Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.
"I loved that show, but don’t remember that particular one incident. There was one rotating female guest he had on who was, well, hot. Don’t remember her name or what she looks like now."
I loved that show too, watched it every week. I'm thinking…
Is the question about Mag or Gail? @Crash
Gail Dudack was one of the weekly “elves” who was consistently bearish on the markets week after week while all the other elves (6 or 7) were steadfastly bullish (1999). Rukeyser himself was also bullis…
Range-bound. That's where my portfolio is. 54 stocks, 37 bonds 7 cash.
Just thought I'd mention it. Getting impatient. Tonight, I'm sitting just off my OLD high-point, at the start of '22, before the interest rate hikes. Financials, Energy, Tech and…
Only watched Star Trek one time. Hated Shatner and still do.
Yeah I never got into it either, although Jolene Blalock was not hard to look at. I only watched a few episodes in the past year or two, never when it was on originally.
But I am getting tired of people complaining about 6-7% mortgage rates. My first mortgage, in 1975, was 8.5%.
Heh, I remember being at 12%. Of course, the house did only cost $32,000!!
My first house, with the 8.5% mortgage, was a 6 bedroom old…
Doing quite well... the CDs and Treasuries keep dribbling out money like a broken slot machine. I like money!
I’m loving the higher yields. I’m in no hurry for the Fed to drop rates. Every time a CD or Treasury matures, I just buy some more — often…
Of all the people I've talked to at Schwab in the past 27 years, every one has been very pleasant and super polite. Unless you're getting very technical with something where they might connect you to a broker, they are knowledgeable and know their w…
Speaking of Schwab, this greeting me just now...
I've had similar things happen, and just reloaded and the page came right up. It may or may not for you. But things are never down for long there, in my experience.
.....We just now initiated our joint trading account at Schwab. Perhaps wifey's IRA will be put under the Schwab umbrella, too. But my understanding is that BRUFX is peculiar; so, we'll move that $$$ into WBALX beforehand. Or is there a 1-step way …
"...There really is no reason for me to go there."
Very often, I'm downtown, and just a block away from Schwab's office. It would be very handy to walk in and get stuff done. Anytime. About stuff that might not even come to mind at this moment. (Is…
I barely keep any spare cash in the brokerage account . . . So I guess the automatic sweep rate at Schwab or Fido would not bother me, being so miniscule.
My accounts are at Schwab, and the cash portion is rarely more than 1% of my portfolio, excep…
* I wonder how much they get paid for order-flow from the various cash-like ETFs they offer.
What are "cash-like" ETFs? Ultra-short bond?
Yeah, that's what I was referring to.
Thanks.
Thanks, guys. That input is in the right direction, and good to know, though not precisely what I was looking for. But important, since I'm just a smidge away from relieving myself of the burden of truly SHITTY customer service at TRP and moving to …
Regular Schwab accounts holding cash are not in a MM fund. They earn a tiny amount of interest, but not much. They call it a “sweep account” I think.
When MMs were paying nothing it didn’t matter. But now that they’re paying 5+ I try to keep the c…
I’m afreaid @Low_Tech is “behind the curve” however. Fixed income was in vogue a year ago when money market funds hit the “astronomical” 5% mark. Today we’ve moved on to the “Mag7” - some of which have tripled or quadrupled over the past year…
My boring, bond-heavy portfolio is up 3.26% YTD, all ETFs or MFs. I like normalized interest rates.
@Low_Tech, that is really good for a bond heavy portfolio. I'm having a hard time finding bond funds returning anywhere near 3.2% YTD. It must be th…
Everything is closed here in NYS too. My whole social life was the local diner for lunch, and to a bar maybe one night a week.
No more. I'm not sure how this is going to end.
I wanted to learn more about CEFs so I bought PCI last summer. It's only about 7% of my portfolio so the recent bouncing around was interesting to watch, but not a big deal overall.
Everything is reinvested at this point. So far I plan to keep it, …
I fully support all of dtconcroe's comments and hope he will continue to share his insight and knowledge with the MFO community. "Bond OEF Investing for More Conservative Investors" is the single most interesting topic I have read on this website si…
Does MFO premium have charts of mutual funds and CEF total returns, taking into account dividends? This is especially important for bond funds. For me this was one of the reasons to visit Morningstar so often.
I just sort of assumed that dividends…
FWIW, I'm a Schwab client and they have everything I need there. I fish around here and there online for fun, but I don't really need much more fund info than Schwab provides.
Although I did make something on GLD and SLV in the years after 2008, the total stock market made quite a bit more. I only held them with a few percentage points of my portfolio so not life-changing, but lesson learned.
Does anybody know what perce…
My TV is never on during the day except for the occasional Saturday afternoon in the winter and Sundays during the NFL season. Having said that, I don't have cable/dish so I can't watch that stuff anyway, except maybe through Youtube or some other s…
I read sometime ago about insured asset allocation: set a minimal amount of your portfolio value and do not allow it to drop below that amount in any circumstances.
Something along that line was done at the end of the last year by Ted and other ret…
I have 5 regular funds and 6 ETFs, and a very conservative AA at 35/65.
I am spread across the global equity market and the domestic bond market (no long term and no junk) with maybe 10% in foreign bonds. I could dump 3-4-5 of the funds and still …
Old Joe: I have CDs with Schwab and they are within my SEP-IRA account. They show up in my portfolio the same as a fund, ETF, etc. would. I choose CDs that pay monthly interest, and as someone mentioned, that amount goes into the cash account. When …
I've read somewhere that, on average, for every 3 (or 4?) up-years for stocks there is one down-year.
The total market has been up every year (including this year, so far) since 2008.
And checking "BND" at M*, the total bond market is down 1.95% Y…
