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.
PRFDX. TRP Equity-Income. I bought-in primarily because my stake in PRWCX by itself was getting so large. Yes, this camper is a happy one, re: PRFDX's performance. I've owned it for a year or two. Quarterly dividends, but they are not shooting the l…
Crash. Are you just messing with us when you ask obvious questions? If you found the Select List it defines itself and explains how funds make the list. “Oh Goodie!”
No, not messing with you. I found ONE fund which happens to be on the Select List…
A-ha!
"The investment seeks total return. The adviser utilizes two strategies and under normal circumstances expects to invest approximately 50% of its total assets in each strategy. One strategy focuses on investments in commodity-linked derivati…
Limit order went through on PSTL (sell.) At a -6.39% loss. It stung for half of a moment. It feels like a burden is lifted. I'll put a bit of the proceeds in gummint MM SNVXX and sit on the rest of it, waiting for a DOWN day. Everything is pretty mu…
Small baby steps, gummint money fund
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@Crash, this may be a dumb question, but are you taking these small baby steps from the sweep account to the MM account? Or is this new money you are adding to your Schwab account. Don't want to state the obvio…
Continuing to add to MM position at Schwab with a 5.03% yield. It's not a rate that's locked-in as with a CD, but I like the ride, so far. Small baby steps, gummint money fund.
Crash,
If a foreign country doesn't have a tax agreement with the U.S., it will withold a percentage of a U.S. investor's foreign dividends. This is different than a brokerage imposing fees for ADR / foreign security dividends.
Yes, understood. :)
ADR? Yes, In my experience. TRP took 25% of a dividend, but the explanation was that it was withheld "at the source." Meaning the Norway Tax Authority. b>NHYDY. Yes, a partial or full refund was available. But you'll have to register with the Ta…
Politicians.
Groucho on politics:
"Politics is the art of looking for trouble, finding it everywhere, diagnosing it incorrectly, and applying the wrong remedies."
Finally, finally:
Took the rollover check from Bruce BRUFX which arrived on Saturday, and put it into wifey's IRA at Schwab. Buying shares with the entire amount in WBALX. Classified as a conservative balanced fund. Right now, there's a tiny bit mor…
Appreciate the input, all. Now I have homework to do on "Trailing Stop." @MikeM.
Another I'm watching closely is TS. It was on fire and rising. Lately, it's falling like a stone. What I read says there is heightened competition in North America. So…
Yes, this particular one is indeed a Limit Order to SELL. So the designated price is rather higher than the current price. Might not be filled for quite a while. I did the order on the website. How can they read to me on the WEBSITE? (yogi.)
...While the timeline continues to be stretched further and further. Shit, he'll be dead before he ends up in a matching Orange monkey costume, in the place where he belongs. LOCK HIM UP!
I’m just trying to get a handle on this Pecker fella. Is he related to the guy that picked the pickled peppers?
I think SNL will be live tomorrow night. Should be a hoot.
Hell, ya!
Fred Rogers was actually a Presby Minister like myself. Yes, he was well-loved and he was quite a success on PBS. But that sickly-sweet voice of his gave me the creeps. Just remember it now, as I try to imitate him in print, here: "Can you say, 'pac…
"...and the Fed continues it's rate reductions..."
Typo or Freudian slip there, OJ?
The FED has not reduced rates at all, yet. But your point is well taken.
Disgusted.
https://thehill.com/regulation/court-battles/4621749-supreme-court-justices-skeptical-of-sweeping-immunity-claims-by-trump/
Edit to add: "...Alito suggested finding that former presidents have no immunity would lead them to attempt to se…
I remember those paper reports at the library with everything under the sun included about a fund or a stock. Those were the days. In the end, it's an investor's decision to choose one or the other security. Being informed before pulling the trigger…
Such 'research' is just extra reading to see what's out there and maybe inform me on something I didn't yet know about.
I do check a full suite of websites to get 2, 3, 4 opinions, and stats. I like to compare using charts, to see total return, div…
Yes, hank's got it: not automatic, just the result of the way people and institutions behave in the Market setting, given the ins-and-outs and loopholes and crapola rules and exceptions and nonsense and STUFF. ;)
Thanks, @Mark. I don't follow your explanation to this extent: how can I sell before the divvie and ipso facto "in essence" have collected the divvie, by so doing? (Yes, I've seen some stocks run up before the ex-date. Sure enough.)
Buy-sell-why:
Fighting the FOMO feeling. But I'm losing an argument with myself: wait for the late May divvie to sell PSTL? Do I want to smell that dawg for so long? Meanwhile, my new REIT darling is rising. RHP. Gotta wait for at least a tiny pullb…
