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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.
T. Rowe Price Capital Appreciation Premium Income ETF
T. Rowe Price Hedged Equity ETF
I am guessing from a quick look at the registration doc, these two are potentially clones of the existing mutual funds.
Thanks @msf.
I am not worried about cash being deposited into the account instead of fractional shares. I am more focused on which brokerage reinvests div on ETFs at the most advantageous way or at least in a neutral way, without giving an advanta…
@BaluBalu
At least as a list the article is helpful, but like all of M* it just "Rounds up the usual suspects". It is too bad they settle for such mediocre reporting
Thanks. I should have mentioned that I opened the article link only for the list…
I have not read M* articles in ages. This one has some ETFs not commonly mentioned in the forum.
https://www.morningstar.com/funds/best-active-etfs-buy
There were a few stocks considered Trump trades which did poorly today, which prompted me to check DJT price. I knew some of the big bets in betting markets are really hedges against another asset -many times a foreign asset or foreign currency. A…
Sorry to hear your troubles @linter. Did Fidelity say you could not open another rollover IRA at Fidelity and buy CBYYX in the new account? Cash between fidelity accounts moves instantly where as moving to Schwab might take 4-5 days. If you are i…
Wow. This thing is trading at $55. I was not following this stock but it looks like its low was on Sept 24 at $12. Last 2-3 days, it climbed about $20.
Thanks @finder.
This is how Fidelity's research tab is working: "Sorry, no results were found for 'EMPIX', please try a new search!"
I tried to force the trade by using the trade ticket and got a 'not available" message. It may be available on…
"It depends on what types of risks you're concerned with and how long you're willing to wait for recoveries."
+1
Just an observation -
Is it possible that DHEAX has more unrated stuff that can act weird in a quick flight to safety situation? No…
"I don't know the answer to that, but ISTM that the earlier order should take precedence over yours."
You got it and that is only one example of the ordering rules that may give us the illusion of chaos because the entire picture is not visible to …
footnote "32. Credit metrics and yield per turn of leverage for CrossingBridge Nordic Core Value Positions reflect 30 dollar-weighted Nordic positions, aggregating $211.8 mm in market value, held in CrossingBridge portfolios as of 9/30/24 excluding …
Reaching for yield segment says stay away from high yield, rather take risk with equities.
Pl share if you listened to the prognosis for next 10 yrs. It is 15 min long.
Thanks @linter. Sorry for the trouble.
It is postmortem from me but is it possible to get around the rule by trying to buy in another account at Fidelity? I know the TF is a full $50. BTW, CBYYX is NTF at Schwab. Many here have accounts at both…
I had posted in a different thread that I sold some BA to buy NYCB. Today, NYCB released its Q3 earnings report and it sold off. I bought more of NYCB in pre-market. I generally do not like to invest in overly regulated industries but NYCB is a r…
That came as a surprise to me too. The latest offer included a one time upfront bonus of $7k and $5k deposit into 401(k). May be they will be offered an increase in this.
Everyone wants their future guaranteed but not their own contributions. As…
Stock is down but not by much. Not sure what the market’s calc is.
May be the following is what the market is comforted by -
"Mr Ortberg [CEO] told investors that his first priority was a "fundamental culture change".
"We need to prevent the f…
I sold the lot I bought last week as the general market looks to pause, union leader in his interview did not give me the warm feeling the company’s offer would be ratified, post 11/5 election uncertainty, etc. The profit on the trade is not worth …
"it isn't necessary [to] buy additional ultra-ST bond ETFs for this flexibility."
Except USFR in my taxable accounts, I had sold all my ultra-short bond ETFs. I just went to MM funds for simplicity. Since I am buying them now for the after hours…
Thanks Rick. After hours b/a size is 150, which is very good. That is about $1.5M a trade. Works for me. Bought using available cash in all the accounts so I remember to use it later.
Not enough time has passed since inception, but NIXT has been tracking very close to IWM. I expected more divergence for an active / thematic fund. Many active small cap funds have done much, much better than NIXT.
Another quick update on the Schwab issue we are discussing lately.
Today, I sold a position in my trading account (IRA). I tried to sweep in the proceeds into MM but Schwab did not accept buy order, with the Order Message that I do not have suffic…
With this change, I no longer have a strong need to move out of Schwab. Their order execution does not appear to be as good pricing as I seem to get at Fidelity but the trade ticket seems more user friendly than at Fidelity. For now, will continue…
Quick update on a Schwab issue I had mentioned previously,
I recently noticed that in all my Schwab accounts I am now able to place a buy stock / ETF order first and then place a sell MM order to cover for the buy. This means that I am also able …
https://bilello.blog/2024/the-state-of-the-markets-october-2024
"High Yield Spreads are now at their tightest levels since June 2007 (2.89%) and Investment Grade Spreads at their tightest levels since March 2005 (0.83%). Bond investors are reaching…
Bumping up again.
https://finance.yahoo.com/news/billionaire-investor-david-einhorn-says-232814929.html
Posted the link not for discussion but because I am taking up a post.
Only if you knew what your votes means for your portfolio success -
https://beehiiv-publication-files.s3.amazonaws.com/uploads/downloadables/e6dae1e5-669f-4741-8d80-ba4aa229f6b0/879eb7a6-7307-4489-a228-56400c7e804b/The Compound's election chartbook…
When M* was hacked my password ended up on the dark web. May be because of that M* keeps me logged in for as long as I like. I get notices from credit agencies and such to change my M* password but I do not because I do not use it anywhere else.
Good move @linter.
You all are my aggregators and you told me only about Artemis and so that is the only source I have. I think for our purposes, it is good enough.
Not that I am looking for an excuse for my lapse in my Friday reporting of EMPIX' one day performance, Artemis (incorrectly) reported today -
"[T]he Ambassador cat bond fund was marked more heavily on Friday 18th October, by -0.77% which now leav…
News for Cat bond investors -
if you want to feel giddy - https://www.artemis.bm/news/cat-bond-market-index-bounces-back-now-only-0-30-since-hurricane-milton/
if you want to feel circumspect - https://www.artemis.bm/news/post-event-cat-bond-pricin…
You are a lucky man @Wabac. Many do not get parenting from their parents. You had grand parenting too. My favorite thing to say is, “there are no teachers, there are only students.” You obviously are a good student of life. Luck favors those th…
