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.
@Mark et al
I've mentioned this previously, too. But, Mark's statement (below in quote) is critical if one desires to travel into the newer tech. areas; or to spend a decent amount of time paying attention to innovation, be it by Bloomberg, podcasts…
@Derf
Open the link again and the very first ETF in the list today is QQQ. Click this to move to another Barchart page. This page has various data including the closing price at the top as well as post-market and pre-market "next day" pricing when a…
@Crash
Tech stormed back today. Other stuff? Not much.
Review today's list in the %Chg. column to discover what you consider the "Not much" categories.
Popular ETF's list
Hi @LewisBraham et al
I hear you.
Heck, there have been too many times over the years having a chat with those who had not yet started any personal savings/investments via a 401k, 403b or IRA and ATTEMPT to explain what the stock/bond markets are…
Hi @LewisBraham
I've read this previous, and that she also supported Trump; but to the aspect of the "tax laws" changes that were put in place during his term.
Covid, IMHO; pushed the disruption technologies forward faster than they might have trav…
Hi @sma3
My sister who knows nothing about investing wants a conservative asset allocation fund in early retirement for an inheritance she doesn't need to live on.
I'll presume from your statement that: your sister is already in retirement and that …
@johnN
I will have to assume that you consider this fund to be appropriate for your Mom's retirement account, yes ???
Only a meaningful holding of at least 25% of a total portfolio would be helpful for performance. Otherwise, one is just fiddling ar…
Hi @JonGaltIII
Also, thanks for sharing the bond funds you own above!
To clarify:
We don't own any of the bond funds in the chart I posted. This was from a list provided by @KHaw24 .
This list is today closing info, March 3. The list is generally available about 6:30pm, EST. The last two numbers in each line are numbers of shares buy/sell and % of that particular holding within the ETF.
1 ARKF 03/3/2021 Buy KSPILI 48581R205 KAS…
@JonGaltIII et al
I''m not pushing having bond investments. Too many variables for each individual. The write is about a simple 50/50 of equity and bonds over time.
I offer this real world example starting in 2006, and will provide the past 10 …
@KHaw24
The below chart is for the 4 funds you noted. The backwards view only goes to May, 2015; which indicates one of the funds had it's inception date in May, 2015. These returns are for total return, which includes all distributions. You will no…
The bond world is so large in terms of $$$ globally. We small $ value folks wander around among the sovereign wealth funds, pension funds and all the other large players. We do our best based upon our knowledge, experience and intuition. I do my bes…
Hi @JonGaltIII
but for the last 10 + years it was a bad mistake
I'll play "chart it". Give me 5 bond fund tickers that you're not happy about over the past 10 years. They don't have to be anything you hold or have held. What would you prefer to be …
One might expect that this etf will obtain investment flows. Will the etf find the "Robinhood" run? Fidelity indicates at this time, that options are not available. I consider this a positive for a somewhat more normal (whatever normal is today for …
Hi @Sven
Periodically, send your kids something of a normal text and add a mutual fund ticker symbol. Ask their opinion or a question about that. :)
An investing learning curve begins, eh?
Monetary summation of things investing related.
Imagine everything will be alright in the end, and if it is not yet alright, then it is not yet the end.
Hi @Old_Joe
Your write beginning with "OK, so let me see if I understand this correctly." covers investing and money in proper form. Well, done; well written.
If you haven't, you should visit the Ebay link I placed. It is set for closed/sold items …
@Graust and @carew388 et al
As time allowed today, I reviewed the prospectus for FSMEX (a select fund), as well as FBALX and FPURX; more traditional mutual funds.
The Excessive Trading Policy link I posted previous and dated Sept. 2020 and the la…
@carew388
Fidelity Excessive Trading Policy, September, 2020
SEE/READ FOLLOWUP in next post from me, regarding the Excessive Trading Policy. I write this at 4pm, Feb. 20.
Hi @carew388
I use eBay for a proxy of what the general public is willing to spend on a given item at the present time. Note: I'm a buyer/seller since May, 1997; so I have a bit of bias with what I see/know at the site.
This list is for Ryan. But, …
Yes. The thought of "what do we want and need to do, and how do we engineer that?" is beyond my thinking processes. I recall watching an orbiting satellite in the night sky above Michigan during summer months. But, I don't recall the satellite name.…
Hi @Mark
This is a reply to Derf from Jan. 18, which includes some info about Fido select trading. A bit of other not related chat, too.
I don't recall the start date for phone trading of select funds, but did use this feature for a pencil perform…
@JonGaltIII
Only my personal opinion. I do not rely upon star rating changes via M*. I watch for performance changes in a given investment and its related sector. Management or style changes with an investment could also have an impact, be it negati…
@Observant1 , you noted:
This incident vividly illustrates that Mr. Cruz is out of touch with his constituents.
This mindset is more to the social class system that he thinks he is a part. Fully, though; he apparently is fully detached from any form…
Huh, silly markets. The Monday night (link,1st post) for Global Markets now reflects this Thursday night (Feb. 18) and at 11pm, EST. 'Course, the Monday night link was "green" for the vast majority of the markets. Tonight is vast majority "red".
Gl…
@Mark You'll have to wait until April, unless you don't mind receiving them frozen solid during delivery. A full 20 degree temperature rise since daybreak here; and now at +10 degrees outside with a bright, blue sky. Almost getting to springtime.
Thanks Derf. Some of this was known and understood; but the write provides more information for those unaware of possible uses of a similar portfolio ETF with a taxable account, versus a traditional mutual fund.
Hi @LewisBraham and @Old_Joe
Is it me or is there something unsavory sounding to the word "money" as a verb? It makes it sound like money is something you do instead of something you earn through work.
Financial Literacy ??? Is this the question re…
@BenWP
Agree with you about fortunate, regarding the vaccine. Only sore arm here, too.
I don't expect chills or fever or whatever after 2nd on March 3. We have our "what if" list printed and on display upon a cupboard door.
As to side effects, w…
Jon, you noted about selling FSPHX to purchase FSMEX. I would personally consider this a viable choice. OR to start to build a position in FSMEX if you have cash or other holdings you have considered selling; as Fidelity has the $0 minimum in place …
Howdy @JonGaltIII
Since the 2010 census, about 10,000 baby boomers a day (retire, too) have crossed the age 65 threshold and by 2030, all boomers will be at least age 65. From 2019 data the boomers are about 72 million in population. Our house is b…
