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.
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PRESSmUP
The last week has been good preparation for playoff pressures....nicely done Tito.
I find it odd that the author chose not to approach GE for comment or clarification regarding the many points outlined in the report. It's almost like damaging GE was the objective.
Yes, beginning last Thursday and completing yesterday. I sold all equity funds down to a foothold status with the exception of VHCOX, RPMGX and VGHCX. the first two simply due to the protected nature of the share class in my account. Vanguard Health…
Oddly, this happened to me as well...and I NEVER choose to have the browser save passwords for any website where dollars could be at risk.
I think a note to Schwab is in order, which I will do tomorrow AM.
I applaud his approach (and the debt-free thing) but can't help noting he was doing bonds during a MAJOR bond bull market. Heck if I could get 10, 15, or 20% in quality gov bonds now like they were back in the 70s and 80s I'd sell everything and …
Previously a staunch Macallan 12 devotee, I've been drinking more Irish whiskies recently, mostly due to a trip to Great Britain. Here in the states you can find Redbreast, Yellow Spot and Midleton, ranging from about $50 up to $150. All are very go…
If it's purely bond income, then it's taxed as ordinary income in your taxable account, and taxed identically when you'd withdraw the proceeds from an IRA.
Also, if you have a broker, they could likely confirm. I do know Schwab has resourcing in t…
I think that might depend on which type of CEF you want to purchase. As an example, it makes no sense to hold a muni CEF in an IRA because the dollars would be taxed on withdrawal. In other words, you simply need to determine the tax status of the i…
Weather Underground is my go-to site for weather, and their blog "Category 6" does a good job explaining current status of extreme weather events. It is run and moderated by their founder, and PhD in Meteorology. As noted below for the latest entry.…
This is not the first reporting of the President being in varying stages of mental distress, to the point of being erratic and a danger. As such, the op-ed is a cowardly substitute for currently available Constitutional provisions available for reme…
Ben...I took note of your and slick's comments on Jain's offerings in April of this year. While I don't think the delta in short term performance is overly meaningful, I do find Jain's market cap and regional coverage a bit more to my liking...speci…
Today, I traded out of ROSOX and into GSIHX, now that the latter is available NTF at Schwab.
I'm at a 62% equity position now...the most conservative ever (for me). Similar to Old Skeet, I'm sitting on a pile of cash waiting for a pullback, pullin…
I own ETIHX which I purchased at a bad time in 2015, right before the bio's dipped. I was going to sell, but didn't. Now I'm up 50%. With a relatively concentrated position of 70 or so stocks, they look to be good analysts in this space.
No leverag…
I exited out of my EM debt position...TGINX. This may indeed be a buying opportunity, but things sure look like it could get worse before it gets better.
Most robo-advisers such as that used for Schwab Intelligent Portfolios have a REIT component, perhaps utilizing the Merriman line of thinking. For me, individual REIT holdings are a key component of the portfolio sleeve whose objective is to simply …
Well, that may be...but the Schwab note to me referenced the link to the letter as for Q3, and this was confirmed by Fiduciary Management, Inc. (FMI).
I agree with you; c'est la vie.
I own both the global opportunities and the global microcap, and have been pleased with the overall performance of both to this point. Of course with a hat-tip to the MFO.
The stalwart options merit consideration, and a review of precisely why the …
Folks losing their jobs (and health insurance) as a result of the trade war will be in for a rude awakening. No doubt to be blamed on the prior administration.
Having just turned 63 and previously retired, I'm bracing for a pretty big healthcare bi…
Here's the worst part, Obama got you Trump. Call it reversion to mean. Now Trump is compounding. Consider this: now Trumplike candidates are now getting elected throughout the country. It is becoming the Trump party. Oh the nigthmare! And just…
I'm a (happy) subscriber to Barron's, and find their weekly publication and daily updates of value. At the end of April, I was solicited to take part in a survey to help find out how readers access and use Barron's data. One of my comments was, why …
The apparent antipathy towards science is disturbing, and to our detriment. This goes towards national security as well, as it looks like we are going to jettison the guy focused on cyber-security...not just the guy, but the position.
https://kfyr.…
For an independent FP prospecting for clients, no.
On the other hand, I have no qualms about going to a dinner or similar events which are hosted by Schwab, which is home to my accounts.
Nice article Lewis...well done. While the media-influenced minions dismiss the evidence surrounding this debate, the moneyed vote with their dollars. In support of your thesis:
https://www.wsj.com/articles/climate-fears-reshape-miamis-housing-marke…
The confluence of Jobs and Wozniak created a platform which is still developing. It will be interesting to see the judgement of their impact 50 years from now.
@JoJo26 You mean like these? news.morningstar.com/articlenet/article.aspx?id=321713
I guess one out of three--Herro--ain't bad. In baseball that's a darn good average.
Not THAT decade...the OTHER decade.
With tech under fire, the market is looking for leadership (or perhaps savior). Today, that leadership was provided by utilities, telecoms and other divi payers. Shades of 2011.
Yes, it's unfortunate that only 20% of Americans vote. I think that more actually want to vote, but encounter a head wind constructed of artificial barriers or disincentives to prevent them from doing so.
More Cambridge Analytics shenanigans:
"But…
Wondering about the status of SPHD, which seems to be getting pummeled YTD (-6.5%) because of its holdings in Utilities, Real Estate and other interest-sensitive stocks. I have built up pretty large cap gains since I bought it a few years ago. It's …
Yes, the WSJ article is a disingenuous attempt at rationalization.
Here's a Bloomberg opinion piece on this same topic:
https://www.bloomberg.com/view/articles/2018-03-06/the-big-and-possibly-dumb-boom-in-corporate-share-buybacks
