It looks like you're new here. If you want to get involved, click one of these buttons!
Yep, I am also weighing my options of at least devoting part of my portfolio for longer CDs--maybe 2 or 3 year CDs. 2 year CDs have been the longest I have previously invested in, but with 3 year CDs over 5% now, it at least deserves some consideration. With my taxable account, I prefer limiting my CD terms to shorter options of 6 months to a yearfor liquidity purposes, but with my traditional IRA CDs, I am looking closely at longer terms. A 3 year laddering approach looks interesting to me in my IRA account.I am overweight CD’s and loving it. As an older middle aged dude it’s great not to think of the next 50% correction. The only thing I worry about is when to go out longer to lock in a living, risk free return. I think that life is cool at 5.5% and I have no FOMO at all.
Hi @LogicalInvestor,M* Fund Reports include a fund's turnover rate for the past 10 calendar years.
You may be able to access M* Fund Reports online via your public library system.
I'm not aware of any websites which provide annual turnover statistics spanning multiple years.
I'm a "M* Investor" subscriber. They only show the last year's turnover on https://investor.morningstar.com/ and the standard Morningstar site. Am I missing something?
I'm a "M* Investor" subscriber. They only show the last year's turnover on https://investor.morningstar.com/ and the standard Morningstar site. Am I missing something?M* Fund Reports include a fund's turnover rate for the past 10 calendar years.
You may be able to access M* Fund Reports online via your public library system.
I'm not aware of any websites which provide annual turnover statistics spanning multiple years.
This thread jumped the track days ago. I’ve been watching largely for amusement. But I respect peoples’ right to post what they will. Either @Baseball_Fan or the board moderators, ISTM, have discretion to allow / disallow certain comments or topics of conversation. You and I do not.It frustrates me when a thread can quickly deteriorate into "silly ass" discussion. The thread topic is simply "How would you invest $100,000 now?". Just answer the question, give your reasons for that choice, and move on. The answer to the OPs question will vary from one investor to another, but it is an "investment" question, not a frivolous spending question.
Earlier this year, Romick delivered the keynote at Morningstar’s investment conference, reflecting on his 30 years of successful investing across multiple cycles.
We asked Romick to share insights and lessons learned navigating major crises like the tech bubble, financial crisis, COVID crash, and 2022’s meltdown. Interestingly, he believes Crescent has survived by “first considering what can go wrong.”
Hear Romick’s wisdom on defensive investing, managing risk, contrarian thinking, and preparing for an uncertain future—a rare chance to learn from a legendary investor.

Huh ??Definitely-a $100,000 windfall would certainly cover the bulk of tuition and room and board for 4 years at PSU, UM, UW, Cal-Berkeley, UNC and probably some other state universities I didn't research !
The above is a disconnect from the subject. We are discussing how would you invest $100K."$100K is not meaningful to change someone's life."
A total disconnect to the reality of human life. And there we see a person for what he really is. Not pretty.
© 2015 Mutual Fund Observer. All rights reserved.
© 2015 Mutual Fund Observer. All rights reserved. Powered by Vanilla