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.
@Roy - Yes the fund uses leverage. I'm unfamiliar with the term ROP. If you meant to say ROC (Return of Capital) there isn't any at this time (past year) and there has been very little if any during the course of its existence.
PIMCO Dynamic Incom…
Very late to the game here - I hold 2% in international equities mostly hidden in various domestic ETF's (e.g. CGDV) or CEF's. Some also contained in AVGE.
It happens. I certainly don't have any meaningful measure of professional insight but I've noticed it quite often related to a large holder, usually of the institutional variety, wanting to exit a position. Many (if not most) CEF's tend to be held b…
@hank - I'll try to adhere to your original format. I'll likely edit this later to show what percentage might be in foreign holdings as the only targeted exposure that I hold there is in AVGE.
Stocks - 17
Preferred shares - 2
CEF's - 10, a mix of i…
So the original story line was that insurance companies had to jack up all their rates across the board in order to pay for their coverage of catastrophic losses due to wildfires, hurricanes, tornadoes and so forth. Now that they will no longer be w…
@WABAC - The other way around. "Musk had redirected about 12,000 Nvidia H100 graphics processing units originally shipped to Tesla (TSLA) to two of his other companies, X and xAI."
@sma3 & @Sven
I have been fortunate in my life time to have made several trips into the BWCA (or BWCAW as it's labeled now). A handful of those trips were made well before cell phones or even SAT phones were in existence. To me the BWCA is call…
@Sven - You stated that Schwab waives the $49.95 fee for trading mutual funds with transaction fees. It's always been my understanding that Schwab charges a $74.95 fee going both in and out of transaction fee mutual funds. Has that changed?
The rea…
@hank - I agree with you that there's 'reasonable' value out there but many folks currently do not want any of those. In my mind most of them are thinking "gotta get me some of those zoomers!" That's where the big money lies and that'll make my perf…
Your comments on Fidelity are true. I can't compare them to Schwab but I might have to open an account there to get access to the research capabilities over there.
Thanks for your review.
p.s. 'Active Trader Pro' truly does suck! Massively! Espec…
Just a minor data point but I've been following YTD returns for these and so far they have been GQETX (+10.37%), SPY (+10.95%) and QLTY (+11.23%). All returns come from M*. It'll be interesting to see how these data unfold over a longer period.
@MikeW - thanks for posting this. I went looking for the article this morning but I had already deleted the email it came in and couldn't retrieve it.
Anyway, I have been thinking about buying some NVDA to leave to my kids not only because it's a …
The Yellow Pages
And just to add I don't trust Yelp or Angi (formerly Angie's List) not even a little bit. Too easy to dismiss/discard/delete negative reviews and/or generate positive comments where no work of any sort was ever performed. Could jus…
You all should have realized by now that BF rarely if ever responds to a critique or criticism of the ridiculous nonsense he spews. He's quite prone to just tossing whatever crap comes into his head much like his cheeto mentor and will not engage in…
@FD1000 - The reference to UTG is that it is a utilities fund and the manager of PRWCX had recently mentioned that he was favorably inclined to utilities and adding to them in his portfolio. It was in no way, shape or form a comparison of the two fu…
@Old_Joe - at my age of 75 it seems that the Israeli's & Palestinian's have been fighting since near the beginning of recorded time over what? Religion? Some gods they worship but that seems like the backstop to nearly all wars. But anyway no ma…
I got into a pair of similar-like CEF's (BSTZ and BMEZ) offered by the Blackrock group back at their inception. They worked good until they didn't. Whether it was just the initial hype at launch (causing the market price to rise) or poor PE choices …
@BaluBalu - I think one has to jump through some hoops to get that 3% cash back. With the offers I've seen for it the 3% only applies on purchases of Apple products from the Apple Store and certain select merchants (e.g. gas from Exxon & Mobil b…
@Crash - if you look at the table I linked you'll find the NAV in the next column right of the market price. Do note that it lags by a few months but you might find a current NAV at the company's web site.
@BaluBalu - as @davfor noted all BDC's see…
looks like PV took a perfectly simple decent to use tool and "improved" it!!
I believe that the correct terminology these days is that they 'enhanced the user experience'.
Ha! Also highly unlikely. IMHO those events stopped being a debate "Debate is a process that involves formal discourse, discussion, and oral addresses on a particular topic or collection of topics, often with a moderator and an audience. In a debate…
