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Somewhat OT, but this is a huge problem in academia over the past year. Where I am, we're seeing a noticeable increase in these incidents in the STEM fields, often by international students trying to cut corners b/c that's apparently acceptable bac…
Changes under 10% have minimal effect, and under 5% are meaningless.
That's my approach to investing/allocations as well. For me, generally anything under 10% is either a starter position, placeholder, or a speculative thing -- I don't expect anyt…
After the (imo) over-extended run-up over the past few weeks, it wouldn't surprise me to see the market barf into the close of the year as people lock in some extra profits for 2023. But who knows? Not even the Shadow!
@Tarwheel: "TRP also started investing about 10% of its assets in hedge funds, which from my view hasn’t helped performance a bit."
RPGAX (Global Allocation, now 10 yrs old IIRC) also has like 10-15% exposure in a black-box. To my knowledge they …
Given how the site has reportedly continued to deteriorate significantly in its utility from what it once was years ago, I'll simply scrunch my eyes, cock my head, and ask "what's Morningstar?" :)
Seeing a bunch of Cathie/ARK stories this week as part of this latest (and I might wonder, overdone?) Era Of Good Feelings in the market heading into year-end. FWIW saying, that combination to me suggests caution with new money, especially in growt…
Speaking for myself, it's just the way I was raised. Along the way it just became part of my curiosity toolkit to compare and contrast funds and their holdings, as well as what they are charging for doing business with them.
One example I can thi…
Where at Schwab can you find the summary report? I just looked for PVCMX and cannot find any analysis
Not that it is worth anything . ChatGPT pans PVCMS saying they have a "unseasoned portfolio mangers" ( Really!!! If you know how you can dig arou…
I'm angling for some more preferreds that aren't REITs or banks. This one pays a good div, is below par, is in a space I'm knowledgeable about, seems solidly-backed, and has a mandatory redemtion in the 2030s. So unless I missed anything, I'm qui…
M* fund PDFs were free in the old days. Then, they were moved to its professional/advisory software with some legalese (for clients) & dozen+ pages. Now, it's available as 1- or 2-pages in the new M* Investor (subscription required).
I get M* 'a…
I'm pretty sure that the eventual AI 'advisors' we'll soon be seeing will have neat little personalized nicknames; is that any more reassuring to you? ;-)
Not really, lol. In fact I say that b/c the other day a colleage was approached on LinkedIn …
You first @Derf. Let us know how it works out.
Healthcare’s had a tough ride in ‘23. Something I’ve never been interested in from an investing standpoint. Potential for litigation issues alone make them too dicey for me. And I’ve witnessed enough …
Well, if I throw anything into it, it will be because of the weightier bond portfolio, and less in equities. I can take advantage of Giroux's expertise, and still invest a bit more conservatively. Not going to give up PRWCX, however! :)
Still DYIN…
Periodic speculation in the markets is enough 'gambling' for me -- probably much better odds, too. :)
The companies will make out like bandits, for sure -- as will the sports leag,er businesses -- but the end customer likely will be the ones suffer…
Dated 12 Dec:
https://www.chsinc.com/about-chs/news/news/2023/12/12/chs-board-elections
"At the Annual Meeting, CHS members also approved two amendments to the organization’s bylaws.
The first amendment decreases the number of representative dire…
Having gone ex-distro today, order placed for my annual purchase of PRWCX tomorrow.
Maybe next year I'll do something with its new counterpart, after I see what it's holding and how it performs for a bit.
The jokers on CNBC are having fun this morning. One quip: ”The landing’s going to be so soft you can keep your tray tables down.” :)
Gee beyond a Barrons' cover or market call by Goldman's CIO, if that isn't a contrarian signal, I don't know what …
Ah, thanks guys for the info. I thought maybe there was some shenanigans going on.
If you have access to streaming futures data, the time 1359-1402 is always fun on Fed day to see markets in action. The wibbles, spikes, drops, and microsecond vol…
"The deceptive codes sent by text or email often use lies to create a sense of urgency, such as saying that a package couldn’t be delivered and it needs to be rescheduled or posing as a company and saying that there is suspicious information on a pe…
Even though the paint is still drying on it, it still would be nice to see its top-10 stock holdings and/or at least be presented a more granular breakdown of stock/bond sectors/types -- even in a general way.
That said, contrary to my comment yest…
I'm due to make my annual $10K contribution to PRWCX this month and was going to fork it into this new pup as an exploratory foothold at Schwab, but I'd really like to see the holdings and a touch of performance before doing so....which obviously is…
Always trying to learn more here - to go beyond simply looking at a fund’s 10 year track record and assuming it’s a relatively profitable / safe / predictable investment.
Most of us MFO regulars certainly do that. But the average person probably…
If you're interested in them, maybe consider one of the ETFs or CEFs that hold BDCs. I'm sure at some point these things will be included in them.
As for me, i have no interest in those specific names, but am considering BIZD for exposure to the fi…
Hearing stuff like this is why my wife and I haven't been to a restaurant since the start of Covid, and why we still mask when shopping in an area with other people close to us.
It totally sucks.
I'm ok doing dinners-out at our local fave places an…
Not to be a bear. but long-covid can hit you months after you're back to normal. I was clear for 8 months and then got laid up much of 2021 with various issues .... thankfully most of them got better, but I continue having odd energy/fatigue issues…
CNBC: "Hawaiian’s stock nearly tripled on Monday to $14.22 a share, though still below the proposed purchase price. Alaska’s shares lost 14.2% to end the day at $34.08."
I'm still not planning to ever invest in any airline. That's a change from yea…
Eclipse mints, winterfrost, are my go-tos, fwiw saying. An ex turned me onto them years ago and they've been a staple in the office and in the car for nearly 2 decades .. plus it's a handy tin. :)
(Sorbitol, Natural and Artificial Flavors, Magnes…
It is now showing on T Rowe's fund list:
https://www.troweprice.com/personal-investing/tools/fund-research
Can't help wondering that MFO folks are responsible for a lot of the traffic to TRP's website lately... :)
Next thing you know, there’s be a Capital Appreciation cereal on the market. :)
Enjoying everyone’s take on the new offering.
Hank as long as there's no 'Blockchain Appreciation and Income' available, you'll be okay. If you see that hit the market…
Three reactions:
1) The USA Today piece was interesting and I kept thinking "it all depends how and what you're invested in."
2) Reporters can find people to quote in support of any given thesis for an article, be it on Wall Street or Main Stre…
In a related item, does anyone know if the 'ETF DeathWatch' list is still being maintained? :)
The only new ETFs I'd be interested in are from Capital Group and maybe TRP, but not pulled the trigger on any of them yet.
Agree w/yogi's assessment.
If you were hell-bent on playing it for some reason, at least consider an options collar if done at-cost or for a credit so you hopefully can shift your risk on the position to someone else. :)
... but there are many ot…
@david and Chip and everyone else here
Happy Thanksgiving indeed for the best mutual fund site on the web, and for all the lively ideas and suggestions.
Hear, here!!! (Or, 'here, hear!!' if you want....)
Thanks for the news update. I like these ETFs which are transparent on a daily basis, unlike OEFs which report quarterly at best. I always feel like I'm grossly behind the times when reading 'outdated' OEF fund reports and literature - especially …
Best lesson I learned during an executive education marketing program at university of Chicago....guy who worked for a pet food company in Brazil said about stupid advertising.....quote. If it didn't produce the results they wanted and weren't effe…
