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Derf
davidrmoran : No need to send billing, it's the amount that caught my attention!
Question . Would the IRS vigorously pursue a tax lose of $3500 wash when the Trumpster wrote off $70,000 for hair cuts ? Or was I dreaming this !?
Stay Safe, Derf
@Old_Joe: I think you're way of handle a transfer still works today. As of 2018. I received one of two transfers with my name on it, after requesting FBO. Needless to say I didn't cash that check. I forward it to Vanguard as per your mailing instruc…
David are you sure that your up coming trip to southern WI. to procure apples is just a 2/nd thought . I hear the beer from brewery near New Glarus is very tasty !! Also the Spotted Cow is sold only in WI. so a trunk full would be a great investmen…
Good morning @hank : "One thing I like at Max Funds is the maximum 1-year loss they envision. Worst case scenario for sure. Where it’s helpful to me is in looking for / comparing relatively ”safe” funds to meet a certain portfolio need. "
Is ther…
@Observant1: Vanguard required the medallion signature ? I transferred two accounts a few years back & no M.S. needed. Things do change !
Stay Safe , Derf
@Rbrt: FWIW: I don't know when you & wife plan on taking SS. I started my SS at 70 ,but was using deceased wife since 60 years of age, at a much lower rate. When I started my withdrawal I actually put a little more into the market as that SS wo…
@BenWP:
I tried link twice & both times went to establish G-Mail account.
Derf
Try this link. https://www.morningstar.com/best-investments/wide-moat-focus
That didn't work either !!
From the man: One of the Global Contrarian Fund’s investment strategies is to go to the most out‐of‐favor places in the market and find the best companies there.
Are a lot of (SCG) using this strategy ?
…
" JPMorgan Chase & Co and Bank of New York Mellon Corp fell 4.4% and 5.6%, respectively, on reports that several global banks moved large sums of allegedly illicit funds over nearly two decades despite red flags about the origins of the money.
…
+1
The above observation isn’t limited only to RPSIX. It applies to all multi-asset allocation funds with heavy bond exposure, including my long time favorite TRRIX. It’s not that the funds have changed, but that the underlying fundamentals have sh…
@catch22: Thanks, I'll keep that thought. Checked in with Chuck & he shows the same as your post. With that said , is total return with dividends reinvested or taken as cash ?
Derf
"Snowflake SNOW, , the cloud software company backed by Warren Buffett’s Berkshire Hathaway BRK.B, 0.91%, goes public in a hotly demanded initial public offering. Snowflake priced its IPO at $120, after initially seeking as little as $75 per share. …
@hank: " But it’s the last fund I would sell regardless of short term performance."
I guess you knew I was going to ask that question? Just for the heck of it I'm going to sell most of my small position .
…
Thanks@VintageFreak : glad to hear how you're doing with newest investing in OTM. Are there other new places you're investing in at this time?
Stay Safe, Derf
