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CGDV Non US Equity 6%, Large Value, lower div, Equity holdings = 50. CGDG Non US Equity 45%, Large Blend, higher div, Equity holdings = 76 each. CGDV YTD M* shows percentile category performance 1 out of 1209. CGBL (balanced) added to watch list.…
$259K federal debt per US taxpayer. IMHO the debt issue discussion will be here for keeps. 20 year auction on 11/20 and 30 year auction on 12/12. I am watching to see if this slowly develops into a simple supply/demand issue disregarding other macr…
I wonder if you can bundle (perhaps lower costs) in a MediGap plan: BCBS MediGap Supplement, BCBS Part D and BCBS Dental? IOW's like an Advantage concept. One card for all needs.
Yogi, as always thanks for your input. Sorry about the long user name. OSTIX PIMIX has metrics comparable to some good Mod Cons balanced funds but much less MD.
Lets drill down. Are there any funds or ETF's with less than PIMIX 15 year SD of 5.18% that has a CAGR greater than PIMIX 6.50%? Category doesn't matter to me.
I used PV to get the SD. Long enough ball park time frame. 1/2008 to 9/2023 for PIMIX and OSTIX. Time period year to year. Thanks for MDHIX. I will look at it.
TCIFX.... closed before inception??? or misprint? PRWCX has no income manager either so Giroux will do both equity & bond my guess.
Why so long delayed inception since 2017??
Thanks for making me aware of TCIFX! Giroux is equity and Shuggi is an equity quant and allocation guy... so who is the income manager? 60% of the portfolio is income.
May have to buy some of this GQHIX eventually. Continues to perform well within my risk toerance since inception. 2023 struggling. TDA/Schwab merger.....Schwab carries this at reasonable min. Question: Anyone know the ticker of the Vontobel EM f…
This ETF will stay on my watch list. I am not necessarily negative on it. Just stating some early facts regarding volatility....management trading skills are superb so we will know in the fullness of time. I like this ETF depending on how you use …
It appears based on todays NAV move, that TCAF is going to run hot (relative SPY). Not a problem if you want that. 25% of AUM are AAPL, AMZN, NVDA, MSFT, GOOGL.
This brings up the question will the T/O be higher than I would have thought? IOW's w…
I personally believe Gold will do over the next 45 years what the SPY did the last 45 years. Too much debt fueled by "only so much gold on the Earth" hype behind it (think bitcoin 21M max). My opinion is in the minority but I believe steadfast rega…
The reason is complacency. The last raging bear has been just long enough for people to forget the pain or young enough to have never experienced it before. Spikes to 70-80 back in the day.
Comparisons hiding in plain sight. FDGRX 1024% vs QQQ 687% over 6115 trading days. If you want high octane which I do not. Comparing QQQ not SPY. Not a recommendation.
