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.
@Old_Joe - at my age of 75 it seems that the Israeli's & Palestinian's have been fighting since near the beginning of recorded time over what? Religion? Some gods they worship but that seems like the backstop to nearly all wars. But anyway no ma…
I got into a pair of similar-like CEF's (BSTZ and BMEZ) offered by the Blackrock group back at their inception. They worked good until they didn't. Whether it was just the initial hype at launch (causing the market price to rise) or poor PE choices …
@BaluBalu - I think one has to jump through some hoops to get that 3% cash back. With the offers I've seen for it the 3% only applies on purchases of Apple products from the Apple Store and certain select merchants (e.g. gas from Exxon & Mobil b…
@Crash - if you look at the table I linked you'll find the NAV in the next column right of the market price. Do note that it lags by a few months but you might find a current NAV at the company's web site.
@BaluBalu - as @davfor noted all BDC's see…
looks like PV took a perfectly simple decent to use tool and "improved" it!!
I believe that the correct terminology these days is that they 'enhanced the user experience'.
Ha! Also highly unlikely. IMHO those events stopped being a debate "Debate is a process that involves formal discourse, discussion, and oral addresses on a particular topic or collection of topics, often with a moderator and an audience. In a debate…
"People under 30 and those who live in low-income neighborhoods were particularly likely to be maxed out, according to the report. Among Generation Z borrowers, about 1 in 6 was close to exhausting their credit,..."
It's likely that none of these f…
From the article posted by @Derf -
"Texas, which rivals California as another popular testing ground for autonomous vehicles, changed its transportation laws in 2017 to adapt to the emerging technology. According to the Texas Transportation Code, …
@Old_Joe - not a good look on USAA who state their military friendliness as a come on.
"Military-friendly
We understand military life is unique. That’s why we offer products and services with the unique needs of the military community in mind."
I…
Crazy as all get out! As long as they think they are owning the dems or libs or snowflakes or whatever the other party is being called these days nothing else matters. Period. End of discussion. His supporters cannot look out far enough to realize t…
While it was never even a fleeting consideration (I'm a wild outdoors guy) I can now confirm that I won't be moving there anytime soon. Couldn't come close to competing. I do enjoy visiting however.
If I had Warren's expertise, portfolio and a position that was 50% of my portfolio I would do the same. I am so, so far away from that scenario I can only dream.
@sma3 - I do not use YOC. I believe it to be a false metric. It's not the yield on the current valuation. However if you'd like to know what it is, it's 9.6% to go along with 59% CG's.
Edit to add: I should probably mention that the stocks I mentio…
@bee - That's a fair question and one that I honestly can't answer with any degree of certainty. I can relate how it pertains to me but that's about it.
1) Most of my DG portfolio holdings were bought at depressed valuations (on sale if you wish). …
In your account description titles above do the terms 'rollover' and 'conversion' depict some special conditions pertaining to the accounts or are they just a reminder as to where or how the accounts were funded? I ask because way back in the early …
@YBB - who said "Think of Barron's article mentions of funds and/or stock as "for instance", but not comprehensive or the best or leading."
Good point! As @hank noted it's a very common occurrence in Barron's articles. Maybe I need to pay more for …
@sma3 - I can't argue that about SCHD at all. All I was trying to say originally is that it wasn't paying enough to suit my goals for that type of investment.
When I set out on this path (i.e. dividend growth investor) I was looking for stocks tha…
@Old-Joe - thanks. It kinda does but I mitigate it by using only the bluest of the blue chips or other high quality holdings that are tops in class. IOW I try not to include anything gimmicky or something that I need to be on like a hawk. So current…
None of those, VIG,SCHD,or PRDGX appeal to me on a dividend payment basis (too low) which prompted me to build my own dividend fund. I understand that it is not everyone's cup of tea.
"We had previously owned OAKMX for several years. Very good fund - not sure why we ever parted with it."
Possibly it had something to do with the WaMu debacle.
@MikwW - from MT Newswire
05:19 PM EDT, 05/02/2024 (MT Newswires) -- Apple ( AAPL ) late Thursday reported a surprise increase in fiscal second-quarter earnings despite a slowdown in iPhone sales while the technology giant announced additional stoc…
It's interesting to me also. Fidelity has a warning sometimes associated with buying certain securities that you have to acknowledge you read but never an outright ban. …
One credible source I follow has postulated that large institutional holders (pension funds, 401K funds, etc.) are rotating out of large cap growth tech and moving into value and bond funds for whatever that's worth to anyone. I can't read this arti…
