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.
@Sven. I have learned that I don't have the appetite to trade individual securities. So I haven't looked into buying from the Treasury.
USFR and TFLO are the two etf's I know of that only deal in floating rate T-Bills. They both charge the same. Th…
USFR, floating rate treasury bills. Lots of it. Lots of VMFXX.
I don't usually care for bonds, but, as Devesh Shah paraphrases Buffet in his June commentary:
When asked why he doesn’t hold longer-duration bonds, he replied that he is not good at pr…
I had one CD that matured at the end of last month. I have a couple more short-term CD'sthat will mature between now and January. And there's a T-Bill in there somewhere.
I'm glad I did it. But I decided on VMFXX for the taxable cash, and USFR for …
And the beat goes on . . .
The U.S. economy continued to crank out jobs in May, with nonfarm payrolls surging more than expected despite multiple headwinds, the Labor Department reported Friday.
Payrolls in the public and private sector increased b…
And the beat goes on . . .
The U.S. economy continued to crank out jobs in May, with nonfarm payrolls surging more than expected despite multiple headwinds, the Labor Department reported Friday.
Payrolls in the public and private sector increased b…
Our best and brightest, no? I almost think Krugman could have done a better job.
So what happens next?
Stock rally? Stock schmeissing?
Tbills interest rate sky high?
Muddle along?
Everybody goes back to watching inflation indicators and the Fe…
OK, the House passed the debt limit deal. Now it's up to the Senate. They have until June 5th, supposedly.
I expect the drama is done, now?
More opportunities for obstruction in the Senate.
crap. You mean cloture? 60-vote majority to even …
OK, the House passed the debt limit deal. Now it's up to the Senate. They have until June 5th, supposedly.
I expect the drama is done, now?
More opportunities for obstruction in the Senate.
Try duck duck go just to see what the alternatives are.
But yeah, it's getting harder to get meaningful search results.
Just my opinion., but don't be logged into anything when you do search.
Gee David, you and all the other guys beating off on politics doesn't have much to do with investing.
It's not my forum. I'm not responsible for moderating the standards. But I can ask.
I grew up in Texas, got 2 graduate degrees in special education and psychology from very "liberal" universities, worked in the mental health field both as a direct service worker and later as an administrator seeking funding, and experienced the pol…
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.
