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.
@Mav123 To your question: "Does anyone here invest in dividend-producing portfolios? "
Out of curiosity, I placed these 4 dividend oriented etf's against PRWCX.
PRWCX , DVY, SCHD, VIG, SDY 5 year chart, total return
I do not suggest any of the…
Thank you, @msf.
NOTE: I don't know of anyone who has received the "Notice 1444".
I help a couple of elderly folks with tax filing, who have very simple tax calculations. They use paper filing, always owe the Fed's a little money and always hav…
Fidelity FundsNetwork is the UK's online investment services platform from Fidelity Worldwide Investment.
Is your account held in and/or through the U.K. ???
Pass what you have offered, I can not add comment; and your contacting Fidelity is indeed…
James Alpha Advisors, yes???
I may be wrong, but it appears these funds are offered through and using an advisor.
Do you hold these funds using an advisor??? Or did you have your own access previously without an advisor/broker?
Here's the list again..........so, check the 52W % change column (click to sort the column) for a quick and dirty view of some numbers from around the globe and select sectors.
Congratulations to those who went all in at the bottom, one year ago. :)
I should have placed the below links in order of dates, but anyway..... there are some portions within the links below to YouTube videos, aside from the actual full length movie or documentary (PBS). The links are broad based so that you may look at…
This link is directed to ARKG, the bio-med, genomic related etf. The short write contains a podcast. While some may consider this is an info-mercial for ARK; education is within the discussion.
We've had interest, in particular related to CRISPR; …
Hi @BenWP and @JonGaltIII et al
As with most items deemed collectible; one finds scarcity, condition and a willing collector base, as critical measures, to achieve and maintain a forward motion in pricing (inflation offset). Auto auctions provide a…
Hi @BenWP
Your reply would be for Crash, not Catch; but he should receive the notification of your reply.
Side note: nice to see some song birds returning and the buds are swelling on the silver maple trees. Always a good sign for my old bones in …
I used the word "averaging" and found various posts, but did find comments from OS about dollar cost averaging back into 2018. I didn't proceed from that point as I don't know what exactly you are looking for. I didn't have to travel but about 5 pag…
@Derf
I didn't go through many pages, but; as you note, anywhere "dca" are combined letters, search will find that match.
What are you attempting to do searching these letters together?
DCA search finds the term properly when mentioned in threads for "Dollar Cost Averaging". The only other I find is for the word, Podcast; which has DCA letters together. I don't obtain any other trash combinations.
Oh, I missed this thread after replying to another thread about Bitcoin.
Here is a 13 minute video offering from 2018, one of many "Bitcoin for Dummies".
Hi @JonGaltIII
FBALX has been a solid performer for many years. We've been in and out of various bond funds over the years. Not to chase a yield UP for the sake of earning money from yield, but when yields are moving DOWN to obtain the price perfor…
@Mark et al
I've mentioned this previously, too. But, Mark's statement (below in quote) is critical if one desires to travel into the newer tech. areas; or to spend a decent amount of time paying attention to innovation, be it by Bloomberg, podcasts…
@Derf
Open the link again and the very first ETF in the list today is QQQ. Click this to move to another Barchart page. This page has various data including the closing price at the top as well as post-market and pre-market "next day" pricing when a…
@Crash
Tech stormed back today. Other stuff? Not much.
Review today's list in the %Chg. column to discover what you consider the "Not much" categories.
Popular ETF's list
Hi @LewisBraham et al
I hear you.
Heck, there have been too many times over the years having a chat with those who had not yet started any personal savings/investments via a 401k, 403b or IRA and ATTEMPT to explain what the stock/bond markets are…
Hi @LewisBraham
I've read this previous, and that she also supported Trump; but to the aspect of the "tax laws" changes that were put in place during his term.
Covid, IMHO; pushed the disruption technologies forward faster than they might have trav…
Hi @sma3
My sister who knows nothing about investing wants a conservative asset allocation fund in early retirement for an inheritance she doesn't need to live on.
I'll presume from your statement that: your sister is already in retirement and that …
@johnN
I will have to assume that you consider this fund to be appropriate for your Mom's retirement account, yes ???
Only a meaningful holding of at least 25% of a total portfolio would be helpful for performance. Otherwise, one is just fiddling ar…
Hi @JonGaltIII
Also, thanks for sharing the bond funds you own above!
To clarify:
We don't own any of the bond funds in the chart I posted. This was from a list provided by @KHaw24 .
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 …
