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.
Hi @bee Thank you for the mega list calculators and related.
I'm including this link of 18 common calculators directed to household financial considerations. Although this link is via AARP, I've found these newer style calculators at other sites…
Thank you @JoeD
I'll place the link below for those who are curious about his Tweets in real time.
You will notice individual sections. Each one may be "clicked" to further open to read replies via scrolling. When finished with a section, you will …
ADD:
AS the past decade was mentioned, here are the total return numbers starting at March 9, 2009:
--- TEFQX = +621 %
--- FSPTX = +602 %
--- SPY = +403 %
Apparently, Fidelity Select Technology also "walloped" the market.
TEFQX vs FSPTX vs S…
VBMEX is an unknown ticker. Need to check these in your posts. Ticker symbol capitalization here allows for highlighting and fund identification, from a cursor hover,eh?
So many posts and that's fine; so I don't know if this simple question has been posted among all of the text:
" For me personally, for others here and the general public (those who are aware); will I/we/they knowingly ever board one of these plane…
The madness and delusions of the zealots, on both sides of the political fence; sadly, is alive and well.
The below in bold is a current (Oct. 2018) and a typical lie that moves through various social media postings by conservative individuals and…
I presume the below link has some other related data; as I could not open the original link. May be of added interest.
@JoJo26
I agree about nudging folks along into investing in their monetary future; and that it is almost a dead end pursuit.
I'…
Based upon reviewing other online information and posted at the San Diego Zoo site:
"In honoring the terms of our conservation loan agreement with the People’s Republic of China, 27-year-old Bai Yun and her son, 6-year-old Xiao Liwu, will leave th…
If he is 18 he may have the Roth in his name and the account monitored by whomever.
Many details have been provided in this thread for this topic.
I have nothing remaining to offer.
@msf
You noted: "If this would be a joint account, it couldn't be an IRA."
My inclusion information for the Roth IRA or a custodial account for a minor is that this would be my preferred path for someone just graduating from high school. If they ar…
@msf
You are correct, I did not intend to use an etf example for one obtaining factional shares from a purchase. I corrected my write to define the purchase of an OEF type fund.
Thank you for the gentle head slap.
You stated: "Could or should it be an IRA? Yes"
A Roth IRA??????
No taxation............
I set the recurring investment at $1,000/year; thus the $83/month entry.
Please look at the calculator link I provided above.
If she/he has worked or will…
Okay, so let us look at this.
The power of compounding and not paying taxes via a Roth IRA. Look at the total return number at the top of the data entry section, relative to the data placed.
At the linked page, also scroll down to read the "rate …
Is the relative's account going to be a Roth IRA/Roth IRA for minor? If he has income, he may open a Roth IRA and the account may be funded by whomever, so she/he may keep his hard earned money for other uses.
And to which firm will his money trave…
I recall the money you're dealing with in this question is all traditional IRA, correct?
I'm confused about your portfolio.
You noted recently, that: "PRWCX = 32.35% of my stuff. I'm now bond-heavy, in retirement. It's my favorite, too, and my on…
@Derf @hank
If one plucked down "x" dollars, buy and hold on Oct. 30, 2007; the below percentages are total return for the period through May 16, 2019.
Same chart layout as last post, but with a start date of Oct. 30, 2007; which is very close to m…
@hank
Chart per Derf's statement of: " I be interested in knowing what the % of rise from just before The market started to TANK !!"
To the dentist, but will do another chart later.
AND YES, October 2007 was the general high prior to the melt.
Our …
But Wait, There's More.....
Smithfield, a Virginia based pork products company that was purchased in 2013 by the WH Group of China; may be eligible for agri related subsides.
Multi source search for the topic
As everything trade and tariff related is very complex, I offer this piece of history; which I relate to from my youth and having a 9 transistor Sony pocket radio.
--- The Sony radio that seemed to change the entire electronics world forever was t…
Reviewing chart activity just before the big melt in Sept., 2008 and related to @Derf and the question of "just before" the sell off; I've placed a few investments in the below linked chart. And @hank for your review.
For the most part the overall …
Hi @dstone42
Sad to think about that........but, the markets get played a lot; but not from names we would know.
Wilbur Ross would have a good time with such a plan and his money background.
By the way, where the heck is he???
The Spaceship 2020 commander will likely back down from more than holding off on auto tariffs just announced. One must suspect, regardless of any critical thinking on this part, that the perception of a fading economy and falling investment markets …
Hi @Mitchleg
But, what becomes of all of the inexpensive loans supporting, new auto leases, auto (new and used) loans through banks/credit unions and fixed rate mortgage moving from 4% to say, 6%. And the student loans. A large cluster of loan types…
Hi @Gary
I can not vouch for the results of the study performed that brought forth the $767 amount for a family of four tariff impact. This number, per the study; is the initial baseline and does not include the most recent tariff actions.
You may …
The linked above CBSNews article comes from this May 10 write at the South China Morning Post . I didn't find any reference to source in the CBS write. At the below link, one will find a May 13 write, and just below is the Treasury's related story …
Hi @davfor
I didn't intend to step upon what you had written with some of my redundant words.
I had already set a draft and should have checked for newer comments prior to posting.
Regards,
Catch
Please correct me for any of this write.
--- My brief overview of the tariffs.
1. Item "x" arrives from China and has a 25% tariff applied and paid for by the importer.
2. The tariff duty is paid to the Customs Dept., a sub bureau of the Dept…
Thank you @davfor
I recall this tariff implementation with President Reagan's actions to save a dying Harley Davidson in 1983. HD in the '70's had become known for quality problems and were having their butt's kicked by quality bikes from Japan.
A…
Dear Mr. Brett Arends,
Your brief "bio" indicates some of your educational background includes Cambridge and Oxford, with my presumption being the well known higher education schools in England.
From Forbes, and an apparent self-bio: Contributor
B…
@hank et al
The below chart is for the etf EEM beginning Oct. 31, 2007. I used this date, as this is near top + or - a week or two for a lot of equities worldwide; prior to the full market melt in 2008. The total return for EEM during this period …
Morning @MikeM
I enjoyed your humor and understand. I'm sure everyone here has had the add-on symbol of WTF for various holdings over the years. Not that we have necessarily made a bad decision; but other forces beyond our control get in the way of …
@hank
I saw this earlier, too; and peeked around for other info. July, 2018 was the first batch of money at $12 billion. Then, in March of this year; part of the 2020 budget calls for an overall reduction to the U.S.D.A. of 15%. This likely being mo…
@Derf
I presume you're asking about the composition of SFGIX. If so, go to the link below.
Bookmark this link for future use for checking other tickers. You don't need to login to view decent data. For future checks, as with GASFX, enter the symbol…
@davfor Thanks for the post.
But Wait, There's More.......damn, like an ongoing bad tv INFOmercial.
E.U. is ready to retaliate as Trump auto tariff deadline nears
Mr. Asness states,
“Success is sticking with [the strategy] with its ups and downs. To survive long term, brace for the short term,” he said.
He admits that it’s easier to stick with a strategy that is intuitively easier to understand, “even if it…
