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@BaluBalu, rolling 4-wk returns would end on Fridays, or if rolling 20-days, the ending would be any day of the week. But typical monthend is 28/29 or 30 or 31. So, there would be slight differences in 4-wk and monthly returns near the monthends. At…
@Sven, that flip has been since Page 1, but people understood so far.
A famous former Mayor in Chicago used to say, listen to what he meant, not what he said. (-:)
MFOP update to include price-based stats (PB-TICKER) is great, @Charles. Here are some data for 2 funds that are cousins - OEF PIMIX, CEF PDI.
Name, SD, MAXDD/Date, Sharpe Ratio, MFO Risk
PIMIX, 5.2%, -10.8…
Paul Atkins is a corporate securities/M&A lawyer who has been a SEC staffer (1990-94) and SEC commissioner (2002-08). Recently, he has been assisting the SEC in tracking down corporate fraud.
He seems supportive of cryptos, but we have to wait…
When I go to Off-Topic, I only open threads with subject that Interest me. Then, I go to Settings (gear/wheel) and click Mark Category Viewed.
If you click Mark All Viewed, the entire MFO site is marked as viewed - that isn't a good idea (unless in…
Motley Fool 100 is rebalanced quarterly. About 100 companies are selected from Motley Fool recommended lists and are market-weighted within this 100-universe.
It isn't active, may be semi-active/passive. Looks more like factor-based with "Motley …
etf.db shows TMFC as passive/indexed with ER of 50 bps. Is that for Motley Fool name? There is big iShares SP100 OEF at 20 bps.
FBCG is active LC-growth with ER of 59 bps. FBCG had difficult 2022, but it leads for YTD, 1y, 2y.
https://stockcharts.…
There is only BlackRock nontraded BDEBT. Blackstone has nontraded BCREDIT. Next may be an interval-fund (before an etf).
https://www.blackrock.com/us/financial-professionals/literature/fact-sheet/bdc-fact-sheet.pdf
For those interested, there is a controversy that X/Twitter throttles/de-prioritize/degrade posts with external links, maybe Facebook does that too, but Bluesky doesn't do that.
@MikeM, Facebook is good for communications among family and friend, s…
T Rowe Price (TROW) clears through Pershing (part of BK). I think all firms that clear via Pershing may be similarly affected.
Remember that Friday, last business day of November, was also a partial day for stocks and bonds.
Fido and Schwab (SCHW)…
@Charles, no other criteria, just 1 or 2 tickers for Multisearch.
But some runs were odd in that there were 1001 tickers in the results, not just columns. I used Reset a few times but could not consistently repeat the problem. I had to Reset becaus…
@Charles, interesting that I could run "PDI, PB-PDI" to see the contrast. But I could see only the Summary Info. When I clicked to expand columns, it went into an indefinite loop - it may be that some columns get undefined for "PB-xxx" it took a lon…
@Old_Joe, I just did a test post in Technical Questions and it showed up (for me) in MFO Discussions. May be the MFO software has changed from the old times.
I scrolled through BlackRock's 110-page multi-fund prospectus that has BLADX and here are my observations - I may have missed some others:
1. Equity 0-30%, fixed-income 70-100%, so allocation may vary. Morningstar's category is based on the current…
MFO Discussions include posts from 4 areas: Fund Discussions, Other Investing, Technical Questions, MFO Premium.
Off-topic posts are NOT shown in MFO Discussions.
When starting a new post, above 5 areas are offered for post selection.
I saw @BaluBa…
A reminder that TODAY is the last day to execute the old TLH strategy of doubling-up and selling the older lot by the yearend. The stock market also closes EARLY at 1:00 PM ET.
Don't overlook bond managers who are active in corporate restructuring. Firms such as Pimco, Franklin Templeton, Oaktree, etc often get involved in restructuring. Much of Fido FAGIX 20.86% equity is from restructuring.
Fund firms are interested in ETFs because persistent outflows from OEFs have been going into ETFs. This is a snapshot for US equity funds.
https://www.icifactbook.org/pdf/2024-factbook-ch3.pdf
Ultra-ST bond funds should be slightly above m-mkt funds. VMFXX is great but not everyone has access to it.
https://stockcharts.com/sc3/ui/?s=VMFXX&id=p30227210977&compare=ICSH,USFR,VUSB&perf=false
Vanguard ultra-ST VUSB has…
As the US exchanges haven't decided on this yet, the likely 24/5 trading is by using foreign exchanges or private trading involving willing market-makers, hedge-funds, and firms' inventories.
@Crash, I also hate these image challenges. But I could pass Bluesky's image challenge on 2nd try - after I put my glasses on. One problem with these is that images aren't very clear or focused to begin with, but that may be intentional.
Bluesky's …
Structured-CLOs ultra-ST ETFs such as inv-grade JAAA and junk JBBB will do better in strong credit markets.
Question is whether their extra returns are worth the extra risks vs regular ultra-ST ETFs (ICSH, JPST, USFR) ?
Many are new, but 2022 wa…
Trick for okra is not to add any water after initial washing (when whole). Preferably dry them out in a strainer. So, no washing after cutting, no water while sauteing or pan-frying. UNLESS it's okra soup.
Great for digestion.
I was at a fruit shop …
FDIC rules are clear but those were misrepresented by several fintech intermediaries.
FDIC may provide institutional coverage as well as individual coverage. These fintech misled people by making vague references to FDIC while there was no individu…
These features already exist in M* Legacy Portfolio.
1. View/Hide or Show Closed Positions.
2. Create/Save a Copy
So, the new M* Portfolio is slowly catching up.
Bookmarked Sila Services.
It's a rollup of businesses in the areas of HVAC, plumbing, electrical in Northeast, Mid-Atlantic, and Midwest; the reach of Sila HVAC is more limited. Its online reviews are mixed but on positive side - more expensive, p…
On DOJ news, Adani Group related shares in India are down 20% again - the last time was a couple of years ago on Hindenberg hit, but nothing came out of that and the shares recovered. Now the DOJ news on Adani pulled Adani stocks down sharply, and t…
When one looks at countries, their sources of national income are complicated. They include personal and corporate taxes, custom duties/tariffs, various fees, sales tax, etc. Several countries have high custom duties on what they define as luxury it…
May be a high level choice in MultiSearch could be an option - NAV (default) or Prices, and that may be further noted for the results where applicable.
After a while, it had the following error message. Posted a note on M* Investor forum.
504 Gateway Timeout ERROR
The request could not be satisfied.
We can't connect to the server for this app or website at this time. There might be too much traffi…
There is a tradition of regular meetings between the Fed Chair & the Treasury Secretary.
The Fed Chair also appears semiannually before the House & Senate subcommittees.
These mechanisms provide for inputs/feedback from the administratio…
Distribution date is a couple of days away.
GGN (at small premium) cousin GNT (at double-digit discount) didn't drop as much.
Sometimes, there isn't any good reason for a CEF to drop.
https://finance.yahoo.com/quotes/GGN,GNT/
Somehow I am on Cambria mailing list. I got an email pitch for its upcoming ETF TAX. Its tax-free conversion of separate accounts into this ETF is touted.
https://www.cambriainvestments.com/tax/
"(Separate Account) Qualifications:
· No single holdi…
High SKEW of 150 means that puts are more expensive now relative to calls. And that's because lots of people & institutions are buying puts for hedging.
