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Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.
  • DJT in your portfolio - the first two funds reporting (edited)
    And 72,389,776 people… The popular vote was a landslide.

    A 3% differential is usually not referred to as a landslide. But hey, whatever narrative works for you.

    Kamala 67,878,826 votes
    Trump 72,560,841 votes
    I get 6.9%. Yes, it works for me.
    Seems the KH supporters here are mostly sore losers. I hope everyone is pulling for Trump to succeed, but I suspect you would like him to fail. But I would not make the fatal mistake of disparaging her supporters.
    @chang, For a guy that runs (owns?) a forum (BB), more is expected of you. You are giving a bad name to gracious winners.
  • DJT in your portfolio - the first two funds reporting (edited)
    And 72,389,776 people… The popular vote was a landslide.

    A 3% differential is usually not referred to as a landslide. But hey, whatever narrative works for you.
    Kamala 67,878,826 votes
    Trump 72,560,841 votes
    I get 6.9%. Yes, it works for me.
    Seems the KH supporters here are mostly sore losers. I hope everyone is pulling for Trump to succeed, but I suspect you would like him to fail. But I would not make the fatal mistake of disparaging her supporters.
  • Roundhill S&P Global Luxury and Alerian LNG ETFs will be liquidated
    https://www.sec.gov/Archives/edgar/data/1683471/000089418924006631/roundhillluxxlngg497eliqui.htm
    497 1 roundhillluxxlngg497eliqui.htm 497 ROUNDHILL LUXX & LNGG SUPPLEMENT
    Filed pursuant to Rule 497(e)
    Registration Nos. 333-215588; 811-23226
    Supplement dated November 6, 2024
    to the
    Roundhill S&P Global Luxury ETF (LUXX)
    Roundhill Alerian LNG ETF (LNGG)
    Summary Prospectus, Prospectus, and Statement of Additional Information,
    each dated April 30, 2024, as supplemented
    each, a series of Listed Funds Trust
    After careful consideration, and at the recommendation of Roundhill Financial Inc., the investment adviser to the Roundhill S&P Global Luxury ETF and the Roundhill Alerian LNG ETF (each, a “Fund,” and collectively, the “Funds”), the Board of Trustees of Listed Funds Trust approved the closing and subsequent liquidation of the Funds pursuant to the terms of a Plan of Liquidation. Accordingly, the Funds are expected to cease operations, liquidate their assets, and distribute the liquidation proceeds to shareholders of record on or about November 29, 2024 (the “Liquidation Date”). Shares of the Funds are listed on the NYSE Arca, Inc.
    Beginning on or about November 6, 2024 and continuing through the Liquidation Date, the Funds will liquidate their portfolio assets. As a result, during this period, the Funds will increase their cash holdings and deviate from their investment objectives, investment strategies, and investment policies as stated in the Funds’ Prospectuses and SAI.
    The Funds will no longer accept orders for new creation units after the close of business on the business day prior to the Liquidation Date (November 27, 2024), and trading in shares of the Funds will be halted prior to market open on the Liquidation Date. Prior to the Liquidation Date, shareholders may only be able to sell their shares to certain broker-dealers, and there is no assurance that there will be a market for the Funds’ shares during that time period. Customary brokerage charges may apply to such transactions.
    If no action is taken by a Fund shareholder prior to the Liquidation Date, each Fund will distribute to such shareholder, on or promptly after the Liquidation Date, a liquidating cash distribution equal to the net asset value of the shareholder’s applicable Fund shares as of the close of business on the Liquidation Date. This amount will include any accrued capital gains and dividends. Shareholders remaining in the Funds on the Liquidation Date will not be charged any transaction fees by the Funds. The liquidating cash distribution to shareholders will be treated as payment in exchange for their shares. The liquidation of your shares may be treated as a taxable event. Shareholders should contact their tax adviser to discuss the income tax consequences of the liquidation.
    Shareholders can call (800) 617-0004 for additional information.
    Please retain this supplement with your Summary Prospectus, Prospectus, and
    Statement of Additional Information for future reference.
  • DJT in your portfolio - the first two funds reporting (edited)
    Hope nobody’s shorting this stock today…..

