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@Tarwheel -- funny you say that. I'm thinking TCAF+CGDV would be a decent combination for broader equity exposure (with a slight growth bent) in one of my accounts.
SCHD is probably fine for most folks, but frankly with so many people are talkin…
@rforno, I thought options income was short-term CGs, not ROC. May be will double-check.
I double-checked as well just to make sure my info was still current. Per Kiplinger:
Option-income funds designate much of their distributions as a "return of…
BUI... I can't find a YIELD statistic, though share price and amount of dividends are there... Any help? But much of the div. is return of capital. Isn't that very much like my MLP? (ET.)
BUI writes options on its positions, so that option income is…
I think you have to look carefully at the states that each utility operates in. California is to some extent a worse case scenario, although PGE may also be a worse case management scenario. None even inspected those 100 year old hangers and never…
Or it could be the global market leader doing what it does, and has done for a while now, and will very likely continue to do for the foreseeable future.
And NVDA's P/E is virtually unchanged. So there's that, too.
It's far more about AI than ju…
One stock violently moving markets like this makes me uncomfortable....
Could be exhuberance by bulls, newcomers to the symbol buying, and/or shorts trying to exit their positions.
I stopped paying their $250 a year fee as I was not using most of the thousands (!) of recommendations.
Anybody got the article without the paywall?
Yes but it would require more formatting to cut-paste than I really care to do. And while there ma…
@WABAC- Yeah, I'm a Trekkie from way back. Got everything except the original series on DVD. Lost track of how many times I've watched all of that.
+1
If you haven't seen them yet, Picard is great (Picard Season 3 was amazing) and I am rather impre…
Since moving there in 2020, I have had nothing but excellent phone chats w/Schwab. Even when i got bounced around dealing w/a weird issue, they were professionl, positive, and never let me feel anything less than knowing my problems were being add…
For whatever reason, my energy companies (natgas) are all shooting the moon quite nicely today .. EPD, WMB, ETRN, FLNG. (I've not heard any news, though.....)
I trade natgas thru pipelines (which often have most of the income as fee-based 'tolls'…
My 403b at T-C is entirely in RWMGX so this doesn't impact me directly ... but doing this on the q-t doesn't inspire trust or confidence in where T-C is heading, in my view.
* I wonder how much they get paid for order-flow from the various cash-like ETFs they offer.
What are "cash-like" ETFs? Ultra-short bond?
Yeah, that's what I was referring to.
Schwab's idle-cash in brokerage accounts is the only major issue I have with them. You earn a pittance unless you throw it into one of their MMFs or an ETF* ... which only adds 'friction' when conducting transactions since you need to sell from the…
@David, I agree 100%. Though if fund managers were content to not be beholden to (or required to track?) a benchmark, this probably wouldn't as big a concern for them. But if they can't brag about their performance vs. an index or fund category, t…
I have relatives/friends in the advisory business. They a very different mindset about fees as that affects their lively hood. When there is discussion about low-cost mutual funds, they take a pass saying that isn't possible with them involved.
I t…
Aaaaannnd....on top of all that,
"Ackman is waiving the management fee for the first 12 months and after the first year will charge a flat 2% fee."
Not sounding too attractive so far....
I now feel bad for having launched a few jesting pot-shots …
Aaaaannnd....on top of all that,
"Ackman is waiving the management fee for the first 12 months and after the first year will charge a flat 2% fee."
Not sounding too attractive so far....
Initiated new position in BIZD and ETRN in my income (and some growth) portfolio.
Shifted some stuff around to consolidate positions a bit as well, but nothing major.
Ron,
ETRN is an interesting midstream co. M* FV is about 50% above current pri…
Initiated new position in BIZD and ETRN in my income (and some growth) portfolio.
Shifted some stuff around to consolidate positions a bit as well, but nothing major.
About time,, when did computers come on the scene... 1970-80? Only took 40 years to get to T+1
No kidding. Progress, right? While T+3 was needed when things were paper-based, I suspect it's probably stuck around so long b/c brokerages liked havi…
@rforno. As good an explanation of active management as I have found. Do you have an explanation of technical analysis?
"We really think that this squiggle matches what that squiggle did over there last [time period] which suggests this next squig…
@larryB, VPMAX is aggressive growth, or growth with some conviction. So, it may be frustrating at times, but if she can mix it with another LC-growth/blend, it would be fine LT.
"aggressive growth, or growth with some conviction."
I interpret that …
Added another slug to RKLB on yesterday's slump following the covertible note offering announcement. Interesting they are doing this as capped call financing, which to me suggests they're anticipating significant upside during the life of the note …
@stillers
I always was told that banks only applied reimbursement for fraud as a "courtesy" and were not required to. Glad to hear about EFTA
I never use a debit card for any automatic transactions, and I am always concerned that the one I have i…
@Stillers: Yep. And I think that also applies to direct-debit from companies to your account, such as what utilities and mobile phone companies are doing nowdays.
On my to-do list is to create a new 'clean' bank account that is not linked anywhere…
Nearly all my bills are paid via credit card autopay (direct or via a 'disposable' virtual credit card with a set limit on it) or direct debit from the bank account - which I regularly monitor to look for anything suspicious. If I do need to write …
I'm trying to get past the part where you filled out a paper form in section one.
LOL
And @msf, traffic here between DC and Baltimore on I-95 really does suck during the workweek.....
YTD:
My long-long-term portfolio is -0.14.
My long-term portfolio is + 1.15 (mostly income-generating stocks)
403(b) is +1.17 (all in RWMGX, so using that YTD since TIAA's not updated YTD data yet!?)
Roth IRA balance is +4% in an American Funds …
Had second thoughts about holding ET, so sold out of that 3-month-old position and will replace with WMB once my buy order fires. I'm thinking WMB has a more strategic portfolio and more stable/recurring revenue flows than ET. Paying about a 5.3% Q…