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wxman123

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wxman123
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  • firstrade
    in GQHPX Comment by wxman123 7:28AM
  • Not the answer in my case as both ATW & ATT show the same amount. @wxman123 : Could you inform me as to when this margin charge showed up ? I see $6 fee, that's all. Also T+2 didn't take place. Not the answer in my case as both ATW & ATT sh…
  • What is he recommending to get the 9%? The article is behind a paywall.
  • This happens when you sold some stock/ETF but the cash isn't available until T+2. The position screen may show the credit immediately but the amount isn't really available yet (and in your case, on the morning of the day of T-Bill auction). A foolp…
  • Seems to be shorting QQQ or some components thereof. I own the fund.
  • Thanks guys, TD really needs to be updated. I read that is in the works.
  • I like FMIJX and JOHAX. They each tend to outperform and underperform at different times. Recently FMIJX has been the winner, so buy JOHAX, hold FMIJX (if you have a position) and vice versa.
  • Yes, but like all Managed Futures, small allocation is wisest! These are classic greats until they aren't.
  • Down 6.2% YTD, seems like more bleeding today.
  • MMIN, VWALX, WITAX, VWIUX, TMNIX, NHMAX
  • I don't love the muni space, but I need the muni space. So do many people. Placing most bets with VWALX and MMIN. Bought the big dips in XMPT, that has worked out well for me in the past.
  • Sector and style focus explain the bulk of returns, generally speaking. The ARK complex were top performers in the past few years before the downturn, and they were on top of all the "greats," like the Baron funds. When the "growthier" sector/styl…
  • KMLM has $60MM AUM so in theory volume should be decent. That said, this is not the kind of thing I jump in and out of.
  • Not a fan of managed futures which are generally tied to commodities. My fav over the years was MBXIX, which did great in 2008-09 (similar strategy before fund launched) but cratered with the COVID dip while other strategies outperformed. My only …
  • Added to GLFOX. My theory on US infrastructure rebuilding as a catalyst for companies involved in materials and construction has proven to be a hypothesis only. The fact of the matter is that PAVE has not even kept pace with IWD. I used to hold GLFO…
  • I don't think 10 to 14 percent is in the cards at this point. To my Start buying, you can now get 3% 5 yr CD's.
  • If I could only buy one fund it would be VWINX followed closely by RHS, an ETF. In fact, I think RHS is the single greatest ETF of all time, would be happy owning just that if need be. So simple, so effective.
  • @wxman123: that is some serious confidence in BITQ. I hope you get rewarded. It is literally the bet I feel most confident in as regards risk versus reward at the moment. People really misunderstand this space. I am NOT saying that any particular c…
    in Futures Comment by wxman123 May 13
  • There will surely be more pain..... I'm adding to my oil/gas midstream play, ET....... FINANCIALS have been killing me, constantly, since I bought-in, earlier in '22. Really sucking cow farts. My biggest bite in Financials is in PRISX, TRP. .....Bar…
  • Hi Sirs: Or try Brandy SCOTCH Wild turkey Works VERY well in this market Friend A loss -530k last 4-5D Friend B -350k after all in w Luna crypto over weekend Few committed suicide in other country per news Headline tomorrow: 60% crypto trade…
    in Futures Comment by wxman123 May 11
  • Vank appears very happy with the fit: has known Carl long time and "we are philosophically the same." Zeo's fund strategies remain, just different brand name. Marcus and he remain PMs and Paige still is client services' contact. Sounds like it becom…
  • My benchmark is VWIAX. Rarely beat it, though this year I am mainly due to holding sizable cash and some opportunistic plays.
  • Saba runs a FR/BL CEF BRW that trades at good discount. https://www.cefconnect.com/fund/BRW Saba also has an ETF CEFS that opportunistically owns CEFs at discounts. GIM is only a tiny weight now 0.60% (I think that it used to own more at one time)…
  • In 1994 ABNDX was down 5.02%. In 1995 it was up 18.25%.
  • One other point of interest (at least to me): If you look at a bond fund like ABNDX, can find performance history back to 1975 on Yahoo Finance, it has never had two down years in a row. If we get a down year this year, then this will be the first …
  • Summarizing some things I've posted recently... We sold all of our dedicated bond funds earlier this year and kept small toeholds in NHMAX and RPHYX. Last Friday we sold the NHMAX toehold. ALL of the dedicated bond funds we owned are DOWN a littl…
  • BIVRX pretty good too, but I could see it having the same problem as RLSFX in a different environment. When you get BOTH your L and S wrong, you're screwed!
  • The March commentary reads like Cathie Wood on steroids. Generational opportunity in the current portfolio. I hold out hope, but what a shellacking YTD! That being said, it's the type of fund that can make up 15% in a week.
  • SFHYX is managed by Ralph Doudera. He also manages SVARX and SAPEX. All great for last few years, except a very unpleasant atypical nearly 20% drop YTD in SAPEX. I've been looking at SFHYX almost since inception but fear it has all the earmarks of…
  • The only munis I follow are the short-intermediate high yield ones. IMHO they are bottoming right now. PRIHX will be off nearly 7% YTD after today’s small drop. Depends on what muni(s) you own. But, generally speaking, states are flush with cash…
  • Thanks Yogi, will/when did the bonds I purchased in March get the new rate?
  • Stay short to medium, keep dry powder and buy more on the dips (just like you would with equities). Unless we are going into hyperinflation, which I doubt, you should be good. Will be nice to get some decent chunks of cash every month, been a very …
  • I've traded this. Extremely volatile CEF. Now is a decent time to pick some up at a small discount. I have opted to keep things simple and own its mutual fund (unlevered) sibling, ANZAX. Performs just as well or better than ACV if ACV is just he…
    in ACV Comment by wxman123 April 10
  • @wxman123, use the "Link" feature of PV to post PV results. Done, thanks!!
  • Interesting.... @wxman123, @Level5...do you think that RPIEX bumped up due to possibly (I have no idea) that the fund mgr has nasdax puts on (see latest portfolio holdings)...and some global sovereigns might be doing well as some are anticipating/s…
  • Dipped my toe into RPIEX and added to VDADX. Both have passed their 200 day ma. Head fake? Perhaps. I also bought RPIEX, lived up to its dynamic name over the past year. It was down like the rest of the bond market and whatever the manager did of…
  • RPIEX, a bond fund no less, been up last two sessions. They are either doing some massive interest rate hedging, shorting stocks or both. Interesting.
  • Just bought RPIEX. A bond fund that's up this year intrigues me, though not the best performer over longer terms. Looking over the fund's history the manager seems quite nimble in making changes for the better and avoiding nasty drawdowns. Guess …
  • This does not bother me at all in terms of whether the guy is a competent and professional investment manager. One bad event in 1997? You're making many assumptions to say he "lied about it" over 20 years later. The charge was downgraded to a non…
  • Schwab still lists RCTIX as $2500 minimum but with $50 fee if anybody is interested. But I think I am out as well, when the manger disappears But there are so few alternatives that are not under lots of water. Anybody else a bit concerned that RP…