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.
Thanks, Dev. Hopefully, fund managers are providing regular commentary to shareholders of evolving benefits and risks. May be fundholders can post here any such commentaries.
I understand. I was being polite but my statement applies to any one inclined to pile on because if we are saying something negative we should try to be helpful to members who may be carrying meaningful position size.
WSJ had recently ran a simil…
Thanks.
Not sure how large a position forum members are carrying in JEPI vs HELO type strategies. I think the latter kind are popular here. It would be useful for WSJ to bring detailed conversations about specific option strategies than broad bru…
Not sure how one can load up on momentum and not have higher turnover. To some extent subscribing to active management requires faith on the manager that they get more right than wrong. I have learned that if I am inclined to be active, it has to …
Buy a small amount and test it out. No short term redemption fees.
I looked at this a while ago and my recollection is it loads up on the momentum factor but definitely has had good risk control. It is more volatile than how the strategy reads …
Bloomberg had a guest that said advisers (e.g., RIAs) are required to wait 90 days from the launch of a new financial product (e.g., ETF) before adding or recommending the product to their client portfolio. Is that true? I can not find anything re…
@sma3, this is a good example of when cure becomes worse than the disease.
Not all buy backs are bad (e.g., Priceline decreased their share count by 40%); but the abuse seems to be more systematic than I had previously hoped for.
The political rea…
Mollenkopfkopf is New Chair of the Board.
No new CEO yet.
Bloomy was running the BA news as a crisis. I see the BA news as a long overdue change and good news.
I think some companies no longer sell the download to desktop (one time payment) versions of their software applications, rather offer cloud subscription versions. I wonder how long MSFT Office will be available as a one time pay, desktop download …
@WABAC,
In dividend growth, I am looking for something that would not lean Value. I like active funds for Value. MOAT covers large cap and midcap Value for me and I supplement that with VSMIX (VSCAX), an Invesco fund.
@Observant1,
I do not kee…
Given the rush of inflows (though not widely available), may cause the fund to close to new investors. So, I would check with the fund about their criteria for closing.
Finally, not too many seem to focus but this fund levies a 2% short term redem…
please share if you know a fund (incl ETF) that targets companies that grew divi every year for at least 5 but not for more than 10 yrs and are not bottom or top quintile dividend payers. Call them Junior Div Aristocrats.
P.S.: my quick search d…
Thanks, Yogi.
For everyone interested,
Three Q&A after the first 30 minutes of the press conference deal with QT.
Press Conference will be posted at the link below (it is probably already available on Youtube).
https://www.federalreserve.go…
JP's comments about CBDC is music to crypto native's ears. Crypto industry is regaining the spring in its step after SBF fall and has been very active in 2024 elections.
While JP was making a distinction about QT for MBS vs Treasuries and discussing in some detail about MBS QT, I was distracted with something else. Do you mind repeating what he said? Thanks.
In the US, we have three centers of power (business leaders, religious leaders, and political leaders) that constantly strive to make sure each of them is in control of their personal outcomes and the rest of us are just pawns in their games. They …
Inaccurate. Also, if you place trades during off hours, I would check order status before signing off from the account. If the order is not in the order status, I would not assume it did not get placed, I would call / chat the rep to make sure wha…
Fidelity has account lock features which prevents transfers out without two factor authentication. Not sure if the account sign in also has TFA. I am assuming with TFA, companies are not requiring / asking frequent PW changes.
Both Schwab and T…
Can you select VPN servers in different locations when using McAfee VPN?
If so, you may want to try this.
Probably can but I always use the default US where I am.
My too big to fail, money center bank did not allow me to login to my account when I used McAfee VPN. They claim if they can not see my IP address, they will not allow access to my account and that VPN usage blocks the IP address. When I was workin…
Just a FYI - I use Schwab Robo chat only as an enhancement to their search functionality. At the end of the Robo Chat greeting / replies, there is an option to reach a human chat and one can bypass the Robo Chat easily. Some organizations make it …
I started reading the article in the OP and then decided to first check the fund out. Its near 50% financials (say, 40% if you back out BRK) is too much for me. (I already own a lot of BRK.) However, the fund did well in 2023 and 24 notwithstandi…
I second @Old_Joe's opinion about Schwab chat. I have not used other brokerages' chat (and have not checked if they have one) but I started using Schwab chat because once I wanted to have a written record of the communication and I was pleasantly …
These days I determine in the first minute whether I want to speak with the supervisor or someone more knowledgeable and request for it politely. If the person does not cooperate, I drop the call and dial back again. I understand it is not always …
"When I came through the other side, I asked her bosses what the issue was. They refused to say."
Work culture is very different from when you started work. These days there is no such a thing as incompetence or shame of customers knowing the job …
MOAT is my largest equity fund as well, outside of passive indices. I have had it for a while but meaningfully increased it when they changed their methodology in 2016. I would recommend this fund to anyone who is looking for a value ETF. Some nu…
Just listened to today's episode. Why is Bloomy (and CNBC) always so gloomy? It is almost like they go out of their way to look for gloom and doom. So much that it is like the boy who cried wolf too many times. If one follows these media literal…
Fundly,
Do you have access to MRFOX and other funds that have TF at Schwab or Fidelity?
When did Fido start offering MRFOX? It didn’t a month ago
@fundly,
I am presuming the availability of MRFOX in your response is in First Trade and not Etra…
@WABAC, I like VRIG chart better but if you are looking for better liquidity, check out JAAA.
What %age of your portfolio is equity? How has the percentage changed since end of Oct 2024?
