Buy Sell Why: ad infinitum. At Fidelity, selling transaction-funds is free. It is the buying OEF on Transaction-fee platform will cost $49.9
5. I believe it was
@msf who I learned awhile back in Fund Alarm days where it cost $
5 to add. Here is the steps:
1. Select
Transfer (upper left hand corner) ,
2. Select
Manage recurring transfer,
3. Select
create new activity (upper right hand corner),
4. Select
investment, and this open a dialogue box,
5. Select
fund symbol, account, $ amount you wish to buy, and the day of transaction. I usually pick a few days later once I set up the purchase. In the past, Fidelity likes the customers to make two purchases, but it is not necessary. You may cancel subsequent purchases without penalty.
Not sure what Schwab does with their fee schedule. At Vanguard, they provide
free trading on Transaction-fee funds depending on the total asset you hold with them. The free part goes for buying and selling of that fund. This is really good for long term investors. The downside that Vanguard has a smaller set of OEFs to choose from. We consolidated to simply our life and Vanguard’s human service has declined in recent years.
Buy Sell Why: ad infinitum. Fidelity allows automatic investments for $
5 per transaction¹.
A single transaction can be executed and subsequent transactions can be cancelled if desired. You're correct that an investor would need to pay the initial transaction fee unless the corresponding fund was transferred in-kind. Need to be logged into Fidelity to view following page.
https://digital.fidelity.com/ftgw/digital/recurring-activity/¹ Fidelity's automatic investment program does not include all mutual funds.
Contacting Fidelity to confirm eligibility is best since website info may be inaccurate.
+1
@Observant1 :)
Buy Sell Why: ad infinitum. "Fidelity does allow some type of systematic / ongoing purchase of D&C funds for a small ($5-$10) ongoing fee. Not sure how often or how that is assessed.
But it is supposedly one way around their normal commission.
It also, I think, supposes you’ve done an in-find transfer or paid the initial charge."Fidelity allows automatic investments for $
5 per transaction¹.
A single transaction can be executed and subsequent transactions can be cancelled if desired.
You're correct that an investor would need to pay the initial transaction fee
unless the corresponding fund was transferred in-kind.
You need to be logged into Fidelity to view the following page.
https://digital.fidelity.com/ftgw/digital/recurring-activity/¹ Fidelity's automatic investment program does not include all TF mutual funds.
Contacting Fidelity to confirm eligibility is best since website info may be inaccurate.
Buy Sell Why: ad infinitum. I was able to transfer “in kind” all my D&C money to Fido without paying a commission. But the ability to add / sell / rebalance would have been compromised. A frequent poster (who always replies) has explained before how Fidelity does allow some type of systematic / ongoing purchase of D&C funds for a small ($5-$10) ongoing fee. Not sure how often or how that is assessed. But it is supposedly one way around their normal commission. It also, I think, supposes you’ve done an in-find transfer or paid the initial charge.
I spent a lot of time on the decision to buy OAKBX, looking at their holdings, considering the return on bonds today, and examining the fund’s 2022 & 2008 behavior. I might be wrong, but consider it currently somewhat less risky than PRWCX. Hard to compare it to DODBX because that fund has been significantly revamped over past 2-3 years.
Buy Sell Why: ad infinitum. I don’t think Fidelity would waive the $100 transaction fee either. This is from some infrequent poster here who claims to have special privileges. When asked, he/she never reply.
I have no issue paying $100, but I will make sure I buy a large sum initially. And add to it later for $5 per transaction using Fidelity’s automatic feature. Just make sure that you want to hold this fund for longer periods.
Buy Sell Why: ad infinitum. Dodge & Cox and Vanguard refuse to pay for "shelf space" at the fund supermarkets.
Fidelity charges a $100 transaction fee (TF) to purchase mutual funds from these two fund families.
Fidelity's fee for most other TF funds is $49.95.
Schawb splits several of their index funds
Rare-Earth Minerals History suggests that recycling efficiency is often over-stated. I support recycling, up to the point that it becomes inefficient. t this point, I assume most of my personal recycling is ending up in landfills. The energy & labor component to certain recycling efforts can be a limiting factor.
