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Ben ,one option is to ACH transfer the Vanguard funds to E-Trade, as Vanguard funds are ntf at E-Trade. As a former client , their customer service isn't great but it's better than Vanguard. A second consideration is how long will this arrangement l…
Other issues I'm more concerned with: new COVID variants, used car prices, dealer fees on new cars, climate change, international tax shelters, the list goes on !
MERFX collapse was due to the collapse of the Aon/Willis Towers Watson merger agreement. DOJ had argued merger would reduce competition and raise prices in the insurance industry, so merger was called off due to regulatory concerns. This was a $30 b…
As a Canadian citizen(I presume), Rosenberg should just retire , savor the summer in Toronto and be glad he doesn't have to worry about the solvency of Medicare Canada or the Canada Pension Plan !
As an ACA subscriber, these changes are welcome. However, the real fun starts in January 2025 if the GOP controls House, Senate and Presidency, and ACA repeal starts again-I have to scrape out a year until I'm eligible for Medicare !
andy At least TMSRX is outperforming MERFX down (1.03%) . Lost confidence in MERFX and have been redeploying assets elsewhere, including VARAX BAMBX PSMM and JEPI .
I plan on DCA'ing into ATPAX with amounts under 1k. At this point I can't stomach dropping 5 or 6 figures into a fund/etf at one time, unless it's a ultrashort bond etf like VUSB. These funds are excess cash earning 1 basis point currently.
I started a position in ATPAX at Vanguard (ntf, $1,000 minimum) For me the fund seems to have similar risk characteristics to OSTIX with the advantage of being sold ntf.
Definitely ! If there were multiple brokerage platforms that I could purchase Vanguard Funds ntf, I would have closed my Vanguard account years ago. E-Trade and Chase You Invest are the only non-Vanguard platforms that I can purchase VWINX without a…
For me Morningstar has become Mourningstar. I don't use it for anything and their corporate mission seems to consist of annoying, frustrating and screwing over retail customers anyway they can(or am I being too harsh, as a non-user)!
I use the Fidelity screener by Morningstar category, and sort by standard deviation and Sharpe ratio. I try to find funds that perform well in both categories, which of course is difficult. I'm using more and more Fidelity funds, which I can sell wi…
You Invest by Chase had a variety of quirks as well. The main attraction to me was 3100 ntf funds that could be sold anytime without incurring early redemption transaction fees. There was no list of funds available before I invested, but when Chase …
I'm starting a position in PSMM tomorrow, which along with JEPI and ESGV should hopefully make better use of cash in my 2 Fidelity retirement accounts. Seems like a better strategy than making short-term trades in FTANX and FASMX, for example.
CTFAX up 3 cents, MWISX up 1 cent FIPDX up 3 cents EIXAX up 1 cent HMEAX up 1 cent. Most of these, except CTFAX are minor positions. Most disappointing: GPANX down 1.2 %
My former state Missouri is also experiencing this scenario, especially in the southwest section-home of Springfield, Branson and Lake of the Ozarks. Huge GOP/ MAGA area, of course!
+1 This is the second time I have read this, and the greed/horror is just as visceral as in my first reading. Glad to see that the project creator Nikole Hannah-Jones received tenure at Howard University and brought along $20 million in funding afte…
I've used VCSH VCIT and VTC in the past. Not sure if they're the best, but I wanted a brand-name etf with an adequate trading volume, as well as low expense ratios.
I'm invested in ESGV as a core holding at Schwab and Fidelity. I invested in IVOL earlier this year and made some coins, but it's slumped lately turning a 4% ytd gain into a 2% loss. NTSX is a 90/60 balanced fund.I'll take a look at XLSR. Thanks for…
derf I was looking for a fund, to invest idle cash, with limited correlation to the stock and bond markets. ARBOX has a 1,000 minimum and didn't require 25k like ARBIX. By investing now, I wished to get in the fund before it closed,etc, as Schwab is…
