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I gave up on M* for data/analysis. I'm currently paying for Seeking Alpha premium, which has data feeds/information/analysis that is accurate, useful, and reminds me of what M* used to provide for equities.
Appears their latest acquisition has turned out to be quite beneficial !!
Derf
Trading will explode again at Schwab once they unleash ThinkDesktop on Schwab's network. I find their StreetEdge/Active Tradin…
RPGAX would be my choice. D&C still seems to be slow-moving and late to adapt to changing situations/trends (as they were horribly during the GFC) ..... TRP is more agile, global-oriented, and in my view are the more proactive firm. If I had…
That's one of the reasons I fled M* a few years ago. Apart from the horrible interface changes on their site, their data often was inconsistent to flat-out wrong or nonexistent.
M*'s at it again. Instant X-ray and Portfolio Manager are failing t…
Not sure if it's been mentioned yet but if you didn't know, MGGPX and its other share classes soft-closed back in December. (I got in on the last day, as I did w/PRWCX and have been very happy since.)
Hahahaha. I love that skit of his....
Thanks @hank...great link. She likes the public markets verse the private and as we know these two markets can require further explanation:
I'm a strong supporter of PRBLX/PRILX and hold the latter in large quantities at the moment.
Though Portfolio Visualizer hardly shows it giving index-like returns. It does much better!
Somewhere above 666....
Ah, the S&P's low during the 2009 collapse. That's what you were going for there.
Why yes, yes I was. Absolutely. Nothing else. :)
What is the difference between buying SPACs than lottery tickets?
If you time the buy correctly into a SPAC close to or below NAV, you can maybe get at least your original investment back, or have a possible floor to minimize losses?
Unfortunately people have a tendency to bail at the worst times. One will do better by making a plan, any plan, whether it is self-managed retirement, an annuity, target date funds, or anything else and just unemotionally sticking with it.
Exce…
This is interesting work, thank for the table.
Playing around with other funds in comparison looks handy, too. My old standbys PRBLX/PRILX fare nicely compared to PRWCX as well. Glad to know both are core fund positions for me. :)
More .....
Billions in Secret Derivatives at Center of Archegos Blowup
https://www.bloomberg.com/news/articles/2021-03-29/billions-in-secretive-derivatives-at-center-of-archegos-blowup?sref=frV97TwV
Union? Give me a reliable phone number when problems arise and someone on the other end who speaks English. At this point I’m finding it better to swallow the loss on some defective electronic items rather than to continue crashing the boards in a …
This was common during Dot Com when we were all working to build the 'modern' internet, such that it is. Back then, we believed in what we were inventing/creating/running and us GenX'ers also had the last vestigages of that 'old time' work ethic we…
I never really understood marketing. "The official PRODUCT$ of the LEAGUE$/TEAM$" ... do they think people are going to rush on out to buy something thinking the LEAGUE/TEAM is endorsing the product? Or is it just for branding purposes to get the…
AKA "The first investment vehicle made exclusively for Robin Hood users, which promises thrills, chills, and spills along their roll-the-dice investment journey."
I tend to go along with the Capital Group's approach that many 'American' companies earn substantial revenues from overseas, so you don't necessarily need to formally look overseas to find 'overseas exposure' in your portfolios. So in that regard, …
Weird. Here in DC I got a re-run from last summer with Jim Rosenblatt of Gotham Securities. ;/
Feb 26th Episode:
Free Issues (Grant's Interest Rate Observer):
https://grantspub.com/subscribe/index.cfm#freeBlock
You make some fair points, I guess. Thanks Lewis.
Large institutions often provide seed money, although that is not the case for some such as Vanguard, but even when the seed money is large asset-wise, that doesn't mean trading volumes of the ETF …
I'm quirky-- I would expect a fund to be better capitalized/positioned at launch.
The ETF launched a few days ago I believe. Unless you're an insurer with seed money for an ETF, initial assets/positions are usually like this. I'm not sure why that …
Hard pass for me.
Half of these positions are in < 50 lots, and many are in the single digits. There is no reason for a fund to hold 2 ... TWO ... shares of something unless it's to show what companies they like. IMO their holdings list is far…
The young men who committed suicide cannot get a return call. These shops have hardly any customer support let alone having call centers. Slow response and long wait time are mild comparing to these shops.
I read Schwab axed 200 the other day. H…
I wonder how much of these CSR delays are RobinHooders flocking to open new accounts elsewhere and/or people calling to ask basic questions about investing and where-is-my-2020-1099-for-the-GameStop-that-I-traded-last-week. ;)
Yup. Can't get into the website this afternoon but the mobile app is fine. Used to have this problem once every few weeks.
I've been with them since October ... between emails that go *weeks* before a response and 45 minute hold times, and now …
Thanks @rforno
Geez - Have a new Mac Air on order. Love Apple’s ecosystem. More important to me than the hardware. FWIW
My new M1 Air is awesome, btw. Kudos to those who enjoy the ecosystem lock-in.
I use their hardware but am only tangentally i…
Hi Mike - unfortunately I don't have the cycles right now to offer a detailed summary, but the transcript is fairly easy to skim. I do remember he favors utilities as a capital appreciation play right now, though. (I hold several, so this was som…
Hi Sven - yes, I thought that was long-since general knowledge by now. Sorry about that ... but his insights/views are one of the few in the industry that I respect and pay a bit more attention to.
Thank you for the very informative interview. Unf…
They've had that notice when you first log in to their site for the past few months, fwiw saying...
I received notice from Chuck that they were having problems do to high volume & to many dam phone calls & please be patience.
…
Since that's my industry, I'm very familiar with things. Most of these other SPACs are just saying "we'll buy something in [consumer discresionary/fintech/etc]" which is even more vague than 'cybersecurity' in my book. So, we'll see!
@rforno I l…
