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.
Yes, in Columbus, Ohio. 1997 was the Emerging Market crisis in Asia followed by the shocking late night news report that Lady Diana was killed in an auto accident. Later, that fall OSU lost to Michigan for the third year in a row, putting Michigan i…
I still use Yahoo to view quarterly fund returns, so the RYPNX 1Q 2020 loss of 37.14% is a little too high octane for me. I looked up JABAX on Tiingo and found some good blog and news information: I just need to grasp the Lingo on Tiingo and stop b…
Zweig must be referring to clients of Dave Ramsey, Theocratic Financial Conman, who tells his listeners to just "pick good growth stock funds returning 12% annually." Of course,listeners can't research these funds themselves- no they have to go to a…
IVOL was working earlier this year but I sold my positions and took profits when it started slumping. Using JEPI in its place. Looking for these type of funds to return at least more than 50 basis points, which is what I could earn with a Marcus mon…
I did buy one share of PFIX today at Schwab. By the way, My previously comment was completely snarky. If I'm going to get fleeced, I at least want to see some marketing genius at work extolling the expertise and experience of their analytical and st…
+1 Just the name: Simplify Interest Rate Hedge! Probably should have used a term like strategic, quantitative, analytical, research, quantum. Near a 52 week low for this fund, which probably means nothing, since the fund managers don't know anythin…
I seem to be missing something. The card above references Greene County, Missouri which is a big GOP area, so if you live in Michigan, it can only be meant to deceive you. If you're comfortable, take it to the local Democratic party HQ in your count…
+1 hank I use etfs extensively, and in this market sell quickly to realize profits or minimize losses. ESGV and JEPI work, but IVOL seems to be in a downtrend.
+1 I'll be breaking in a new brokerage, Ally, this coming week. Ally has no ntf funds: every no load fund purchase is charged $9.99, but apparently there are no load-waived funds either. Obviously, I won't be purchasing JABAX or MDLOX there, but th…
I think there is definitely a rivalry between Fido, Vanguard and even Dodge & Cox. From what I can tell ,Vanguard and Dodge & Cox funds are the only funds that Fido charges a $75 transaction fee to purchase !
The NYT was providing free COVID-19 coverage, so maybe they're providing free coverage for major continuing news stories, in the hopes that readers like what they see and decide to spring for a paid subscription !
hank I don't think TRP cares where you buy their funds. They saw their AUM stalling out and allowed Vanguard, Schwab and Fidelity to sell their funds etf. Apparently E-Trade and TD Ameritrade weren't generating enough sales, so they opened fund acce…
The MI SOS office website says as long as you are in the correct polling location, your name will appear on the registration list. The Voter Identification card is for your reference, and not required to vote. michigan.gov/sos since I still don't …
hank I'm sorry to hear of your situation and appreciate all of your contributions to this board ! I've done enough of these ACAT transfers, so that I have to have procedures set in place.First, I verify that the in-kind funds are carried by the rece…
I figured since Giroux has touted the utilities sector as purchases for PRWCX , TRP could give him a separate utilities fund. Give him two assistant portfolio managers, put some of his utility picks from PRWCX in the new fund, and he could spend ab…
+1 thanks catch22 Tafraoute looks to be about 450 miles north of Laayoun, the largest city in Western Sahara.(Spanish Sahara before 1975) As a geography nerd, just an area I keep tabs on !
