BaluBalu

Activity

• BaluBalu

  Professional Experience:
  
  Corporate Finance (Corporate Venture Fund investments, International and Treasury finance, Public Debt issuances, M&A, Joint Ventures, Planning, Business Divestures, SEC filings);
  
  Policy and Legislative & Regulatory Affairs - Washington DC;
  
  Capital Markets - London and NYC;
  
  Commercial Bank Lending;
  
  Field Biology.

  April 1
• Edmond → BaluBalu

  
  Dfd = tax-deferred
  Broker = eTrade. (lately, they've been offering some 'ok' bonuses to move money there, which is the only reason I opened the account.
  Target equity allocation. My necessary 'hurdle rate' is relatively low. I don't take too much risk, because I've 'won' the game. would be foolish for me to risk more than I need to. My target 'risk-on' allocation (equities, bullion, crypto) would be something between VWINX's and VASIX's stock allocation.
  Why PRWCX? Again, my hurdle rate is low. I am in the retirement 'red-zone' and find hybrid funds such as PRWCX, their new PRCFX, VWINX to be suitable to my risk-tolerance, in terms of a long-term core holding. I could have instead purchased the pure-equity TCAF, but prefer the hybrid products. Plus, who knows, maybe eTrade will shut off access on this fund to new investors. Thought it reasonable to 'stake my claim' while I could..

  March 25
• BennyB → BaluBalu

  I just read a book about Vince Mc Mahon and his WWF career- Trump was involved in the mid 2000s with him and his promotion- enough said I hope

  March 11
• finder → BaluBalu

  A correction: I had in mind not YTD, but 1 year (12 months): SIIIX is up 18% during the last 12 months, which is very impressive, IOFIX is up only 2% during the last 12 months.

  October 2024
• 
  johnN → BaluBalu

  Prob add little faang stocks lcid spxl monday tues
  $Tlt (tmf is 3x symbol) very cheap -37% since high
  
  Good hold long term...correlate against high inflation...could be 6 months gain +30%
  
  May add some $tmf Monday hold
  See how things go
  All med long term

  August 2022
• 
  johnN → BaluBalu

  Thankyou
  
  Hope so turn around

  May 2022
• 
  davidrmoran → BaluBalu

  about big drops, you do know about distributions, right? (honest question)

  January 2022
• BaluBalu and rfanelli39 joined.

  Welcome Aboard!

  July 2020