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@sven
Fido was wife's 401k custodian so most of her retirement money is there.
Our joint taxable account we started in 1988 at Schwab when we had an advisor for mutual funds. He used Littman-Gregory " No Load Fund Analyst" ( anybody else remembe…
Our recent transfer out of Vangurad to Fido went smoothly in LT a week.
We had an Admiral fund VTMFX transferred to Schwab. I asked our rep, who we have known for years and agreed to wave the purchase fee. We have a pretty big account so that may b…
@Observent1
The other interesting thing about your story is how far those now great companies fell before they turned around.
We all remember the winners like that, but nobody talks about WorldCom, Global Crossing etc. They were hot story stocks t…
Gill seems to be smart enough to know to know that " I am buying GME" after he bought thousands of calls is pump and dump but he probably thinks the images he posts on Twitter cannot be proven to have the same implications.
A screenshot like that w…
added a little to my positions in GRID NLR and started a small position in KMI to take advantage of long term ( ie 2030 and beyond) need for electricity for AI etc.
Most of what I read says renewables will not be reliable enough and will need lot…
We have about 5% international. Most of that ( 60%) is in individual stocks run by the manager we use for about 20% of our total portfolios.
He has done a super job in the last two years with just about 6 foreign stocks. They are up 75%, a lot bet…
@JD_co
Just checked Yahoo for two funds I own
Lists the minimum for PVCMX as $500,000 which is incorrect at least at Schwab and Vanguard
and $1,000,000 for RKCIX ( (wrong) and only our brokerages Schwab no among them
It als claims you can buy…
@hondo
Wife 401k was at Fido and most of non retirement money at Schwab and Vanguard
I dislike using one brokerage for redundancy purposes
Schwab customer service has always been better than Fido although there is the irritating issue of no sweep…
As Ipostd on the other recent Vanguard thread, I moved the last two of my wife's accounts last week. She opened her first VAnguard account in 1983
They had to really work hard to drive us away
I just moved our last two accounts from Vanguard
We have had accounts there in one form or another since 1983
They really had to work hard to force us out!
I have some EPD an don't mind dealing with the K-1ut I am retired and have plenty of time to figure it out. As stated you can get it online usually a couple of weeks before 4/15
The tax consequences of selling it are complicated but you can figure…
I think there is a conspiracy between the auto manufacturers and insurance companies and state government.
A friend just knocked of her outside rear view mirror. $7000 to replace it with the al the electronics heated mirror etc.
When was the last …
And they don't tell you much about how much they get paid. Most "directors" are listed as directors for dozens of funds
Jeff DeMAso of Independent Vanguard Advisor says that Deana Mulligan got $1.5 million as a director in the six years she was on…
I you can read it and not behind paywall good article about the crisis in home insurance
https://www.nytimes.com/interactive/2024/05/13/climate/insurance-homes-climate-change-weather.html
Regarding car insurance, we had an old station wagon that g…
I have done well in commodities and companies that produce them recently, primarily due to exposure to oil and uranium.
The "story" that you hear especially for oil and energy is that there is significant underinvestment in production as oil compan…
I have lost al hope that most organizations can keep up with hackers. The only hacks we probably hear about seem to be health care institutions that are probably legally mandated to report.
Can you imagine the downside to Schwab's stock price if …
Somewhere there is a calculation of their equity returns, exclusive of their large cash position. It is quite good. I am not sure why they don't put more money into the names they like.
@Low_Tech
I made a concerted effort several years ago to find out what the CEO et at VG REALLY make.
Sometimes you can find their published salaries but the key employes get to participate i a sort "profit sharing plan" similar to stock options.Th…
@Mark
Is that 5.8% of your current account value, or your cost basis? Isn't it hard to generate a yield that high without a lot of MLPs and REITS and /or BDCs etc?
the payout looks pretty variable. 74 cents a share last year but only 22 cents in 2021. I wonder if a lot of this in interest on the Treasuries
58% in natural resource stocks. Other Natural resource funds have done some better recently
@Mark
Many of the stocks you mention are in SHCD which pays 3.4%
It excludes REITS and while I think it has too many small positions it is good for one stop shopping, relatively low volatility ad a decent payout.
I just finished a look for best performing Dividend and Dividend growth funds and was surprised that VDIGX has not beaten many similar funds.
VIG pays a higher Dividend and is ahead for last few years, as is SCHD
PRDGX seems to be a better div…
Schwab let me transfer Admiral shares and when I asked nicely, my account rep eliminated the fee to purchase more, but this may depend on the size of all your accounts
It looks like the fee starts in July, unless you have $5,000,000 in funds there
Better get out while the getting is good
This might be the final nail in the Vanguard coffin for me
I started a position in GPMCX around the time most everyone else did here back in 2015. After going great guns, and then recovering from Covid, since 2021 it has been all downhill. Fortunately I sold most of the position.
I have a hard time figu…
I assume you are referring to problems with the online version? I have used the CD version for years and have never had a problem, and use it to do multiple family members returns
My son had trouble printing his return from the online version one …
@MikeW
I have used Quicken for decades to monitor and manage our multiple accounts. Even though we are retired, and have consolidated most, we have two R/O’s ( one managed by advisor), Roth IRAs, two non retirement account, small joint account and …
@rforno
the legislature responds to
1) money ( most comes from special interests, but only because the average American wont contribute)
2) Votes
I believe if the American public voted and demanded change it would happen, but most are too busy…
I can migrate all my portfolios both watch and portfolio to Investor, thanks to your previous reminder on how to do it
If you download an excel compatible file, you can include #shares, Ave cost etc. to a watch list
I find setting up a watch list …
