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.
BF,
No pension or any other safety net here.
As to planning tools, the only one I use is the M* portfolio which I started using about 7 years ago when I realized that I had way more cash than I thought I had which meant I was unrealistically ris…
The changes to Fidelity automatic investment features have been implemented many months ago, may be even in 2023. That feature is not as good as it used to be, say in 2022. That feature used to be very flexible and you used to be able to use it fo…
I am assuming it is not possible to access Kinnel's screener with my Premium subscription. Right?
His strict ER and manager investment criteria are not that important for me if the fund is from a reputable fund company.
Thanks Guys.
I would like to know if anyone in this forum is investing (not trading) in DJT. I do not care what they do with their wealth but good to know members' specific investing proclivity so I know how to read their advice in the forum.
I…
Thanks, O1.
Reason for not owning bonds - Bill does not think the Fed will be in an aggressive easing mode, unless unkown, unkowns become real.
He looks for secular revenue growth as a percentage of GDP. Looks for long term growth themes and site…
This morning when NVDA was down about 3%, all three indices were up nearly 1%. So, what caused Nasdaq and SPY to close negative to unchanged? Any specific news or just a change in general mood that caused the change during the day?
Technology, S…
I have not been following this thread well. So, pardon my enquiry. Why are you guys following the price ticks of this thing? Is there are catalyst, such as vesting, dilution, etc., tied to a price level?
I went to Kinnel's article in the OP in the hope of finding his screener so I can eliminate the fees and Manager investment criteria but restrict only to mid cap and large cap funds and re-run the screen.
I have not used M* screener in years. I …
and super micro being looked at sideways...any chicanery going on there?
They have a history.
They were just another vendor advertising in The Computer Weekly in the Bay Area before the internet. Always wondered why people got so excited about…
BB I have to prioritize my time
FD if this is true you wouldn't post so much.
Write non-repetitive and non-political posts and I will read 100% of your posts too. Also, strive for brevity if you want others to read all your posts. You are so focu…
Hi @Old_Joe,
I know what is going on in this forum and in this thread. I did not read FD's posts in this thread but reading the very short Mona reply gave me the hint the direction the thread is taking.
I read all your posts. I do not read more…
I could be imagining but I thought the new holdings are available to us after 60 days (30 for the fund + 30 after for the SEC) of month end. If so, that is pretty useless information. I would want the info to be made available within 15 days after…
Despite the recent flood of criticism, I've been using 2 covered call funds for a number of years and feel they serve their function quite well within my portfolio. I do prefer funds which write calls to a nominal portion of the portfolio. DIVO (a …
Using Fido’s mark down price or other latest equity info, I would be interested to know the current D/E of X or its holding company. D being the money various banks lent to acquire twitter.
Is this discrepancy only for ET or a result of Schwab reinvests dividends such that it effects all trading widgets enrolled in div reinvestment? Is it a systems and process issue?
I never paid attention to Schwab before but after migration from TD…
@msf, HSFAX? Typo?
Others, https://aptusetfs.com/acio/
I am a bit surprised how little the three managers of ACIO own in the fund. This is not a big fund family and so I was looking for Manager commitment. I shall let others unpack this fund.
@BaluBalu
One view. SPY vs FBALX
I would think bond funds and even VWINX may have done better than moderate allocation funds like FBALX. But for apples to apples, I was looking for blend funds.
Talking about 2000-2002 bear market and GFC, from Jan 2000 through December 2011, S&P 500 returned nearly 0. Which blend funds fared significantly better during that 12 year period?
Hating the cyber criminals is not going to do us mortals any good. Many times there are state actors involved and I am pretty sure the US government returns the favor in kind. But when the victim is a credit union and its members, the US governmen…
Did they debit the sweep account which pays next to nothing interest?
Otherwise, you have to remember to sell your MM fund to match the settlement. If you forget or fail to do that, you will be charged margin interest.
I stopped buying Treasuri…
I thought there are websites that give you odds to wager. (I used to check a site for this information four years ago.) After the market close each day someone can post the change in closing price and change in odds to wager to see if there is any…
M* AUM for GMO EM ex-China is for all classes - GMAVX, GMAUX, GMAQX.
Yogi,
It is not important and so please do not spend any time on this, but if you are curious compare these two fact sheets which might explain.
https://www.gmo.com/globalassets/…
Most soft pulls are allowed for frozen-credit a/c, but if the institution decides on a hard pull for some reason, it will fail.
Bank of America is like a government organization. Their employees are not trained well or to think. I spoke with the b…
