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It was working yesterday but certainly not today
I had trouble a couple of weeks ago downloading a csv file into legacy, and they responded with the information I needed to fix it. It doesn't help without legacy because the new portfolio manger wil…
I have owned GRID DLDRX GRHAX/GRHIX CCJ etc for several years.
I believe the way to "play" the climate change issues is industrial stocks needed for the grid.
Even "Climate change is bunk" people agree our Grid is a disaster. More storm and fires…
more details
What appears to be not working is the ability to download an an excel file into portfolio manager either legacy or their new investor. They still have not created a button to add holdings to watch lists by any method other than manuall…
Quick check shows them both trading at sizable premium ( 10 to 20%) and in low volumes ($400,000 average a day at Schwab ) The web site stops listing performance data in 2023 with other data dead in the water after 3/31/2024
https://www.barings.co…
There is a good case to be made for higher or at least not lower inflation ahead. But it is almost impossible to predict. We generals always fight the last war, and many remember the bond bloodbath in 2022 as rates shot upward. BUT rates started a…
@BaluBalu
At least as a list the article is helpful, but like all of M* it just "Rounds up the usual suspects". It is too bad they settle for such mediocre reporting
GMOI looks to be a close clone of GTMIX GMO International Value which trails the MSCI World ex USA Value index by a bit
GLTI is close but not a clone of GMOIX which has been a pretty good Foreign value fund
GMOV is fairly close to UUDAX but has 5…
From the web page
" A non-diversified, non-traded, closed-end management investment company that has elected to be regulated as a business development company (“BDC”) under the Investment Company Act of 1940 "
It lists minimum income requirements…
But none of the credit vehicles are available except through an advisor; some are interval funds and some do not even trade publicly. If I remember Oaktree was bought by Brookfield, a firm much more focused on real estate and renewables. It looks li…
I owned GLD in the past and SGOL now, but do not remember how any gains were characterized by Schwab. I am not sure Schwab has a separate "28%" capital gain section
I tend to buy active and unconstrained bond funds and let the manager decide what the credit risk is, but I am sure a lot of unsuspecting people will be sold a bill of goods when the "private credit" ETFs come out
Things that look revolutionary can be very hard to invest in. Many people must have looked at the Wright Bros success and figured airplanes would be a great way to make money. I an sure people made money in Boeing, GE etc, but not in airlines unle…
I have spent my entire tax paying life in states that constantly send far more money to DC then we get in return and ones that show up here as having minimal transfer income.
It is galling to have folks whose communities already receive massive tra…
I also own NLR CCJ and GRID. I am a bit suspicious of SMR as their first project sorta died. It seems obvious if this country has run small nuclear reactors on submarines and large surface ships, we can design and rum small reactors for Data farms…
last week I bought a few thousand SMR and OKLO to increase my nuclear energy investments.
WOW up 75%!!! Unfortunately the "few thousand " was dollars, not shares
@junkster
Do you carry an ERB? ( Emergency Response Beacon)Our daughter-in-law insisted we take one when we went on our wilderness canoe trip. It would have taken at least two days to get out and get help; even when we got to the car we were 20 m…
I bought in in Feb and am up about 10% It seems to be doing about as well as many other Value funds ,although VTV is ahead. Among the other actively managed value funds I follow or use are pretty much 100% invested, so MRFOX 25% cash makes their re…
JEPI has outperformed GATEX by a wide margin since JEPI inception. I assume this is because GATEX also buys puts, which have not helped during a bull market
I left long ago when they sold the firm to AGM, and the principals walked off with a pot of money
They responded to the criticisms saying that they needed "estate planning options" but as I remember, one's only dependent was his cat
I think the other issue is they went to a "team" approach, so even if you have substantial $ you do not get one individual to work on your issues, unless maybe you pay for "personal advisor". I explored using their Personal Advisor but they only use…
I drive cars till they quit. We have had great luck with Prius V. Almost 200,000 miles ten years old
Not as fun to drive s others but best deal I ever made in a car
Anybody else notice the Union President ( and his son) make close to $ 1,000,000 a year? Dad owns a Bentley but recently sold his 60 foot yacht, was indicted on RICO charges for mob connections ( and one of his co-defendents was killed in mob hit).…
I have been fiddling around with procedure for with holding taxes on RMDs in anticipation of my withdrawals next year.
Does anyone have experiences on Schwab of Fidelity's with holding policies? Can you have most or all of RMD withheld for taxes?
…
It is concerning that the IRS chart discussing the differences between RMD for IRAs and Defined contribution plans still uses 72 as the age for RMDs ( even though it says it was updated 8/2024)
" April 1 of the year following the later of the year…
Earlier in the year you might require a higher quarterly estimated tax payment so waiting until late might save be better unless you are paying 100% of last years taxes
