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This may go along nicely with this thread:
The Bull-Bear Spread also rebounded faster than prices after the Covid Crash low, and after the 2018 selloff. So this sentiment change might just be a normal reaction to the start of a new bull market. Or…
global value investor Tom Russo says today’s investment environment is the most challenging of his 40-year career. He explains why his core companies are up to the challenge.
Chart in the article:
Seems to point out that active management has a very low alpha add when it comes to Global Emerging Market across all time frames. Maybe just buy the index VWO, VEIEX, etc
@davidmoran
It appears i-ORP retirement is offline. Have you found a work around to this retirement software planner? I really like the features of this planner.
Related Article on the Planner:
https://mydollarplan.com/optimal-retirement-planner/…
Making money by losing less is how legendary small-cap value manager Charlie Dreifus has succeeded for over 50 years of investing. It’s even more important now as he expects more economic and market pain ahead.
Soon-to-be retirees and retirees are the most vulnerable in this new era of higher inflation, interest rates, volatile markets, and possible recession. What kinds of adjustments should they be making in their financial plans, investments, and even l…
On this week’s program, we will be joined by Robert Horrocks, Ph.D. and Chief Investment Officer of Matthews Asia, one of the first American mutual funds to focus solely on the region.
Horrocks will bring us up to speed on China’s economy and mar…
Note that SCHW is much more than an asset-manager. It is broker-dealer, custodian, bank, asset-manager, etc. IMO, it is not a peer of TROW.
Your thoughts on a closer peer...JPM?
Adding JPM to the comparison:
TROW , SCHW, JPM
Backtesting these two stocks (TROW vs SCHW) with PV, nod to SCHW:
Market Correlation for SCHW = .62, yet had a Max DD of 81% (between 2000- 2003)
TROW vs SCHW
@msf said,
I find "Top Institutional Holders" tables of dubious value.
The fact that 73% of TROW is own by so called “smart money” verses small investors such as @carew388 say something.
Wonder if it’s recent 40% drop in share price was a result o…
As TROW share price potentially slides further, pay attention to it's dividend payout.
At today share price ($113.51) it is paying a dividend of (4.14%). If they are able to maintain their dividend payout it seems like a good dynamic...income + po…
This week’s WEALTHTRACK guest is a well-known value manager known for her global and international investing. We’ll be joined by Sarah Ketterer, Chief Executive Officer of Causeway Capital Management. Ketterer will tell us why she believes we are e…
Our guest is David Rosenberg, President, Chief Economist, and Strategist at his independent economic consulting firm Rosenberg Research which he founded in January 2020.
High inflation is at the top of the Federal Reserve’s, Washington's, and Wall S…
Crypto advocates point out that Bitcoin has fallen by more than 50% eight times since its 2009 launch, and three times since 2018, and it’s recovered every time. And it’s been a top-performing asset class with better than 35% annualized returns over…
How do you manage through a cycle of rising interest rates and higher inflation? There aren’t too many money managers who have that experience and have a track record of excellence through many different types of markets. This week’s guest does. She…
VYM is paying a 2.72% dividend. SPY is paying 1.38%.
Not sure if ETFs of mutual funds adjust the dividend daily like a stock does so this dividend payout percentages may be stale.
June 9th exclusive:
n a WEALTHTRACK exclusive legendary financial thought leader, Charles Ellis explains why after decades of searching for outstanding money managers he has become a big believer in indexing.
Indexing interview
June 9 Episode
In part 2 of our interview with industry pioneer Steve Liberatore, we explore both ESG fixed income investing, as well as the relatively new area of impact investing where bond proceeds are directed to a specific project or goal and t…
Wonder if VTMFX handles this a little differently since its bond side is mostly tax free munis...USBLX is built similarly.
Boglehead conversation on the topic:
bogleheads.org/forum
General Topic of Taxes on Mutual Funds:
when-bad-taxes-happen-to-g…
June 2nd Episode:
In an article titled “In Praise of Target-Date Funds,” one of our favorite WEALTHTRACK guests, Morningstar’s Director of Personal Finance, Christine Benz described them as “…nothing short of the biggest positive development for inv…
May 27th Episode
The investment opportunities surfacing in the volatile stock, bond, and real estate markets. Causeway Capital’s Sarah Ketterer, Capital Group’s Karen Choi, and Canyon Partner’s Robin Potts share their perspectives.
May 20th Episode
The vast majority of funds in ETFs are in passive strategies, but there’s an interesting divergence occurring. One of the fastest growing segments in the ETF universe is actively managed ETFs.
This week’s guest is involved in both…
May 13th Episode:
What is happening with U.S. energy independence? After decades of decline, U.S. oil production picked up significantly in the last decade and a half, largely thanks to the shale oil revolution, to the point where it surpassed Russi…
April 23, 2022
What do you do when your flagship fund goes from the top of its class to close to the bottom in a matter of weeks? From market trouncing to market lagging? That is the challenge facing this week’s guest.
Alex Umansky, Portfolio Mana…
Related Article:
To keep the IRS from moving in on its business, Intuit amped up its lobbying machine. One line of argument was that the IRS shouldn’t be in the business of being both the tax collector and the tax preparer, and Intuit seemed to offe…
Maybe a side note to this thread, but HSA contributions adjust gross income. Further, if one has earned income through self employment, Health insurance premiums (including ACA Insurance premiums) are deductible against self employment income which …
4/15/22 Episode:
We are in a new era of higher inflation and the pressure is on the Fed! Inflation is running at 40-year highs and it’s coming from every angle: food, energy, services, goods, rents, and wages which are all increasing.
Is the Fed …
Linked below is commentary on the survey and some interesting "conditions" the sentiment presents investors.
Some analysts criticize the AAII’s survey methodology, and with good reason. The participants in the survey volunteer themselves, as oppos…
