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.
Crash,
Any Utilities in that 50 something stock portfolio? Most I own are yielding around 4% or better.
"Mushingstar" X-Ray tells me 7.14% of my stocks are in utilities. I own no single-stock Yoots. Checking my biggest holding, PRWCX. 40% of my tota…
Pagliacci premiered on May 21 1892, conducted by my all-time favorite conductor- Arturo Toscanini. How good was he in person?
1892. Can't quite recall. ;)
:)
Good stuff, OJ. I just took care of some odds and ends details: empty-out PRTXX Treas. MMF. And canceled the automatic monthly w/d from checking, to buy shares in PRTXX at TRP. Glad the chat is useful. Every chat box i've ever tried to use befor…
@Crash- just curious- at your branch do you really need an appointment to do ordinary stuff, or just to reserve a time slot with the manager or an account specialist?
Thanks- OJ
Surely for more lengthy conversations, an appt. is called for, like my…
@hank. Looks bleak. And way too cold. I'm at 52 Stocks 39 bonds 7 cash 3 other.
After a dividend just arrived, ET is the biggest single-stock position. 5% of total portfolio. Among funds, PRWCX remains very, VERY near 40% of total.
:)
There was a fun pre-show here. Several people took part. Not cast members, just volunteers. Maybe paid volunteers? When I entered, there were two women all in red sequins. They were singing cabaret numbers, old standards. Then, boom: they broke i…
The stuff on Shatner was fun. Just kept transitioning from one video to another. SNL 1986 style humor - a nice throwback to a gentler time!
Please disable your adblocker to view this content. Guess I did not really need that, after all. ;)
16 Feb, '24.
https://www.bloomberg.com/news/videos/2024-02-17/wall-street-week-02-16-2024
I'm afraid I'm not sharp enough to catch the intention of the host---David Westin--- mentioning very pointedly, a Roman Catholic something or other, at the ver…
Never have had a mortgage. I'll be 70 in July.
Portfolio: I survived yesterday. A juicy ET dividend due on Feb. 20 has already appeared in the brokerage acct--- still in TRP. A week and a half longer, and the expected PSTL divvie will come. I'll dr…
I have noted them all. Thank you very much, @Sven. Yes, don't want to be in that stuff AGAIN at the wrong time, exactly. (I got into junk at their high, before they all fell, in TUHYX, at start of '22.) Initiated PRCPX at the RIGHT time. It's about…
In light of the economic data on inflation, we think there are more opportunities on bonds, active managed ones.
I've been growing bonds. Our bonds are junk, in funds. Our balanced funds have bonds too, but not all junk. After PPI report and home …
Schwab today assured me my shares from brokerage will transfer in-kind to new Schwab brokerage. And both IRA rollovers will be a direct rollover from BRUFX into new Schwab IRA, and the other from TRP to Schwab.
Proceeds from any sales will go to CA…
+1.
I've done a bit of touring around, after logging in, last night. The trading platform or tool looks pretty straightforward. The proof will be in the pudding. Too many times, the TRP trading tool simply MALFUNCTIONED. Then the phone agent could …
I posted a week ago complaining that TRP would not let me view my trust account statements online because the SS# I opened the account with is different than the trust(s) TIN#. I spoke with the TRP rep who said it couldn't be done. I told her I on…
Just a heads up @Crash. When I transferred my 401k from TRP to a Schwab IRA back in 2014, Schwab told me they didn't allow transfers in-kind. Meaning all the money went to cash and I had to buy funds again. That is actually the reason I kept a sizea…
.....We just now initiated our joint trading account at Schwab. Perhaps wifey's IRA will be put under the Schwab umbrella, too. But my understanding is that BRUFX is peculiar; so, we'll move that $$$ into WBALX beforehand. Or is there a 1-step way …
@Crash, have you checked out local credit unions?
Now, THERE'S an idea. But I've just read a thing from someone else here. And I spoke to the wife. REAL customer service has been dead for many years. Among brokerages, TRP has lost my confidence. Sch…
I doubt that there are many non-profit brokerages. Probably not a great business model.
You're just throwing grenades at this point, OJ.
Let us say that profit should be an expected piece of the Big Picture. So, if a corporation makes a profit, why…
"...It's just economics. Some places do better than others (e.g. economies of scale, better training methods, more productive technology, etc.), but they are all subject to the same tradeoffs."
Makes sense, under the current, predominant way of thi…
Political compass here: Libertarian/Left.
Dunno if I like that, but there it is. I did not "lie to the test."
https://www.politicalcompass.org/analysis2?ec=-8.0&soc=-1.95
@Crash- I'll tell you what- when you find the perfect broker who meets each and every one of your non-negotiable demands, and has a record of perfect service for at least ten years, please let the rest of us know.
We're just having an online convers…
"...There really is no reason for me to go there."
Very often, I'm downtown, and just a block away from Schwab's office. It would be very handy to walk in and get stuff done. Anytime. About stuff that might not even come to mind at this moment. (Is…
".....As far as having to purchase money markets funds that’s not “underhanded “ as you call it. It’s transparent and known...."
Ya, but why should it be necessary at all? If you were to choose a MMF making decent interest as a sweep fund--- but TH…
Hi @larryB "all of their call centers are in the USA except those in Texas."
Am I reading too much into this statement??? :)
LOL. Ya, I had the same response.
Appointments are a pre-requisite. Just walking in, even as a customer, will get you nowhere. And I have read that my downtown branch will NOT ACCEPT CASH???? WTF.
:) :) :) , sorry crash, that makes me giggle. I think your mind is stuck in a differ…
You guys put the jinx on the markets bragging about your YTD returns. You should never do that, particularly this early in the year.
"Markets always overreact, both to the up-side and down-side, without fail." ---Crash.
So, WHAM! A putridly odorous …
