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.
@msf - I understand that but the question remains, are the capital gain taxes not being paid? To my uneducated eyes, someone, somewhere should be paying them whether the sale happens in a heartbeat or over coffee. The article seems to say that the …
To me this just smells bad. Are they saying that all I need to do to avoid paying capital gain taxes on my stock holdings I wish to get rid of is transfer them into my own personal ETF that I'd better get started on creating?
Bernie is only a democrat when it suits him (read: financial aid, major party endorsement). I appreciate his social justice stance(s) but I have little faith in his ability to compromise and no idea hoe he'll deal on issues outside our borders.
Wha…
@catch22 - yes I did. Thank you for the editorial heads up.
Weather wise same here. A few nice days mixed in with the winter that never ends. No skeets just yet but the control district surveyors have been out checking. I braved it Thursday and put…
@young - I have no bias against TCW because frankly I don't know that much about them. However, the particular fund you inquired about gives me pause because:
°It is a very concentrated fund, +52% in the top ten holdings, +12% in the top holding, Th…
"So where should college students go to learn the basics of everything from credit cards to loans?"
If they weren't exposed to it by sophomore year high school how about a first year course on household finance? It's no wonder they have perpetual d…
While I tend to agree with you Lewis I am far, far more concerned about global warming and climate change than any other issue. Without a livable world to occupy what difference does any thing else matter. Last time I checked you can't just go out a…
Disappointing I'm sure but understandable. This fund has been a solid option in the health category and that has a lot to do with not only equity selection but AUM prudence. It's exactly what I would look for in a specialized category fund. I've nev…
I'm aware of that. I just wasn't aware that ETF's have a different set of rules. FWIW I don't put a whole lot of stock in the daily list anyway but I do monitor quarterly changes.
OJ-just a hint, it's not for the customers yachts. Good fund though. I'm thinking that shareholders are not crying on the way to the bank or anywhere else for that matter.
Maybe with a (private) hedge fund you just hand over your money and let the manager(s) do their thing but with a publicly traded fund isn't there some expectation of just what you as an individual investor are investing in?
I agree with msf in that…
The difference, however slight, is that you indirectly pay for the library's subscription to the material via your local taxes. At least that's how libraries in MN obtain materials. I guess I'm just an old school dinosaur who believes that one shoul…
So let me ask all of you that don't feel the need to pay for someone else's work, did you perform your job for free? I know, too easy.
And Ted, no one knows that you're posting a subscription article until AFTER they've viewed your post so your vie…
About GLFOX - I've owned it off and on as the market sectors (primarily electrical utilities) wax and wane in valuations. If you don't mind a fairly steady 10% annual return on your investment and a fund that doesn't garner a lot of media attention …
That funny taste in beer is beer. I'll stick with agave juice which has no foam, fizz or god forbid water in it. However don't tell anyone but I do enjoy a Guinness.
OJ - it's a point but I'm not sure it's a good point. I'd call it a minor point. I believe that less than 5% of the vehicles on the road are either hybrid or electric (and do note that hybrid's still require some form of fossil fuel). I'd like to th…
To be clear, I'm not advocating that anyone follow this portfolio. I merely offered what I felt to be an interesting illustration of one persons experience.
The question was raised regarding how fine and dandy this portfolio did over the years sinc…
Good question Derf and the answer I believe is 'who knows.' What I can say with a fair degree of certainty is that barring a dividend cut or elimination the portfolio's income will continue to increase no matter what the value of the equity componen…
Well, that's kind of true VF. I purchased mine with a lot of long hours, hard work, perseverance, dedication and plain old stubbornness along with my own funds.
