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If you check the supplement dated February 28, 2025 page two it says effective March 14 all 2% redemption fees are removed on the 2 funds in question above. Time for another posting hiatus.
at schwab, i went to sell some AGEPX and got a message that i had to call to sell it since it had a redemption fee (in addition to any usual short-term trading fee, i gather). i forgot to call and am okay that i didn't.
That explains it. You alw…
Each year there is a sleeper team that comes to the fore. I am wondering if this year it will be the Packers, The past two years with Love they have been really good but not quite elite. This year they may just be elite. And now they have Parson…
APDPX and its more risky emerging markets counterpart, APDOX are good funds, but those who trade funds frequently may not like the 2% redemption fee for shares redeemed within 90 days or less.
I know the Artisan High Yield fund has such a fee but …
Wow, 4 teams? I've always rooted for 2 different NFL teams and I thought that was "cheating". (I will not name them because they both stink).
I use to be a one team guy - whatever team Tom Brady was on. The Pats and then the Bucs. Yes I know m…
TONIGHT Packers & Commanders
Hope you have Amazon !
Love the NFL. Hope I don’t offend anyone but my four favorite teams are the Bills, Bengals, 49ers, and Ravens.
@Old_Joe. thanks but unlike some who think they have all the answers (ain’t hindsight great) I don’t. And by the way, meaning to say this for quite a while. You have accomplished something few on this board have achieved - reaching the ripe old age …
@dtconroe. I will be curious what your final decision is. I would also like to retract my recommendations. Those two funds - SCFZX and HOSIX - were stellar during the most recent period of higher rates but their yields have been dropping like a …
@Junkster You said from above post, "This year bonds haven’t been my thing with my focus and highest positioning shifting to emerging market equity funds."
Would you mind mentioning how much leeway you're allowing these funds. They seem to bounce a…
Junkster: "Surprised no one has mentioned a fund widely held by the populace here NRDCX. Talk about low volatility with nary a down day"
I am not sure how many investors even know about this fund. It has only existed for about a year. I took a clo…
FD mentioned a fund above for consideration--LCTRX. It is categorized as an Intermediate Core Plus bond oef, but it is very different than other funds in this bond oef category, in that it has a very low duration and very low standard deviation. T…
So far, at least early in the trading day the market isn’t reacting as one might expect to the positive tariff news. The market seems tired. New highs on the NYSE have been declining not expanding recently as the S@P has made new highs. Divergent…
HOBIX lost 2.70% in four trading days last August when one of its largest holdings blew up. Not exactly my cup of tea.
https://www.mutualfundobserver.com/discuss/discussion/62613/repost-5-star-bond-fund-hobix-loses-over-2-70-in-four-trading-days…
Decent article at CNBC / ISTM the NASDAQ is also at a record high. But not seeing that in the article.
Agree there’s no real value to these numbers other than seeing who was right and who got it wrong months ago. @Junkster seems to have hit the …
Sometimes you post stuff you wish you hadn’t posted. Bank loans were a transitional trade in lieu of cash. Since April it hasn’t been the time to be conservative. I still like bank loans in lieu of cash but long gone there having made last week m…
I am old school. I haven’t been real enamored of any of the late night hosts since Johnny Carson. Simpler times back then which I miss. Carson wasn’t political, at least in any mean or hateful way.
Now he says he is not planning to fire Powell. Probably didn’t like the market’s response on the news he might be firing him. The market has prospered during Powell’s tenure. He will be gone anyway by next May. Leave him alone.
It has been hard not to notice etf's like FLTR and FLOT if you like a higher rating and lower volatility in your floaters. I am not aware of mutual funds that follow similar strategies to the two etf's mentioned.
Not a fan of ETFs overall ( you can…
According to M* VOO is up 6.39% YTD.
I wasn't looking for anything. Stating that the S&P 500 is up 25+% in just 3 months demands a closer look is all in the long run.
You must be missing my point here. I said that a 25% gain in a three month …
>>>>What encourages investors to buy (add to) stocks (or bonds) at this point? Is anyone here increasing stock or bond allocations? If so, what is your rationale?
