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.
These political threads remind me of my second oldest brother when he went off his meds.
I didn't know he suffered from major depression.
Freaked out about everything political on the internet that fed his habit. There is so much click bait out th…
That is not a fund that has ever turned up in any of my screens/searches.
Closest thing I own is DIVO. That's up about 1.0 YTD. IHDG is positive. All of my other dividend funds, like SCHD, are in the red. PEY is off 12.92
@msf. The year that song was released I had a pass-book savings account at the Webster Groves Trust Company.
During the process of registering for SSI my wife discovered that she had two social security numbers. A second one had been issued for so…
I don't know about regime change. IHDG is the top performer in my taxable account over the last twelve months. It's closely followed by two tech funds and FSMEX. VWIGX is in between the tech and health funds.
In the IRA, GRID, XBI, and FSCSX outper…
I don't know about regime change. IHDG is the top performer in my taxable account over the last twelve months. It's closely followed by two tech funds and FSMEX. VWIGX is in between the tech and health funds.
In the IRA, GRID, XBI, and FSCSX outper…
I use ETFdb.com, but there are several ETF sites.
https://etfdb.com/
I signed up at this site https://www.etf.com/etfanalytics/etf-finder due to my daughter's interest in ESG issues.
It's free. They cover more that ESG ratings. And they have not se…
Fido was my best brokerage experience, and I remain with them. Vanguard became really terrible.
Also, I would not leave a dime in any Wells Fargo accounts. That bank has a poor history, and I'm not convinced that the culture there has changed. …
@ProtonAnalyst33, you can get all holdings here https://www.etf.com/etfanalytics/etf-finder but it ain't elegant. Click View All under Top Ten Holdings.
@yogibearbull, Thanks for the info. I do remember the logo. And I had some faint hope that Nomura might accomplish something.
I remember watching Kurosawa's The Bad Sleep Well. And I decided that I was nuts to stay invested in the land of keiretsu…
I was looking at my stake in SEQUX today since I am moving it to Fidelity. Its top holding is Schwab at about 7.5%.
Might be time to realize the tax loss and rearrange the deck chairs. :)
Equities.
For the taxable, looking at new positions in SPGP, RWJ, SYLD, and RWK. Might choose FMIMX over RWK. I'm still looking a midcaps. Then adding to SCHD, PEY, and CSB. In sectors, maybe new positions in PSCC, GRID, EVX, and FIW and adding to…
@msf, always a hoot to read your stuff, even when my ignorance is on the receiving end.
I was reminded of reading an early 80's edition of Random Walk, in which Malkiel recommended buying bonds.
And, well . . .
Slowly I turned. Step by step. Inch…
If there is a default, I think there will be sufficient time to buy after the political solution is reached. You might not hit the lowest of the low points. But the market will be a good ways down from where it is now. And knowing the solution might…
Last post @Bobpa posted on MFO was back in June 2022.
https://mutualfundobserver.com/discuss/discussion/comment/151173/#Comment_151173
In this post, he talked about his portfolio and holdings where VWINX is one of the larger allocation fund. Bobpa…
Every time I read the title of this thread I think
Break Glass!
BTW, I think any threat to SSI payments would result in playing the 14th Amendment card.
Might be a great buying opportunity in equities if you can lay your hands on unleveraged cash.
Might need the cash if Social Security checks don't go out.
I don't think one money market would be much safer than another if the default persisted.
4% in PFF in the taxable. Another E ticket. No need for me to sell. I can *enjoy* the ride.
After 40 years in NORCAL, their small stake in PG&E is more concerning.
Maybe the Fed can begin issuing Wilsons, Chases and Madisons again so the cash will be easier to stuff under mattresses, bury behind the outhouse, or lock up in safes.
The Fed seems to be willing to go to the wall to prevent the inflationary drift of the 60's and 70's that led to to Volkergeddon.
As for the rest . . . Clap hands for Tinkerbell.
It might work.
@Old_Joe, nice catch. Thanks for posting. Something to watch.
Stuff would have been B- to C+ back in the days when I took English classes in Jr High and High School. Lots of padding to get the word count up.
Well. Aside from my experiments at Vanguard, I'm just sticking with cash until the debt ceiling is resolved.
Might see some opportunities in equity funds in the near future. I made some token contributions to the dividend funds in the taxable last…
This conversation takes on new meaning for me as I digest the news about Federally backed money market fund and T-Bills. My thanks to those keeping it going.
I have been looking more carefully at the CD offerings available from Wells. Seems like I …
Do they expect indigent nursing home Medicaid elderly to go out and get a job too?
They're trusting private equity firms to take care of that after they come up with suitable hooks, like:
"Empowering seniors!"
@msf, a gallant effort, easier for me to read, and I appreciate the effort you are putting in. Other people will benefit; but I don't think I'll really understand it until these things mature, or at least settle on Friday.
One of the CD's is with …
@msf I wasn't ignoring your point, which began with "if." General comments about secondary bond markets mean nothing to me. Might as well tell me to hum it in the key of E.
I haven't looked at existing CD's on Vanguards site. I am going by what I s…
Your CD is fine with the settlement date. I stay with large banks and make sure they are not callable. VG would state that clearly. JP Morgan always offer callable CDs and I avoid them. Hard to find 2 yr + CDs that pay over 5%.
Like you I am bu…
@catch22. Thanks for the info. I don't follow the charts. But I do read contrarian.
I'm just looking for ways to goose the cash we hold. Not looking at total return. I don't expect to keep ahead of consumer inflation. But cash is always nice to hav…
I'm not really interested in trading CD's. Vanguard makes it easy to sort out new issues from the rest. Whether this exercise generates a few more kopeks than their money market sweep?
The taxable brokerage is at Wells Fargo (boo, hiss, grrr). Not…
Thanks @sven. The 5.05 JP Morgan is callable. The others are not. I don't mind the size of the bank if I can get 4.95 by the end of May, and it's FDIC insured. Doesn't seem real somehow.
I'll admit that I've been getting my daily dose of schadenfre…
@Sven, thanks for the info.
At my Vanguard IRA account I was able to pick up a 9 month CD that pays 5.05. Shorter terms are paying 4.95. I "purchased" them on Sunday, but they don't settle til 4-28. So I presume I am looking at the full term.
The…
