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Sven
Lynn,
Thank you so much. I am planning on a 3-year ladder since I am a year away from retirement. Lots of spreadsheet work to calculate the income replacement needed. This ladder will create a steady income stream. So thank you for all your help.
I moved back to high quality bond funds this year. Some of which you covered in the SA article. For now, I will stay with agency bonds to the bond ladder. I will pick active managers for corporate bonds.
Sven
@WhollyTerriers said:
But, once you are presented with a TurboTax screen, it can be frustrating to navigate your way back to it. Use the bookmark function, it you are not ready to commit.
The paper bond takes a while to arrive.
Great for you. Slo…
Thank you very much @Mona. I stand corrected, and will correct my earlier post. At one point I was only able to invest with Fidelity since Artisan funds were not part of Vanguard NLT platform.
Perhaps we should look into @LB article on Barron’s with respect to active foreign funds/ETFs. Thanks to @yogibearbull, he has summarized these funds.
Barron’s Funds Quarterly (2023/Q1–April 10, 2023)
https://www.barrons.com/topics/mutual-funds-qu…
I hesitate to reply to this post since we don’t know @randynevin’s risk tolerance.
MAPIX is a fairly aggressive Asia-focus fund relative to a broadly diversified developed market fund such as ARTKX. VWILX is also quite aggressive with 30% emergin…
@hank, I don’t have consistent results from several natural resource funds.
However, I use an actively managed commodity futures ETF, COM. COM have quite well in last several year. I recalled it was recommended by @lynnbolin on this board. COM …
Excellent article by @LewisBraham.
————
Addition: Similar thought process to LB for long term investment philosophy. Currently we invest in several funds mentioned for a number of years. We are fortunate to found Andrew Foster when he was runni…
Thanks for the links! Will be watching next week’s CPI reporting.
By the way, treasury yield curve moved up again on Friday. 4 mo T bill peaked at 5.04%. https://home.treasury.gov/resource-center/data-chart-center/interest-rates/TextView?type=d…
Thanks for all the information. Using TurboTax, we filed our tax return already and getting a paper copy of I bond. Will deposit that into our TD account when it arrives.
An opinion piece from Huff Post as a follow-up on the Propublica article.
https://huffpost.com/entry/clarence-thomas-supreme-court-corruption_n_64302e52e4b0de2472486256
Upon examination again you are correct, CME indicated 25 bps hike in May.
Preliminary March CPI data from Kiplinger,
As for the next CPI report, the March inflation figures are slated for release by the BLS on Wednesday, April 12 at 8:30 am East…
@Old_Joe, Truly troubling as 2024 election is not far away.
Like LB pointed out in another post that democracy is fragile and declining toward authoritarian.
The Georgia case is even bigger and with evidences. Surely the grand jury will examine these tapes.
2. “Lordy, there are tapes.”
The centerpiece of the Georgia case against Trump would seem to be his taped Jan. 2, 2021, phone call to Georgia…
hank said, Don’t bet the farm on any particular point. Conventional wisdom.
I concur. Now that majority of rate hike is behind us, there may be some short term trading opportunities in bonds. The bigger opportunities are the long bonds when rece…
Just correct PRWCX’s asset base in dollar term, $47.6billion! Over the years many funds including Fidelity Magellan, Contra, and Low-priced stocks funds slowed down in their performance when their asset base gotten into billion $.
Great article that summarizes David Giruox’s many interviews he gave in last several years. In light of this large asset base ($47.4) fund, he manages to move and to execute very well in his portfolio in order to deliver this remarkable results over…
It appears that Bramshill is trying to attract more investors. In addition of the high ER, it is on transaction-fee platform, $49.95 to purchase at Fidelity. Here is the fund’s performance since inception.
https://fundresearch.fidelity.com/mutual-…
Stable value fund is available in my 401(K) plan. It is an insurance product that invest in short term treasurys but has the liquidity like money market fund. I found stable value fund to be quite useful especially in stress time.
I seldom use it …
Thanks for your earlier tip @msf. I put in additional $ by year-end so to ensure the tax refund is over $5K. Just filed our return and will be getting two $2,500 I bonds for me and my wife.
Lest we forget, he's not well liked in NY.
How true. He and his family managed to rub many people the wrong way for many years. That is why the entire clan moved to Florida as their permanent home.
Agree, and this case will drag on well into next year. The Georgia case is more direct with ample evidence and testimonies. The Mar-La-Go case is serious and Judge Smith is subpoena more testimonies. Nevertheless, it will be messy.
Another piece…
Many writers often over-simply complex subject matter as black and white. Then the absolute terms can mislead their audience. I think the probability of further rate hike is declining since inflation appears to be slowing. This morning the Feb’s PCE…
Well said @LB. As an individual investor, cost of asset ownership is something I have absolute control. Thus, index funds and ETFs are preferred. So are those OEFs with lower expense ratio.
With regard to TIPS, I would only consider the shortes…
That is indeed good news. Next is Sweden where few issues that need to be resolved over the objection from principally Turkey.
Apparently Erdoğan has softened his stance on Finland after the devastating earthquakes that struck Turkey and Syria in…
There are many balls in the air right now which poses uncertainty for the investors. The inverted yield curve indicates we will enter a recession sometime, but the severity is anyone guess. Questions for us is to figure how to best position themselv…
Justice is not blind. Surely he will have special arrangement away from the public eyes or press. He was afraid being photographed and showed to the world as he is being booked. Trouble is there are several even more serious cases coming.
To counter their euphoria (which waxes and wanes day to day) they did a segment with TRP’s allocation guru Sebastian Page who thinks stocks are overextended and we’re still in a bear market.
I tend to agree with Sebastian Page. Others have stated …
Here is the fact sheet that contains additional detail on the sectors and credit breakdown. It is a total return bond fund with US Aggregate bond index as its benchmark.
https://troweprice.com/literature/public/country/us/language/en/literature-ty…
@motmot,
Welcome to the board. Think many folks here may use their brokerage account to park their RMD fund in high yield money market funds (pay over 4%). In contrast, many credit unions and banks pay much less than 4%. My saving account at a c…
Apparently, DeSantis walked back his earlier comment. Nevertheless, flip flopping only shows how little he knows of the world, which is a whole lot bigger than Florida state. DeSantis seen to forget the history of Nazi Germany invading Poland and …
This A share fund is listed as “closed to new investors”, at Fidelity and sold with front-load waived. This is more common now especially when savvy investors are buying ETF and other low cost equivalents.
When invest through an advisor, the fron…
Dollar cost average to buy BND. Think there are better opportunities with bonds this year - real yield at 4% plus bond price appreciation. Rate hike cycle is slowing and likely to plateau at some point this year. At that point, long duration bond…
Don’t know about your finance situation and risk tolerance. So here it goes for your questions on CDs:
1. As of today the only CDs that yield 5% are those with shorter duration ones, 9-12 month. Creating a CD ladder is necessary in order to main…
