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.
Because of its methodology, MOAT ends up selling constituents too soon or hang on to value traps longer than necessary. YTD, MOAT is the worse performing of any fund I have in my watchlist. As much as I like the moat theme, it is unlikely I am goi…
Not yet enough AUM or trading volume to dip our toes in but holdings and other information is available. Since they are only a day old, not all stock services may recognize the tickers yet.
If one is inclined to actively manage MOAT, these two (MG…
As part of his sentencing the Judge ordered SBF to forfeit $11B. Does SBF have assets in billions of $? He is a big shareholder in FTX and there is value in his FTX shares - investors are already itching to buy and restart the Exchange. It is cle…
Thanks
Is it fair to assume that after (extended) market purchases in a T+1 regime may require one to keep more money in same day settle MM funds (sweep accounts) to avoid margin interest?
Are all Fidelity MM funds at Fidelity same day settlemen…
MM funds are the only ones one can safely assume to give Absolute returns if absolute return is required. I guess it boils down to how tightly one wants to control potential loss of principal.
Bottom of the bear market is likely to have the worst …
Two days of price action shows the momentum load of this fund. If risk is properly managed, the fund should not experience a complete momentum unwind. Let us observe.
Is there a large cap fund that employs PVCMX strategy? I would think employing the strategy in large caps would reduce the amount of time they would have to sit on their hands.
Also, it would interesting to see if bond fund gurus in this forum cou…
Redemption restrictions should be more of a concern than breaking the buck. If you are parking your money for a future investment that may be time sensitive, I would make sure the MM does not have redemption restrictions that may frustrate you when…
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
@WABAC, Thanks. Yes, that is a good commentary.
I can not believe it is the $67B (small relative to the size of the market) in covered call ETF strategies that could be the catalyst for any catastrophe (as the headline reads) but the general (rob…
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…