In the end, having a huge nation with nearly unlimited labor and disregard for their environment may be very beneficial to us. In 50 years, China will be spending vast amounts on their own "Superfund" or living with the toxic results.
I have not seen any data on rare Earth recycling limitations or costs.
Bloomberg Wealth: Greenlight Capital’s David Einhorn I appreciate Einhorn's honesty and humbleness as an investor.
He admits that his hedge fund is typically "wrong" 30-35% of the time.
He stresses that a good investor disciplines themselves to admit their mistakes and let go of those bad ideas (investments).
Einhorn advice: Get better at Knowing when you are wrong and having a process in place to act on your mistakes.
Is any individual investor very good at this?
More new taxes https://www.cnbc.com/2025/06/08/revenge-tax-trumps-spending-bill.html“Wall Street investors are shocked by [Section] 899 and apparently did not see it coming,” James Lucier, Capital Alpha Partners managing director, wrote in a June
5 analysis."
If enacted as written, the provision could have “significant implications for the asset management industry,” including cross-border income earned by hedge funds, private equity funds and other entities, Ernst & Young wrote on June 2.
Passive investment income could be subject to a higher U.S. withholding tax, as high as
50% in some cases, the company noted. Some analysts worry that could impact future investment.
The Investment Company Institute, which represents the asset management industry serving individual investors, warned in a May 30 statement that the provision is “written in a manner that could limit foreign investment to the U.S.”
“No Worries: How to live a stress free financial life” - by Jared Dillian HI WABC
I’m sorry you found this thread a waste of your time.
Hi hnk,
I never said it was a waste of time. Never hurts to elucidate the tactics of grifters. And I enjoyed the various responses enough to be motivated to post my own reaction.
Our first house was a little over 12
50 sqft. OTOH, I currently enjoy motoring around town shifting the gears on my 2008 Honda Fit. It only has 1
50000 miles on it. At my current rate of use I doubt I'll ever need another one. Whether the kids will want it after they take my keys away will be up to them. The 2003 Accord may have worn out by then.
BTW, you did link to the book at Amazon. I'll let you puzzle over the meaning of
advertise.
David Giroux Video
Rare-Earth Minerals Trade talks between the U.S. and China are scheduled on Mon, 6/9 at an undisclosed London location.
Rare-earth mineral exports will surely be one of the main discussion topics.
China can leverage it's near-monopoly in rare-earth processing against our country.
It's imperative that we eliminate our reliance on China for these elements which are vital for national security.
It appears we are making progress in that regard.
The following info is from a recent WSJ email I received.
Q: America invented rare-earth magnets. Can it make them again?
The first rare-earth magnets were discovered in the 1960s in a U.S. Air Force laboratory.
The U.S. was one of the top producers into the 1990s.
But over several decades, China took over.
Now it has a stranglehold on a crucial component of much of the world’s modern technology.
Reporter Jon Emont spoke to us about how the industry shifted and where it’s headed.
A: It was only four decades ago that the U.S. was a global leader in churning out rare-earth magnets—
needed in everything from car motors to F-35 fighter jets.
But since then China has come to dominate the industry,
thanks to its world-leading rare-earth mines and low-cost but sophisticated industrial base.
Allowing this highly strategic industry to leave the U.S. and move to China now looks like
one of the most confounding strategic errors of the 1990s and 2000s.
But what can be built once can be built again.
Since 2020 the U.S. government has poured hundreds of millions of dollars into grants to U.S. companies
seeking to refine rare earths and turn them into magnets.
Progress is being made. In the coming year or two, new U.S. magnet plants are expected to crank up,
which should provide more independence from Chinese suppliers.
But there are still gaps that need to be filled, including expanding non-Chinese production of a certain class
of rare earths—known as “heavies”—which China is currently restricting and which are difficult to produce elsewhere. As the current industry panic over China’s export restrictions has shown,
Beijing’s dominance of rare earths will likely give it real leverage over the U.S for years to come.
