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.
Support MFO
Donate through PayPal
BaluBalu
Professional Experience:
Corporate Finance (Corporate Venture Fund investments, International and Treasury finance, Public Debt issuances, M&A, Joint Ventures, Planning, Business Divestures, SEC filings);
Policy and Legislative & Regulatory Affairs - Washington DC;
Capital Markets - London and NYC;
Commercial Bank Lending;
Field Biology.
I use bookmark more like archive. I look at bookmarked threads only when I am looking for something from the past I vaguely remember. I use it more as a back stop to search which is not fool proof.
The read / unread feature allows me with not ha…
It was amusing to read that capital preservation is secondary for a fund that touts to be a bond fund (of any kind). Admire the manager's honesty. That is full disclosure for you.
Not necessarily related to the current discussion in this thread but I thought some forum members might enjoy listening to this Howard Marks video. I have been meaning to share this video but I did not want to start a new thread because I am not lo…
It seems any comment perceived as negative about this fund raises emotions in this forum. I can not afford attachments of any kind - that is a luxury afforded to immortals.
I salute Dennis for his objective look.
It boils down to what one expects…
My expectations are from my purchase date - see my previous post. Everything else is meaningless for me. As I mentioned previously, I sold PRWCX to buy this fund.
I would say a solid money center bank callable bonds, callable Agency bonds, PAAA, and RPHIX are all good choices. Instead of either / or, you can split between them.
My expectations for this fund performance since my purchase keep going down. Started with an expectation that it would outperform PRWCX, then dropped to matching PRWCX, now hoping it would outperform high yield bond funds. Let us see how long I ha…
I would have picked “ZEN” instead of “ROAR” for a catastrophe insurance fund!. Any one interested in this fund should read its objective:
“The primary investment objective of the Brookmont Catastrophic Bond ETF (the “Fund”) is to seek to generate …
This Fund’s closing or not closing at $1b is of no relevance to me when the complex manages another $5b in the same strategy. That is the AUM I recall seeing when I checked it’s SAI the last time. That number may be higher now. How did this Fund’s…
I am probably one of the few hold outs here with this investment.
As of 8/31/24, the last date when the full holdings are available, the fund held 16 investments. That is beyond being concentrated. It also held 25% cash. The US market seems unin…
Unfortunately, many people get on Boards to further their own careers (or score cards) and not to take on a fiduciary responsibility. This is not dissimilar to why many people seek appointments to public offices.
I had a friend who once shared w…
I am not a Motley Fool subscriber but I knew a couple of guys in the CFO organization at my ex-employer who were paid subscribers and the stocks they talked to me about did well.
It would be good to hear from subscribers of MF services or of any cr…
ReOpening of ND is supposed to be a moment of great pride for the French. Is there a reason the fringe could not wait for a few more days to topple the Govt and dampen the national mood?
They could not delay their gratification even for three days?
See this earlier ETF post.
https://www.mutualfundobserver.com/discuss/discussion/62506/brookmont-catastrophic-bond-etf-in-registration
Most recent filing from November:
https://www.sec.gov/Archives/edgar/data/1771146/000183988224040421/brookmont-…
Sometimes a rubber stamping board is better than a dysfunctional, and mediocrity promoting board. Look at Intel Board many of whom have been on the board for all the years during which the company made many missteps and destroyed shareholder wealth.
But he won't pay $57b in taxes... no matter what.
I was going off of @msf post. I did not read the links in his post. That is why I said “if”.
In any case, it is a redistribution of wealth from other shareholders to Elon. I presume none of us…
If Elon is going to pay $57b in tax in 2024 as a result of the pay package, we should welcome the extra money to the Govt coming purely from other Tesla shareholders. I do not think he can do more harm or good with an extra $43b. Let him have it. …
Thanks. Now, I see the +ve mark at M*. The distribution probably is about 9.5%, similar to last year.
As an aside, I think last year total return was much higher than in 2024.
Good that various funds in the space go ex on different dates.
Why is Ms. Khan ok with this? BLK also gets a lot of federal govt business - just getting too big and is able to sway sentiment with whatever fancies it to get more business.
When are they launching their private credit ETF?
Good to know we have all this Tech expertise in the forum I can fall back on in the future.
@Old_Joe, I am so technologically challenged, your post was Greek and Latin to me. I do not need to understand everything; it is comforting to know you g…
Thank you, Ben. MOAT attempts to track 100% of the underlying index, unlike some other index based ETFs. The subjectivity is in the index at M* level (not at VanEck level). The ETF is purely mechanical but the index is not.
I think your idea was…
That came as a surprise to me. I had bought INTC on Friday during the After hours.
I think INTC should have planned for divesting the foundry business (money incinerator) and keeping Pat. But the US Govt conditions they agreed restricted divestin…
To be clear I am in favor of OT category being set away from financial Discussions - I.e., Thumbs up for the current forum architecture.
Also, to be clear, the Ignore button sought is not poster specific. The Ignore button is a feature available…
You guys probably are aware that the Off Topic category is not readily visible via the smart phone (iPhone) browser. It is available if “full site” at the bottom is selected. So, driving more threads into OT means less visibility for some of thes…
Why is this thread in Off-Topic? To me it belongs in Investing.
It's agitprop until it actually happens.
I know what you mean. A few posters who hijak threads should not force others to change behavior. We should really create (and sell) the ‘I…
@FD1000, Do you use those Pixels to access financial accounts , banks, brokerages, etc? Do you use any anti virus? Do you some how wipe those Pixels of all potential malware/ viruses before using?
I know you are an IT specialist. So, your pra…
https://www.bbc.com/news/articles/cgrwj0p2dd9o
Why is Trump still in campaign mode? Does he not know he already won the election? He would not understand currencies in 100 life times like Scott Bessent does and so why does he need to talk about c…
Japan Govt debt may be 150% of GDP but what counts is how much of it is owned by the Japanese, especially its own central bank.
I thought the following was interesting:
“OTHER VOICES. Jenny JOHNSON, President & CEO of Franklin Templeton. AI hy…
