AL JAZEERA: 20 July, 2022:
Ukraine intends to postpone repayment of its Eurobonds and payments of interest on them for 24 months from August 1, according to a government resolution.
The government instructed the finance ministry to hold negotiations with creditors on deferring payments by August 15 and promised additional interest on postponed payments.
It also plans to postpone payment on the GDP-linked warrants to August 2024 from May 2023.

Been doing a lot of shopping lately.
Last March I sold out my wife's inheritance, which was mostly in a regional utility. She has hopes of buying a small house in a location cooler than Arizona. So we decided to invest 25% of her funds.
Her priorities were dividends and green investing as her "speculative" bet. And then some assets set aside to grow, i.e S&P 500, tech, and med tech. So this is what we agreed to:
The following is copied from the rough notes I have in a spread sheet. Good thing I'm not being graded for formatting.
20.00% Schwab US Dividend Equity ETF™ SCHD
10.00% VictoryShares US SmCp Hi Div Vol Wtd ETF CSB
8.00% Fidelity® Select Medical Tech and Devcs FSMEX
8.00% Fidelity® 500 Index FXAIX
5.00% Cambria Foreign Shareholder Yield ETF FYLD
5.00% GLFOX Lazard Global Infrastructure
5.00% WisdomTree Intl Hdgd Qual Div Gr ETF IHDG
5.00% SPDR® Russell 1000® Yield Focus ETF ONEY
5.00% Invesco High Yield Eq Div Achiev™ ETF PEY
5.00% Principal Real Estate Securities Inst PIREX
5.00% Invesco S&P 500® Eql Wt Cnsm Stapl ETF RHS
5.00% Invesco S&P 500® Equal Weight Utilts ETF RYU
2.00% FSCSX
2.00% TDV tech dividend
2.00% Columbia Seligman Global TECH
2.00% FTEC tech index
1.00% TAN Solar
1.00% First Trust Water ETF
1.00% First Trust NASDAQ® Cln Edge®Offsetting
1.00% iShares Global Clean Energy ETF
1.00% Invesco Global Clean Energy ETF
1.00% Invesco Global Water ETF
As you can see, I bought baskets to represent tech and "green." I see enough moving parts in those fields that I wanted to encompass a variety of theses. For the alt energy funds I specifically avoided those with large stakes in Tesla. And also avoided China as well as I could.
I have also been buying into beaten down funds in our IRA's, and my taxable account, whittling down our cash holdings. I tarried too long during the COVID debacle, so wanted to make a more muscular entry. Still plenty of cash for cushion, and for buying, if the autumn inflation and elections push markets another leg down; which would not surprise me in the least.

73% stocks. Of that amount, 8.15% is in 3 individual stocks. After their big slide, they're coming back up. I'm still DOWN quite a bit from my all-time high on 01 January, '22. I have moved most of my bonds into stocks, holding only one bond fund: TUHYX. The fund managers are holding 7% in cash for me, altogether. 20% in bonds, total. So, it's a more aggressive portfolio, intending to grab profit when the next upswing happens, following the current funk and expected recession. In stocks, I'm 34.21% in Financials. Let's just say I'm "early," not WRONG. LOL.
What's on my buy list? If I did hold a cash stash, I'd buy POWW Ammo, Inc. and might jump into the Helsinki-based Nordea Bank ADR. NRDBY. But I'd wait for a pullback. It's on fire. I started a thread just lately about NRDBY. There's been thoughtful input from others, there. I'm still buying shares of ET in baby-sized bites when I can; it's hugely undervalued at the moment. It's a K-1 tax form Limited Partnership. Also, looking at GRIN. Grinrod Shipping out of Singapore. Funds? PRFDX TRP Equity Income. Defensive play right now, for the dividends.

Tiny ETF with $13 million AUM. But the official reason for closure is that the Transparency Index provider (Transparency Global) is discontinuing index and ARK couldn't find a replacement.
https://www.prnewswire.com/news-releases/ark-investment-management-llc-announces-it-will-close-the-ark-transparency-etf-the-fund-ticker-ctru-301589562.html
ARK website notice,
"ARK Investment Management LLC Announces It Will Close the ARK Transparency ETF (the “Fund”)
Ticker CTRU
ST. PETERSBURG, Fla., July 19, 2022 /PRNewswire/ -- ARK Investment Management LLC ("ARK" or "ARK Invest"), an investment adviser focused solely on thematic investing in disruptive innovation, was notified in July 2022, that Transparency Global will stop calculating The Transparency Index™ (TRANSPCY) effective July 31, 2022. While ARK investigated alternative Index providers, it did not find a suitable solution and decided to close the Fund effective July 26, 2022, or as soon as practical thereafter.
The Fund will stop accepting creation units of the fund effective the close of business Thursday July 21, 2022 and the Fund will cease trading on the Cboe BZX Exchange (CBOE) as of the close of regular trading on the CBOE on Tuesday July 26th (the "Closing Date").
Please see the full press release, including a more detailed description of the closing process, here."

