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.
Support MFO
Donate through PayPal
Derf
davidrmoran : No need to send billing, it's the amount that caught my attention!
I believe one would violate the wash - buy rules. I think you need to wait 30 (?) days before buying back in taxable account.
Don't quote me on this, Derf
@BaluBalu :Here is the link.
https://seekingalpha.com/news/3781285-jpmorgan-chase-to-pay-200m-to-settle-probes-on-employee-communications?lctg=60e5bff2d935fc51cb3d2067&mailingid=26105343&messageid=wall_street_breakfast&serial=26105343.1…
"Ckucking" back in. GGSOX -6.7 % for 3months from 12/16
+19.2 for 5 years " "
GPROX -6% For 3 months as of 12/16
+18.4 for 5 years
Looking to buy more on the dip after distributions
When a MF gets hot, more money flows in & as the heat continues more , lots more pours in !! To my way of thinking , Management must find a place to invest this inflow. Chances of finding a "good home" for these investments turns to stocks &…
AS for AUM of 35 MILLION. I believe their micro fund closed at 20 or 25 million.
Sometimes smaller AUM is to your advantage . I dislike making a buy ,watching it rise , only to be able to get out with a few bucks of profit after a stead decline …
I own 4 of their funds & all have been winners at this time. I put a toe hold on this new arrival . Time will tell if I add to it or sell . I will need to do a cross section after a year to see how all of their holdings come together with what I…
BaluBalu said, " I try not to be the first mover to allow the service provider time to iron out any kinks ( same with buying new products)"
I agree with that ! I'm not the person to have the first one on the block.
…
@hank : Thanks for your lengthy reply . If my memory serves me you reported on this before?
I'm going to think you know longer do business with them, & what others may expect if they do.
I held their funds at one time through 401-k, but not …
What % of transactions that goes bad would be the question ? I had my own demons with trying to schedule. a booster shot. aaaaaarrrrghhhhh!!!
Internet failed twice , phone once . A real human , one & done !!
What's up ? From above post, ''
It is important to remember that the IRMAA surcharges go from zero dollars ( B Medicare Premium $1776 /year in 2021) to $700 for ONE DOLLAR of income ( AGI before the standard deduction) above $176,000 for a couple an…
One person in USA confirmed with newest variant caused the market to flip flop !!??
I hope person number two doesn't show up ! This may turn into a real dip buyer .
Stay the course, Derf
Here is comment from the Schwabie : " Not suitable for most investors. These exchange traded products (ETPs) represent unique risks, including leverage, derivatives, and complex investment strategies. These securities are designed for daily use only…
@CecilJK ; Good morning. Would there be any chance to post slackers in your compass readings ? I think that would also be interesting to some of your readers.
Have a good day, Derf
