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This may help get my question answered...
https://finance.zacks.com/substantially-identical-mutual-funds-5850.html Avoiding a Wash Sale
An article by Lee C. McGowan, CFP in the Journal for Financial Planning gives some guidelines concerning repla…
S&P 500 futures over 3% below cash closing price. This likely has a lot to do with the drop. I'm glad I am not a trader. https://www.cnbc.com/2018/02/05/xiv-exchange-traded-security-linked-to-volatility-plummets-80-percent.html
I own CHSCN and CHSCL pfds., I managed to buy them on the IPOs. They had a good day but have been dropping lately as rates have been rising. CHSCP pfd could have been called at $25 par but since it was mainly owned by the farmers in their co-op, C…
Kaspa,
FPACX, SGENX, and OAKBX are my top fund holdings and among my longest ones. Great choices. They have done great over the long haul and stick to their investment processes. Even after the gifted Jean Marie Evillard left SGENX, they continu…