Stunningly unbelievable considering NASDAQ 100 is at historical highs, junk bonds at historical highs, S@P around 0.85% from historical highs and all within the context of one of the steepest and quickest rise off any prior low. Please no good ne…
For transaction fee funds at Schwab including Vanguard and any other fund family I pay $17. That is because I was grandfathered in being an original Scottrade customer to TD Ameritrade and then to Schwab. I would think that is applicable to others…
@Hank. I must have missed that call but if I did answer that one I certainly would not have believed it. But I sure went to sleep last night expecting a really bad day …what do I know? Nothin.
We talked about this on multiple occasions. When we …
Since the 80s, about 40 years, wars didn't influence the markets short-mid term, why would it happen now?
The period of 2000-10 SPY lost close to 10% in 10 years, nothing to do with war.
Several institutions suggest the next 10 year about 5-6% for s…
Since the 80s, about 40 years, wars didn't influence the markets short-mid term, why would it happen now?
The period of 2000-10 SPY lost close to 10% in 10 years, nothing to do with war.
Several institutions suggest the next 10 year about 5-6% for s…
I was trading stock index futures back in 1990. But as I hazily recall The Gulf War that began in August 1990 ended a bull market and led to a shallow bear that ended in a bottom in October. Then the market chopped around with some big swings until…
Meanwhile back in the real world, Crude oil prices soared today and up over 20% from their recent lows. The CRB commodity index is higher now under Trump than it ever was under Biden. My point - inflation is not dead.
https://tradingeconomics.com…
Meanwhile back in the real world, Crude oil prices soared today and up over 20% from their recent lows. The CRB commodity index is higher now under Trump than it ever was under Biden. My point - inflation is not dead.
https://tradingeconomics.com…
Overnight Futures soar as Federal Trade Court blocks Trump’s global tariffs. We shall see if this holds overnight and when Trump weighs in on the matter, They had already been up on the Nvidia news but then took a huge leap up after the tariff new…
@WABAC. Sometime will have to post all the bullish momentum indicators that triggered beginning on April 9. A plethora of them. More than in August 1982 and March 2009. So far so good.
If the markets start tuning out these Tariff announcements, maybe we suffer over the next year or so and narrowly avoid a recession. The dollar has to stabilize. Our credibility has taken a hit this year. And the Fed must remain independent, or …
@Junkster, I thought this might interest you.
https://www.msn.com/en-us/news/politics/people-are-starting-to-feel-betrayed-gov-beshear-slams-trump-s-crushing-impact-on-rural-america/vi-AA1EyKgs?ocid=hpmsn&cvid=217b2e61306e47439fb512fd8f742c0f&a…
Sorry. It is a typo. SFGIX is the correct one. Both the investor and institutional shares are closed to new investors for some time. However, Andrew Foster and his team also run the smaller value-oriented fund, and it is open. However, only the i…
Have any of these indicators ever met up with the current idiot in charge?
Stay tuned and keep your finger on the button.
As a matter of fact yes. On 1/7/19 where the S@P was 17% and 27% higher 6 and 12 months later. That was an even rarer super …
Sorry. It is a typo. SFGIX is the correct one. Both the investor and institutional shares are closed to new investors for some time. However, Andrew Foster and his team also run the smaller value-oriented fund, and it is open. However, only the i…
Yesterday the rare Zweig breath thrust was triggered. (Zweig’s other momentum indicator had been triggered a few weeks ago) Twitter was all a flutter with this infallible indicator. Carson Research shows 19 signals since 1943. In all instances the…
"looking for EX US bond fund/ etf. Ideas? "
If global bond funds are acceptable, you may want to check DODLX and PFORX.
VEGBX seems like a good choice for EM bonds.
I am not much into screens to find funds but one of my favorite emerging market deb…
@stillers agree it doesn’t look very good. And one reason why I use junk bonds instead of equites to play those out of the ordinary up/down volume days. If things don’t improve by the close will exit the junk bond trade VWEHX put on at 5.31 on th…
