AAII Sentiment Survey, 11/20/24
BULLISH remained the top sentiment (41.3%, above average) & neutral remained the bottom sentiment (25.5%, below average); bearish remained the middle sentiment (33.2%, above average); Bull-Bear Spread was +8.2% (above average). Investor concerns: Budget deficit, debt, inflation, the Fed, dollar, geopolitical, Russia-Ukraine (143+ weeks), Israel-Hamas (58+ weeks). For the Survey week (Th-Wed), stocks down, bonds up, oil up, gold up, dollar up. NYSE %Above 50-dMA 53.30% (positive). Bitcoin is fast approaching $100,000; 52-wk low was $36,750. #AAII #Sentiment #Markets
https://ybbpersonalfinance.proboards.com/post/1737/thread

And some sit on line at the gas station at Costco for 25 minutes to save 20 cents a gallon for their Range Rover...

I sit longer for less. However, I first go in the store to buy the hot dog and soda combo for $1.50 and eat it while in line. I am big on multitasking.

And some sit on line at the gas station at Costco for 25 minutes to save 20 cents a gallon for their Range Rover...

Boy is that the truth. LOL I could never see driving out of my way for gas.

And some sit on line at the gas station at Costco for 25 minutes to save 20 cents a gallon for their Range Rover...

greed
What is interesting is there is sometime a 50 cent price differential here on Cape between stations 10 miles apart.
Some people drive 45 miles to Costco but won't drive 10 miles to save $10

@WABAC : "Did some minor tax-lost harvesting selling FYLD and IHDG while I still had a little to the plus side."
One ETF on the plus side & one on the minus side ? Or had sold a previous winner(s
Just curious, Derf

One was up 5%, and the other was up 4%, since purchase. Lots of dividends down the drain obviously, but I don't see much prospect for improvement in those funds for some time to come.

In the taxable: Did some minor tax-lost harvesting selling FYLD and IHDG while I still had a little to the plus side. To stay fully invested in the dividend sleeve, I added to FDVV, DIVO, and bought RDIV so that they are roughly equally weighted today.
I'm at 37% cash in the taxable, so there is lots of room to add to the growthier side when the time comes.
In the IRA: In order to keep the Widows and Orphans sleeve fully invested, I took the proceeds from selling GLIFX and bought IYK and FSUTX so that they are roughly equal today. That will get me part way to 50% equity, but I'm in no hurry to get there.

https://www.sec.gov/Archives/edgar/data/1587982/000121390024099531/ea0221674-01_497.htm
497 1 ea0221674-01_497.htm 497
AXS Merger Fund
Investor Class Shares: (GAKAX)
Class I Shares: (GAKIX)
A series of Investment Managers Series Trust II (the “Trust”)
Supplement dated November 18, 2024 to the currently effective
Prospectus, Summary Prospectus and Statement of Additional Information (“SAI”).
The Board of Trustees of the Trust has approved a Plan of Liquidation for the AXS Merger Fund (the “Fund”). The Plan of Liquidation authorizes the termination, liquidation and dissolution of the Fund. In order to perform such liquidation, effective immediately, the Fund is closed to all new investment.
The Fund will be liquidated on or about December 27, 2024 (the “Liquidation Date”), and shareholders may redeem their shares until the Liquidation Date. Redemptions made on or after the date of this Supplement will not be subject to any redemption fee that would otherwise be applicable. On or promptly after the Liquidation Date, the Fund will make a liquidating distribution to its remaining shareholders equal to each shareholder’s proportionate interest in the net assets of the Fund, in complete redemption and cancellation of the Fund’s shares held by the shareholder, and the Fund will be dissolved. Any liquidation proceeds paid to a shareholder should generally be treated as received in exchange for shares and will therefore generally give rise to a capital gain or loss depending on the shareholder’s tax basis. Shareholders (including but not limited to shareholders holding shares through tax-deferred accounts) should contact their tax advisers to discuss the income tax consequences of the liquidation. Under certain circumstances, liquidation proceeds may be subject to withholding taxes.
In anticipation of the liquidation of the Fund, Kellner Management, L.P., the Fund’s sub-advisor, may manage the Fund in a manner intended to facilitate its orderly liquidation, such as by raising cash or making investments in other highly liquid assets. As a result, during this time, all or a portion of the Fund may not be invested in a manner consistent with its stated investment strategies, which may prevent the Fund from achieving its investment objective.
Please contact the Fund at 1-833-AXS-ALTS (1-833-297-2587) if you have any questions or need assistance.
Please file this Supplement with your records.

