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.
I believe that a fair portion of those institutional shares held by firms such as Vanguard, Blackrock, State Street, Charles Schwab and similar are held in their index ETF's and mutual funds. What that fair portion is I have no idea. The firms may a…
Yes, if you purchase a stock "before" the ex-dividend date, you get the dividend. If you purchase a stock on its ex-dividend date or after, you will not receive the next dividend payment. Instead, the seller gets the dividend.
So armed and probably unexperienced and terrified teachers should step up to take a shooter out which trained police officers, probably skilled, probably wearing body armor and likely with backup would prefer to wait around outside because they are …
I've never seen a "dividend fund" with a K-1 but maybe there's one out there. There are entities such as MLP's and others which pay income/distributions and issue K-1"s but that's a whole different investment.
Frankly I think that you need to do fu…
@hank, Could you please explain why you say or feel this "Generally I’d stay away from funds so labeled or named. Strategies vary and they can be a lot riskier than the name implies."
Riskier? How?
Staying away from them or not is a personal decis…
I use them. CDC and DIVO in my taxable account because most of dividend distributions are qualified. I am also currently holding FCPI in my Roth account as a hedge against inflation. This one may be a short term hold. However, in all cases I hold th…
I have been using CDC (VictoryShares US EQ Income Enhanced Volatility Wtd ETF) in this portion of my portfolio but some consider it to be comparable to SCHD and not a LCV fund per se.
@rforno, you mentioned adding a large slug of VZ to your existing holding. Any particular reason(s) other than it's steadily boring but also pays a good dividend?
Nope, not really. Unless you want to include that there are only a few dominant comm…
@rforno, you mentioned adding a large slug of VZ to your existing holding. Any particular reason(s) other than it's steadily boring but also pays a good dividend?
For anyone who might be interested:
TCHP - T. Rowe Price Blue Chip Growth ETF.
Net Assets 237.02M
YTD Daily Total Return -26.93%
Beta (5Y Monthly) 0.00
Expense Ratio (net) 0.57%
Inception Date 2020-08-04
Thanks @yogibearbull. I should have looked closer. With the top 10 holdings nearly identical (except for #10) and comprising roughly 50% of each ETF I didn't expect the rest of the holdings to exhibit that much sway.
FTEC follows even a different i…
@JD_co, I understand your reasoning behind buying SPLG and to date it has performed admirably. Ditto your reasons for ONEQ but it has lagged it's bogey by quite a handful Do you have any thoughts on why it seems to be lagging? I had considered it as…
I looked at SAMT but decided to stay with FCPI. Similar, but not exact portfolio's and construction but the latter has a longer history and nearly 20X the AUM. I realize that total AUM can work both ways however neither fund is overwhelmed at prese…
The NYT published an article Monday illustrating one of the reasons why folks are choosing to remain out of the workforce. I've no doubt that when you are disrespected by not only the customers BUT management as well you are not going to put up with…
@chinfist, it is a free article from the WSJ so anyone should be able to read it. Anyway the article does elaborate more.
"Several million workers who dropped out of the U.S. workforce during the Covid-19 pandemic plan to stay out indefinitely beca…
Swapped out IEDI (iShares Evolved US Discretionary Spending ETF) for FCPI (Fidelity Stocks for Inflation ETF) mostly because I don't like having a pile of cash just sitting there doing nothing. I feel that I can sell pretty quickly if it turns drama…
Does anyone know if China pretty much depends on it's own version of a Covid vaccine(s) or have they adopted/allowed others? ISTM that I have read reports that the ones they were using were only in the 50-55% effectiveness range but I can't confirm …
Ted often used to say that there was no reason to invest in anything outside the US which runs counter to all the conventional investing wisdom of spreading one's bets worldwide. M* amongst many other portfolio construction advisory firms generally …
@BaluBalu, why not just start a separate new discussion? (if you feel that it is off topic to this particular post, which it is.) More folks might give it more attention that way.
@ron, How would it fit into your portfolio? What do you expect to gain from owning it? Are you just looking for income?
@carew388, could you explain the Gingrich connection please? I'm clueless as usual.
Just one opinion out there. By: Carl Surran, SeekingAlpha news editor
"Cemex (CX -2.8%) slides after Goldman Sachs downgraded shares to Neutral from Buy with a $6 price target on Tuesday, saying energy cost inflation likely will not be fully offset…
This was published in Barron's on 11/24/2021:
"Jefferies strategists published a year-end 2022 target of 5,000 for the broad market benchmark. That represents a roughly 7% gain from the index’s current level—a view underpinned by the firm’s expecta…
