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Derf
davidrmoran : No need to send billing, it's the amount that caught my attention!
Maybe one should incorporate recovery time when looking at MDD ? I believe (NAV) came back in a couple of months for VOCBX. I'm still waiting on a couple of funds to recover to their last high !
Stay Safe…
FWIW VWINX 36.46 % VS HBLYX 41.46 % Would it not be possible VWINX returned more in 2020 than HBLYX ? It's what in the pot cooking not so much the size of the pot.
Derf
Whoa --100K assets = 80 K X .5% ( Bondo's )+ 20K @7% so $400 + 1.4K += $1.8K On the other hand ,what if negative rates come into play !! ??
Some bed time thoughts, Derf
P.S. I stand corrected.
@msf @TheShadow: Thanks for your comments. So with all the new assets moving to QRSCVF all that is needed now is some great investments ideas. With value being knocked to the curb over the last 10 years, it may be time to invest there.
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With the sale of all investments & reinvested' become a drag ?! Or with the (- cap gain ) "if" passed on be a + ? I apologize for the grammar
Stay Safe, Derf.
@Old_Joe; I thought you were pulling my leg, so I did a small search. This is what I came up with.
"Michigander and Michiganian are unofficial demonyms for natives and residents of the U.S. state of Michigan.Less common alternatives include Michiga…
With Vanguard creating a brokerage would that be investor owned or is only the (original) Vanguard investor owned ? Only asking to see if those still holding (original) Vanguard investors due money if sold to say Schwab .
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Question . Would the IRS vigorously pursue a tax lose of $3500 wash when the Trumpster wrote off $70,000 for hair cuts ? Or was I dreaming this !?
Stay Safe, Derf
@Old_Joe: I think you're way of handle a transfer still works today. As of 2018. I received one of two transfers with my name on it, after requesting FBO. Needless to say I didn't cash that check. I forward it to Vanguard as per your mailing instruc…
David are you sure that your up coming trip to southern WI. to procure apples is just a 2/nd thought . I hear the beer from brewery near New Glarus is very tasty !! Also the Spotted Cow is sold only in WI. so a trunk full would be a great investmen…
Good morning @hank : "One thing I like at Max Funds is the maximum 1-year loss they envision. Worst case scenario for sure. Where it’s helpful to me is in looking for / comparing relatively ”safe” funds to meet a certain portfolio need. "
Is ther…
@Observant1: Vanguard required the medallion signature ? I transferred two accounts a few years back & no M.S. needed. Things do change !
Stay Safe , Derf
@Rbrt: FWIW: I don't know when you & wife plan on taking SS. I started my SS at 70 ,but was using deceased wife since 60 years of age, at a much lower rate. When I started my withdrawal I actually put a little more into the market as that SS wo…
@BenWP:
I tried link twice & both times went to establish G-Mail account.
Derf
Try this link. https://www.morningstar.com/best-investments/wide-moat-focus
That didn't work either !!
From the man: One of the Global Contrarian Fund’s investment strategies is to go to the most out‐of‐favor places in the market and find the best companies there.
Are a lot of (SCG) using this strategy ?
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