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.
According to the Q2 2024 commentary, CBLDX contained 27.3% international holdings. I am assuming that consists mainly of Nordic companies.
My question then becomes, "Does CBLDX already function as a global high income fund that incorporates the bes…
Experts are warning that a recent contract to supply Oklahoma’s Department of Education with an estimated 55,000 bibles might actually represent a breach of state law. That’s after the contract’s exacting specifications came to light—and they only r…
Since DJT has no substantial underlying value, is the daily stock price really more an indicator of his current presidential election odds?
Freaks me out when it nudges higher. If he loses next month, does DJT go to $1 by Thanksgiving (gobble go…
Was surprised to see that "49% of Nordic HY bonds feature floating rates".
Like the idea that they earn 2% - 4% more than US HY bonds on average, but with only slightly more volatility. Good stuff.
"The Intelligent Livermore ETF uses AI to build a global equity portfolio inspired by the world’s greatest investors. Our process leverages three leading large-language models to analyze the philosophies and strategies of a selection of great invest…
ROAR is still hiding in the weeds. Curious if this will garner enough attention (volume) to even stick around. CBYYX remains quite small, but CAT bonds has to be a small niche sector.
Estimated inception date I had heard was 9-30-2024.
My PCA custodial account at Schwab is via a state run plan, so maybe the access is different. But NRDCX is now available in this portal. So it should be there soon for all Schwab customers.
Fido shows that this fund exists now, but not traded th…
It would be a relief to think that in a few months, his main public role could boil down to a "celebrity defendant" in various court cases. Consigned to the dustbin of history.
He claims he does not need the money. Right?
Yeah, he "claims" a lot of things.
If he didn't need the money in 2016 or 2020 or 2024, he's sure doing a lot of grifting for dollars. Maybe it's true that he doesn't NEED money, it's just that he…
Up on high volume and questionable "news". Mini short-squeeze as a result?
Based on his ability to stack up lies without any fear of repercussions, I would take any such statements lightly.
If such a process works consistently, it would be of interest. It may be just another gimmick.
The Deletions ETF (NIXT) is essentially a bet on long-term reversion to the mean. Index deletions are typically followed by sell-offs. Arnott hopes t…
Breakdown
67.83% % of Shares Held by All Insider
6.57% % of Shares Held by Institutions
20.43% % of Float Held by Institutions
306 Number of Institutions Holding Shares
Top Institutional Holders
Holder Shares Date Reported % Out Value
Vanguard …
According to filings, the lock-up period is scheduled to expire for Trump on September 25, but it could come even earlier.
The lock-up would lift if Trump Media’s share price equals or exceeds $12 for any 20 trading days within a 30-trading day peri…
"Trump says he's 'entitled' to make personal attacks on Harris, citing lack of respect"
https://abcnews.go.com/Politics/trump-hold-press-conference-campaign-criticizes-harris-limited/story?id=112837924
Gosh, @mnzdedwards its a wonder, isn't it? L…
If he currently owns 115M shares of DJT, and the daily average volume is under 8M........it will take a lot of third-party assistance to prop this beauty up next month.
That's assuming he gets away with selling a big chunk of his restricted hold…
Here's your big chance:
As reported by Barrons today:
"Shares of Trump Media & Technology Group, parent of Truth Social and majority owned by Trump, are trading below $20 a share after falling on Wednesday and extending losses after hours. Trum…
...also interesting that no one has mentioned bitcoin...are we just a bunch of older dudes fighting the last war or are we going to open our minds and skate to where the puck is headed not where it is and has been?
Looking forward for this exercise…
That said, I ran Portfolio Visualizer efficient frontier analyses. Because a couple of funds were extremely new, I had to make substitutions. In lieu of PHEFX I used IPSAX; also near the top of 1 year performance for options trading funds. F…
Given that you're not asking for the moon, I suspect you don't want to be active, and don't care if your manager(s) have an inflexible mandate. Isn't this why traditional, balanced allocation funds came into existence? Are you maybe trying to rein…
The main point of this exercise for me is low volatility and a "half-decent" return.
Also, how much to rely on bonds. Longer dated bonds had a bad stretch, but with rates coming down.....do you go back to them now?
Lastly - Use of derivatives,…
If the popular vote was the true measuring stick for our US Presidential elections, Harris currently has a 3% lead. However, with our wonderful Electoral system being what it is, Donnie still has a shot at avoiding jail time.
Gold keeps rising....the typical gold bar (~400 troy ounces x $2,500 spot price) is now worth $1M.
Of course, I keep my bullion stacked in a little fortress formation in the middle of my concrete panic room. ...just kidding
But the HOSIX performance chart is sooooo beautiful. Straight across from bottom left to upper right. Please don't make me consider selling this yet.
Just....just look at that chart again. Positive returns in all 26 months. It's like som…