    None in this forum. It would be interesting to see how the stock trades going forward, given so many took their gains in the last four days.
    Hanging on to a few Trump trades did not feel great the last few days. Can not wait to see how they would open tomorrow - I am sure I do not enough.
    DJT performance today is underwhelming, up 6%. Many Trump trades were up many times that. So, those that took gains in the last few days were right to do so. If you shorted this sucker when it was trading in 50s, you did fine to close today.
  • Don’t Let Politics Interfere with Your Investing
    Red in international stocks may be just because of strong up move in dollar. Most global markets were up this AM in their local currencies (exception HK).
    https://stockcharts.com/h-sc/ui?s=$USD&p=D&b=5&g=0&id=p25084282008
  • Vanguard legacy mutual fund platform is closing the end of 2025
    They have been giving notice of this for years. TBH the brokerage site is better. You can trade ETFs, etc, and your settlement funds earns a very competitive interest date, currently 4.75% for VMFXX. There is still an option to fund Vanguard-only mutual fund purchases directly from your bank. Everything else has to go through the settlement fund, this is the same as every other brokerage firm, unless you have a margin account (which still trades against the margin settlement account, which you can fund later if you're feeling lucky.) You don't have to enable margin trading. It all works a lot smoother now that everyone has T+1 settlement.
  • Don’t Let Politics Interfere with Your Investing
    Thoughtful words IMHO:
    Just because we may watch the market closely and debate what happens, and just because we follow politics closely and debate what happens doesn’t mean the market cares one wit about politics. It doesn’t. Thinking it does misunderstands how the market works and how the government works.
    A simple lesson is to look at long-term stock charts and see if you can pinpoint election dates. You probably can’t.
    image
    Article:
    https://crossingwallstreet.com/archives/2024/11/cws-market-review-november-5-2024.html
  • CrossingBridge Low Duration High Income Fund (retail share class available 10/31)
    @fred495 Schwab looks like it would allow the purchase. But I just don't have enough free, idle cash sitting around with which to do it. That's why they won't let me proceed. Give it a try.
  • Buy Sell Why: ad infinitum.
    Orders placed to close out PBA and SOBO. Reason? Oil imports to/through the US from Canada may be endangered with the proverbial 'drill baby drill' attitude starting in 2025 ... and the SOBO Keystone pipeline may face tarriffs bringing Canadian oil to the Gulf Coast. (PBA was always a speculative income hold for me, but @ Schwab you can't DRIP, so I'm not feeling too bad about letting it go for now)
    Might re-enter PBA at some point if/when they make a play for the TMX - depending on how well the deal is structured w/the Canadian government.
  • Backdoor to government Institutional MMFs at Fidelity
    Thanks for the info. FSIXX is better than FDLXX by >20 bps.
    I am currently using FZDXX in my Fidelity IRA. Seems like I can pick up 4-5 basis points
    by buying FIGXX at Merrill and transferring to Fidelity. Can I do better?
  • Buy Sell Why: ad infinitum.
    Just now, IAT (domestic Regional Banks ETF) +0.82%. I use that one for comparison against my holding, --- BHB--- which is up wildly today, but, hey: it was way overdue after several days down and treading water.....
    ET midstream oil/gas LP is way more connected to oil prices than anyone wants to admit. Right now, it's down 6 cents from a new 52-week high, today.
    I am doing nothing, just enjoying the ride today. Keen to keep up with election returns. Macallan 12-year and a case of Heineken on hand. What sort of country will we wake up to, once the final tally is in? Worrisome.
    Spectating, regarding D. Sherman's new baby: AlphaCentric Real Income Fund.
  • Buy Sell Why: ad infinitum.
    For those wondering, I'm just treading water today. Not buying or selling unless something happens. Tomorrow may be a different day, but unless there's a good opportunity somewhere, I'll probably still be sitting on my hands.
    Edit: I did buy some more scotch yesterday, though.
    I’m holding off on any new scotch purchases. If my candidate wins it’ll be a bottle of Glenfarclas at $75-$80. Should she lose, it’ll be Cutty for $25.
    Trading? Sold LCORX a week ago as part of an age related risk mitigation strategy. (FWIW - M* recently lowered their medalitist rating on both this one and LCR - not that I give their assessment much credence.)
  • ⇒ All Things Boeing ... Machinist Union Accepts Latest Boeing Contract Offer
    Thought I'd get on board and take "a flyer" on BA today. Bought 5 shares just to have a little fun.
  • Schwab to roll out broader overnight trading platform
    @rforno according to the rep - these are the only ones currently available for 24x5 (which matches what was in the original article, "Currently, Schwab offers overnight trading in only about two dozen ETFs.") - but I have not tried it out myself. Nasdaq 100 should also be available. The rest coming in stages after 11/12 but still in pilot, so there could be limitations/allowances based on individual profiles, as I understood it.
  • Schwab to roll out broader overnight trading platform

