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yugo

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yugo
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  • Korea Post and Sweden’s PostNord are getting into the "no shipments to US" game. I bought into DHLGY a few months ago. They're the go-to folks in Europe and also are popular in RoW. Nice dividend and besides the German witholding I get back on m…
  • BLX and FBP. I was not necessarily looking for LatAm banks, but these two looked good when I was shopping and investigating. I insist on getting a dividend of at least 3% due to the higher risk in single stocks as opposed to mutual funds. My third…
  • @Crash Would you mind sharing which are those three single stocks? I am looking for equity ideas outside of US.
  • Since the beginning of the year, every financial pro out there keeps talking about weak dollar prospects and the need to reallocate abroad, yet the stock market keeps going up. This sounds like a bubble diagnosis, which reminded me of February com…
  • When it comes to meme stocks, no one will ever beat THE Original aka HOLO.
    in Meme Stocks Comment by yugo August 15
  • @rforno What is your outlook for European defense & aerospace going forward (especially, if we get a ceasefire or some other hostilities reprieve in Ukraine)?
  • @Crash Really nice jump for Bombardier in July. Alas, I am generally leery of buying individual stocks after a big move. Also, after brief research, it looks like the stock nearly doubled in the runup to / after a major order. But while the order wa…
  • More evidence of creeping inflation: US import prices rebound in July on higher consumer goods costs (08-15-25). "U.S. import prices rebounded in July, boosted by higher costs for consumer goods, the latest indication that inflation was poised to p…
  • Unemployment picture is mixed while inflation is on the upswing based on PPI: US Jobless Claims Edge Lower, Continuing Claims Remain Elevated (08-14-25).
  • After today's news that PPI rose 0.9% in July, probability of no cut is 7.4%, 25 bps cut is 92.6%, while a 50 bps cut is now at 0% for September 17th Fed meeting.
  • Updated SEC filing extending effective date to September 10, 2025. https://www.sec.gov/Archives/edgar/data/806633/000119312525177837/d85664d485bxt.htm @TheShadow - should this be interpreted as Wasatch having trouble raising enough money to launch…
  • @yogibearbull The alleged die-off of alternative funds in the '10s could be evidence of healthy 'wheat from chaff' separation typical of any newly emerging category. Chart in the article ends at 2020, which leaves me wondering whether the improved …
  • Yugo first mentioned Sallie Mae (nice find) Thanks, @msf - thought I'd also mention a couple of 4.25%+ APY savings options: 1. Citibank has been offering a rolling 3-month bonus rate on their savings account. The rate has been dropping lately bu…
  • I do not own VTAPX but have considered it as well as several other inflation-protected funds. I have also looked at NEAR before but did not invest. Being pretty risk-tolerant, I was just curious about the logic of picking one over the other, so than…
  • Being a gambler at heart I’m inclined to roll the dice a little. “Anything but cash” for me. I like Blackrock’s short-term bond fund NEAR for monies you guys would probably commit to cash. [...] Unless the economy totally tanks and goes into a …
  • Keeping with the general FWIW theme, my two main MM funds look to have been holding fairly steady, though WMPXX has been drifting down a bit... IMRXX ($1,000 min) May 30: 4.36% July 14: 4.35% (decrease) Aug 5 : 4.35% (no change) Aug 7 : 4.34% (d…
  • Thanks everyone for the positive comments on the story! Just wanted to share the experience in case someone here might find it useful (and/or entertaining). I've got to concede, though, that the cd labeler tale has mine beat by the sheer timespan. …
  • While not trying to minimize your personal travails with Marcus, they beg the question: are your experiences typical or are you an outlier? YMMV. My experiences are just the opposite - everything handled efficiently electronically or by phone, im…
  • And if you want something liquid and FDIC insured, Marcus is offering 7 and 13 month no penalty CDs with APY of 4.15%. I would go with the longer term. If rates go up one can cash out and reinvest at a higher rate. Or if the Fed pushes rates d…
  • I agree re Micro, @Derf, but Contrarian is not doing so fine either, imho. Both are in the bottom quartile of M* category ranking YTD. Unlike Micro, however, Contrarian has been in the top quartile for the prior three years straight - hence, my po…
  • Q1 Letter: We anticipate Robert Gardiner, Chairman of Grandeur Peak, and co-founder, will return as Portfolio Manager of the Global Contrarian Fund when he returns to a full-time role in July 2025, following his three-year service sabbatical. Q2 Le…
  • In case anyone is interested, PKSFX is available to new investors in IRA through Schwab. Requires $100K minimum w $1M+ total household accounts.
  • Re yield: Inflation fears in expectation of and after Trump's win and more tariffs / higher inflation. Re gold: People are switching from gold to crypto after Trump's win / remarks as inflation hedge. Just my 2c.
    in Trends Comment by yugo November 2024
  • p.s. @rforno if you are referencing these twelve not all ETFs, then - yes, the ETFs listed above have been available for several months, but they are calling the entire program pilot for now so they can limit individual access or shut it down more e…
  • @rforno according to the rep - these are the only ones currently available for 24x5 (which matches what was in the original article, "Currently, Schwab offers overnight trading in only about two dozen ETFs.") - but I have not tried it out myself. Na…
  • If they’re currently running a “pilot program”, that list should be publicly available. Wouldn’t you think? Yeah. And, seemingly, it's not just publicly unavailable but it is so 'private' that a Schwab rep I spoke with had to go back three times to…
  • For @msf and others interested in CC travel insurance, just came across this: Credit Card Travel Insurance Study In summary, according to their metrics, out of 98 cards top 3 are: 1. Chase Sapphire Reserve - best for Travel Accident Insurance 2.…
  • P.S. If you happen to live in Green Bay or thereabouts, apparently, you can get a 5% cash back on everything card up to $1000 / mo - no annual fee.
  • CapitalOne gives 5x on travel you book through them with their Venture cards, not their Quicksilver cards. Since much of our spending these days has been on travel, I've been willing to look at cards biased toward travel expenses. Makes more sense…
  • I must be missing something about CapitalOne. None of their 1.5% cash back cards seem to have a higher rate on travel like others offering 4% or 5%. Price match is nice but it only works for 24h, only refunds in travel credits, and you have to go th…
  • @msf I did some digging on U.S. Bank website and it looks like you might be able to get away with $50K IRA balance to avoid the $50 annual fee on their upcoming Smartly Visa. This may need to be verified, but it seems like if you enroll in the fre…
  • Time to load up or buy NIXT You may want to consider taking a look at this: The index reconstruction effect: An event study on the OMX Stockholm Benchmark Index
  • Robinhood has a 3% cash back card - no limitations (aside from standard ones on buying cash-equivalents) - with 5% cash back on travel booked via Robinhood Travel portal. https://robinhood.com/creditcard/ Technically, the card has no annual fee, bu…
  • Currently, Schwab offers overnight trading in only about two dozen ETFs. Does anyone know where I can look up a list of these ETFs currently available for overnight trading? Can't seem to find it on Schwab's website.
  • @sma3 MVP was my bad - its MPV as above. I do not like to pay premiums for CEFs either, but if M* is to be believed MPV looks to have been bouncing between premium / discount in 3-4 years a runs and the current premium sequence has just started - a…
  • @Mark Fixed it - thanks for the catch! It looks like an MVP to me, though... :)
  • @yogibearbull yeah, I think it's NAV although Price would seem to make more sense... Thanks.
  • Is MaxDD for closed end funds based on Price or NAV?
  • @yogibearbull I guess I would have minded this less if the trading was heavy so the next order was a fraction of a second later. But in this case, the next order posted a few minutes later, so - with today's technology - I would have assumed that th…