https://www.sec.gov/Archives/edgar/data/1579982/000110465922080847/tm2221379d1_497.htm
497 1 tm2221379d1_497.htm 497
ARK ETF TRUST
ARK Transparency ETF (CTRU)
Supplement dated July 19, 2022 to the Prospectus, Summary Prospectus and Statement of Additional Information (“SAI”) for ARK ETF Trust (the “Trust”) dated November 15, 2021.
This Supplement updates certain information contained in the Prospectus, Summary Prospectus and SAI with respect to the following series of the ARK ETF Trust: ARK Transparency ETF (the “Fund”). You may obtain copies of the Fund’s Prospectus, Summary Prospectus and SAI free of charge, upon request, by calling toll-free 855-406-1506, sending an email request to [email protected], or by writing to ARK Investment Management, LLC, 200 Central Avenue, St. Petersburg, Florida 33701.
At a meeting held on July 15, 2022, the Board of Trustees of the Trust unanimously approved the liquidation, winding down and termination of the Fund, which is expected to happen on or about July 29, 2022.
After the close of business on Thursday, July 21, 2022, the Fund will no longer accept creation orders, and after the close of business on Tuesday, July 26, 2022, the Fund will no longer accept redemption orders. The last day of trading of shares of the Fund on Cboe BZX Exchange (“Cboe”) is expected to be July 26, 2022. Shareholders should be aware that when the Fund commences liquidation, it will no longer pursue its stated investment objective or engage in any business activities except for the purposes of selling and converting into cash all of the assets of the Fund, paying its liabilities, and distributing its remaining proceeds or assets to shareholders (the “Liquidating Distribution”). During this period, the Fund is likely to incur higher tracking error than is typical for the Fund. Furthermore, during the time between market close on July 26, 2022 and July 29, 2022, shareholders will be unable to dispose of their shares on Cboe.
Shareholders may sell their holdings of the Fund, incurring typical transaction fees from their broker-dealer, on Cboe until market close on Tuesday, July 26, 2022, at which point the Fund’s shares will no longer trade on Cboe and the shares will be subsequently delisted. Shareholders who continue to hold shares of the Fund on the Fund’s liquidation date will receive a Liquidating Distribution (if any) with a value equal to their proportionate ownership interest in the Fund on that date. Such Liquidating Distribution received by a shareholder, if any, may be in an amount that is greater or less than the amount a shareholder might receive if they dispose of their shares on Cboe prior to market close on Tuesday, July 26, 2022. The Fund’s liquidation and payment of the Liquidating Distribution may occur prior to or later than the dates listed above.
Shareholders who receive a Liquidating Distribution generally will recognize a capital gain or loss equal to the amount received for their shares over their adjusted basis in such shares. Please consult your personal tax advisor about the potential tax consequences.
Shareholders should call the Fund’s distributor, Foreside Fund Services, LLC, at 855-406-1506 for additional information.
Please retain this supplement for future reference.
Also,
https://www.bloomberg.com/news/articles/2022-07-19/cathie-wood-s-ark-shutters-transparency-etf-in-first-closure

If you are concerned with performance over a brief interval like five years, especially the most recent five years, I can't imagine this discussion is relevant. Either EDGAR will give you the report(s) you need, and non-EDGAR sources will often be easier.
My goal is different. I'm looking at historical performance over multiple decades, and more especially, year-by-year expense ratios. The pre-2000 reports, at least by Vanguard, contain year-by-year performance back 20 years or even to inception, which doesn't seem to be the norm for fund reporting today. Helpful when a fund has disappeared from M*
Then as now the "Financial Highlights" section of the AR gives expense ratios for each of the trailing five years. So with mfs' help, I now have these back to 1989 (from 1994 reports), as opposed to being stuck at 1998, before I called for help. Prior to 1989 I go to my Wiesenberger yearbooks; and prior to 1945, to the 1939 SEC report.
Yah, I don't get out much.

Please help a dummy. I cant’ understand what is the practical significance of this research. Please show me how one could use this data to compare the 5 year total return of two otherwise similar funds. Or in other words is this data point useful?

Please help a dummy. I cant’ understand what is the practical significance of this research. Please show me how one could use this data to compare the 5 year total return of two otherwise similar funds. Or in other words is this data point useful?

