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interesting to note that vhcax, the 3rd primecap vanguard fund w/admiral fees, has not reopened.
its largest holding, lilly @$2.5b in value, is bigger than the next 4 combined.
if i had to guess one secret sauce for primecap and giroux, its avoidin…
the scale of russia-affiliated cybercrime is speculated far below pre-ukraine war trajectory.
u.s. and allies presumably have used the war to coordinate offensive attacks on a massive scale, knowing cybercrime's role in compensating for sanctions.
…
a. also look at the newer vtes and vteb. not interested in muni long or single state.
b. the bps expense should also be seen relative to asset class [returns], not just the vanguard multiple.
c. i dont want multiple munis due to the extra state ta…
same here.
longtime insurance company 'forgot' to lower premiums for roof (that they paid for!) and a surprise lowered home value (2024 vs 2023) assessment. that being said, amica treated us well for ~3 decades because we had a family friend that …
for baird :
how can they justify triple the ER when solid quasi-active bond fund\etfs from vanguard do just as well on most/all long term metrics? (and have looked deeply into muni)
they have very low I-shares minimums for all bond funds, but is th…
if not for boeing, i would be embarrassed to be a shareholder in viasat.
interesting real world cultural lab experiment going on...china's boeing clone.
after decades of subsidies, the CCP is highly motivated on reputation to further domestic AND e…
back to primecap topic, from IAV :
"...I won’t be buying either of the two reopened funds, but please do not take that as any indication of a lack of confidence or conviction in the funds and the managers. I’m not buying the funds because...I alrea…
i suggest you make sure there is a text-enabled phone number in the profile.
it may be a freebie sweep, but more likely administrative and\or technical incompetence gets one locked out.
have unable to get any response from elmwealth on tool input details. but one may infer something interesting if true :
a. their optimal asset allocation models imply only 5 variables matter. and none of them lead to
msf stated:
Somewhere around 2015 Fidelity switched from MasterCard to Visa.
musical chairs....CapitalOne is forcing users from an early expiring Visa to Mastercard.
Cap1's highly marketed user changes\benefits? "New Card Number"
hidden bonus: use…
am wondering if this is a long awaited chance for a non-fundamental price spike to unload my unhealthy primecap overweight. not to mention the distaste of re-opening at mkt peaks.
is there a site that tracks fund flow\sentiment vs statistical estim…
please inform; given testfol AA tool is limited to 5 tickers and has no optimizer, it seems pretty useless.
am also interested in hearing re: PortVis if anyone optimizes for anything other than sharpe. there does not seem to be a function that sug…
FYI
lipper dataset means MFO screener (and most others) classify 'foreign' not based on corporations' country/region based economics, but HQ location. ridiculous!
https://www.mutualfundobserver.com/discuss/discussion/comment/175924/#Comment_175924
my guess is that if you no longer have a named vanguard personal rep (when logged in) with a specific phone#, then something happened.
our rep usually calls back and keeps scheduled appointments. if we need to speak with someone immediately, it see…
despite my growing disappointment with vanguard, the personal reps have been consistently patient and accommodating for my parents that are often unable to find\complete tasks (and not just recently !) on the website.
yogibearbull,
thx for all the pointers and opinions on these tools.
am trying to estimate which best fits my needs for re-allocating all grouped family holdings with respect to asset-class in a tax efficient manner (without spending hundreds of hour…
thx. am wondering if FactSet , or the like, has such.
simply out of curiosity, how\why did MFO choose strike a data provider deal with Lipper? best for fund coverage?
am interested in knowing if anyone retained their free access TD stock and fund analysis tools (e.g., NewConstructs,CreditSuisse...), plus added any new ones from schwab.
thx msf.
not sure how they count TRP fund assets once you have closed an account there.
seems silly to have to re-open an account just to convert into I class shares.
would far prefer new money go to PRCHX . am deep into the risk-adjusted stage.
downside :
-not an ETF.
-unlikely that managers would utilize its nimble size to stray from their holdings elsewhere.
does anyone have handy the criteria for TRP Summi…
also as i ~3 decade flagship user, dropping integrated banking services was when i noticed the steep decline in vanguard :
- vanguard themselves added the burden of tens of millions of small accounts by relentless promotion of index products, lower…
It's not 'Admiral' status that restricts transfer, but some rule regarding certain active managed funds such as some by Primecap.
Odds are that if purchases of those have restrictions other than a min amt floor, transfers are prohibited. These are…
am a GMO philosophy fan, but not of their expensive offerings.
here is what didn't happen :
45 years ago, GMO had only one fund based on their quality metrics, and never needed to offer anything else.
vanguard has been the same for many years, with 2 main PDFs. its up to individuals to track down the federal and state gov related income and distributions that may be relevant to tax filing.
TRPRice has online tables that need be parsed.
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there was nothing pre-existing at fidelity. all family member accounts had been consolidated at vanguard, including retirement. some institutional class shares, and admiral shares, were involved.
even though there was more than sufficient liquidit…
yes, failed to move to fidelity custody in 2022. attempted entire holdings, all or nothing, for multi-client family. fidelity tried very hard, and would select them otherwise.
link works fine for me.
note that many manage a fraction of the fund, and its listed but not sortable by %.
still , been looking for this a long time and better organized than usual for vanguard.
~35% in u.s. gov bonds, maybe less in feb as AUM @ 2.5X since new
via vanguard :
----------------------------
Month end 10 largest holdings-12/31/2023
Rank Holdings % of fund
1 United States Treasury Notes 4.5% 17.13%
2 T. Rowe Price Gov. Reserve 1…
mfo does not describe how PRCFX is built up, but if it is somehow via PRWCX assets, then again i must ask what could be the attraction to legacy investors. same question, if new seeded cash simply replicates PRWCX.
the delta or non-identical holdin…
