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FWIW, my account was an IRA (good guess!). I closed it several years ago but the Firstrade still lets me log in though not trade, obviously. So I can pull up some info like this but cannot do things like test trades to see what happens.
Brokera…
I see that AGOX is listed as Tactical Allocation, but all I see at present is equity. Has it ever held fixed income?
Not sure I've seen it hold bonds, but the cash position has been significant from time to time. Also holds many etfs, you need to…
Question: how do most brokerages report treasury income such as to allow a client to know the portion excluded from state taxes? Is this something that requires and accountant?
I've been with firstrade for many years, never had an issue and they provide access to institutional shares of many mutual funds at low minimums and transaction cost free.
Not the answer in my case as both ATW & ATT show the same amount. @wxman123 : Could you inform me as to when this margin charge showed up ? I see $6 fee, that's all.
Also T+2 didn't take place.
Not the answer in my case as both ATW & ATT sh…
This happens when you sold some stock/ETF but the cash isn't available until T+2. The position screen may show the credit immediately but the amount isn't really available yet (and in your case, on the morning of the day of T-Bill auction).
A foolp…
I like FMIJX and JOHAX. They each tend to outperform and underperform at different times. Recently FMIJX has been the winner, so buy JOHAX, hold FMIJX (if you have a position) and vice versa.
I don't love the muni space, but I need the muni space. So do many people. Placing most bets with VWALX and MMIN. Bought the big dips in XMPT, that has worked out well for me in the past.
Sector and style focus explain the bulk of returns, generally speaking. The ARK complex were top performers in the past few years before the downturn, and they were on top of all the "greats," like the Baron funds. When the "growthier" sector/styl…
Not a fan of managed futures which are generally tied to commodities. My fav over the years was MBXIX, which did great in 2008-09 (similar strategy before fund launched) but cratered with the COVID dip while other strategies outperformed. My only …
Added to GLFOX. My theory on US infrastructure rebuilding as a catalyst for companies involved in materials and construction has proven to be a hypothesis only. The fact of the matter is that PAVE has not even kept pace with IWD.
I used to hold GLFO…
If I could only buy one fund it would be VWINX followed closely by RHS, an ETF. In fact, I think RHS is the single greatest ETF of all time, would be happy owning just that if need be. So simple, so effective.
@wxman123: that is some serious confidence in BITQ. I hope you get rewarded.
It is literally the bet I feel most confident in as regards risk versus reward at the moment. People really misunderstand this space. I am NOT saying that any particular c…
There will surely be more pain..... I'm adding to my oil/gas midstream play, ET....... FINANCIALS have been killing me, constantly, since I bought-in, earlier in '22. Really sucking cow farts. My biggest bite in Financials is in PRISX, TRP. .....Bar…
Hi Sirs:
Or try
Brandy
SCOTCH
Wild turkey
Works VERY well in this market
Friend A loss -530k last 4-5D
Friend B -350k after all in w Luna crypto over weekend
Few committed suicide in other country per news
Headline tomorrow:
60% crypto trade…
Vank appears very happy with the fit: has known Carl long time and "we are philosophically the same." Zeo's fund strategies remain, just different brand name. Marcus and he remain PMs and Paige still is client services' contact. Sounds like it becom…
Saba runs a FR/BL CEF BRW that trades at good discount.
https://www.cefconnect.com/fund/BRW
Saba also has an ETF CEFS that opportunistically owns CEFs at discounts. GIM is only a tiny weight now 0.60% (I think that it used to own more at one time)…
One other point of interest (at least to me): If you look at a bond fund like ABNDX, can find performance history back to 1975 on Yahoo Finance, it has never had two down years in a row. If we get a down year this year, then this will be the first …
Summarizing some things I've posted recently...
We sold all of our dedicated bond funds earlier this year and kept small toeholds in NHMAX and RPHYX. Last Friday we sold the NHMAX toehold.
ALL of the dedicated bond funds we owned are DOWN a littl…
BIVRX pretty good too, but I could see it having the same problem as RLSFX in a different environment. When you get BOTH your L and S wrong, you're screwed!