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I have an account with Scottrade - I have confirmed that as part of the transfer to TDA the transaction fees for mutual funds will remain $17.
Thanks for the feedback. Hopefully this is applicable to all Scottrade clients and not just those in thei…
@msf. Thanks for all your help. Contacted TD Ameritrade this morning and on transaction fee funds it is indeed a $49.99 charge on both purchases and sales. And if I understood correctly there is no time limit on the sales. They charge you be it o…
@msf. Yes, I saw that from 2012 but on the TD Ameritrade website could find nothing about any fees on selling a transaction fee fund. I guess I will just contact an office and ask them about the fees. My Scottrade brokers haven’t been of any help.…
Junkster,
"As for the transaction fee funds at TD Ameritrade that would benefit me being a shorter term holder as TDAmeritade doesn’t additionally charge a fee for selling their transaction fee funds."
How is one able to take advantage of such? I t…
TD Ameritrade has over 13,000 mutual funds according to their website. From my research they and Fidelity have the broadest selection of funds. I too am with Scottrade and looking forward to the final consolidation as I will have more funds to se…
Back in the old days - like the 1950s through the 1980s - one of the best if not best leading indicators of the stock market was the action of the Dow Jones Utilities Index. Two of the more prominent examples were the peaking of the Utilities in No…
@msf. Correct me if I am wrong, but Fidelity has several higher minimum requirement money market funds with yields over 1.40% to as high as 1.52%. I talked to a branch manager who didn’t seem too up to speed on these funds other than to say they a…
@bee. That is a tough one. Junk corporates do well when rates are rising. But with credit spreads already so tight not sure how that would work this time around. If we have a weak dollar in 2018 world and emerging markets bonds should do well. …
Sentiment indicators worked very well in the 80 and 90s. Not so well since as they became so en vogue. The past many months ebullience is at all time highs on some of these indicators. I see it with a lot of hikers I interact with. Everyone now…
A great shortened trading week for bonds - lead by emerging markets, high yield corporates, and world. Added to my existing positions there and sold half of my lagging bank loan. That puts me at 70% in the three strongest and 15% bank loan with 1…
Going into the New Year I hold 4 bond funds - emerging markets, world, high yield corporate, and bank loan. Plan on adding a multi sector tomorrow and possibly a high yield muni. Hold too large an amount in cash and hope to deploy much of that ov…
This is why I wish this forum had more retirement discussions. Old_Skeet you are still a youngster and apparently haven’t been hit by RMDs yet. It’s under $85,000 and $170,000 for couples with the next bracket being 85,000 to 107,000 and 170,000…
Maybe geography has something to do with it. I live 100 miles south of Louisville. That’s the major UPS hub for the United States. There is also an Amazon distribution center in Campbellsville not far away. But most and almost all of my smaller …
I’ve lightened up ever so slightly on IOFIX. Will sell more if it takes out recent lows and buy back if it takes out recent highs (adjusted for November dividend). The non agencies seem to have hit a wall here albeit IOFIX hasn’t really been affect…
Junkster's Forum Comment
Here is looking at you @MikeM.
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Re: Bond OEFs - what now
Junkster 11-02-2017, 11:05 AM | Post #3880685 |
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>>>> FD says "Most of my money is i…
I mentioned IOFIX here back in March. Received virtually no attention, albeit a couple did purchase. Has run circles around PIMIX/PONDX and not lagging the S&P by but a few percentage points. But they sure paid attention over at Morningstar. …
I think we can all agree that the last 10 years have been abnormal... GFC, elongated recovery boosted by QE. I have no crystal ball to tell you when things will turn, but I do believe they will and we will all be on this forum posting about our low …
https://www.gurufocus.com/profile/David+Einhorn
Einhorn’s Greenlight Capital was funded in 1996 and through August 2006 had stellar 29% annualized returns. Since then not so stellar ending 2016 which shows a NEGATIVE 2.4% annualized for three yea…
With respect to the increase in Medicare premiums that may ensue if one takes two RMDs in the same calendar year, it is possible to appeal to Medicare for a return to the lower premium rate if one can show that the one year with the high income was …
Bull markets tend to inflate investors' expectations. Since January 1, 2009 to September 30, 2017 the Vanguard 500 Index fund (VFINX) has returned 14.29% annualized while the Vanguard Balanced Fund (VBINX) 10.39%. Higher returns if you use the March…
The problem with this board compared to Bogleheads and Morningstar is simply participation and the number of eyeballs. It's a small niche board. Not sure what it would take to increase viewership.
