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Jim0445
For the Institutional class of the Harbor Focused International fund mentioned in the September issue, isn't the symbol HNFSX instead of the HNSFX you mentioned? Thank you for your excellent work.
rsorden, I imagine he would gladly be stripped of his rank to answer a higher calling. He did the right thing. In life, we make choices. I respect him for making the choice to save the lives of the sailors on board. I respectfully disagree with you.
There are rumors that Jedd Clampett may have to default on his Hollywood home mortgage due to crashing oil prices. "Black gold" turned out to be black but not gold. (For younger readers, this is a reference to a TV series "The Beverly Hillbillies.")
Worst: Two weeks ago, HACAX was up 13% YTD. Now it's down 2% YTD. So it's still beating S&P 500 YTD. I've held it around 20 years. The shares come with a seatbelt and owner's manual.
Best: DODIX.
I predict deadlock in the Democratic convention resulting in the nomination of Secretary Clinton who will beat Trump this time. Voters ususally vote their wallets but this year they're fed up with Trump's lack of character and vote for the candidate…
I wish investors were given an option to have their dividends reinvested on a tax-deferred basis into new shares instead of taking taxable dividends payments. Oh, I forgot, that would be a "gift for the millionaires and billionaires." It would also …
IMO, the headline could be misinterpreted as Ed Yardeni has been bullish and continues to be bullish since March 2009. (Read his blog.) What he was referring to in the cited interview was whether he would currently invest spare cash at these levels,…
I loved seeing him on PBS but I also loved hearing him appear as a guest on "Imus in the Morning." I also enjoyed reading one of his novels "White Widow." (Jim grew up loving the stories his dad would bring home from his job working for a bus compan…
HICOX has an interesting portfolio. Most of the bonds are not rated. And it appears that a very large portion of their portfolio consists of charter schools. Only a small portion of their bond holdings are investment grade. (I wonder who estimates t…
Good news on my transfer of TRPrice mutual funds into TDA. After completing the online transfer request at TDA on Monday, 1/06/2020, the funds appeared in my TDA account by mid-morning today, 1/14/2020. So my ACAT was done in six business days. "Oh,…
January 6 and advised me that it could take two or three weeks because I had requested transfer of individual mutual funds.
That is really the worst case. If the entire MF accounts is transferred, it should take about a week instead - the benefit …
It might have been faster, though the original quotation I gave suggests that this is only a problem when transferring to a mutual fund, here T. Rowe Price. An ACAT transfer should be possible if the transfer is initiated by the brokerage side. D…
I recently initiated an transfer in kind of mutual funds held directly by my IRA at T Rowe Price (not in a brokerage account) to TD Ameritrade. Had I known that it would take so long, I would have opened a TRP Brokerage account and then transferred…
I meant to say that "M* correctly commented that this may not be in the BEST INTERESTS of the fund's shareholders because of the possible lack of depth of management and no reduction in the fund's expense ratio. Impossible to proofread your own stuf…
TIAA-CREF will offer Zero-commission Stocks, ETFs and Options trades beginning 1/16/20, as per announcement I saw when I logged in just now. Also has 3000 Mutual funds now available commission free.
Shopping is going to be good in 2020.
Of the 3000…
DFDPX is numero uno in the large growth category. Worth paying 0.99% for 43% growth in one year, wouldn't you say?
https://www.morningstar.com/funds/xnas/dfdpx/quote
.99% wouldn't be too much to pay for 43% growth - IF someone had bought the fund…
rforno, You mentioned dollar cost averaging at TD Ameritrade. One of the things I especially like about TDA is that with any fund, NTF or TF, once you've made your first purchase, TDA allows customers to dollar cost average free, by making the same …
OEF = Open Ended Fund, meaning that the fund can issue an unlimited fund to meet buyer demand. This is in contrast to Closed Ended Fund ("CEFs") that have a fixed number of shares. OEFs issue new shares to buyers of their fund and redeem shares fro…
I am grateful for learning about mutual thrifts from reading one of Peter Lynch's books many years ago. He listed a large number of these thrifts (usually savings and loans) in his book. I was also able to identify around 100 more on my own, and as …
This thread illustrates the diversity of thought of guests appearing on this program. I look forward to the annual visit from Matthew McLennan and Ed Hymann because it is loaded with worthwhile information about the economy and markets. The prior sh…
Thanks for your suggestions.
They all have excellent performance records. I wonder whether Joshua Spencer can match Ellenbogen's record at PRNHX. Of course, he has more than matched POAGX's performance this year.
Not your fault but the video shown is last week's program. The "audio only" version is this week's program. This is also the case at her website or if you search for it on youtube. (as of now, maybe she'll correct the link).
And isn't this a contrary indicator, meaning that the more bearish the survey, the more attractive stock prices are? If so, shouldn't long-term investors in stocks be pleased to see a more bearish reading?
I own PRWCX as well. I'm also happy with it but have this nagging memory of how popular Sequoia was ....until it wasn't. I'm a long-term holder of PRWCX and hope that David can keep turning out high risk-adjusted returns.
Thank you! At the very end of the Ritholtz interview, Dr. Bernstein made a profound point: that the same stocks that can power a young person's portfolio can be equally toxic - yes, "toxic" - to an older retiree's standing. Lots of wisdom in this i…
Another nail in the coffin of active "management." Yet, just today, I heard another spokesperson say, "There has never been a time when we needed active management more than today." Yada yada yada.... I can't count the times this guy was a speci…
The fund this guy manages (ARFFX) clearly stinks on ice; he is listed as the sole manager. ARFFFFFF! Somehow the host apparently linked him to the better-performing Ariel Fund (which doesn't identify him as a manager or co-manager). I would not be…
I have learned that it's best to take these writeups about non-indexed funds with a large grain of salt. Even with its Institutional class (SDRIX), the costs are just too high. And nobody has repealed the law of reversion to the mean.
When I was in college 50 years ago, I kept hearing, "The only thing you can count on is change - just make sure you're on the right side of it."
I can still remember how the tractor changed the landscape of farming by increasing the number of acre…
msf:
My understanding of Traditional is that there are only two ways to get your money out - interest only, and 10 year annuitization. So you have to be careful with your cash management planning - that you'll be able to draw more cash on demand el…