Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.
This list is today closing info, March 3. The list is generally available about 6:30pm, EST. The last two numbers in each line are numbers of shares buy/sell and % of that particular holding within the ETF.
1 ARKF 03/3/2021 Buy KSPILI 48581R205 KAS…
@JonGaltIII et al
I''m not pushing having bond investments. Too many variables for each individual. The write is about a simple 50/50 of equity and bonds over time.
I offer this real world example starting in 2006, and will provide the past 10 …
@KHaw24
The below chart is for the 4 funds you noted. The backwards view only goes to May, 2015; which indicates one of the funds had it's inception date in May, 2015. These returns are for total return, which includes all distributions. You will no…
The bond world is so large in terms of $$$ globally. We small $ value folks wander around among the sovereign wealth funds, pension funds and all the other large players. We do our best based upon our knowledge, experience and intuition. I do my bes…
Hi @JonGaltIII
but for the last 10 + years it was a bad mistake
I'll play "chart it". Give me 5 bond fund tickers that you're not happy about over the past 10 years. They don't have to be anything you hold or have held. What would you prefer to be …
One might expect that this etf will obtain investment flows. Will the etf find the "Robinhood" run? Fidelity indicates at this time, that options are not available. I consider this a positive for a somewhat more normal (whatever normal is today for …
Hi @Sven
Periodically, send your kids something of a normal text and add a mutual fund ticker symbol. Ask their opinion or a question about that. :)
An investing learning curve begins, eh?
Monetary summation of things investing related.
Imagine everything will be alright in the end, and if it is not yet alright, then it is not yet the end.
Hi @Old_Joe
Your write beginning with "OK, so let me see if I understand this correctly." covers investing and money in proper form. Well, done; well written.
If you haven't, you should visit the Ebay link I placed. It is set for closed/sold items …
@Graust and @carew388 et al
As time allowed today, I reviewed the prospectus for FSMEX (a select fund), as well as FBALX and FPURX; more traditional mutual funds.
The Excessive Trading Policy link I posted previous and dated Sept. 2020 and the la…
@carew388
Fidelity Excessive Trading Policy, September, 2020
SEE/READ FOLLOWUP in next post from me, regarding the Excessive Trading Policy. I write this at 4pm, Feb. 20.
Hi @carew388
I use eBay for a proxy of what the general public is willing to spend on a given item at the present time. Note: I'm a buyer/seller since May, 1997; so I have a bit of bias with what I see/know at the site.
This list is for Ryan. But, …
Yes. The thought of "what do we want and need to do, and how do we engineer that?" is beyond my thinking processes. I recall watching an orbiting satellite in the night sky above Michigan during summer months. But, I don't recall the satellite name.…
Hi @Mark
This is a reply to Derf from Jan. 18, which includes some info about Fido select trading. A bit of other not related chat, too.
I don't recall the start date for phone trading of select funds, but did use this feature for a pencil perform…
@JonGaltIII
Only my personal opinion. I do not rely upon star rating changes via M*. I watch for performance changes in a given investment and its related sector. Management or style changes with an investment could also have an impact, be it negati…
@Observant1 , you noted:
This incident vividly illustrates that Mr. Cruz is out of touch with his constituents.
This mindset is more to the social class system that he thinks he is a part. Fully, though; he apparently is fully detached from any form…
Huh, silly markets. The Monday night (link,1st post) for Global Markets now reflects this Thursday night (Feb. 18) and at 11pm, EST. 'Course, the Monday night link was "green" for the vast majority of the markets. Tonight is vast majority "red".
Gl…
@Mark You'll have to wait until April, unless you don't mind receiving them frozen solid during delivery. A full 20 degree temperature rise since daybreak here; and now at +10 degrees outside with a bright, blue sky. Almost getting to springtime.
Thanks Derf. Some of this was known and understood; but the write provides more information for those unaware of possible uses of a similar portfolio ETF with a taxable account, versus a traditional mutual fund.
Hi @LewisBraham and @Old_Joe
Is it me or is there something unsavory sounding to the word "money" as a verb? It makes it sound like money is something you do instead of something you earn through work.
Financial Literacy ??? Is this the question re…
@BenWP
Agree with you about fortunate, regarding the vaccine. Only sore arm here, too.
I don't expect chills or fever or whatever after 2nd on March 3. We have our "what if" list printed and on display upon a cupboard door.
As to side effects, w…
Jon, you noted about selling FSPHX to purchase FSMEX. I would personally consider this a viable choice. OR to start to build a position in FSMEX if you have cash or other holdings you have considered selling; as Fidelity has the $0 minimum in place …
Howdy @JonGaltIII
Since the 2010 census, about 10,000 baby boomers a day (retire, too) have crossed the age 65 threshold and by 2030, all boomers will be at least age 65. From 2019 data the boomers are about 72 million in population. Our house is b…
Mark, thank you for posting about this area; although some of us have read bits and pieces, tis nice to have a discussion here.
I do believe, if our house wants to remain an active investing house; we're going to have to hire a family member :) to …
YES, indeed. This time is different remains in place since the market melt in 2008. These observations have been expressed over the years here. The market melt of 2008 impacted economic sectors, unlike sectors affected today. But, 2008 brought large…
@stillers
From your link: In typical bull-market fashion, big investors rushed to trim back on equity risk the week before last only to re-load days later once the erratic short-squeeze activity abated, a prominent hedge-fund “victim” bobbed to the …
Hi @stillers
My standard retort is, " I believe that people tend to create their own 'luck'."
Yes. Your statement is a worthy reflection and result of one's efforts. At times there is a lot of work and effort placed towards being "lucky". Our "lucky…
I agree with msf. MALOX has a longer decent past performance but started to fall apart beginning in 2014, vs the SP500. I don't know, but have to suspect more faith was placed into or kept in place outside of the U.S. This has not worked so well du…
@LewisBraham
Absolutely !!!
One needs to do the homework, regardless of existing knowledge or background***.
***My background with computers continues to help me make decisions for this evolving area; but things change so fast.
@Derf
Can't easily discover much from the s/n. My easiest check was within the system info.
The build date for the system BIOS is June 6, 2020. Good enough info for me.
I don't know whether you were aware of the shortage of laptops just about any…
Hi @Old_Joe et al
About Windows 10 in S mode
Windows 10 in S mode is a version of Windows 10 that's streamlined for security and performance, while providing a familiar Windows experience. To increase security, it allows only apps from the Microsof…
I have not checked other firms; but the following is a standard footnote for other information at Fidelity, aside from what may be in a prospectus for a particular investment.
Free commission offer applies to online purchases select ETFs in a Fidel…
While some deep value and/or companies with too much debt may be impacted by some form of Reddit inspired trading; unless the bond market place becomes overwhelmed by bond slayers, I'm not concerned about potential impact; with the exception of po…
Thanks, @bee
A form of the words I've pushed upon folks for a number of years.
Sadly, never many takers, or thinkers. For some, as I've witnessed; they would prefer $70k into an ego version of themselves with a super-duper truck; or similar monies…
