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Mona

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Mona
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  • Once again FD can't resist telling us how great he is and how he never has lost a dime regardless of the market situation. Perhaps he feels a need to remind us of his prowess from time to time, in case we may have forgotten his amazing record. Count…
  • Hi guys, In viewing my portfolio in M*'s Portfolio Manger this morning (Saturday 10/2) around 5:45 AM, I am finding than a good number of my mutual funds have stale pricing from Thursday's market close and M* has failed ... yet again ... to update m…
    in morningstar Comment by Mona October 2
  • Mona ,would RSP etf meet your needs? RSP seems to be an equal weighted 500 Index product and is available at Schwab. For no good reason I gravitate to OEFs but if one is not available, an ETF will work. Thank you.
  • Good thread @bee. The Sept 17 episode is quite thought provoking and actionable. I am aware of Schwab's Fundamental Index Funds. Do they have an equal weighted 500 Index mutual fund?
  • If there's nothing stopping one from gaming the system, one could then immediately combine those multiple accounts to meet the $50K Admiral share requirement. I only gave an existence proof that even if one is not a flagship customer, once one has …
  • "But if you want to game the system, why stop at $25K/account? Vanguard allows shares to be moved from one account to another existing (not new) account. Sure, it took me over an hour on the phone with Vanguard years ago when I converted some shares…
  • Exactly. Vanguard only allows cancel order early in morning. Other times are not okay even if you call their agents. I will talk with their Flagship service first to see if I can get into the Investor shares first. Afterward i can add up to $25k…
  • @msf, thank you. I am interested in Capital Opportunity fund. Since Capital Opportunity is also closed if you are not Flagship, you might want to look at Primecap Odyssey Growth POGRX.
  • The short version of my most recent experience with Vanguard. For the past two months, Yodlee has not been updating my Schwab account when I log in to Vanguard. It appears to be a 2FA problem. I have sent countless messages to my Flagship represen…
  • Kiplinger says that Vanguard and TRP "declined to participate". Perhaps what this means is that Kiplinger is still waiting on their customer service departments for responses:-) That is funny. TRP has cut back on many services. I used able to acce…
  • Is it just me or have others felt that the reps are quite young vs the other brokerages. In the few times I have had to contact Vanguard in the past year the reps sound like they just got out of high school. My other brokerage reps are much more mat…
  • Vanguard has bigger problems than lacking technology. Vanguard's business problems are people problems.
  • My personal feeling is that the market has been supported artificially for a long time now. We haven't been getting a lot of breadth, and equities, barring certain sectors, has foundered. All kinds of health (and economic) concerns. Short-term? …
  • msf, in your last two paragraphs, I think you meant VWILX and not VWINX. Mona
  • @Mona , I've noticed that Vanguard is using Yodlee to authorize funds transfers from other brokers, like Schwab and I brought up to their management that there is a problem on their site with Yodlee. Anyways, I was able to escalate the issue to th…
    in morningstar Comment by Mona August 7
  • Morningstar must still be asleep this morning... Yep. And they joined the ranks of Vanguard. Morningguard? Vangstar? For years I have used Yodlee on Vanguard to aggregate my Schwab account. Worked great. For the past few months, I can't get it …
    in morningstar Comment by Mona August 7
  • Morningstar must still be asleep this morning... Yep. And they joined the ranks of Vanguard.
