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FBGRX, Fidelity Blue Chip Growth, has actually outperformed TRP’s Blue Chip fund. Also heavily tech and growth names. Just another alternative for “bottom fishing.”
@hank,
Just to clarify, it’s not the amount of distributions from the MLP, it’s only the amount of UBTI that MLP produces. And some years, MLPs produce negative UBTI (or so I have heard from past holders in various investment boards). You may alrea…
Thanks all….needed a growthier SC fund to add to my mutual-fund-only 403b. And this filled the need (bought NESGX). Bought smallish, and continue to add on small cap down days
I’ve owned ALTEX, ALTEX Alternative Energy Fund, and continue to own Guinness Atkinson Alternative Energy Fun’s, GAAEX.
They’ve treated me better than QCLN, ICLN, and some of the other ETFs that I bought at the very end of the speculative growth p…
OSTIX, Osterweis Strategic Income (TF at most brokerage houses)…..or ZEOIX, Zeo Short Duration Income (also TF). Also RiverPark has RSIVX…somewhat longer duration than RPHYX, but performing relatively well this year it seems.
Honestly, if you’re ok…
Or just set the limit order at the price you want to pay, and set the expiration to “good tip cancelled” and the buy will not go through until that price triggers the order to execute. The money will sit “used” (subtracted from funds available for t…
As an aside, I believe “bank loans” are ST, floating rate (secured?) loans given to companies that couldn’t float a regular bond/loan…NOT loans taken out by banks. Less interest rate risk, but more credit risk (which seems ok at this point in econom…
AKREX also lagged large growth in 2020 because it is less exposed to tech than other LG funds (20% in tech per a quick check at Fidelity). And I think this has been generally true over the years…..AKREX finds growth companies mostly outside of tech …
Color me confused (thanks for the heads up, by the way):
1. Current fee is $49.99…so 4 cents?
2. I didn’t think they charged a fee for sales, except in the case of the 180-day holding period for NTF funds (which meant a single fee paid, not on the …
I would hazard a guess that it may be holdings in private, or pre-IPO, companies. FBIOX, Fido’s Biotech fund, also holds some of these types of stocks. They probably can’t specify due to SEC or other rules? I wouldn’t worry about it….PRHSX is one of…
Academic does not per se equal investment prowess.
But I’ll bite……maybe
25% SCHD (Dividend aristocrats)
25% QQQ (tech/growth…same stocks tend to dominate SPY also, especially recently)
15% VNQ/FREL (Real Estate)
10% QQQJ (next big tech giants)
15%…
It sounds like the only way to “access” Ms Hsiao at this time is to own Artisan’s stock? Ms Hsiao appears to be as equally impressive in person as on paper.
APAM actually has a rather impressive dividend growth record, it seems, and also issues spe…
https://artisanpartners.com/institutional-investors/investments/global-equity-team/china-post-venture-strategy.html
Straight from the horse’s mouth, so to speak.
@hank
Note that in a brokerage account (at Fidelity), IF SWITCHING FROM ONE FUND TO ANOTHER IN SAME FAMILY, it happens on same day with that day’s closing price for both. Otherwise I keep some cash to sell one and buy similar of another, if in DIFF…
@bee
FCONX is an ultrashort bond fund....but interesting to compare it to VWINX. It looks like COTZX’s ramp up to higher equity %age in spring-summer of 2020 caused it to shoot past VWINX, after mostly underperforming prior to that (but having less…
Exhibit A refuting this.....PRWCX
Exhibit B.....Vanguard’s Wellington funds
Exhibit C....(many) PIMCO funds
Exhibit D....FLPSX
(etc.)
Yes yes, we all know index funds are the only thing to invest in. But there ARE a smattering of good managers …
Not to be too incredibly derivative, and this was from a post from the great Chowder, of Seeking Alpha (and the “Chowder Number,” or dividend yield plus growth) fame, and its slightly dated (especially after a run up in utilities over last few weeks…
I think the problem is, unless it has an “Americanized” ticker, it only trades on a foreign market (TSX in this case), and therefore would be more expensive to trade (probably the same price as investing in a Croatian internet stock? Ha). I don’t me…
This gets regurgitated multiple times a year....must be whenever there is excess “volatility” (which of course is “bad” when it’s to the downside, right?)....doesn’t make it any less true, and maybe that’s why it needs to be repeated ad nauseum?
@Crash (and others)—they also have two preferred shares, AQNA (~6.2% yield) and AQNB (just over 5.5%), that offer yields above the common (which yields 3.94%). The -A preferred is call protected until 2023, at which time it will either float its div…
Just Fidelity Sector funds, I think. Not sure about round trips though...edit: looked up in the prospectus. They consider a round trip as a buy, then sell, within 30 days. After two round trips within 90 days, your trading is restricted. I was able …
I have also always thought of IHI as the comparable ETF for FSMEX. But I, tonight, found XHE. It’s the SPDR HC Equipmenr ETF. There appears to be significant overlap between the two (link). And doing a cursory check of recent performance, XHE has ou…
2021 has been the year I invest in SPACs! Thanks, @Mark. Very interesting, alternatives ways for many new companies to come to market, without the trappings and expenses of an IPO. Still have yet to have one “de-SPAC” :)
Catch, I have recently taken to “disruptive” investing. Ark funds and others are pushing the point that the 2020’s may be a decade of new technology displacing many of the old standbys (gasoline engine, oil/carbon-based fuels, buying things from phy…
In general, tax-exempts (“muni’s”) are not a good fit for IRAs (or other tax-deferred/-free accounts like 401/403(x)). VTEB is generally best in a taxable account.
I think these were more related to the high volumes and volatility in a very concentrated swath of stocks, and it flooded these brokers with transactions in formerly low-volume/low-share count stocks. And it created a ripple effect amongst the broke…
MSSMX up 2-plus% today on a 2-plus% down day for broad indexes. STILLERS, THANK YOU FOR POINTING OUT THIS FUND (sorry to yell...I am just being emphatic :)! I know about Morgan Stanley and it’s fine selection of funds/managers (owning MGGPX, MIOPX, …
@msf
Sorry to correct you sir (as your repository of information is astounding), but PONAX IS no-load.....as are most (all?) of the A-share PIMCO funds, at Fidelity. The fund you linked was a Pioneer bond fund, PIMAX.
I think the fact that it sho…
@racqueteer is a very thoughtful poster for years on M*, even if new here.
Biting “my tongue,” so-to-speak, and not trying to be inflammatory, but this is a discussion board, with viewpoints from all sides. Disagreeing posts/ideas shouldn’t be dism…
I think FD’s results are an extreme example of why low volatility worked so well (when it did), or VWI_X, or other “defensive” funds. Lose less (much less, often) in the bad times, and then even if you underperform in the “good times” (speaking of “…
@hank Actually I enjoy that you and some others are as astute at prose as you are! With “text talk,” and other degradations of the English language (and written/spoken communication in general), it’s nice to read well written posts :)
And yes, our …
Thank you! I didn’t think they “ETFified” AKREX haha.
And thanks to you for bringing up the Vanguard Russel 1K ETFs....I hadn’t known of their existence before.
I own ARKK and ARKF (the latter bc I think disruption in financial industry is well u…
