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.
FWIW - I have made a handful of account transfers from other brokerage firms (Schwab, Scottrade) or mutual fund companies to my Fidelity account. In all cases I filled out Fidelities forms directing them to initiate the transfers. They have all gone…
When I read through this thread (and many others) it takes me back to the old FundAlarm discussion board format where there seemed to be posts/threads inside the original post. I miss that because it was easier to follow in terms of who said what to…
Don't feel bad if you haven't OJ. Lived in MN most of my adult life and I haven't ever rode a snowmobile. Now dog sledding, well that's a whole different trip and thrill.
Ah Iowans and republicans in general. If they had any principals or moral integrity they wouldn't have voted for any of those candidates. Baffles me to no end.
Thanks @ MikeM - I noticed that along with noticing that he holds Utilities at roughly 3X the category average and energy at roughly half the category average in both TCAF and PRWCX. These were small additions for me and I already have a boat load o…
A Buffalo v. Detroit Super Bowl would be perfect! Disliked seeing the Steelers lose (long time fan) but thoroughly enjoyed seeing the Cowboys getting it handed to them.
@catch22 - I do the same as @mcmarasco. I tend to be mostly fully invested at all times and I also hold a position in FZDXX. If I wish to make a buy the money is pulled from FZDXX as though it was my core MM account. No blips or hitches to date. If …
I suppose it's romantic in a sense sending ones ashes into space but do we really need to be sending more junk into space? Just my silly way of thinking.
@rforno - just wondering if you considered PBDC before selecting BIZD? I own neither but like the holdings of the former v. the latter. To date I've only speculated in individual holdings.
I can't locate any information that states CALF specifically avoids the financial sector (and/or any other sector). Here's the current Fact Sheet from Pacer.
I added CALF to my holdings a few months back. It offers a different take on individual small cap stock selection. I expect to continue to hold it but no promises as I hold other equity positions that in crude small caps.
@hank noted: "These schemes work best for investors with mega-bucks to invest, as it’s the scale of the investment that makes them profitable. Indeed, hedge funds have been borrowing money (often from investment banks) to wager billions on similar b…
Yes but mostly no. I picked up a bit of PFE 6 wks ago, and held on to POAGX (lots of biotech held there) hoping for a healthcare rebound of sorts although I've come to eschew the sector for many of the reasons expressed so far. I've never shown a gr…
"What is about ETFs that Capital Group is not able to estimate distributions even 3-4 business days before ex-date? "
@BaluBalu - I don't think that's specific to Capital Group. I also own ETF's from Invesco, Fidelity and others where a distributi…
@MikeM - if that ever becomes a thing the arbs will swoop in like pigeons and sea gulls on popcorn. I'm certainly not denying that it doesn't happen already to some extent.
With my subscription to The NY Times I am able to gift 10 articles/mo. They practically beg me to do it. Their options for doing so (email, message, FB etc.) even has a "copy Link" choice. Maybe look into that.
I know it's pretty simplistic but could it be that all that cash that has been resting on the sidelines expecting a Great Recession or chasing down treasuries, CD's and all like that has decided to park itself in the better looking windows? YTD, "SP…
That's a hoot you two. His problems are of his own making and overheated massive ego. He almost begs people to disagree with him so he can show off his temper and anger like a spoiled brat similar to your other idol. Obviously he or some of the peop…
Must be a failure in my reading comprehension skills as that statement doesn't say to me that only GMO "alone" has discovered a quality premium. To me it merely states the strategy they intend to exploit. Please help.
@WABAC - I don't know how GMO managers tweak their machines to recognize their definition of 'quality'. As @BenWP noted above "Surely the managers of these strategies differ in their approaches to quality in the same way that "growth" or "value" man…
@WABAC - you asked "And how does one define quality in equities and bonds?"
GMO's statement of quality (as it applies to QLTY):
"The GMO U.S. Quality ETF seeks to generate total return by investing in U.S. equities the Focused Equity team believes…
@WABAC - I don't know the answer to your questions. We both know some funds say one thing and do another, at least until they are caught.
As for your dismissal of any ESG fund that consists of 5% Amazon stock Brown Advisory at least notes that the…
@Baseball_Fan - maybe you should go back to the Brown Advisory website and re-read what you thought you saw:
Brown Advisory sustainable strategy:
"ESG considerations that are material will vary by investment style, sector/industry, market trends a…
