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.
Loving both Firefox & Brave which are knocking down attempts by Google & Facebook to track me. Dumb question … But how do these ”good guys” make money? I’ll assume there must be a business model - or are they supported fully by donation?
F…
Late to the discussion, but as a cybersecurity person, my browsers are as such:
- Google Chrome (logged in to work) only for university purposes and nothing else.
- Brave for research purposes on 'dirty' sites (eg, cryptocurrency, malware, untruste…
Still letting this quote sink in....
"CHILDS: Pharma companies spent $6 billion on TV drug ads in 2016, but they spent $20 billion advertising directly to doctors, pushing drugs that we don't see on TV, like the addictive ones."
.... which is why…
Well, that's one of those "Yeah buts" I was talking about :)
Annualized return for St. Joe over the past decade is 11.53%
I'll just plead ignorance - I really haven't thought of that stock since the mid-00s!
Notable, sure ---- but how long did he have to hold the position to see that gain? IIRC that's been a dog stock for well over a decade and I suspect he's been underwater for most of it as their largest shareholder.
Meanwhile hussy (hussman). Continues to make very rational sense and notates overvaluation and very risky markets but continues to suffer drawdowns....some day, some day....he might actually make his shareholders money....
“It ain’t what you don’t …
In my opinion, no one should ever pay 5%, and most should not pay even 1% annually when Vanguard's annual fee is 0.35% for its all-index investment options and 0.40% for an active/index mix. A good adviser can and should have a clear plan that last…
Today I cancelled a subscription to a newsletter that’s been so upside down the past year it ain’t funny. Told folks to sell / reduce exposure to stocks just before the late ‘22 & early ‘23 rally. Than changed that to a buy recommendation ju…
Not to start dumping on AFs but I do find their nearly 2-dozen OEF share classes hysterical. They've spliced their offerings so finely to ensure that various target clients 'get' the 'right' sort of 'discount' even if it's just a single bp differen…
Although the ETFs strategies are similar to existing American mutual funds, the execution is different as the ETFs hold fewer stocks and have fewer managers. I believe not as many teams are working on the ETFs. That could be a good thing or bad thin…
Anyone else care to go to confession ?!
Have a nice Sunday, Derf
Say 3 "Buy, Buy, Buys!" and 2 "Hold Hold Holds!" followed by a recitation of the "Whipsaw Song" and be absolved of your confessed investing sins. …
Been there, done that ! Comes under, shit happens !
OMG same. :)
Years ago, just before the GFC, I remember suddenly being long 16 futures contracts instead of 4 b/c I never got a confirmation back and kept refreshing the screen on the ramshackle…
.25 sounds like a lot. And it is with really large amounts that are left untouched out to 5 or 10 years. For lesser amounts:
$20,000 invested 1 year would earn roughly an additional … $50
$50,000 .………..1 year ……………………………………….. $125
$7…
A quick look at GRID (First Trust Clean Edge®Smart Grid Infrastructure ETF) shows 17% utilities as well as many industrial and tech companies that stand to benefit from what Giroux is talking about, namely the conversion to green energy. GRID does n…
On a recent Wealth Track, David Giroux said "I think people are going to make a ton opf money in Utilities", and he recommended moving money from Consumer Staples into utilities. If I remember correctly he highlighted Next Era Energy as one of sever…
Giroux is becoming TRP’s “super-star”. TRP has ramped up their advertising on Bloomberg of late. And they’ve gotten a bit more aggressive in pushing fund performance. AFAIK, Giroux (or his likeness) hasn’t appeared in any of the ads - YET. (Give …
I never was good at hedging. Sure, I'd put an option hedge of some sort on and be proven right, but since the position likely expired before the event, it meant that I was early, and thus 'wrong.' :)
Ergo, since I'm usually a lousy market timer, …
Added to ATT preferred C shares for l/t qualified income on this week's swoon over the lead cables story. (I trust it more than the common.)
Also srsly considering adding to my moderate sized position in VZ on the recent swoon, too.
@rforno,
I posted some news about this fund some time ago, then there was no activity concerning it until I just discovered this filing.
I must've missed that posting. Thanks for the update -- worth keeping on the radar!
Huh, interesting. Maybe this would pair nicely with PRWCX? IE, one is more heavily skewed towards equities, the other more skewed towards FI ... almost like the Wellington/Wellsley thing?
My TD migration date is many months away. TD said if I want to move sooner, I have to go through the account transfer portal (ACAT) and that it could take up to one week.
I setup a Schwab account and moved 95% of my stuff over back in summer 2020 a…
I don’t think think or swim is available in Schwab yet. They said “soon” last time I asked.
My TD/Schwab guy, plus the 'rumor mill' says Q3 or Q4 this year, but I'll believe it when I see it. Right now I use my TD account for ToS charting/data eve…
Good stuff.
The more times I see/hear a PM in the financial pr0n media, the less I want to have money with them. Bob Arnott, Bill Gross, Jeff Gundlach, Michael Hassenstab, Cathie Wood, etc, etc. They all can be 'rock stars' with legions of fawn…
"The list of "closed"/member-only sites is long and growing."
So, that forces one to sign up with each site, even if one wants to just read. Most sites these days say one can sign in with "Google" / "Apple" or go through a multi step process and g…
I left Twitter last October for the fediverse and havent' looked back. Far far nicer an environment w/much better interactions and less noise/spam/trolling .... reminds me of the early days of the modern internet. :)
Reddit is also going thru con…
Yes, due no doubt to masochistic tendencies. Then I try to learn something from the exercise.
I used to for that very reason - both good/bad. Now, I nearly always don't ... that way I'm not second-guessing myself and/or getting overly attached to …
Give it a year before they concoct a 'Core Stress Test' metric that excludes those annoying, fluctuating, and volatile CRE expenses in the headline number.
I mean, they exclude food/fuel from calculating CPI for the average person....so sure, 'infl…
CGDV (and CGGO) have been on my watchlist since inception and will be seeing some $$$ from me sometime this year. I like CG's approach to investing (I hold several American Funds in very large quantities) and this will be a solid LCB fund to help m…
Well! TCAF exceeded PRWCX today. What could be merrier?
TCAF +1.21%
PRWCX +0.95%
Don't forget PRWCX has a lot of fixed income in it --- so it won't ever move in tandem with a pure equity fund. But sure, it's nice to see on its opening day. :)
@BenWP +1. Looks highly concentrated with the same stuff as any LC index.
Agreed. I'm still inclined to go with Capital Group's CGDV versus TCAF, though I may throw some $$ at this pup as a diversifier -- their holdings don't overlap much.
The …
Official TRP page is up, including holdings...
https://www.troweprice.com/content/fai/us/en/investments/etfs/capital-appreciation-equity-etf.html#primary-holdings
Was this transfer for all TD accounts, mine seem unchanged as of now?. FWIW, I think everyone's accounts are not transferred yet. You can create your new User name and password on Schwab.com, and it will tell you when all your accounts are scheduled…
