds JustCurious FIRE and Money 57 10-23-2006 11:14 AM
FI taxable funds versus retirement funds just_hatched FIRE and Money 12 10-10-2005 09:09 AM
Index Funds or Balanced Funds ? renferme FIRE and Money 5 04-20-2004 04:21 PM

» Quick Links

 
All times are GMT -6. The time now is 08:36 AM.
 
Powered by vBulletin® Version 3.8.8 Beta 1
Copyright ©2000 - 2020, vBulletin Solutions, Inc.