OK, here's the postings from the similar thread initiated by "NumbersGal"

NumbersGal
1:05AM (in Other Investing)
• Is anyone else having trouble with this? It's been down all weekend.
Crash
3:35AM
• Yup. There's a separate thread I started about this very thing. It's all very stinky poopy.
hank
8:38PM | edited 8:43PM
• I don’t use ”legacy portfolio”, whatever it is. I assume it’s a free portfolio tracker? To each his / her own. I much prefer a couple of different (Ad free) tracker apps from Apple at a nominal monthly cost. Albeit, they are a hassle to understand at first. I remember M* X-Ray. Was good at one time. Wouldn’t work for me even with a paid subscription. I subscribe to M* primarily for the added availability of their fund analyses which are sometimes useful and may at least point me in the direction of further inquiry.
MarketWatch carries Lipper data and some analysis. Used to be my “go to” research site. But I now have trouble using it regularly for some reason. MW seems to figure out if it becomes repeated use and blocks queries in an effort to get me to pay. If the garbage presented under MW’s banner wasn’t so terrible I might subscribe,
Fidelity provides lots of data, but for much of it you need to be logged in. One exception is the comparison tool which anyone can access. I’ve been running a lot of comparisons on that lately. Just be sure the first fund you look up is OEF (traditional mutual fund). After that it allows you to add etfs if you want. Set it for 1, 3, 5, 10 years. If there’s a way to set it to 9 years (to match the inception date of one of my funds) I haven’t figured it out.
hank
8:53PM

Crash said:
Yup. There's a separate thread I started about this very thing. It's all very stinky poopy.

• It would be great if there were some way to merge two similar threads. Perhaps MFO will have AI someday which I’m sure could find a way to do that.

I don’t use ”legacy portfolio”, whatever it is. I assume it’s a free portfolio tracker? To each his / her own. I much prefer a couple of different (Ad free) tracker apps from Apple at a nominal monthly cost. Albeit, they are a hassle to understand at first. I remember M* X-Ray. Was good at one time. Wouldn’t work for me even with a paid subscription. I subscribe to M* primarily for the added availability of their fund analyses which are sometimes useful and may at least point me in the direction of further inquiry.
MarketWatch carries Lipper data and some analysis. Used to be my “go to” research site. But I now have trouble using it regularly for some reason. MW seems to figure out if it becomes repeated use and blocks queries in an effort to get me to pay. If the garbage presented under MW’s banner wasn’t so terrible I might subscribe,
Fidelity provides lots of data, but for much of it you need to be logged in. One exception is the comparison tool which anyone can access. I’ve been running a lot of comparisons on that lately. Just be sure the first fund you look up is OEF (traditional mutual fund). After that it allows you to add etfs if you want. Set it for 1, 3, 5, 10 years. If there’s a way to set it to 9 years (to match the inception date of one of my funds) I haven’t figured it out.

Just posted all ratings and flows to MFO Premium site, using Refinitiv data drop from Friday, 15 November, reflecting risk and return metrics thru October and month-to-date (MTD) thru yesterday. Flows are also posted through Friday, 15 November.

If you have an Health Saving Account, Medicare Part B Premiums and deductibles are eligible for HSA reimbursement.

The Centers for Medicare & Medicaid Services just announced that monthly costs for Medicare Part B premiums, annual deductible and IRMAA surcharges will rise by a much higher amount, about 5.9%, for 2025.

https://tipswatch.com/2024/11/15/medicare-costs-for-2025-once-again-are-rising-faster-than-inflation/

Even if you did not have HC funds / stocks, PRWCX alone gave you a material HC overweight.

As of 10-31-2024, PRWCX held a 14.7% HC allocation within the fund. Healthcare has just over an 11% allocation within the S&P 500.

You are right. It went from 23.8% as of 9/30 to 14.7% as of 10/31 which is remarkable and nice. It was so overweight for so long but did not include GLP1 in the top 10 holdings as of those dates! Thanks.
P.S.: people should check their PrimeCap funds. VHCAX had HC at 30% and has big under weight in Financials and Industrials as of 10/31. I had cut it down but should have gone to zero. Now, at less than 1% of PV, I should clean it out.

I can't access M* Portfolio Manager.
The 504 Gateway Timeout ERROR YBB mentioned previously is being generated.
Edit/Add: Able to access after fourth attempt. Not confident service won't be interrupted again.

I too got in after multiple tries. However, the page is frozen and I keep getting a pop up "Page unresponsive".

I can't access M* Portfolio Manager.
The 504 Gateway Timeout ERROR YBB mentioned previously is being generated.
Edit/Add: Able to access after fourth attempt. Not confident service won't be interrupted again.

Once again:
"The best argument against democracy is a 5-minute conversation with the average voter." ---W. Churchill.
Dem? Rep? No love lost from me, in either case. "All are punished." (Prince Escalus, Romeo & Juliet.)

After a while, it had the following error message. Posted a note on M* Investor forum.
504 Gateway Timeout ERROR
The request could not be satisfied.
We can't connect to the server for this app or website at this time. There might be too much traffic or a configuration error. Try again later, or contact the app or website owner.
If you provide content to customers through CloudFront, you can find steps to troubleshoot and help prevent this error by reviewing the CloudFront documentation.
Generated by cloudfront (CloudFront) HTTP3 Server
Request ID: 0MY0704P9j9-fIviXlDUoKWxqP3XLCH_jjpDnZNQl3FGqdhbClYhFA==

Even if you did not have HC funds / stocks, PRWCX alone gave you a material HC overweight.

As of 10-31-2024, PRWCX held a 14.7% HC allocation within the fund. Healthcare has just over an 11% allocation within the S&P 500.