BSV, so simple yet so good. Also like in the "near cash" space VNLA, GILPX,, THIIX, SNGVX, BBBMX (misstep in Q1 this year, but basically first one in last 20 years, not a single down year).

+1 david just subscribed to his free newsletter.

short-term, pure manipulation
https://www.axios.com/trump-mccarthy-wants-stimulus-deal-b872e5b8-243a-44f2-adfb-998b87fd1816.html

Almost 50 years ago, two upstart companies pioneered a new model in the financial services industry—one entirely devoted to individual investors. Following this week's close of the acquisition, TD Ameritrade and Schwab are now part of one company with the same shared goal: helping people realize their dreams through the power of investing.

mail.tdameritrade.com/H/2/v600000175091d3956a25213f4bbe5cfc0/b21ddfaa-76df-4f58-b1b4-0239b10f8915/HTML

One Excerpt:

Accept that you are flawed, he says, and you will have a chance of doing the right thing. “Do not aim to be coldly rational when making financial decisions,” he says. “Aim to be pretty reasonable. Reasonable is more realistic and you have a better chance of sticking with it for the long run.”
Mr. Housel offers two examples of reasonableness: Try to defer gratification, recognizing that wealth is created by not spending today so that you have more options in the future. And try to maintain a long horizon.
“Time is the most powerful force in investing,” he says. “It makes little things grow big and big mistakes fade away.”

mutfund/money-hacks-psychology-of-money

@derf
This takes an hour and has no specific names, ( other than mutual fund these guys run GRHAX) but they compare the current values in energy to "death of Equities" BusinessWeek cover 1981, Gold etc..
https://thefelderreport.com/2020/10/07/leigh-goehring-on-the-generational-opportunity-in-energy-stocks-today/
XOM market cap now equal to NEE and ZOOM. Which one do yo think will be higher in a year or two (CVX probably safer bet though)

@Roy,
The maximum drawdown data I posted was from MFO premium that started from Jan 1, 2020 to 8/30/2020.

Sold MTUM and bought ARKK, an actively managed ETF. Intent is to reduce concentration and duplication in portfolio of FANG category holdings into more diversified high growth and innovation. ARKK has returned @30% annually since inception in 2014 and although perhaps not unique you can subscribe to a list of their daily trades shared after the close. Helps me understand direction of management team.

Also, a fund like PRNHX continue to impress me in the mid growth space...up 80% since March...40% YTD...27% over 3 years...23% over last 5 years...21% over trailing 10 years...15 % over previous 15years.

let us hope
https://scontent-bos3-1.xx.fbcdn.net/v/t1.0-9/121045397_10158137075281749_1044652665160004636_o.png?_nc_cat=1&_nc_sid=730e14&_nc_ohc=it9ZIxKnNWIAX_-rZSA&_nc_ht=scontent-bos3-1.xx&oh=08e57278c9d1cd525117b0d17719b47c&oe=5FA46A2E

https://www.barrons.com/articles/how-to-build-the-best-bond-portfolio-for-crazy-times-51601679774

Pretty good rare article.

Ditto. If you ever wondered what the barbell approach looks like ..... :)

https://www.barrons.com/articles/how-to-build-the-best-bond-portfolio-for-crazy-times-51601679774

Pretty good rare article.

@msf
So I don't have a TRP "brokerage account". Honestly I did not know they had one else would have opened that one when I transferred IRA to them from an old 401k several years back.
My best bet is to see if they use someone else for ACATS clearing.
Next best bet is to file that IBKR form and see if they will wire money directly to IBKR account.
Last resort I have to do things old fashioned way and have them mail be an FBO check I can send IBKR. This is 2020. IF I have to do this, no one is ever going to Mars, ever.

Things to chew on from Brian Gilmartin at SA:
Summary
° There seem to be too many different types of risks developing around the Presidential election.
FD: the usual --> do nothing
° Personally, I still think Financials in general and bank stocks in particular are more "value" than "value trap" but more patience will be required.
° It's another dry week for S&P 500 earnings releases, but the fireworks really start once again in the week of October 12th, 2020 when the big banks and many financial companies kick off 3rd quarter earnings.
FD: I don't see why anybody would look at Financials or invest in one category when most just need /want SPY/QQQ. Financials don't move markets anymore because the category is much smaller than before without much growth.
Article Here

@msf - I’m essentially working with the “print” edition (delivered by Amazon Kindle). I’m thinking now I might have juxtaposed (ie “confused“) a couple related articles on bonds in the Oct. 2 edition in my original post. The one I’ve linked below quotes Fuss and others.
I think Barrons is a bargain at the $12.50 monthly I’m paying. (Some can get it for less, depending on format desired.) I figure if I can’t pocket an extra $150 a year with a couple smart moves from being better informed, what good am I? Would rather folks pay for what they read. Puts food on the plates of top quality journalists.
All that said, when I need to copy / paste something to the board (hard to do from a Kindle read), I can usually locate the article with the DuckGo browser. This might work better (top article). https://duckduckgo.com/?q=There's very little middleground these days and thats reflected in the bond market Barrons&ia=images

@Sven
And the total drawdown was greater at around 20.7% from 2/14-4/3.

+1 @Mark - You mean someone can actually make money by reading this board?
(Just kidding) :)

Any thoughts on his GE bet?

He is really negative on Treasuries:

When it is hard to envision a scenario in which an investment generates a mid-single-digit return—and when it is easy to envision a scenario in which an investment generates a double-digit loss—one should stay away from those investments. Unfortunately, that is the circumstance that investors in Treasury bonds find themselves in today.

Ditto - Just finished reading the awesome report. That was my main take-away as well. The phrase begins with something like “Other than short duration high yield bonds ...” (which he still likes).
Well - That’s a fine one. What’s an older conservative investor supposed to buy for diversification in lieu of investment grade bonds? TMSRX? Perhaps - but 2 years does not constitute a serious test. On the surface that might well suggest putting more into equities. However, every so often there come along those nasty 30% market dips. If you’re in the distribution phase, those can seriously upset your cart. BTW - Hasn’t this “can’t win with bonds” prediction been echoing through the chambers of investment gurudom for something like the past 12-15 years now?
-
RE GE - They’re big in jet engines and suffering along with aviation in general. One chief competitor, Rolls Royce, has been plagued with serious quality issues in recent years. Most commercial aircraft can be adapted to accommodate engines from different manufacturers depending on what the airline prefers.