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msf said:
Actually, the rule didn't apply here. Had the account been marginable (I double checked - it was not), then the other funds ($10K) could have been used to get $5K in cash - enough to purchase fund F.
Well now I flummoxed up good. At ano…
I can only wonder if the account is truly not marginable.
Speaking only of my experiences at Fidelity, the original purchase could happen in my regular old taxable marginable brokerage account but would never fly in my non-marginable IRA account. I…
I'm not all Rambo about it but I think that it would be interesting to know who/what companies support and more importantly the why of it. I'm not sure that mutual fund companies should be leading the charge but then again they do have the votes. An…
@msf - I noted the 15-yr baseline but not David's suggested start date. In my look I started with the TIBIX start (inception) date of 12/24/2002 when running my comparison since I basically jumped on board then. Stop, we're both right? I don't know.…
Just adding a little fuel to the fire so to speak (from Dow Jones via M*):
Oil Prices Lifted by Supply Cut Hopes
http://news.morningstar.com/all/dow-jones/us-markets/201603072580/oil-prices-lifted-by-supply-cut-hopes.aspx
I knew that David, and my comparison is dubious at best - they're both Income Builder funds or have Income Builder in their names, both according to M* fit into the world allocation slot and again according to M* both are bench marked against the mo…
I just compared the above top rated Forward Income Builder fund (AIAIX) to the fund I've been using in this space for the last 13+ years TIBIX. No thanks, I'll continue to remain oblivious.
Edited to add: I'm sure I'm missing something but it does…
Speaking for myself I used that refrain to address investing in a particular niche of a specific sector of the market, that being major oil companies. At present I see them as a fresh caught fish flopping around in the bottom of the boat. They're sm…
David - apples to oranges. RSP equal weights all 500 stocks in the S&P 500. According to the blurb linked by jstr OUSA contains "The 140 stocks in the Index are selected from the FTSE USA Index, comprised of 600 of the largest U.S. publicly-list…
@davidmoran - not that you shouldn't but I'm unwilling to hang my hat on a 6-mo performance record but even more important to me is the yield generation, the persistence thereof and the growth of same over time. Capital gains are a nice add-on but t…
"Many clients are spending a minimum of $3,000 a month once they stop working on basic necessities such as property tax, car payments and federal taxes, Ulin said."
- move someplace cheaper
"What you can control is saving early and often ..."
- all…
OK, speaking for this investor, I can almost handle a cut in the dividend of a company (LOL, just kidding!). It's the prevarications and outright lies leading up to the cut that drive me insane.
All well and good:
- IF you knew then what you know now
- IF one is fully committed to buying and holding no matter what the market does
- IF you can refrain from spicing up your retirement stew from time to time with select outperformers as conditi…
a fiasco of unimaginable proportions I prefer not to even consider.It amazes me that this clown has any backing whatsoever but then I think of P. T. Barnum ...
I think it all depends on one's investing plan, circle of competence and, if you're a trader, the current investing environment for the issue at hand.
Speaking as one of the bigger fools in the room I don't believe rono would anymore trade his enti…
On the home page be sure to have the Lord/God (pick one or go generic) praised or blessing something, show the American flag and toss in some military members or veterans. Wounded veterans work best but make no mention of the Wounded Warrior Project…
Woulda, coulda, shoulda. It's fun grinding someone's face in the dirt isn't it.
So really, folks waited a half hour after the news to start selling a stock that just dumped on them. Really!?
I agree. Entry and exit plans should be laid out ahead o…
