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.
Today Invesco published its annual report on its ETFs. XMHQ sold Super Micro (SMCI) during the latest reporting period, so it is little wonder there was such a high STCG distribution.
Thanks for the report @BenWP.
Seems like I remember Super Micr…
Now, if you want to make posts with real significant, such as where to invest at any given time and/or when markets are at juncture points. I will take this challenge with you any time.
ROFLMAO.
Is this a hockey forum?
"most market forecast models are completely useless...that is, there is zero predictive validity in them."
(And now, my market forecast model: "large cap value is the coming sweet spot.")
H'mmm .... There would seem to be some sort of disconnect …
I also have FMIJX & agree on FMIMX as I use to hold it. Waiting for a BIG dip buy.
I bought in the summer o 2023 after I ran across this article.
I had FMIJX in the IRA for years. Don't know why I didn't consider FMIMX.
I've been looking at GQHPX as well. One thing I noticed, however, similar to all or most of his funds - is the large Nvidia position. NVDA is not an emerging market stock but its large presence in the fund spikes returns relative to its peers.
GQ…
How do they track interest rates over 5000 years? What was Noah getting on his CD's? Asking for a friend.
Asset light? I don't mean to make a prediction, but maybe they aren't thinking about rising mercantilist sentiments and re-shoring. Chinese EV…
Sold all of AUSF from the IRA. It has some qualities I like, like its Martin ratio since the start of "Taper 2." OTOH, I wasn't wild about the process getting it there.
One of the funds I am considering to replace it is GQHPX. I am also looking at…
Short story seems to be they're trodding down the Vanguard path. Crappy IT they can't support justifying cuts in service to people that seemed to be part of their original plans.
If it wasn't for the portfolio feature I doubt I would ever look at t…
maybe be careful with owning stonks/funds w/international exposure...if everyone's favorite candidate on this board meaning The Orange Man wins....or if Biden looks lost in this week's debate...int'l stocks might get stomped...why? Maybe due to thi…
@BaluBalu, it should be no surprise that M* got it wrong. The numbers are as @BenWP reported.
I'm guessing some percentage would have been Super Micro, which graduated to the 500. There were probably others.
I'll grieve about it during the long w…
I continue to like BIAWX
They are consistent and while I do not believe capitalism is evil, they avoid the worst managements
Except for Amazon and Uber, maybe others.
Buying into the S&P 500 seems like buying into megacaps but then adding 300 "smaller" companies for what? Seasoning? Diversification?
Reason: Lots and lots and lots of people buy the SP500. The more people that buy the SP500 the more thos…
Buying into the S&P 500 seems like buying into megacaps but then adding 300 "smaller" companies for what? Seasoning? Diversification?
If the decision is to go with megacaps, then why bother with that dreck? Or if the decision is to diversify …
I'm a bit older than you- in my day it was the Germans... :)
At least it wasn't the Huns (WWI)! ;-)
My dad heard all about the Huns when he was going to high school in the 30's. Dad didn't have avocado toast, but there was swing, and talking movi…
Received a new credit card yesterday. The number, expiration date, etc. are all lightly embossed. It's plastic. And what the hey, I went ahead and signed it. I am enjoying retro frissons you can't imagine. My iphone is sulking and pouting. Poor thin…
@WABAC- how funny- me too. And if there was ever a class that I hated more than PE I mercifully can't remember that.
Yeah, it's a trigger. :)
It got better in high school when we spent more time playing sports than practicing exercises the Soviets…
I have not withdrawn money from an ATM or from a teller since before Covid. I just keep the ATM card as a back up if my credit card can not be used.
I never signed the back of the credit cards and so did not know that the new ones do not require y…
Been using debit cards since the mid 70's. I remember that some even dispensed coins for a little while. I don't think we had credit cards til the early 90's.
and besides I prefer not to let retail companies have my checking account information.
Y…
Been using debit cards since the mid 70's. I remember that some even dispensed coins for a little while. I don't think we had credit cards til the early 90's.
and besides I prefer not to let retail companies have my checking account information.
Yo…
Been using debit cards since the mid 70's. I remember that some even dispensed coins for a little while. I don't think we had credit cards til the early 90's.
Low Tech, I think that the other members are saying that the interest rate that you are getting today on your MM funds might not (and probably won't if you look at the past) last forever. In that case, what would your alternative plans be?
I'm a b…
@WABAC - The other way around. "Musk had redirected about 12,000 Nvidia H100 graphics processing units originally shipped to Tesla (TSLA) to two of his other companies, X and xAI."
Talk about a conflict of interest and/or corporate malfeasance.... …
"I prefer an iPhone to Android. Android always seems like the worst Linux I ever installed.
And it's difficult to break the google connection."
Another option is to install Graphene OS on a Google Pixel phone.
Google apps and services are not bundl…
@WABAC - The other way around. "Musk had redirected about 12,000 Nvidia H100 graphics processing units originally shipped to Tesla (TSLA) to two of his other companies, X and xAI."
Thanks for the help Mark. Much appreciated.
My last "career" was in e-recycling. The SF Bay Area was a great place for that; Stanford, Cal, Lawrence Livermore, etc., lots of engineers, and money. Saw some really cool stuff, and sold it.
I prefer an iPhone to Android. Android always seems li…
Hmmm...to clarify the question....how much of their products are sold if any to spv's and do they finance those purchases...how about Mr Softie... meaning Microsoft. anyone know?
Nvidia ain't giving that info away. There is lots of speculation anal…
and ya really think the money printer won't go into overdrive if the market gets whacked?
Not the Fed as currently constituted. They act like they remember stagflation.
Try and spot someone who doesn’t have a cellphone / iphone in their hand.
Ooh, ooh, me, me :-) I don't usually use mobile phones, smart or otherwise.
Though I have to admit that having a mini-computer (no SIM) in my hand for guidance did recen…
@WABAC : I didn't say that, just posted it. You missed the Quote marks.
I saw the quote marks. I figured you more or less agreed with whoever you quoted.
Who were you quoting?
And the answer is , ""He who tooteth not his own horn, the same shall not be tooted." Fancy talk, sure, but he's trying to tell us that, if we don't acknowledge our own accomplishments, then no one else will, either."
Forsooth, I vouchsafe thou hast…
FWIW, I tried earlier this year on this forum to stir others to participate in Semis and the MAG7, but with little success. Much better success elsewhere as many on another forum jumped on board the FSELX train early this year.
"He who tooteth n…
Passive works when beta is eating alpha. I think the bigger lesson is stop doing what is not working, not just in investing. But it is difficult to quit bad habits, like picking up cigarette butts or deep values. If inclined to sticking with conv…
