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@JD_co, Does Etrade offer GQHPX / GQHIX? Also, does Etrade charge transaction fee of $20 for each sales of TF funds or are the sales free like at Fidelity, Schwab, etc.? For NTF funds, how much short term redemption fee does Etrade charge and wh…
....have you found a way around the $1M minimum investment in MAFIX?
@BenWP FWIW, MAFIX is available with $0 min, but a $20 TF over at E*TRADE.
I've been eyeing GQEPX next time the market dips (also $0 Min at Etrade, No TF), but it just keeps g…
With Fed meetings scheduled in early May (and then again on June 14-15 and July 26-27), would it make sense to wait just a few more months before starting a CD ladder?
Flip your angle around. What if this is a Selling opportunity within a "rangebound" stock market? Its just one scenario.
You shouldn't succumb to FOMO during these rallies. Expect volatility on both the upside and the downside.
RSIVX Riverpark Strategic Income Fund is a unique fund in that it invests in various debt securities (some less liquid and many non-rated), distressed debt, with a decent allocation to foreign, some convertibles, and a 15% slug to equities.
Som…
Kind of interesting that Equities are bouncing back while Bonds continue to languish. Are equities benefiting from a massive bond re-allocation?
Particularly, high-dividend paying stocks. That has been the trend in 2022.
Powell wanted to see what his jawboning could accomplish. He knows the Fed SHOULD be raising rates quicker, but since that could crash markets......he can't bring himself to do it. So slow and steady we go.
Meanwhile we deal with high Negative r…
I use www.DividendInvestor.com (You will have to swat down some pop-up ads.)
After you enter the ticker symbol, click on "First Dividend Paid". It will summarize divys/distributions by year.
Junkster said:
Could be a rough road for anything bond related especially if the Fed decides to actually take a stand against inflation.
That's the frustrating part. Powell indicated he only wants to raise in 25 bp increments when it would a…
HMEZX and PVCMX are both up YTD. Its nice to see a little green in there somewhere.
At one time I saw where you were a holder of RCTRX which was a good move. I had tried to purchase it awhile back but unable to do so. I wouldn’t necessarily a…
Kind of interesting.....Russian ADRs are still ok to trade, but Russian stocks are not.
"Friday at 4 a.m., the NYSE Arca brought trading of the iShares MSCI Russia ETF (ERUS) to a halt. The reasons cited were its exposure to the Russian market, MS…
Volatility played out today on the downside this AM, followed by a whiplash rebound back into Tech stocks. Wild stuff, courtesy of a Russian dictator.
Tough to take advantage of this using mutual funds, so equity ETFs with limit orders are the way…
Fido has the nerve to charge $49.95 TF for Hussman's funds. Meh. At that point, I'd rather just hold cash and put it to work when the market tilts over.
2022 better not turn out to be Death by 1,000 Cuts. Can't we just get a few big wash out days where equities are down -4% or -5% per session? That's the way to do it.
This correction is too orderly.
PFIX's hedge is working great MTD due to interest rate concerns, but ugly performer otherwise. If you believe that interest rates are going to go zoom through the roof, then it could be a nice find for 2022.
Simplify Interest Rate Hedge ETF (PFIX…
Today's failed rally was encouraging for us "Sideline" folks. Some of the air finally starts to come out of the bubble. Who knows, this could get interesting.
Junkster, I always do appreciate your posts. I will have to do some research on Zweig momentum buy signals.
Carew, I'm in an all too similar boat (majority cash). Each down market day means more small equity purchases, though. Like tiptoeing in…
+1
(Glad you spelled force correctly. :))
Was that a spin on "farce"?
Those who only buy Mutual funds would have "missed out" on today's action. I'll be leaning more and more into ETFs in the future. Filled a few orders for ONEQ and SPLG this AM…
Edit/Add: 1/10/22: Marko Kolanovic, Morgan Stanley - Near Term: We recommend Buy the Dip as the market is oversold and can handle higher yields. The reaction to the Fed is overdone.
Note: It's a paraphrase.
Today's session had that "Buy the …
There is nothing more defensive than a Fund with a large cash hoard. PVCMX will look like a champ if the market corrects here and they pickup the pieces. Cash was near 80% last I saw.
Its the perfect small-cap fund to gamble on if you view the…
Another fund with a nifty record, as all of its 17 (calendar) years show gains......AVEFX (Ave Maria Bond Fund). It holds a 20% allocation to equities, despite the name.
You know darn well what happens in 2022 if I buy it.
Yogi Berra approves your message.
If any brokers did have solid information on future performance of Asset classes, they would certainly keep it for their own "proprietary" portfolio. But none of them really can predict the future.
It would be …
@Baseball_Fan:
Re FMSDX - Lipper breaks down its holdings this way:
50% Stocks
25% Other
24% Bonds
2% Cash
Would you happen to know what the 25% “other” is invested in? Thanks.
Per Fidelity:
FMSDX
As of 11-30-2021:
Portfolio Weight
…
TANDX has a transaction fee at the 4 brokerages I checked, so I would probably buy and hold the fund as well.
TANDX portfolio manager's name is John CAREW. Hmmmmm.....
I'm adding to WBALX in 2022, come what may.
Fascinated by PVCMX, which I h…
"I think a lot of us are anticipating a change in sentiment some time during the new year." - Maybe this bearishness is what buoys the market? Sentiment is not exactly optimistic right now.
That and a boatload of "backed by the Fed" has the market…
Wondering if the legal issues connected to HMEZX have been cleared up-specifically the Jim Dondero bankruptcy, etc ?
I'm guessing somebody like Dondero maximizes his litigation efforts and makes sure it all gets buried, a la 45. A decent (and hig…
I love the concept of CTFAX and trying to time the markets. Equities are generally overvalued, at least by historical metrics.
Can CTFAX really get "ahead" of things? It shifted its allocation a while ago. The markets (thanks to the Fed) are …
How about "Umbrella Insurance" from a major insurer?
Carew,
I do currently have an Umbrella policy layer, but is it true that the Insurance company can turn around and go after you for having to payout on certain types of claims? This would make t…
Thanks, Yogi. I wasn't sure if that was still the case these days. So, if retirement funds are covered (401Ks/IRAs), that just leaves Taxable funds (savings or brokerage accounts), assuming I were to setup a Land Trust.
For RE, I would not rec…
