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.
What I struggle with is none of the websites tell me what the selection via the toggle switch means. For example, does a greyed out toggle switch means I am consenting or not consenting to be marketed or use my information for marketing. The def…
Good info @Junkster & @Ybb.
From which event in time is the average 12 month S&P return of 18% calculated? What is the date from which we are supposed to observe this gain? I had to ask because S&P 500 is already up 18% from its June …
Good info @Junkster & @Ybb.
From which event in time is the average 12 month S&P return of 18% calculated? What is the date from which we are supposed to observe this gain? I had to ask because S&P 500 is already up 18% from its June …
Just an FYI -
Re setting stop losses, I had a few trigger, marking my sell price the bottom I have not seen again. After that I stopped using standing stop loss orders in my brokerage account but now I write them down and enter a fresh sell ord…
@yogibearbull,12% or higher permanent cash is expensive. Barron's info is behind a paywall for me.
5 yr performance for PRWCX, FBAKX, and VWELX is 11.5%, 10%, and 8%, respectively, per M* performance tab. Mine is 11%. (I would not have guessed…
Thanks, @Crash. Good to know Ads in YouTube can be blocked. I have not installed Ad blockers on my iphone or PC but I am going to explore choices. Any suggestions?
I have not delved into Robo-Advisors or their products.
Since Schwab Robo is mentioned a few times, how does their performance compare against a moderate allocation fund such as PRWCX, FBAKX, & VWELX over a 1, 3, & 5 year period.
I am…
This week's episode from YouTube (now, there are a few Ads in this):
From Bloomber site:
https://www.bloomberg.com/btv/series/wall-street-week
If the Bloomberg site does not show Ads, I am happy to flip next week the order of the links. (I hap…
Just an FYI - on the question of commissions, most brokerages appear to charge a commission (e.g., 0.01%) in buying and selling Agency bonds. Today, Agency short term bonds were yielding nearly 50 pbs higher than Treasuries of the same maturities. …
This week's episode from YouTube -
If you prefer to watch at Bloomberg site, it is not yet uploaded there, but feel free to check later at
https://www.bloomberg.com/btv/series/wall-street-week
In the month of June, decrease in equity allocation and increase in MM allocation is notable. However, given humans are creating new wealth all the time, it is difficult for me to infer from the %ages if there were outflows vs if new wealth created…
Just an FYI -
On June 1, Bear sentiment was at 37% and the Bear - Bull spread was only at 5%. The following week, those readings changed to 47% and 25%, respectively - not sure what the catalyst was but the readings got worse (58%, (3 SD) and 39…
I can watch the full show as part of my Comcast service. The show airs for my service a few times over the weekend, the last time being 1-2PM PST Sunday. I went to the WSW site last night (by googling) for the first time in response to your post -…
This week's episode is yet to be available on YouTube but parts of it is available (as 4 separate segments) under "Archive of All Episodes" about half way down the page here -
https://www.bloomberg.com/btv/series/wall-street-week
Edit: It turns ou…
link below is from @JohnN post. 1970s inflation and Feds actions year by year are shown after ~16:35 minute mark - quite interesting.
https://m.youtube.com/watch?v=6yzbzJ5ety8&t=149s
@yogibearbull, May be when value guys gloat about BTC was a clue for us to de-risk! Is Howard Marks talking about private credit markets or public markets? I used to read his Chairman letters but have not followed him lately.
So, what was that all about pointing out FZDXX is subject to redemption gates, without mentioning that SWVXX is also subject to the same redemption gates?
Schwab doesn't treat SWVXX as a checking account. So at Schwab you can't pull money out (say,…
"all wires are subject to a wire fees
Some brokerages may waive the fee if your account is large enough. Schwab waives its fee for the first three wires per quarter if you have $100K with them.
https://www.schwab.com/legal/schwab-pricing-guide-for-i…
