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WisdomTree presentaion isn't very user-friendly. But from your link (repeated below), Fund Reports & Schedule/Tax Supplement Reports, you can Download "WisdomTree Fund Distribution 2022 - Tax Supplement". Then in the Secondary Layout tab, Col 11…
Hi, I have question on tax information of USFR. WisdomTree website has a spreadsheet file with tax information(https://www.wisdomtree.com/investments/resource-library/fact-sheets-reports#tab-EFFF2124-78F5-46F4-B816-6D4252E4BC97). The data shows mont…
VMRXX seems still better than FNSXX if you compare 7 day yield on the same day.
If you have high state income tax, a better choice in taxable account may be treasury only MM fund, e.g: FDLXX/FRSXX when interests from treasury is state and local tax…
Giroux was interviewed in Barron podcast this July.
https://www.barrons.com/podcasts/barrons-live/stocks-to-watch-investing-with-t-rowe-price-david-giroux/97b452aa-8887-4cde-84fb-06aa9bb07880?page=1
The same person also said he did not think Brexit would happen when asked in Q & A of his webcast. So this time it could be lucky side of a coin toss. And once you are right, it is not diificult to find why you are right. Also don't forget he sa…
In one of his webcast in 2011, he told audience he had sold all his stock holding around 1150. I don't think his forecast for equity is good. He also has to close a doubline equity fund after poor performance.
@Charles
Yes. I would like to try as a beta tester.
The same problem still exists in: Sector Equity->Natural Resources + Restrict to Great Owl Only. It came back with missing category value and Owl funds in various categories.
@Charles
Here is another problem:
In miraculous multi- search, choose category to be "International Equity", then choose "Equity Income", select Restrict to Great Owl Only checkbox, submit the search. The result is not right. The value of Category…
@Charles
Thank you for your explanation.
1) Does every category use the same top % as Owl fund threshold line?
2) For miraculous search, can you enhance it to allow multi-category/type search (similar to what Fidelity research mutual fund screen o…
Charles,
Thanks for the quick fix. Could you please double check the following two funds which are labeled as great owls funds? Based on their return and risk, I don't see why they can gain the top status.
Brcnx joemx
Thanks.
Thanks.
Some funds are categorized as flexible portfolio, e.g Sgiix, Gavix. But that category is missing under miraculous search dropdown list. Please fix the problem. Thanks
Charles:
Thanks for the information. I just noticed on those tables in your response to Ron, the fund with highest Martin ratio happened to be the one with highest Sharpe ratio and highest Sortino ratio. Is that a coincidence or some truth for most …
Charles:
Any website offers Martin ratio for mutual funds? If it all come from your calculation, do you have figure for ABRYX/ABRZX? I would be interested to see which one is better between ABRYX and AQRIX. Thanks.
I disagree on the following:
"Once you've got an iPod, you get an iTunes account and an iTunes library which makes it unlikely that you'll switch to another brand of mp3 player and which increases the chance that you'll pick up an iPhone or iPad whi…
David:
Could you please pass my question to fund manager? SFGIX has significant holding in East and South Asia(64% on 12/31/2012). Many countries in this region have export oriented economics. Now Japan has started to devalue its currency, what woul…
