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Preparing your Portfolio for Rate Cuts

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  • edited October 28
    Thanks @finder.

    This is how Fidelity's research tab is working: "Sorry, no results were found for 'EMPIX', please try a new search!"

    I tried to force the trade by using the trade ticket and got a 'not available" message. It may be available only to existing investors.

    I see that it is a transaction fees fund with an investment minimum of $5,000.
  • tried to place another trade for CBYYX at Fidelity, since the 30-day prohibition is several days in the past and while the trade was accepted yesterday, it didn't complete and i found it rejected today. called fidelity who said they would contact CBYYX to find out what's going on. at that point, i told 'em not to bother and took steps to move all the cash in that account to Schwab. wish it made sense for me to own that fund in my taxable accounts, where i have a good bit more money just sitting around.
  • edited October 29
    Sorry to hear your troubles @linter. Did Fidelity say you could not open another rollover IRA at Fidelity and buy CBYYX in the new account? Cash between fidelity accounts moves instantly where as moving to Schwab might take 4-5 days. If you are in MM at Fidelity other than in sweep, you have to first sell the MM, let it settle and then place the transfer request at Schwab; otherwise, your transfer can get rejected for insufficient cash. Fidelity will not sell MM for you to move cash to Schwab. The above was my experience, YMMV.
  • I thought with the 10 year yield rising over the last 6 weeks to 4.3% we might be near at least a short to medium term top. I bought TLT today.
  • BB: i forgot that idea, dang it all, and now it's too late. ah well.
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