    in morningstar Comment by Mona August 6
  • Hi Junkster, Great to read your post. Thank you! Hope you are making time for hiking since I know how much you enjoy it. Best Mona
  • Hi @Mona, nope, haven't posted on Armchair. I'm just doing my own investment thing and spending a lot of time helping get a startup nonprofit off the ground. You must be enjoying the junk & semi-junk muni ride; that and securitized credit have b…
  • Good posts, @dtconroe. That's my investing style too. Loving the hy munis right now, and the Semper (and others') bounceback has been great. All the best -- Former M* McMontana. McMontana/AndyJ, like dt, I always enjoyed reading your posts on M*. I…
  • dt, thanks for your detailed post. Mona
  • @hank. A thread from Bogleheads.org that might add value. https://www.bogleheads.org/forum/viewtopic.php?f=1&t=349493
  • schwab has the best MUTUAL FUND in america. it is SWPPX ( S&P 500) and it has cost factor of 0.02% vanguard, everyones favorite though not mine, offers Admiral shares VFIAX (S&P 500) at a cost factor DOUBLE schwab 0.04%. tell me now that sc…
  • Yup. MGGIX, VIRT, BFARF, BIP, IP, & some option spreads were nicely up today for me. Mostly red otherwise. I looked at Morgan Stanley Inst Global Opp I (MGGIX) and can't figure out why it was up yesterday when most everything else was down. …
  • In February, my homeowners replacement coverage policy increased 29% with Chubb. I have not had a claim with them in 30 years. Being that I consider Chubb crème de la crème in this market, I will not look elsewhere.
  • Rudolph-Riad Younes and Richard Pell cost me a few dollars.
  • Thank you.
  • I also own MIOPX which is about 35% emerging Asia. MIOPX is probably my favorite fund of the lot because it is international in its focus. If you look at its performance for just about any time frame on Morningstar or MFO Premium it's in the top …
  • @bilperk, Welcome aboard! Indeed. I followed a number of his posts on Morningstar. Bright and well-reasoned.
  • Disgusting swamp goo. I agree. I wasn't in that meeting but I sold most of my portfolio(all bond funds) at the end of 02/2020 documented (here). But, the following (link) is also a disgusting swamp goo and we can call it Joe Quid pro quo. You …
  • I have portfolios set up on M* and M* Portfolio Manager on T. Rowe Price. The portfolios on M* are not working and the ones on T. Rowe Price are working fine. Go figure. I have tried Firefox and Google Chrome.
  • Hey FD1k, Cuomo is not my governor, but unfortunately, Kemp is yours. "ATLANTA -- Georgia Gov. Brian Kemp defended his administration’s handling of the coronavirus pandemic in fiery remarks Wednesday after a report from the White House coronavirus…
  • I get it. One side is always correct and the other side is trolling. FD1k, Interesting observation. You and Gary1952 came over from Morningstar to MFO and are trolling. Who do you see trolling on Morningstar that came over from MFO?
  • Yawn! Biden visited Detroit and had only 2 cheerleaders, what a crowd Poll: Joe Biden holds 5-point lead over Trump in Michigan Michigan voters disapprove of Trump’s pandemic response https://www.clickondetroit.com/news/politics/2020/09/08/poll…
  • Mr. Waxman, while eating your popcorn, did you listen to "Fortunate Son" as Donald came off the plane? In case you missed it. How ironic being he dodged the draft 5 times.
  • ....I'm getting my popcorn! "Amid a political crisis of his own making, President Donald Trump headed for the support of a rally in battleground Michigan on Thursday, trying to move past revelations that he had been determined to play down the dange…
  • Yawn! Biden visited Detroit and had only 2 cheerleaders, what a crowd Poll: Joe Biden holds 5-point lead over Trump in Michigan Michigan voters disapprove of Trump’s pandemic response https://www.clickondetroit.com/news/politics/2020/09/08/poll-…
  • Not really, every state has to be ready for a crisis, especially NY. Both the Mayor and Gov were not ready at all. They spent their budgets on something else. The Gov set guidelines, each state has to follow it unless you are Lib who thinks the Go…
  • Not really, every state has to be ready for a crisis, especially NY. Both the Mayor and Gov were not ready at all. They spent their budgets on something else. The Gov set guidelines, each state has to follow it unless you are Lib who thinks the Go…
  • Mr. Waxman, you took the wrong side. Overwhelmingly, American Jews do not support Trump. Do you want some proof that he is a legitimate anti-Semite? Let's start with a bit of his slobber to the Republican Jewish Coalition in December 2015. "Stupi…