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Graust

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Graust
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  • Sorry @BaluBalu. Of course you know that!
  • 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)
  • @wabac, May I ask what “D/E ratio” is? Addendum: I think it’s Debt/Equity
  • 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.
  • Thanks all!! It’s my parents’ accounts, as well as one of mine….we will stay at Schwab unless it’s REALLY bad.
  • Thanks @rforno….a good reason to hold ETF “cash-like” holdings for “investable cash” once we move to Schwab. Much obliged.
  • 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 …
  • That fund’s #2 holding is DECK (3.5% or so), the other stock joining the S&P 500. Per a check on the fund’s website
  • 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…
  • @stillers Nice trade! Also agree with the Lynch quote. My own portfolio, and those of family members I help manage are going gangbusters the last 3 months or so, but at least for my late-70’s parents, I am “dancing near the exit” (as DI used to s…
  • @stillers I know very little about this fund, but I think it’s more of a long-short or tactical allocation fund (or one that’s willing to go to cash), that just happens to be holding a LCG allocation at this time. Also, category rankings might give…
    in MRFOX Comment by Graust February 10
  • (I finally sold out of FBIOX and FSMEX in early ‘23…after holding for a year plus. And don’t follow PRHSX, TRP’s healthcare fund, anymore) Not sure WHERE to go for active management, so maybe steer clear and buy the pharma companies who buy the pro…
  • Could biotech be like international, emerging markets, or small caps, where active management and/or single stock picks may work better than a shotgun approach or buying a wide swath (with most funds weighing them by market cap, so performance would…
  • (Snip) 2024 will determine whether I stick with PSTL. David Sherman warned about share dilution in the REIT sector, and that DID happen in '23. Very attractive dividend, though, and lots of room for growth. 9% undervalued. (Morningstar.) 1-year ret…
  • @Crash said, I'm already at 61 stocks, 33 bonds. Stock funds, right? How do you manage them? I am trying to considerate to less than 20 stock and bond funds/ETFs. Just today, I rearranged the deck chairs, pulling about $7,500 from PRNEX and a…
  • Affect can be used as a noun in one particular situation: when referring to a display of emotion. Effect can be used as a verb in one particular situation. It can be used to mean to accomplish something or to cause something to happen. https://ww…
  • @yogibearbull Prayers and best wishes for a speedy recovery, good sir! I have “known” you for a better part of 20 years on M* and beyond….your kindness, help, knowledge, and grace are legendary. Thank you @ceciljk for the heads up!
  • @hank Fidelity only charges transaction fees on TF funds for the purchase, not for the sale. And for TF funds, there is not the 60 day holding period like they have for NTF funds (The FundNetwork is their fancy name for it). The only possible fees …
  • @davidsherman….not @MikeM, but he was talking ~1 month returns for both RPHYX and SAMBX, I believe (thread started on May 14th).
  • @johnN @junkster What little of CNBC I watched yesterday was when Mayo was on with Scott Wapner, and they talked about financials (I didn’t know the huge financial sell-off stemmed from $SIVB)….mentioning that the largest, multinational banks have …
  • Interesting he thinks energy is expensive although most oil stocks are trading at PE etc well below the SP500 and energy still makes up a tiny % of SP500 I understand your sentiments @sma3, but I think we also have to look at: 1) TTM P/E vs forward…
  • +1….(also for Grandeur)…..please :)
  • the stated 7 day yield on SNAXX ( $1,000,000 minimum) is 4.6% SWVXX is 4.47% I don't see 6.2% I think he meant 4.47% (SWVXX)/4.62% (SNAXX)….decimal point issue maybe
  • @yogibearbull I got mixed signals reading the part about the 529-to-Roth IRA portion of SECURE. It appears the beneficiary has to have earned income for that year (earned income of at least $1), but the “rollover” can be done to the maximum of the …
  • I just recently learned of EMXC, iShares MSCI EM ex-China ETF. There may be some interest there—no risk of PRC government “oversight” . A poster I follow on another message board who has been very bearish for a long time has turned bullish since las…
  • IWM based on R2000 is not a good SC index. Almost 1/3 rd of its companies have no earnings. Russell also has a bad annual rebalancing policy for all of its indexes - the date is preannounced and all is done on a single day, so there is lot of front-…
  • REITs don’t (generally I suppose) use GAAP earnings to determine their payouts/quarter successes, etc. Rather, they use FFO/AFFO (Funds From Operation/Adjusted FFO). And per their press release, they achieved 25 cent FFO, and distributed a 23.5 cent…
  • This helped me a lot. (Snip) Plan is to collect 5.75% every 3 months till maturity or called earlier. (Snip) Thanks a lot to everyone. D Just a reminder that the 5.75% is annual…so you will get a quarter of that (1.875%?), every quarter :) Ne…
  • +1!! Thanks for sharing @davidrmoran
  • Fidelity shows PKSAX as closed to new investors? EDIT: confirmed that unable to open a new position in it.
  • 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…