The topic is primarily about human/herd behavior/behavioral finance. I tend to be pessimistic given current asset-values and (my perceived -) complacency of market participants.
We each should ask ourselves: are we being reasonably compensat…
Professor Shiller has been saying this for several years now. Since nothing happen and the herd continues to plow forward. Haven't we all seen this before prior to dotcom and subprime bubbles?
The more pertinent question is what to do to protec…
What drove the past housing bubble was availability of credit to just about anyone resulting in a highly leveraged market that led to a housing crash. Not so this time around. Now it's an extremely low inventory of existing homes. Oddly those h…
Many could argue, and rightfully so I suspect, that we are in some broadening top formation. Numerous pundits have articulated brilliantly why investors should be raising cash - yet the market keeps making one new high after another. It's a baf…
@Junkster,
Thanks (I think).
Don't confuse (1) observing daily performance of various funds and sectors with (2) short-term monitoring/reporting of portfolio return.
I watch daily activity strictly for educational value. For example: If interest…
Good points Hank. I agree with you on this reporting of short term results and will abstain from it in the future. That is what got me riled up in the first place. The thread begins about who saw red in their account and then the egomaniac someho…
PCI is still retains a discount although. Narrower than in the past.
Separate question: Do folks regard PONDX/PIMX/PONAX as a core holding or a high yieldly satellite? Just curious what folks like @junkster, @davidsnowball, @mikem, @oldskeet think?…
I will say it one last time and be done with it. He who speaks in the third person misrepresents his returns. Take a gander at catch22 post. What is so hard to grasp about that. What is so hard about looking at beginning of year balance and YTD…
Not so ... @Junkster, I started reporting both ways about a year ago. And, more recently reporting only investment returns. Where is it listed or detailed that there is a standard on the forum for performace reporting? Sorry, you are having diff…
Hi @Junkster,
Thanks for stating your position towards my portfolio reporting.
Yes, these are investment returns excluding the cash sleeves. Look a couple post above mine with what Ted posted as his portfolio's return. For what it is worth, I'm …
Hello,
Old_Skeet's portfolio which totals 47 funds ... for the day and for the week ... all green. And, currently, no red year-to-date or for the rolling twelve months either. The worst performing sleeve is my small/mid cap sleeve found in the gr…
I've known good and bad. One of the best is in my small rural town of 14,000. Not a popular opinion but being a big believer in transparency I think investment advisers' personal accounts should be part of the equation. If they cant manage their …
http://www.marketwatch.com/story/beneath-the-glow-of-stock-market-records-darkly-bearish-trends-are-lurking-2017-08-04
From a few days ago. The last paragraph is particularly ominous.
Edit: Complacency is rampant. I would love to see somethin…
I don't see much compelling about junk corporates now. It was mentioned in February of 2016 that junk may be the place to be.as well it was with junk and bank loans leading the way throughout the rest of that year. But why all of sudden now after …
PCI is still retains a discount although. Narrower than in the past.
Separate question: Do folks regard PONDX/PIMX/PONAX as a core holding or a high yieldly satellite? Just curious what folks like @junkster, @davidsnowball, @mikem, @oldskeet think?…
It sounds simple to buy during a bear market, but the facts are that people buy during the bull market, and will sell during and after a decline. I heard that a guy by the name of Robert Prechter has an amazing history, so he says, of predicting th…
