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CBLDX is now on several platforms - such as Schwab, Fidelity, TD, etc.
At Fido it's shown as a TF fund, $250k minimum (same for taxable and retirement).
There's a new (to me, anyway) fund "presentation," as the IOFIX guys call it, up on the site, dated July. Just about everything you ever wanted to know about it, all there in living color ...
Here's a tidbit I'd forgotten: the holdings are almost …
Yer welcome, David. Pimco might take a while to make an offer; I think they're pretty busy answering investor questions about what they're doing renaming and reorienting several of their in-house OEFs.
Impressive performance for 3y, but I might be jittery going forward about a fund comprising "securities backed by credit card receivables, automobiles, aircraft, student loans, and agency and nonagency residential and commercial mortgages ... also .…
For novelty, there's XLC, the first etf based on the new, resorted, reclassified "communications services" sector (old telecom + some tech and discretionary names, including FB, Alphabet, Netflix and others). There are some beaten down elements ther…
There's a good overview of floating rate loans by one of the best SA contributors up now. The specific focus is on CEFs, but the first half or so and bits of the rest are about the sector in general.
Note the subtitle: '"Curb Your Enthusiasm." The…
M* contributor and apparent investment pro acamus set up a terrific site here. I use it and Cef Connect.
I'd recommend ginning up and maintaining a spreadsheet with the data you consider most important to help you make buy/sell decisions. CEF inve…
Manning and Napier was a terrific brokerage with great, steady, conservative funds, out of small city Rochester NY, when it was privately owned by the guys that started it. The company went public in 2011 and hasn't been the same since. Now they hav…
The linkster, of course, doesn't use quotes around his clips, and always follows them with "Regards ...," so anyone new to said poster's proclivities would assume at first glance, knowing how the written language works, that they are his words. Some…
Overreaction, @ Anna, including unwarranted assumptions, to wit: Why do you think my comment is about Ron's post? Why do you think I have a business degree, and what's that got to do with anything? You appear to think I'm a right-winger, which could…
Please implement IGNORE feature where one User does not see posts from another User. Problem solved.
Agree. It can't be that hard to do, given that M* does it.
@ Derf, the timing didn't seem clear to me in the article. I thought it might be that 2m ago was more or less when the pre-tariff stock was dwindling or gone, so anything bought after that would have a tariff cost in it. I just re-read that part of …
On the subject of tariffs the U.S. has implemented, here's a Bespoke piece on the effect on washing machine import volume and prices since that tariff went into place. Note the spike in price: +17.7% in the past two months.
Haven't seen any detail…
Another possibility I heard about recently - thought it might have been here @ MFO, but search doesn't bring it up - is NSDVX, North Star Dividend: $300-ish mil cap, heavy discretionary, very light financials for a small/micro, somewhat overweight s…
For retirees, how aggressive a particular allocation is depends very much on the level of income from pensions, annuities, and/or Social Security. Ted almost certainly has a generous pension from Uncle, and might even be a double dipper, so in this …
Thanks, Hank. So the ESG surge is the main point, then; did the article make a clear connection with Trump? I ask because new launches and increased info on ESG, fossil fuel divestment, etc. seem to me like they predate the Trumpster's ascension. Bu…
Re: the article, I don't have access, but the message is clear from the summary. However, anyone can argue any fund or other investment is somehow unworthy by cherrypicking the period by which it's judged. Too bad for this article's particular argum…
Hadn't checked SFGIX in a while; seems it's lost a little more than twice as much as Laura Geritz's new-ish RNWOX during the YTD EM downdraft.
By the way, +1 to VF's post immediately above.
JG has said repeatedly, as have others, that the corporate debt explosion is looking like it could be the trigger for the next crisis + recession ... although the recession indicators he talks about are not signalling anything dramatic on the near h…
Another excellent interview with macro-man F. Trahan, this one on the playout of this business cycle. Cornerstone's basic story (somewhat similar to the one being told at ECRI): leading indicators have rolled over, pointing to a potential slowdown a…
Note the consumer discretionary to staples ratio and the explanatory text. With staples staging a minor upturn the past couple of weeks, I decided to buy a small starter in a staples etf as a possible rebound play.
I'm recalling one MFO poster was…
Lewis: exactly, thus the word 'normally' twice in my post. There was some 'abnormal,' more or less positive correlation earlier this year, for example, when T rates were on a fairly fast track up. That's recently faded -- for now anyway.
Hi OJ, more than just recession protection, long Ts are (normally) the most negatively correlated asset cf. equity, so some exposure (to TLT, for example) (again, normally) partially hedges an equity-heavy portfolio if that's of interest for, say, a…
Here's the summary page of the latest (2017) Lazard levelized cost of energy study referred to in the article, which supports the thesis of the Barron's piece. More detail provided in tabs below the title line.
"I keep hoping they'll put out a hybrid small/mid pickup, but it's not happening."
Me too. Consumer Reports isn't too thrilled about the Tacoma, although in fairness they never really have been. I really like our 2009 V6 Tacoma- it's been completel…
@Hank, thanks for the replies. Maybe not much has changed with the U.S. brands since I bought the '87 Toyo! But the current Tacomas are up in size and weight, and don't get squat for fuel mileage. I keep hoping they'll put out a hybrid small/mid pic…
@Hank, I'm beginning to look into the new Ford Ranger that's supposed to be at dealers by fall. It's larger than the old one, more of a mid-size, with the smaller engine used in the 150: 4 cyl/2.3L, ~ 30 mpg, an engine just about the size of my '87 …
Might get a lot of pushback on this attempt at "picking winners," which of course the GOP never does. As the piece says, coal and nukes are being priced out of the market, as they're far more expensive than the competition. My ute's just-published a…
Anyone curious about SEMPX: have a look at the holdings. It's pretty diversified across the mortgage spectrum: a few agencies and some commercial in addition to the non-agencies. About the latter -- in contrast to IOFIX/IOFAX, it's spread about even…
will be interesting to see where this goes:
https://www.vox.com/the-big-idea/2018/5/25/17394422/nfl-knee-kneeling-labor-law-kaepernick-free-speech-protest-owners
Interesting; hadn't heard of the 'partial strike' rule. So besides legal action on the…
If you're getting the Fidelity quote page for PONAX that just says "No Transaction Fee" under the fund name, see Note 1 as indicated. You have to click the '1' to see it. The first words of Note 1 read like so:
No Transaction Fee funds are availab…
@Crash, I just went back, logged in via the Port Manager screen, and it's all working from there. (Of course, five minutes from now it likely won't.)
P.S. The "Remember Me" feature at login is totally non-functional; seems to be the only thing that…
Hi Crash, I've been having what sounds from your descriptions similar flameouts, primarily due to login protocol issues, getting kicked out every time I move from one of the new pages to one of the old ones (e.g., Discuss). The login screen that com…
