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I can't believe it, you can lose maybe 3-5 days of MM? How much is it? 0.1%.
I used ACAT back and forth Schwab-Fidelity and usually it takes 2--3 days. You can wire the money too. I only wired money from Schwab and it took a couple of hours, and it …
I wanted to explore the possibility of moving my TD accounts to Schwab via ACAT transfer rather than via merger migration. Multiple contacts from Schwab confirmed that no Schwab money market funds can be transferred to Schwab via ACAT transfer. I …
Please let us know the pricing / fees for participating in the advisory services what are the minimums to participate in these services. Can you still have non- advisory accounts at the same brokerage so you can invest how you want to invest? Feel…
Thank you, @davidsherman.
I think someone mentioned in this forum about No transactions fees for mutual funds at Firstrade: retail or institutional class. Good to know that the big brokerages are leaning that way too. Definitely helps those tha…
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?
Which brokerage specifically are you interested in and is your inter…
I have read about ARTTX, a concentrated fund, here a few years ago but I have not seen any activity related to it recently. Do any forum members still own it?
@hank,
ETF TJUL just came to my attention. I have not yet researched it but see if it is useful to you.
https://www.innovatoretfs.com/etf/default.aspx?ticker=tjul
The ignore feature (button) I am referring to is specific to each user who wishes to use it. Others' experience of the forum is not negatively impacted by it.
@David_Snowball,
Do you also go by another alias, such as @admin that is quicker to type on a phone?
Is there a thought of providing an ignore feature in this forum so one could ignore specific posters or threads to allow easy navigation? Many in…
I switched from VMFXX to VUSXX a few months ago. I check their relative yield every few weeks and will stay with VUSXX as long as its after tax yield is the same or higher than that of VMFXX on average. I do not try to squeeze every last cent and …
Has VUSXX been less state tax exempt than VMFXX in recent memory?
I posted in a hurry and should have qualified that VUSXX was 100% state tax exempt in 2022.. At the current 7 day yield why would not I park my money in VUSXX over VMFXX, which wa…
Hi @Yogibearbull,
Also, can I cancel the auction order after I enter it and how late?
In the auction results, why is Investment Rate always higher than the High Rate? I thought it would be the other way around.
https://www.treasurydirect.gov/au…
It has been mentioned by others. BUT I have verified it in my Fido a/c.
I have a margin a/c at Fido. But Fido is very aggressive in sending margin notices even when those aren't really required. For example, if I sell $x in mutual fund/OEF (T+1) a…
I think the previous post was for @David_Snowball .
On a separate note, is anybody tracking TCAF daily relative price performance to that of PRWCX? That is, how is TCAF price action relative to its category when PRWCX over or underperforms its c…
That made sense. What I took from that and the entire presser is that FOMC is going to be patient but firm - both bulls and bears can reaffirm their narratives! The additional info I did not know and I got from the presser was that the Fed staff n…
Did Powell say that the FOMC expects inflation to go down to 2% only in 2025 or am I conflating with some other 2025 mention? Sorry, I did not take notes.
There may be a mix up in times, EST, PST, etc.
Bond market closes at 2pm Eastern.
Stock market closes at 4pm Eastern.
Mutual funds price at 4pm Eastern.
Sorry it looks like I confused you with my PST. Bond market closes at 5PM Eastern.
I edited…
Do bond mutual funds price their shares daily based on the last price when the market for the portfolio constituents closes (2PM for bonds and 1 PM for equities and option) or based on the price at a different time? Why do not bond mutual funds ta…
ETF share redemption does not generally have to effect portfolio selling as the manager can redeem in kind. While many OEF prospectus reserve the right to redeem in kind, it is not common for OEFs to redeem in kind and generally results in selling …
Morgan Stanley can not risk continuing to employ someone who becomes (or is) a permanent bear. It will be good to find out the instances when Mike Wilson may have made the right market calls. It is acceptable to me if he has been right >50% of …
If one likes energy company prospects but does not like the high volatility of energy equities, one can look into finding funds with a portfolio that combines utility and energy stocks. GASFX is one such fund, which I never owned and have not resea…
Has anybody looked into or invested in BINC - Blackrock Flexible Income ETF? Inception is late May 2023. About $125M AUM.
https://www.blackrock.com/us/financial-professionals/products/331752/?referrer=tickerSearch
Can this be a good substitute f…
Thanks, @davidsherman, for the additional information. I prefer the called / redeemed high yield bonds of RPHIX over investment grade bonds of CBUDX. I guess I will wait for RPHIX to reopen.
Please find below the CrossingBridge 2Q23 Commentary entitled: "You Can Pay Me Now or Pay Me Later" Feedback is always appreciated.
https://blog.crossingbridgefunds.com/blog/q2-2023-commentary-you-can-pay-me-now-or-pay-me-later
Thanks, David, fo…
"I'd say almost every investor has made mistakes at some point."
Interestingly, I continue to make mistakes - thankfully, every time, it is a new mistake! Sometimes I wonder how is it possible for so many mistakes to exist? I made a new one last …
Have you guys looked at PG&E (PCG) stock price? By far the best 1 year chart I know. I sold out at $16, not believing it has left behind its legacy troubles, but now it is at $18. I probably should have kept it, given how my bills from them o…
Not to digress, active JHQAX had very low distributions but decent portfolio turnover (44% as of 6/30/22 per M*). Distributions shown in M* from 2019 onwards show no year end distributions - I think partly because there were no meaningful redemptio…
@hank,
JPM discloses JHQAX hedging strategy in detail on their website. My recollection is the Puts & Calls are against indices, likely S&P 500. It is not a black box fund. You can read on their website and feel free to correct me. (JEP…
My TD migration date is many months away. TD said if I want to move sooner, I have to go through the account transfer portal (ACAT) and that it could take up to one week.
I setup a Schwab account and moved 95% of my stuff over back in summer 2020 …
My TD migration date is many months away. TD said if I want to move sooner, I have to go through the account transfer portal (ACAT) and that it could take up to one week.
@fundly,
A lot of brokerages charge a transaction fees (e.g., $50) for purchase of mutual fund institutional class shares but they do not charge a short term redemption fees (the fund itself may have its own STR fees). Am I correct that Firstrade …
I too have not heard from either firm. If it is the MOVEit software’s vulnerabilities the source of the problem, how come Schwab and other large brokerages using that software did not have the data breach?. Does TD/ Schwab not have contributing fa…
