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.
@BenWP
Sorry to read about your illness. Just not fair, to have this trip and then not feel well.
Hoping you are able to have access to OTC meds for some relief.
Apparently, my writing and cognitive skills have become much diminished. I didn't realize what was written would be interpreted as establishing an overall plan for the remainder of their lives; only to offer "what to think about" regarding the marke…
@yogibearbull Thank you for the follow-up.
Their investing experience is zero, as far personal knowledge of investing choices available. This is why I mentioned a 30% piece of the monies to be in a U.S. equity etf to allow for a type of conservati…
@hank et al
You noted "home sales are falling off".
This "Bankrate" page shows current mortgage data. Scroll down the page about 1/3 for current data, which also includes a rate change chart from the beginning of this year. Select "mortgage" ; al…
@Crash and @Puddnhead et al
New Canadian budget to add tax burden to banks/insurance companies for 5 years.
Before one gets into a huff about this (taxes)..........during the pandemic, the Canadian gov't. provided back stops for these institu…
Thanks @JonGaltill
This, Ron Baron interview from Sept., 2021 with David Rubenstein, provides a learning curve for most investors. About 24 minutes run time.
Too much "reds-ville" again, on the full global equity scene......12:05 AM, EST.
https://www.investing.com/indices/indices-futures
Ah, just a passing thing, yes? All will be well by the time I awake !
Some Starlink systems were in place several weeks ago, in Ukraine. This report was released today, April 6, via CNN.
USAID helps deliver 5,000 of SpaceX's satellite internet service terminals to Ukraine
The US government is helping Elon Musk's S…
@Rossby
I helped with the electronic filing for two folks. In both cases, they had a refund and chose a direct deposit into a CU account. NO ID.me required for this. The only difference from normal paper filing is that a 5 digit P.I.N. had to be cre…
Hi @Old_Joe
Excellent point about access to an account type that is basically not protected with recourse for recovery of loss of funds due to identity theft. Or at the least, a pain in the arse for any recovery.
Hi @BenWP
Thank you for sharing this for others here to be aware.
We got to the point of electronic filing (we always owe them, calculated to the point of no penalty due); and have decided to revert to "USPS mail" again. Yes, I have to go to the …
Writing style/presentation method(s) allow each of us to absorb information that may be more understandable, versus another form.
This thread has contained a variety of presentations/thoughts about the yield curve. The below link is a short read an…
@BaluBalu
Fido hiring, a growth sign, eh? The times I've called over many years, if the CSR couldn't readily help; the proper person was sought. No problem with that. 'Course, the caller must have a properly framed question in the first place, to ex…
Hi @Charles
Though, technically, T-Bills not insured.
If one can not redeem (default) a Treasury issue; one will have many other things to be worried about, eh?
---- The only Toyota factory that still makes the Tacoma in the USA is located in San Antonio, Texas. However, two Toyota factories in Mexico produce the Toyota Tacoma, including the Tijuana factory in Baja California and another factory in Guanajua…
Hi @WABAC
And your delightful avatar for; Mr. Peabody and Sherman. I can imagine I watched all of the shows in 1959 and 1960. I didn't learn some history in the pure sense, but did learn about events in history. Helped me stay curious, I do believe.…
@carew388 Happen to have a real paper booklet nearby for Fido. A few trinkets.
1987
FPURX = no load (1946 inception).
FBALX = 2% load (1986 inception).
1993: FPURX now has a 2% load, FBALX, no load
Sidenote: 1979, all fund loads removed; 19…
Yes. Saw this, too, last evening.
Fidelity shaped the retail investor world into a better place for we here, to participate.
I recall how Fidelity began to impact the very large "traditional" full retail brokerage/mutual fund houses (Merrill-Lyn…
Hi OJ.
You may have already seem this video.
17 second video of straight down....
Scroll down the page a bit, to the video in the Twitter post. You may increase the image page size with the expansion arrows.
Our rebalance doesn't rely on a schedule, but are the results of buys or sells that change the allocation of the portfolios for other reasons.
IMO, a notable consideration for any personal schedule; is whether the portfolio is a taxable or tax shel…
He's probably involved with Ukraine right now; but who knows which side he is working with, or playing both sides. Money, money, money..............
Such a wonderful group of folks evolving from a highly christian area in Michigan.
I suppose the "…
I'm holding a flag with a mouse button click, as I write :) :) :)
Almost spring in parts of Michigan, but that is a lot of turf to cover.
Michigan State just beat Wisconsin in B-ball in the conference tournament.........
Good Evening to you.
Hank, you're not being picky. I used to attempt (Fund Alarm) to twist words with meanings to travel a thought in two directions. A blend of a political action that would likely have an affect on investing. Roy and I had several nice email exchanges …
@Crash
"an imagined place or state of things in which everything is perfect"
That Utopia thing, eh???
'Course, you could be waiting for a bus or train to the Polish border; if fate had another plan.
Is MAPOX a fund you're invested into now or a potential investment choice? Have you compared this fund to other balanced funds?
My benchmark for balanced funds (moderate allocation) remains FBALX; as well as an overall performance benchmark against…
Hi @hank
Thanks for this note. I'm attempting to envision a "decision making" meeting with the criteria put forth.
Kinda like going to the store for the 6 items one needs to make a very nice 5 quart pot of chili and buying 12 items, hoping the chil…
Another seriously RED U.S. evening, 11:50pm, Sunday
Global equity futures
FINVIZ futures, various markets
Sidenote: I've watched gasoline futures for a number of years, and generally; our area finds retail pump prices to be +$.70/gallon above th…