Bottom formations consolidation since 6.17
Qqq small caps iwm bottomed first...hope sp500 bottom soon usually 4 8 wks after
USD
UST10 YR 2YR downtrends maybe very good for stocks
SLOW Moon from here hopefully lol
All in vegasss
Hopefully in 4 wks prob will not beg boss for more OT TRIPLE SHIFTS work covering stocks trading loss
Today
+7k tradings 3 hrs bull market
-40k 3 hrs in bear 2 months ago
Every one happy today

Bullish inverse-H&S formation is now seen in major indexes. While there are many estimates of where the markets may bottom, it is good that the mid-June lows have held so far.
https://stockcharts.com/h-perf/ui?s=$SPX&compare=$COMPQ,$INDU,$TRAN,IWM&id=p72077185553

And even better the junk bond market has had several days this month of positive divergences with not only stocks but also Treasuries. A first in 2022.

Bullish inverse-H&S formation is now seen in major indexes. While there are many estimates of where the markets may bottom, it is good that the mid-June lows have held so far.
https://stockcharts.com/h-perf/ui?s=$SPX&compare=$COMPQ,$INDU,$TRAN,IWM&id=p72077185553

Here's a picture of the link to navigate (what Yogi calls backtracking) to the next level up:

For wonks: One can wind up at an unexpected "parent" page if one creates multiple paths (network organization) to a given page.
See graph below. The blue lines present a "canonical" hierarchical structure. The red and green lines are alternative (network) paths.

Starting from the top, one may get to the third node at the bottom level two different ways:
Follow the canonical hierarchy down: right, right, right, left; or
Take an alternative path: right, right, left, right
The latter follows a green edge (arrow) for the last step. Either way you get to the same place.
When one backtracks, should it matter how one got to that node?
There's no incorrect answer. If one says it should matter (path dependent) then one goes backward up the green arrow to the left. If one says it shouldn't matter (path independent), that the parent should be uniquely defined and one goes backward up the blue arrow to the right.
Edgar's navigation takes the second, path independent approach. That's why "if one backtracks to general search page from either the new/current or Classic Edgar (and even the link provided by msf), one gets to the same search page/URL"

Rupal Bhansali is the chief value lady at Ariel. https://www.barrons.com/articles/most-influential-women-in-us-finance-rupal-j-bhansali-51646430102?mod=Searchresults
Scott Black is a bottoms-up strategist who builds his own earnings estimates. While there are more opportunities for mistakes, this is a difficult detail work and there are only a few bottoms-up analysts/strategists. This is unlike many top-down strategists who start with broad macro picture about the economy and GDP and then arrive at some % estimate changes to SP500 earnings.

It may be unclear what was meant by "backtracking". When one clicks on pages sequentially, there is a menu bar on the top that indicates path and one can backtrack to any page in the path. That was my "backtracking" reference to Company Search.
I had no problems in reaching the indicated pages for VG 500, but my interest was in starting a new search.
So, as I understand, @msf's steps, i) start search with the current Edgar, ii) switch to classic Edgar and further adjust search parameters (but don't start a new search), iii) get the desired archival/historical records. On hindsight, the "backtracking" I used just produced the current search page, not the archival/historical search page.
Or2, find the CIK# for a new fund, and enter it in the URL of a previously saved archival/historical search results to start another archival/historical search. That also seems cumbersome.
Or3, just start new search with this archival/historical search page as found by @mcq (I just couldn't reach this page directly from @msf's links).
https://www.sec.gov/cgi-bin/srch-edgar
Bottomline is that I have bookmarked both the current Edgar Search and Archival/historical Edgar Search pages for future use.

In my Roth, my max position size is 17.5% (I set position targets in increments of 2.5%). Anecdotally, I found early in my investing career that position size of 10% for a strong performing stock is enough to add a notable amount to portfolio. In some of the riskier asset classes (small caps) i have a total position of 15% or so, spread across 2-3 funds. Most of my holdings are are 5-7.5%.
In my 401k, rebalancing and managing allocations is easier due to the platform my company uses. Even there I don't really have any position target below 5%, and I have an S&P index fund that is 25%. The fund options in my 401k is pretty underwhelming, which accounts for larger average allocation %.

Going into even more detail ...
Step 1:
Orig post: I think this is the result you got.
https://www.sec.gov/edgar/browse/?CIK=0000036405
New post: Starting with mcq's search result
Embedded link in new post is identical to URL given in orig post. It brings you to the page displayed below. Note the pre-filled starting date of 2013-08-12 (as far back as the new Edgar goes). Also note the "Classic version" link in the upper righthand corner.

Step 2:
New post: Follow the "Classic version" link in the upper right corner to the classic result page
Orig post: This "SEC classic" page ...
https://www.sec.gov/cgi-bin/browse-edgar?CIK=0000036405&owner=exclude
Embedded link in new post is identical to URL given in orig post. It brings you to the classic version of the results page.

