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.
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 …
@WABAC,
My local library system offers Morningstar Investing Center (MIC).
I can access a fund's One Page Report (and full report) via MIC.
MIC also provides access to the M* StockInvestor, FundInvestor, and ETFInvestor newsletters.
[snip]
@yogibearbull, I'm not seeing the turnover history at that link. I see a condensed M* summary of all their share classes.
[snip]
@WABAC,
According to the M* GQEPX One Page Report, here are the fund's annual turnover rates:
2019 - 155%
2020…
@Mark,
You may want to consider LibreOffice as a free, alternative office suite.
LibreOffice is compatible with a wide range of document formats such as
Microsoft® Word (.doc, .docx), Excel (.xls, .xlsx), PowerPoint (.ppt, .pptx) and Publisher.
I d…
Apple is pretty good for security but not so good for privacy.
Like Old_Joe, I avoid using "the cloud" for storage or user apps.
This is due to potential privacy, security, and sovereignty issues.
@BaluBalu
Would you be able to briefly note the differences in how JQUA and QUAL define quality?
Which traits (profitability, earnings stability, capital structure, growth in profitability, etc.)
are prioritized and which metrics (return on equity,…
The last thing Boeing needs is financial restructuring. They need to reinstitute the pre-McDonnell Douglas merger ethos where engineering trumps cost cutting.
+1
The McDonnell Douglas merger precipitated Boeing's descent.
McDonnell Douglas managem…
The Week in Charts (03/15/24)
The most important charts and themes in markets, including...
00:00 Intro
00:16 Topics
01:24 Active Managers Go All-In
06:27 Pricing in a Perfect Future
13:34 Stubborn Inflation = No Fed Cut
27:20 The End of Negative I…
Texas is well-known for its oil and gas industry.
Many people don't realize that Texas produces the most renewable energy of any state!
Will banning the aforementioned 10 firms (and their corresponding ESG funds)
"immeasurably damage the state’s ren…
No kidding - the time has passed very quickly.
My employer stated employees would be working from home for a "few weeks" in March 2020.
Little did we know a "few weeks" would morph into approximately 2 years!
Now we work in a hybrid environment with…
