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.
Fido Screener is quite good.
It is the only screener I know that combines mutual funds and ETFs. Others have separate screeners for mutual funds (good) and ETFs (not so good).
Login is NOT required for search. Most others require login or subscrip…
See this thread. But basically,
In the OLD charts, Comparison tab has been inactive for quite a while.
In the NEW charts, the Interactive Charts feature (that leads to Comparison tab) works for Premium login, doesn't work without login, and the st…
Just be aware of risks of such merger arbitrage for BRK + Y.
There was a go-shop period for Y that has now ended. Stockholders' and regulatory approvals are pending. There are no breakup fees (so any party can walkaway for any reason(s)). Y was tra…
Bond market is just not believing what the Fed has been saying on rates. So, it is thinking that after 2 more 50-bps hikes and the start of QT, it may pause/stop. Even Atlanta Fed's Bostic (not a current FOMC voting member) said so. Treasury volatil…
4/30/22
In response to high market volatility, finally there was a noticeable shift from stock funds to bond & m-mkt funds. A tiny shift was also seen into hybrid funds. The changes from the last month are for a total OEFs & ETFs AUM of abo…
It is interesting to see how firms handle consolidation.
After the TIAA bought old Nuveen in 2014, the TIAA has branded its entire fund management arm as Nuveen (new name only and it has nothing to with the old Nuveen), but has also kept the old Nu…
NYSE A/D Line correlates well with the market. See this chart from this weekend Barron's (I comment on it only when there is something unusual - e.g. several weeks of up or down moves/runs).
@Ted_Turner, I just checked in logged-off mode and the Interactive charts are NOT available.
I see them in logged-in mode. As I have M* Premium, I cannot check availability for (free) M* Basic login. May be others can report on this. I haven't hea…
Nuveen muni CEFs had sold off sharply and their discounts narrowed a bit yesterday (their NAV moves were not as dramatic as their price moves). The ETF of muni CEFs XMPT top 5 are NAD, NEA, NVG, NUV, NZF with 32.39% of portfolio.
http://portfolios.m…
Energy may still have legs. If oil prices remain high, energy company profits and cash flows in a few months will be great. Energy still remains a tiny part of SP500 (See chart by Bespoke on Twitter) - but it doesn't have to reach its glorious past …
The new SEC rules for semitransparent ETFs were only in 09/2019 (Rule 6c-11). It took a while for fund firms to get them through the SEC approvals. Now it may seem that lots of them are coming.
Some say that it was bond ^MOVE (or, the credit markets freeze) that prompted the Fed to literally move in late March 2020, not the stock VIX. But both had similar patterns. ^MOVE data are now available at Yahoo Finance.
Well, it IS a bear market for Nasdaq Comp & R2000 (measured from November 2021) and for crazy speculative stocks (ARKK-like) & the EMs (measured from February 2021). But not YET for the SP500 and no where close yet for the DJIA. I now think …
I find that Fido account typically updates after 8:30 - 9:00 PM Central but Vanguard and TIAA never do until the next morning. Friday was options expiry day with high volume, so that could be the reason for TRP delay in posting account update.
Abo…
Shorter-term Treasuries are responding to Fed actions but longer-term Treasuries are not. If this continues, the yield-curve may invert in Summer. See this chart for 2Y-10Y spread in the main panel and 10-yr in the bottom panel. T-Bills and 2-yr T-N…
BUFBX / BUFIX is classified as Allocation 85%+ equity (it had 97.26% equity on 3/31/22, Fact Sheet) and is self-benchmarked to 100% equity R3000. It has a huge overweight in energy at 24.8% (3/31/22 Fact Sheet), the only sector that is doing well no…
Several people in the media are calling for VIX to be 40+ (without mentioning how much above 40) and then hope that this market will reverse. Do they realize that VIX has been almost there already? VIX was 39 on 1/24/22, 38 on 2/24/22 & 3/8/22, …
QQQ outperforms other LC-growth such as VUG, SCHG. They just follow different indexes.
https://stockcharts.com/h-perf/ui?s=QQQ&compare=SCHG,VUG&id=p06555195825
Options expiry days are wild with huge volume. Usually, the trend of the week is reinforced, so there may be some significance for the late rebound today.
BenWP, free Portfolio Visualizer (PV) can handle the MIX of mutual funds (OEFs), ETFs, CEFs and stocks properly. It is the only free software that provides portfolio MPT data. The free version doesn't allow storing portfolios anymore, but one can ha…
I heard from M*,
"FYI – we did a code release last night which removed the “Show Full Chart” link on the Stock quote page and the link to more Key Ratio day.
This applies to both logged-in and visitor experiences.
I’m hoping we restore this for…
No, free Stockcharts are good enough for me. For total-return, it uses a slightly different methodology of adjusted-prices (in Yahoo Finance Historical Data TABLES, but not in its charts). TICKERS produce adjusted-price charts (default), _TICKERS pr…
Probably some temporary M* issue.
In the meantime, use the M* old charts by replacing tickers in the URL. Single charts only, no Compare.
http://quotes.morningstar.com/chart/fund/chart?t=VFINX®ion=usa&culture=en_US
Use Stockcharts to c…
With yield-curve inversion coming, one may see 3% 1-yr & 18-mo CDs BEFORE 3% 5-yr or 10-yr. The 2-yr T-Note is already at 2.68%, 3-yr T-Note at 2.84% (buy at Treasury Direct at auctions, or anytime at brokerages commission-free).
https://home.tr…
Futures have bounced off the overnight lows (SP500 3,856; Nasdaq 100 11,704). Click on chart icons in the links below.
SP500 https://www.cmegroup.com/markets/equities/sp/e-mini-sandp500.quotes.html
Nasdaq 100 https://www.cmegroup.com/markets/equ…
Did nothing today.
FWIW, 5/12/22 was worse for Nasdaq Comp, R2000, utilities, cryptos and those lows held. Today, 5/18/22, was worse for SP500, DJIA, DJ Transports (just creamed) and had new closing lows.
Unfortunately, MOVE blends various Treasuries in a "pot'. It would be better if there were targeted MOVEs, say, MOVE-10 for the most popular/important 10-yr, etc. But the "free" MOVE is a blend & EOD (not real-time). I don't know what refinement…
M* and fund sponsor website.
https://www.morningstar.com/etfs/arcx/schd/portfolio
https://www.schwab.wallst.com/Prospect/Research/etfs/portfolio.asp?symbol=SCHD
