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.
Is Dalio willing to repeal the Bush and Trump tax cuts?
I'll bet not.
Was the country suffering that much under Clinton's tax regime? Business conditions were friendly enough to gin up a major blowout due to irrational exuberance.
I was pleased to note on the M* ownership tab that Fido was not among the top 20 "institutional" owners of Tesla.
FMR is #10 on the list of major institutional owners.
Goede Capital, spun off from Fidelity and the firm sub-advising Fidelity's index…
The chance that he meets "ambitious financial and operational goals" is probably about nil.
Between the ketamine, weed and whatever else he imbibes, to control the depression and ADHD, I have doubts that he even lasts ten years.
Or he goes the w…
I don't expect much from the usual suspects.
That depends on whether they follow the guidance of the duopoly of proxy advisors, Glass Lewis and ISS.
Proxy firm Glass Lewis has recommended that Tesla (TSLA.O) shareholders vote against the proposed $…
From the Wall Street Journal:
"With a 1.2% stake in Tesla, the fund is the sixth-largest institutional investor behind others such as Vanguard and BlackRock, according to FactSet. It is the first major institutional investor to disclose how it vote…
From the Wall Street Journal:
"With a 1.2% stake in Tesla, the fund is the sixth-largest institutional investor behind others such as Vanguard and BlackRock, according to FactSet. It is the first major institutional investor to disclose how it vote…
Some brokerages will have a stable of high minimum funds the rest of us are allowed to buy, especially for IRA's. I don't remember that being a feature at Vanguard. But I've been able to take advantage at Fido and Wells Fargo.
Or alternatively, "We don't need no stinking politics"
Or as written by Craven:
We have no badges. In fact, we don't need badges. I don't have to show you any stinking badges,
And re-written by Houston:
"Badges? We ain't got no badges. We don'…
That is if one wants to diversify away from tech and AI-related stocks.
Future market for Tuesday, November 4, 2025 is all red, including the safe haven asset such as gold.
https://finviz.com/futures.ashx
RWF is up for me so far. But so are SMH …
Concur. RWL is another possibility that focus on the company’s revenue. It has 9.4% exposure to tech sector versus the 31% of that in S&P500 index.
RWL, SPGP, and SPHQ are now in the red for four weeks. It's tech, or nothing, in the U.S. mar…
I am exiting my PC investments (or hope to at least). No idea if the rot is systemic but I am not waiting around to find out.
I'm feeling really dumb today, and I want to share that special feeling, :-D
PC? Politically correct? Personal computer?
VOO and QQQ (or QQQM) are the only funds I would purchase.
Very liquid, low expense ratios, low frictional costs, and ample diversification.
Active management is nonsense in my opinion.
Passive funds like VOO and QQQ are tough to beat for investors…
@WABAC
Ok, I don't know how my response to @JD_co 's funny and identifiable comment veered into a DCA discussion, but I appreciate it. My tax-deferred account does as you mention, but I make two Tech/SP500/International investments per year in my ta…
I was looking through my watch lists and I see that many funds are missing their periodic returns; which makes it kind of hard to see how some old funds behaved fifteen years ago when you can't even tell how they did over the last week.
Who still p…
Are you dollar cost averaging? If your broker won't accommodate that for you, you need another broker.
I don't follow. Drop = Invest. $10K invested in Tech in 2022 has gone a lot further than $10K invested in 2021. Don't plan to sell anything for …
It has been this way for years. They used to give you some interesting information. Then they cut all that and acted like they were doing you a favor so you wouldn't be inundated.
And the service has still been intermittent.
I would hate to be an…
I use these memos as a source of advice and counsel and not as source of actionable items.
I feel that I am a more rounded investor for having read and learned from them.
FD1000 believes articles or stories must include information that is currentl…
Bought a few shares of a tech ETF today (toehold). So, you can be sure the top is near.
Lol. I feel your angst. Every year I drop about $10K in a Tech ETF/Fund, an S&P500 Index fund, and an International Large Growth fund. Wish I could time th…
Action in the taxable: Sold PEY and CSB. They just aren't doing anything for me besides going sideways.
With the proceeds of the sale 2/3 went to IDOG and 1/3 went to EISIX. So my exposure to foreign value is roughly equal to my position in VWIGX. F…
Check with FullyDuped1000% on that black box. From his numerous self-admiratory claims I believe that he invented it.
In his own mind he is without Peer, or as he would have it: Pierre.
The ups and downs of stock funds are nothing new to me, and I accept the risks, but losing money invested in a bond fund is frustrating to me, since I have naively thought of them as safe spots.
It's probably just me, but it feels like most of the…
”It sure was a fine example of an Emily Litella rant.”
Thanks for the clarification. I thought perhaps a parody of a half snockered Fox News personality.
Just my impression, but there's room for plenty more, that's for sure. So much room.
Another scream of “Doom!” because fear sells clicks and keeps the base scared. But the kids (and the adults) are catching on: the monster under the bed is just a sock puppet.
Ah, "Ms. Pier" lands again—gotta love the autocorrect rebellion. If you'r…
@FD1000,
Thanks for the AI piece.
Is that how Sonali Pier turned into Karine Jean-Pierre? I was wondering.
It sure was a fine example of an Emily Litella rant.
Action in the taxable: Sold PEY and CSB. They just aren't doing anything for me besides going sideways.
When the dust settles I'll be buying some foreign stuff. Everything US is too expensive for me--except for consumer durables and health, which …
Only fortunate because I know it would drive me crazy obsessing over every detail all the time. So I'm not as crazy as I could be. :-D
I bought SMH for the taxable in February 2024 when some poster here was talking about chips. So I put a few bucks…
I'll tell you flay out- look at the eyes and facial expression of Housel. If he isn't high on something then he's borderline mental. I wouldn't even listen to anyone who looks "hyper" like that.
Jeebus. He sure comes off like a tweaker.
I've read …
Thanks for the dose of reality. What have you got on the shrinkflation of Three Musketeers Bars and the disappearance of 50 cent burgers at local lunch counters? :-).
1964 to 1974 isn't much time to a kid looking back from my vantage point I guess…