Step 3:
Orig post: ... links to filings all the way back to 1994
New post: One has already navigated to the classic version of the results page. The only search remaining to do (for convenience) is to limit the results to the particular forms desired. One could instead scroll through all the results, all the way back to 1994.
-----
The links to the filings on this "classic version" results page are the "Documents" buttons. To "scroll" through all the results, one scrolls through the first 40 results and at the bottom of the page, clicks on the "Next 40" button to get the next 40 results, and so on. This takes you back to increasingly older filings until one reaches the 1994 filings.
Instead of scrolling through every type of filing, one can limit the filings displayed to a particular type by entering that type (e.g. N-CSR, N-30D, 485) in the "Filing Type" box in the upper left hand corner and doing a search by clicking the "Search" button centered near the top of the page.
That returns a very similar looking "classic version" results page containing only the specified type of files, e.g. N-30D:

Arbitrating between yogibearbull and mfs, there may be a browser interaction issue.
When I clicked on the middle link in mfs' initial reply:
This "SEC classic" page links to filings all the way back to 1994.
https://www.sec.gov/cgi-bin/browse-edgar?CIK=0000036405&owner=exclude
I landed here:

Nothing about classic in the upper right corner. Maybe because I was using Chrome on a Windows 11 machine?? Who knows.
Was my "archives" link found also by yogibearbull actually a link to EDGAR classic? I don't know.
Either way, I'm grateful for the advice. It was rather entertaining to read John Bogle's shareholder letters back in the 1990s.
Another tidbit: the V long investment grade bond fund was the "long corporate bond" fund in reports from the 1990s; and it got its start in 1973 as the Westminster Bond fund.
Wellington. Wellesley. Westminster. Anybody else see a pattern here :-)

This discussion has certainly wandered off of the OP subject! But I'll chime in about Sirius. As noted, three months free came with my new Toyota. At first I did not continue with a paying subscription. Then my wife says "I'll give it to you for Christmas". When I called Sirius, I bought a year for a little more than $100. Every year, they want me to renew for much more than that; I call up and cancel and the Sirius folks find me an offer for a little over $100 for the next year. So I still have it in my Prius. I get it no matter where I am ( which sometimes means driving through some deserts).
My favorite channels are 50's Rock and Roll, 60's Rock and Roll, 70's Rock and Roll and 80's Rock and Roll -- I flip back and forth. Often I listen to CNBC. Or there's at least one classical channel, and an Outlaw Country channel and a Tom Petty channel and a classic rock channel. Many others, but I can only manipulate so many preset buttons.
I don't even spend that much time in my car; I think there are ways to play Sirius on a phone app or on our Amazon Alexa.
I could live without Sirius XM, but I like it enough to keep it for the price and ease of use.
Which is probably the thinking behind owning LSXMA.
David

I hope this link will "translate" and appear here LIVE, properly. Here's a ton of statistics about NRDBY from TRP. These numbers are under the heading of "fundamentals." The stock is on my watchlist there, when I sign into my brokerage account.
**********
Edited to add: Nope, the scumbags won't let me cut-and-paste it. The link refuses to appear. I will transcribe it, below:
(By the way, the stock was up on Monday, 18 July '22 by over +6% on that Earnings "beat" from loan-interest growth.)
P/E. TTM. 8.88
P/S. 3.66
P/B. 0.98
Price/Cash Flow. 5.68
Quick Ratio = zero. (What is THIS?)
Current Ratio 0.68
Long Term Debt to Equity: 397.13
Total Debt to Capital: 86.66
Revenue Growth, 3 years: DOWN -6.89
EPS growth, 3 years: +24.54
EPS growth, 1 year: +76.94
Gross profit margin: zilch.
Operating Profit: 43.52
Net Profit Margin: 33.37
ROE. 11.59
ROA. 0.68
Return on Investment: 2.35
Asset turnover: 0.02X
Inventory turnover: zero.
These numbers DO specifically apply to the ADR. I dunno if this stuff will change anyone's mind about the stock. And of course, these metrics can look "ootsy" when applied to BANKS, specifically, compared to other sorts of companies.
......And don't forget the current dollar strength.....OK, then. As the old Texaco tv commercial used to tell us: "Happy Motoring!"

Just goes to show how often I trade options. (I've only owned ISOs and NQOs.)
According to Fidelity, the option holder can override the auto execution. Which gets us back to the prudent investor. While I could understand someone turning off the exercise of a barely in the money option (e.g. to avoid triggering IRMAA), that's the exception. Normally these execute without any knowledge, insider or otherwise.

Stock options that are in-the-money at the time of expiration will be automatically exercised.
...
To prevent automatic exercises, please call us prior to 4:15 p.m. ET, on the last trading day of your options contract.

https://www.fidelity.com/options-trading/options-auto-exercise-rules

Surely I'm not the only one who noticed that the NVDA trade was an exercise of in-the-money (by 53% or more) options on the expiration date of June 17th. Had they not been exercised then, they would have expired worthless.
That's not using insider information. That's trading like a prudent investor with no special knowledge or skills.