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.
ISTR selling Fidelity funds before the 30 day limit in my Fidelity brokerage account. These amounts were $2,000 or less, so maybe the small size of the transaction didn't get flagged by Fidelity.
I used to own this fund years ago. Then declining returns forced my exit. I wonder if Aronstein is still spewing his arrogant pompous market commentary !
This week I'll allocate some cash to TBUX TRP's new ultrashort bond etf. Lower expense ratio than TRBUX, so hopefully this fund can serve as a cash substitute .
The website also contains links to Americans For Tax Reform and Tea Party Patriots, groups who support the Republican party who tried to repeal the ACA which I depend on. So obviously this website is useless for me !
ISTR that the US is the only major democracy that funds education at the local level using property taxes;other countries fund education at the federal level.
Yes-the MAGA color. If the pills were blue, large swathes of the country might reject them as being part of a Democrat party plot to take away your freedom ! (partially snark)
I sold TTRCX in 6/2015 when I discovered a sizeable allocation to Ukrainian debt, which scared the **** out of me ! At that point, return of capital outweighed return on capital . ( Templeton A shares still carried loads then)
+1 My interest in JEPI is that I can sell anytime without incurring transaction fees. JHQAX is probably a better investment, but I just don't want to wait 60 days to sell it !
+1 sven An example is JHQAX which lost 1.73% today compared to its etf version JEPI which lost 1.41% Sold all my JHQAX holdings tonight and will make future purchases using JEPI .
Higher interest rates would likely cause my bond and stock mutual funds to decline. Lately, I've been eliminating oef purchases and using etfs instead. The only buy and hold fund in my Fidelity account is PRWCX ;I would sell the rest if rates resum…