    I think Schwab/TOS has allowed 24x5 ETF trading for a while now, haven't they? The new pilot is for all NYSE/NDQ symbols, right?
  • Buy Sell Why: ad infinitum.
    @WABAC FWIW: The correlation between MRFOX and SPGP is .87 (So it's not really an alternative); MRFOX LT APR is 16.4%; SPGP is 14.4%; STDEV MRFOX 13.2; SPGP 16.4; MRFOX = Great Owl; SPGP No. Also, SPGP has underperformed the SP500 YTD, 1yr.; 3yr.; and 5yr.; but outperformed for 10yr. by .83%. Perhaps this information is helpful. Best.
    I would have been surprised if it was an alternative. If I knew what went into M*'s definition of quality I'ld be surprised if those factors weren't in MFO Premium. I spent many years working with data, among other things, so running screens is my idea of fun.
    The rest explains why it's not turning up in my screens these days, and why it's not in the IRA. :) It's not a purchase I rue; but I wouldn't recommend it to anyone else either.
  • Credit cards and brokerages
    For @msf and others interested in CC travel insurance, just came across this:
    Credit Card Travel Insurance Study
    In summary, according to their metrics, out of 98 cards top 3 are:
    1. Chase Sapphire Reserve - best for Travel Accident Insurance
    2. Bank of America Premium Rewards Elite - best for Luggage Insurance
    3. Chase Sapphire Preferred - best for Trip Delay / Cancellation Insurance
    Best Overall Travel Insurance Coverage: Chase Sapphire Reserve
  • Buy Sell Why: ad infinitum.
    @WABAC FWIW: The correlation between MRFOX and SPGP is .87 (So it's not really an alternative); MRFOX LT APR is 16.4%; SPGP is 14.4%; STDEV MRFOX 13.2; SPGP 16.4; MRFOX = Great Owl; SPGP No. Also, SPGP has underperformed the SP500 YTD, 1yr.; 3yr.; and 5yr.; but outperformed for 10yr. by .83%. Perhaps this information is helpful. Best.
  • ⇒ All Things Boeing ... Machinist Union Accepts Latest Boeing Contract Offer
    Wage increase of +38% over 4 years means +8.385% annualized.
    $12K ratification bonus for 33K machinists means $396 million.
    Boeing raised $23.5 billion in stock and convertible preferreds to shore up its finances - amounts reported vary ($21.1-24.3 billion) because of several elements such as stock, preferred, line of credits, additional allotment to be sold. The underwriters got $300 million.
    https://finance.yahoo.com/news/boeing-raises-21-billion-capital-051740350.html
    https://theedgemalaysia.com/node/732514
    https://www.reuters.com/business/aerospace-defense/boeing-launches-offering-90-mln-common-shares-5-bln-depositary-shares-2024-10-28/