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Went to Kiplingers to check out current top 25 fund list and found a mistake.
From Morningstar the 5 and 10 year returns for BEXFX are 3.39% and 4.52%. On the website for Kiplinger 25 funds, 5 and 10 year returns are shown as 14.6% and 10.8%. I …
Captain Mohan is only person in India that has publicly said that pilot is likely responsible. I saw a segment on NDTV with Captain Mohan vs four pilots who were debating him and claiming it couldn’t be pilot action. I couldn’t watch.
In Asian cu…
Yogi,
If TCMA cut off fuel, then putting switch from off to on wouldn’t turn engine back on, but in this case one engine did get a little power in that 15 seconds.
Old_Joe,
Was ready to post the recall.
If these clowns want to save a dollar on critical piece of hardware, what else are they going to compromise on? Thinner paint?
When you want to make a transaction on the 529 plan, you log onto your Vanguard account, not some state Government website. While Vanguard does not technically own the 529 in a legal sense, you make transactions on your Vanguard account. So why mak…
Did Salim even bother to show up to the conference or did he just phone it in just like their website?
My son tried to add his bank account to his 529 plan few months back. Of course it doesn’t work, so have to go on a Reddit thread where they ha…
I’ve seen Boeing aircraft boxes from cockpit with similar switches and they are difficult to move - you have to pull out switch with force in order to move up or down. These Honeywell switches are military grade and cost about $1,500. I’ve seen boxe…
Since inception 1986 to June 2025 #1 on list Fidelity Select Software & IT Services (FSCSX) has annual return of 16% vs 11.5% for S&P 500. So probably still #1-3. No expensive factory, no inventory spoilage, high profit margin are some of t…
Good investigation there msf! Almost became a sucker, er too late for that.
I should have listed the Ishares funds that use simple SP500 put options or DIVO that was mentioned in another thread.
MAXJ -July 1 2024 till June 30,2025 - guaranteed r…
Do all markets recover in one month? If they do, then theses funds are for suckers. Those who lost 50% in 2000-02 and 2007-08 may want these funds as a diversifier.
As an Apple shareholder I demand that they lie under oath, delete evidence by random fires, hard drives crashes and weekly purges of hard drives. In addition, they must conduct all important business on Signal by joining the drunk guys chat group. …
Financial times “Hedge funds hit with steepest margin calls since 2020 Covid crisis”
Maybe why gold and healthcare dropped on Friday because funds were selling liquid assets to meet margin calls.
https://archive.is/HEuGt
“While you see a chance, take it,” for the world may not understand the grand vision I have. With superior funds and a military unmatched, I would seize the Panama Canal, the lifeblood of global trade, ensuring that every vessel passes under my comm…
Recession will start this month in Canada and Mexico, causing USD to strengthen. Our neighbors will be buying fewer American goods with their weak currency.
ICMUX is in 1% percentile rank for 1,3 and probably 5 year. What are they getting right that Vanguard with tens of Billions in bond management gets 0% over 10 years?
How the Largest Bond Funds Did in 2024
https://www.morningstar.com/bonds/how-lar…
I bought a few shares of ProShares UltraPro S&P500 UPRO in 2020. 3X leverage on SP500. Shouldn’t hold for long term, but somehow still a triple today.
2024 64%
2023 69%
2022 -57%
2021 99%
2020 10%
After reading that December letter, I wondered what SAT questions there would be if letter was on SAT exam. What was the tone of the author? It seems the author was wandering in the woods like Thoreau and reflecting on valuation lessons from Ma…
Hank,
You make great points. I bought a small position as a safer bet versus Bitcoin.
I think they 80 and 90% hedges will be popular for fund managers.
@equalizer, will you be covered through employer group health insurance plan until 65 when Medicare kicks in?
Years ago, mine did only IF I opted for pension, not lump-sum. But plans differ on this.
Yes, covered by employer till 65,
I’m taking “early” retirement next week at 57, so been thinking about risk/reward. Have coworkers who couldn’t tell you what WSJ means, but had retirement 100% in SPY for 30 plus years. Compared to 70/30 ratio, could mean 8% AR vs 11%. Over 33 ye…
Yikes. UVXY's been really Ultra the last 4 years: -88%, -45%, -88%, -54% ytd.
Vix started year ar 13 and is ending near 14. This ETF is probably one of the worst ETFs ever designed if you want to make money.
It seems any comment perceived as negative about this fund raises emotions in this forum. I can not afford attachments of any kind - that is a luxury afforded to immortals.
The fund might outperform (some parts of the market) during this December …
Up to a max of 138 grams of gold per metric ton of ore and gold is as deep as 9800 feet. If that mine started new stock listing it would be in the pinks sheets.
When iShares released SMAX Large Cap Max Buffer Sep ETF on Oct 1, 2024 the max cap was only 7.4% instead of 10.6% on July 1, 2024 Max Buffer ETF MAXJ.
The VIX was in 12.5 range July 1, but had gone up to 19 range in October, so I suspect that corr…
Good point, Old Joe, that's why I am putting some of the proceeds of any maturing CDs into bond OEFs like CBLDX, DHEAX, ICMUX and RCTIX.
I am also putting money into two low risk market neutral funds like QQMNX (SD=7.2%) and JMNAX (SD=4.4%), and H…
For MAXJ, looks like on June 28 they started fund with IVV at 547 and bought July 2025 puts at 547 and sold July 2025 calls at 608, which is about 11.1% upside minus the 0.5% fee and we get the 10.6% upside. Would have to check prices for this stra…
BlackRock, the world’s largest asset manager, has just launched an ETF that offers 100% downside protection to investors. The new ETF (MAXJ) will have its maximum gains capped at 10.6% while protecting against the downside for a duration of 12 month…
@Balu. Yes Firstrade
I thought you were talking about E*trade because you said “self directed "Platinum" account and all mutual fund trades are NTF. No fees at all.”
Another Tim Buckley has the best rendition of the song Hallelujah by Leonard Cohen.
Do you mean his son Jeff Buckley?
Both were incredible artists with their haunting prose.
“Last Goodbye” is so tragic.
Two more to compare
Fidelity® Select Software and IT Services Portfolio
FSCSX
7/29/85
Average annual total return
16.3% vs SP500 11.21%
Vanguard Health Care
VGHCX
Average annual total return
15.28% vs SP500 xxx?
(05/23/1984)
FSELX
Average annual…
