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.
The Week in Charts (04/19/24)
The most important charts and themes in markets, including...
00:00 Intro
00:14 Topics
00:46 When the Levee Breaks
07:21 The Other Side of Mania
12:01 The Large/Small Divide
15:19 Netflix Numbers
19:14 When Valuation M…
@Observant1, free Instant X-Ray is gone. But X-Ray still exists within the old M* Portfolio (Premium) and the new M* Investor (subscription).
Some of the reported problems may be just due to the old M* Portfolio Premium subscription expiring and ne…
M* Investment Research Center was replaced by M* Investing Center in 2023.
Portfolio X-Ray was retired (at least in Investing Center) after the platform upgrade.
I thought Portfolio X-Ray was a great tool and was very disappointed.
It seems I am using I bonds differently from several other people. So far, I haven't sold any, though I suggested a "swap" (buy new one with higher rate than an older one I would sell).
I regard them as long term cash, since they only accumula…
David Enna's TIPSwatch site is an excellent resource for information regarding TIPS and Series I bonds.
I previously scheduled an I Bond purchase on 04/26 via the Treasury Direct website.
The current 1.3% fixed rate is attractive and it may decrease…
@MikeM,
Thanks for the info.
CGBL may be a good option for those who don't have access to RLBGX.
Edit/Add:
After reading your post, I did some additional research.
CGBL has the same general approach as the mutual fund but it's not a clone.
The m…
As Sven mentioned, you may want to check if your local library provides online access to M* Investing Center.
Fund analyst reports are accessible via Investing Center.
The quant-generated reports are not very useful but reports written by human ana…
The cost for my auto insurance increased 8.98% from Jan 2023 to Jul 2023.
The cost increased another 17.60% from Jul 2023 to Jan 2024!
During this period, I drove the same vehicle and there were no
blemishes in my driving history.
My homeowners in…
I doubt that it will be this weekend- the house bill needs to return to the Senate and be reconciled with the original Senate version- sometime next week at best, I think.
On this subject, I want to recognize the leadership of GOP Speaker Johnson. …
RLBGX returns were greater than VWENX returns for the trailing
1 year, 3 year, 10 year, and full periods ending March 2024.
RLBGX returns were higher in 9 out of 14 full calendar years.
During this period, there were two years (2018, 2022) where bo…
@MikeM,
I've had an umbrella policy for several years now.
My 401K and Roth IRA have excellent creditor protection¹.
For assets outside of these accounts, the umbrella policy offers protection
against large lawsuits which are highly unlikely but po…
@Old_Joe,
I created the new "Rising Auto & Home Insurance Costs" thread in Other Investing.
Requested that posts for auto and home insurance in this thread be moved to the new thread.
@catch22,
I don't mind a bit of subject drift either.
In this particular case it may be beneficial to move the insurance-related posts to a dedicated thread.
One of the board admins would need to do this since I don't have the necessary permissions.
Is this the trump derangement syndrome thread or is that located elsewhere?
Asking for a friend
I would not say DJT "investors" are deranged!
They are most likely just uninformed and biased.
The Week in Charts (04/12/24)
The most important charts and themes in markets, including...
00:00 Intro
00:18 Topics
00:57 Inflation Heating Up
08:43 The Most Absurd # in CPI
10:53 See You in September (Fed Cut Pushed Back)
17:28 The Higher For Lon…
Well, at least all of this may serve to take Trump's mind off of the jury selection as he sits there...
If he can stay awake long enough to ponder it, of course. His fave NYT reporter said he kept dozing off earlier today.
I'm sure he is jus…
I'd be very surprised if the Iranian missile strike has much influence on anything. Pretty much of a dud.
I agree - unless the skirmish escalates.
It appears that Iran isn't interested in further attacks unless Israel retaliates.
My understanding is…
I took advantage of similar deals from Columbia and another company (can't recall name) to build
a CD collection. I purchased the required number of CDs at full price and then cancelled my memberships.
Rinsed and repeated several times. It worked ou…
I'd think that the nature of the part time jobs would depend very much on the needs and desires of the job holder. If it's one of those "we will call you when we need you and you had better respond" type of "jobs", then that's total crap.
However …
The "hot" jobs numbers released by gummint was mentioned by Summers. He's pushing for a rather higher neutral rate. I giggle at the jobs numbers, anymore: most of the hires are part-time. No vacation, no benefits. Because employers can get away with…
The following note was included on my March Fido account statement.
"In June 2024, Fidelity will implement a new service fee for some ETF and mutual fund purchases.
This service fee will apply to a limited number of ETFs and mutual funds offered by…
The Week in Charts (03/29/24)
The most important charts and themes in markets, including...
00:00 Intro
01:14 Topics
01:52 Biggest Q1 Surprises
02:13 One of the Best Starts to a Year
07:51 Enormous Eight Divergence
12:57 Higher Growth, Higher Infla…
[snip]
Having gone through 6 bankruptcies...SIX!!!!......you have to question whether buying ANYTHING that he is selling would be wise.
[snip]
Yet, he is touted as being a successful businessman.
Go figure!
"Fidelity Investments plans to charge investors a $100 service fee on exchange-traded funds purchased from nine firms that don’t have maintenance arrangements with the financial services giant, a spokesman confirmed."
https://www.thinkadvisor.com/2…
"Go-Anywhere" funds sound good in theory assuming management is highly skilled.
It can be quite challenging to incorporate these funds into an existing portfolio.
Have we become desensitized to data leaks that this is not at the top of the page at Bloomy
[snip]
These massive data breaches occur all too often.
We, as a society, have become desensitized to them.
The Week in Charts (03/22/24)
The most important charts and themes in markets, including...
00:00 Intro
00:10 Topics
00:50 The Fed's 2% Inflation Farce
09:59 Japan Ends Negative Rate Era
13:42 One of the Best Starts to a Year
20:12 The Reddit IPO
2…
I invest where markets tell me.
1995-2000 US LC 100% indexes
2000-2010 Value, SC, international mainly in 3 funds FAIRX,OAKBX, SGIIX
Since 2010 mainly US LC+ PIMIX until 2018. Then mainly bond funds.
[snip]
Must you post these same comments nume…
Are StockInvestor, FundInvestor, and ETFInvestor newsletters free now if you have M* premium membership? If so, could you please provide the links to them - I was not able to search for them in M* investor
If your library system offers Morningstar …
