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.
Welcome @Joyes!
Please tell us the following:
1. Your age and when you plan to retire
2. If this is the majority of your investment assets, or if you have anything held anywhere else (most people have the majority of their investments in their 40…
I have been nibbling on bits and pieces of things that I own that are down big that day (recently a share here and there of GOOG, NVDA, LRCX, ASML, etc.). Last two days, bought a handful of shares of EW (it dropped from near $100 to $50’s yesterday)…
@Crash: similar things could be said about the party of FDR, Truman, and JFK….unifiers, not “identity politics.” But I know you would disagree! Trump also appears to have won over more “classically non-Republican” voters (union members—NOT union lea…
I think it is a vocal minority (again, IMHO)….the Republican’s are pretty unified behind Trump. He even won JD Vance and his former opponents for this year’s election (DeSantis and Haley). Both sides magnify the critics beyond what their actual numb…
@Mark, thanks….I would say the party leader/lead candidate kind of decides how most things go. And would posit that Obama and the Clintons also have a lot of say how things go (look at Biden’s tweets and interviews from the first week or two of July…
Thanks again everyone for responding! I appreciate everyone’s thoughts. And agree with a some of what was written. I was genuinely curious what you all thought about the unconventional selection process (arguably not really bc maybe people thought a…
Follow up questions for you or anyone:
Is it because she was on the “ticket” that you vote for, that it is ok?
If they had chosen someone completely different (such as Newsome, Whitmer, Michelle Obama, etc.)…would your answer be the same? Follow …
I feel like her being young is a HUGE factor in revitalizing this race for the Democrats. I am not a fan of her….mostly because I have not seen clips of her speeches where the words are meaningful, but I have also only seen “clips”…..and taken out o…
(Also for disclosure purposes: I voted for Trump both times but I was REALLY hoping his candidates would lose in ‘22, and he would go away. So I’m not a mindless acolyte.
But he also has won me back)
And I also know that “elites” are involved in ALL candidate, fundraising, and electoral races and decisions (both/all sides). That’s why they are called elite haha.
@Baseball_Fan, the rest of the forum has mostly stayed apolitical since the Trump assassination attempt (I don’t see or go over to off-topic, but that’s where politics is allowed and discussed)…..I do ask that you follow that same thing (not that I’…
@davidsherman has definitely earned a “buy first, ask questions later” status for potential investors. Maybe this is similar to PIMCO jumping on the mortgage market after the GFC, though obviously a much smaller market, and CrossingBridge will likel…
First of all….sorry @hank…..I oftentimes get you and @Crash mixed up in my brain for some reason reason. It was Crash’s post that he since deleted. So sorry!!! @Crash, your post DID have some good investing stuff in it, you’re right.
Second of all…
@hank: thanks for keeping politics out of the thread *eye roll*…we know how you feel already. Got it.
Last post in this thread. I’ll click on it to make it show as not new, but doubt I will read it if it’s more of the above.
Thanks @BaluBalu and…
I think (but don’t hope! As I have a lot of LCG and especially the Mag 6/7) that a perfect storm for the largest tech companies could hit, with both a rotation out of the Mag 7 and a potential stricter regulatory environment (Vance has complimented …
Baby bonds (I believe) are bonds that are traded on exchanges in denominations less than $1,000….usually $25, although some are $50 and some are $100 (or other par prices). There are also preferred stocks that trade similarly (in denominations, exch…
I think it has lagged due to eschewing tech, which is unusual for a LCG, or just growth, fund. This has also led it to underperform over the last 3-6 months as tech has really pulled away from the rest of the stock market. I feel like AKREX similarl…
@stillers
The following was found by a quick Google search, and is a direct copy-paste. The statistics from prior to MRFOX’s existence are reflective of the Marshfield Equity Composite, which is a non-publicly available portfolio run by these same …
I also recently sold out of NEAGX (was only a few percent of my OEF only account), as it has not participated in the giant cap stock gains recently, as well as a time to pull in the horns a bit…..plus it quite very tied into the incredible performan…
@poptart
If you are looking at REITs for income (which aren’t qualified dividends) for your parents, there are several CLO ETFs (I know that acronym is kind of a dirty word) that pay 6-8% and have had steady performance in ‘22-23 (some of them are …
How about an article I saw on Seeking Alpha about Chinese AI being trained on the writings of President Xi?!! Yikes (sorry….seems sequitur to the above topic)
A great resource for preferred stocks is quantumonline.com
For preferreds on this site, you would use “CMS-C”
This site gives initial terms of preferred, ex-date/payment date, and any updates if the issuing company gets bought out (or it switches…
@hank,
(You can obviously do this manually, but automating it is kind of cool) This card can also have the cash back redeemed into a Fidelity account (mine goes into my son’s account minor brokerage account) every month. Just an added feature/benef…
@BaluBalu
Sorry to hear about those troubles! We also migrated over this last weekend, but I have not experienced anything like that. MAN, that app is so much clunkier than TD’s….you have different screens for current values and daily change, and c…
Ironic (?) that one of the more “anti-AI” sectors—utilities—are rallying like AI stocks. It seems that utilities were linked to AI and chips and all their power needs.
Slightly OT question (for a Buy/Sell thread), but we are moving to Schwab for good from TD Ameritrade next weekend: are the money market holdings at Schwab considered investable cash, or do you have to sell the money market funds first and then trad…
HSA accounts must not be eligible….I have two Brokeragelink accounts attached to my workplace 40x, and an HSA. My Roth (and my parents’ IRAs) is at TDA (for 30 more days). It said I am ineligible (this is all at Fidelity).
Does anyone know the link…
I think the difference in “March 2023 drawdown” is that the lowest NAV was achieved ($11.30) late in the month, but had recovered by the end of the month. The nadir was March 17th, then it hit $11.31 March 24th, but recovered to $11.47 by the end of…
FAMEX behaves similarly, and is NTF at Fidelity….longer term it outperforms it, but since 2020 GOODX has better returns (especially last 6 months or so).
Wasn’t GOODX started by some former Fairholme analysts?
EDIT: sorry, I see that information …
I would say “don’t fight the market” and just invest in an S&P 500 ETF, first off….but yes I know the hesitancy of 20-30% being in 5-6 names. But it’s hard to beat the 500 for most funds. And you own more of what’s performing well (due to market…
Also note that @stillers is (or was…..harkening back to my interactions with him on the M* discussion forum) almost half invested in CDs, T-bills, and other things, so his holding FSELX, GOOG, and NVDA are “appropriate” and not some “wild” trader me…
