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I've used M* premium many moons back. Going by that memory, it had less than 25% of what MFOP provides.
I've yet to see any screener come anywhere close to MFOP at this price point in the 20+ years that I've been using screeners.
My 2c only, not investment advice
MRFOX has done well in 2024. Measurement of performance from date of purchase might not reveal the full picture. I am hodl(for now!)
WSJ and Barrons. I (mostly) steer clear of the WSJ Editorial Board pages which are outlandish and toxic (for the record I am an Independent).
Outside the Editorial Board, WSJ content is top notch.
https://www.amundi.com/usinvestors/Products/Consider-Low-or-Uncorrelated-Allocations/Insurance-Linked-Securities/ILS-Pricing-Performance
ILS is Amundi's interval fund version of CBYYX.
I get access to most funds at zero to low mins due to being with a RIA. I tried to push through a purchase on Schwab with this one but was not able to get through. A push is necessary sometimes (on an advisor account) because the trade confirmation …
I believe Trump watches stock market pretty carefully (one can never be sure, Trump has no fixed core, he has no issues flipping 5 times on a position in 5 minutes) and uses that as a measuring stick for success.
Imo 60% China tariff is a bluff to …
Almost 4 years of no activity on this thread. As good a contrarian signal as any! I'm considering a small starter position because I believe energy is a good long term play. Also going to look for CEF's
I wouldn't put it past the Trump administration to stick it to the EV industry but yet benefit Musk firms. Musk hasn't invested in Trump or taking a govt. job for philanthropy.
WABAC and Racqueteer
Below are my thoughts with the disclaimer that I ain't no geopolitical expert (but I am a voracious reader)
Energy demand in the USA will skyrocket over the coming years due to themes of AI/data centers/EV/energy independence.…
I'm going to put it on my Consider Later list for now due to the Redemption policy being more restrictive than an interval fund. I'm interested in it because the strategy is not mainstream, Federated is a known name, international diversification an…
Good callouts Balu and Bartleby.
I cannot ticker trade it on Schwab but I do see a New Account application form at https://www.federatedhermes.com/us/products/closed-end-funds/project-and-trade-finance-tender.do
I don't generally like to purchase…
MPV has zero assets per this site. This fund routinely pops up in my MFO searches so I'm curious about the back story. Anyone have further insight?
https://www.barings.com/en-us/guest/funds/closed-end-funds/barings-participation-investors
Buffet has been written off many times previously. He's done quite well for shareholders over a long time period. 2 year performance compare to SP500 has no meaning imo.
Yep. I called earlier today and Schwab is going to stick me with margin on my 11/11 trades. This is the cheap nickel and diming which I really detest.
I would have pulled the plug on Schwab and decamped to Fidelity years back if I could do so.
Increasing my positions in QQMNX and GONIX. Capped out on CPIEX and QLEIX.
Notwithstanding Yardeni bullishness, Berkshire cash position exceeding equity position is a huge warning sign plus reduced buybacks.
Berkshire off loading actions are the opposite of Yardeni who is super bullish. Is anybody hedging? What instruments are you utilizing? I'm leaning towards adding more to the LS/market neutral funds I have.
If Trump is expected to stop all wars, why is the US defense industry stocks going up so much on Trump election. I think many industry stock price bumps must undergo some unwind soon because everything, except HC and utilities, went up and everythi…
Opened a position in QQMNX today. No trade fees at Schwab which was a pleasant surprise so I purchased additional small lots too with the small cash positions I had in a few retirement accounts.
Cliffwater used to be an institutional investment advisor before they got into the retail game. They manage the widely used Cliffwater Direct Lending Index.
Strategy is pretty straightforward -- direct lending/private credit for CCLFX and CELFX. CP…
