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Derf
davidrmoran : No need to send billing, it's the amount that caught my attention!
msf, thanks for your thoughts. Seems no provision for a bad market cycle of a few years.
They didn't require a withdrawal last year. & just maybe that is how they would handle a bad market of a few years ?!
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@gmarceau : By loaded up ,from your post, more than 5% of your portfolio ?
I bought a toe hold , less than 1% of my portfolio in GPGEX. It's nice to get in on the ground floor, but some worthy question have been ask about this new addition by the …
I believe one would violate the wash - buy rules. I think you need to wait 30 (?) days before buying back in taxable account.
Don't quote me on this, Derf
@BaluBalu :Here is the link.
https://seekingalpha.com/news/3781285-jpmorgan-chase-to-pay-200m-to-settle-probes-on-employee-communications?lctg=60e5bff2d935fc51cb3d2067&mailingid=26105343&messageid=wall_street_breakfast&serial=26105343.1…
"Ckucking" back in. GGSOX -6.7 % for 3months from 12/16
+19.2 for 5 years " "
GPROX -6% For 3 months as of 12/16
+18.4 for 5 years
Looking to buy more on the dip after distributions
When a MF gets hot, more money flows in & as the heat continues more , lots more pours in !! To my way of thinking , Management must find a place to invest this inflow. Chances of finding a "good home" for these investments turns to stocks &…
AS for AUM of 35 MILLION. I believe their micro fund closed at 20 or 25 million.
Sometimes smaller AUM is to your advantage . I dislike making a buy ,watching it rise , only to be able to get out with a few bucks of profit after a stead decline …
I own 4 of their funds & all have been winners at this time. I put a toe hold on this new arrival . Time will tell if I add to it or sell . I will need to do a cross section after a year to see how all of their holdings come together with what I…
BaluBalu said, " I try not to be the first mover to allow the service provider time to iron out any kinks ( same with buying new products)"
I agree with that ! I'm not the person to have the first one on the block.
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@hank : Thanks for your lengthy reply . If my memory serves me you reported on this before?
I'm going to think you know longer do business with them, & what others may expect if they do.
I held their funds at one time through 401-k, but not …
What % of transactions that goes bad would be the question ? I had my own demons with trying to schedule. a booster shot. aaaaaarrrrghhhhh!!!
Internet failed twice , phone once . A real human , one & done !!
What's up ? From above post, ''
It is important to remember that the IRMAA surcharges go from zero dollars ( B Medicare Premium $1776 /year in 2021) to $700 for ONE DOLLAR of income ( AGI before the standard deduction) above $176,000 for a couple an…
