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So could it be said that D&C (along with other alternative strategy funds/management teams) are adopting the David Swensen Method to portfolio construction?
If your distributions are large enough to purchase at least 0.001 shares then that's what they will do. If not, they may just deposit the distribution funds into your core account. You might want to give them a call or open a chat online to confirm.
@hank - In an interview of sorts posted a month or two ago on the board her religious beliefs (strong Catholic) were drawn into the conversation as to how the guide her life and he investing business.
Here's one: God, Money
I don't feel that it is any different than investing in casinos or the REIT's that hold them if you prefer. DraftKings just facilitates gambling from ones couch.
I've also often found that many people who profess or claim to be religious only play …
Good plan. I was going to suggest a plain vanilla S&P 500 fund but you already knew that. Then he could paper test active funds against that should mo-mo fund chasing or his knowledge of growth v. value, LC v. SC, etc., etc. give him the itch to…
@LewisBraham - the OP stated earlier that they were placed in the fund through a financial advisor. That seems to be the link if one doesn't have a million to play with.
Just a few brief notes on David's launch alert segment for BIAYX. Intrigued by the fund I checked into it at Fidelity. The minimum there is $2500 AND they won't/don't let you buy it in a retirement account unless you call them. For whatever reason (…
Although I can see investing in the future hardware and software companies to support Web 3.0 there is absolutely no way that I will be shelling out actual $USD to visualize some digital reality adorned with equally digital NFT's. Call me old-fashio…
For interested holders of BIAWX I received this message in my Fidelity account: A short-term capital gain of 0.14699 per share and long-term capital gain of 0.76367 per share, declared on 12/14/2021, is pending on this position."
For the life of me I can't figure out how this ends well for the small and inexperienced investors either.
Also, for the last 2 days I've gotten (spam/junk) emails telling me that I've boughten Coinbase or whatever. No idea how I did it, where it i…
Recently, I took some time to read about the pandemic of 1918. That pandemic was caused by the HIN1 virus and about 50 million people died. Today, the H1N1 virus is still here. The virus of 1918 mutated itself into a virus that makes you sick as a d…
FBIOX, Fidelity's Select Biotechnology was a standout performer in the recent past but I have no idea where they stand today. Just wondering if you've also considered ETF's as a possibility. You might also look at some wide-mandated health care fund…
@David - I am truly sorry to hear of your loss having lived through the same just a few short years ago. It's heartbreaking and I can only echo your sentiments regarding expressions of love and caring whenever you can, and as often as you can while …
I'm not quite sure about 'time' but I converted mine last year when Mr. Market took a dump all over everything. Lucky probably but it saved me a ton when those positions quickly re-doubled/tripled in the ensuing months. What I'm saying is that I wai…
I have been long PCI & PDI since forever and at this moment I intend to do squat. As far as I can tell they aren't broke so I have no need to fix them.
"Do all div growth funds fall into this category?" I don't think that many of them do these days at current valuations but they may contain a number of selections which hit all the bases when first selected.
@hank who said "One wonders however at this Voodoo Insurance whereby the medicines cost less if you pay out of pocket instead of using your insurance. What’s wrong with this picture?"
From p[ersonal experience I can tell you that doctor visits cost…
