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@Observant1, no response (yet) to my email about 4 hours ago to PV/SRL Global support.
After you posted about access, I checked it too and it works.
OK, the reply just came:
From: Analytics Support
Sent: Monday, May 27, 2024 10:37 AM
To: xxx; An…
@Observant1, I see 500 Error too at 5:30am Central 5/27/24 - on Chrome, Edge, Firefox. These 500 0r 50# errors are for some server issues. I did use PV yesterday afternoon.
But technically, the PV site is UP, https://www.isitdownrightnow.com/portfo…
@BaluBalu, it is now integrated within the M* Quote page. Scroll down to the end of the Quote page for a mutual fund ticker, and you will find the info about its other classes.
Oil change schedules depend on the model of car and type of oil (regular vs synthetic). Many imports/foreign brands have longer oil change schedules and use lighter oil (0W20, not common 10W30). Oil life meters (in newer cars) are estimates based on…
excellent. is maxdraw daily or month end?
Drawdown seems based on daily data. Here is the run for 2020 only to see more details of the credit freeze then,
https://tinyurl.com/yc5rumev
That is a great movie clip. It also introduces the CDS (nothing to do with CDs) that really blew up and tanked AIG, etc during the GFC. The Feds had to come to the rescue of these insurance companies and/or banks to the tune of hundreds of billions …
There are only 2 US companies with genuine AAA ratings - JNJ, MSFT.
Securitized credit AAA is a manufactured rating. So, the underlying pool may have only A or BBB or BB rating. It is sliced-and-diced into tranches that are rated AAA, AA, A, BBB,..…
A very old thread!
But I will ask a question here.
Ulcer Index (UI by Martin) is prominently featured and often discussed at MFO; there was even a feature on it in the monthly MFO by @David_Snowball in May 2023. The typical definition of UI is ove…
@BaluBalu, keep an eye on the news.
Goldman Sachs had huge missteps into retail - Marcus online and Apple Card, both big money losers for Goldman Sachs. The expanding retail pie for Goldman Sachs to make money never happened. The relationship betw…
No consistent relationship has been found between point-to-point TR and safe-withdrawal-rates (SWR). Dave Ramsey recently fell into this trap.
Bengen-type withdrawals should be seen as benchmarks. Not many use them as described - 4% initial withdra…
It seems that BlackRock lost a court case on the proxy voting procedure that it had adopted. It had called for a majority of all votes outstanding to win. This may work for small committees, even House and Senate, but not when millions of votes may …
@bee, now try to run 10 years to 2020, i.e. 2010-2020 (i.e. 1/1/2010-12/30/2020 under Year-to-year), but you can not. The result is truncated to 1/1/2015-12/31/2020 (well under 10 years). Then see my post just before yours - my guess is that your 10…
It seems that PV runs for the RECENT YEARS can go back only 10 years from now (i.e. 5/1/2014 in Month-to-month and 1/1/2015 in Year-to-year in 05/2024), but longer than 10-year runs are possible for start and end dates before this 10-year window.
I…
@Observant, new limitation is for 10 years. But you have to change both the start and end dates to capture the older 10-yr periods. Some periods > 10 years do slip by randomly, but I haven't figured out any pattern.
For example, these old 20-yea…
One PV LOOPHOLE is that the 10-year periods don't have to be recent, so free PV runs can be made for successive 10-year periods. Following are the PV runs for Bengen-type 4% withdrawals with annual COLA for 3 10-yr periods covering 30 years. Of cour…
An online bank with "impact" goals that started only in 2022 offering 100-yr CD, 4.75% fixed, as a publicity stunt - 10-yr interest penalty for early withdrawals. Alternatives? 30-yr Treasury bond or zero.
"We had not yet opened for deposits in 2022…
Well, the PV data input interface has changed, and the result format has changed, but on a quick look, almost all of the old free features are still there. The results are still linkable. I think that if one spends 30 minutes to 1 hour, one can get …
^TCAF-IV hasn't worked either.
^TCAF-NV works but that is previous day's NAV.
I asked this question about TCAF IIV but there was no answer.
https://www.mutualfundobserver.com/discuss/discussion/comment/170368/#Comment_170368
Whenever I deposited checks at Schwab, the funds were available to trade immediately, but they weren't available for withdrawals (i.e. Hold) until the check cleared. Similar for Fido.
So, move the $s right away to a Schwab m-mkt fund.
Looking at MLPFX Prospectus, it's organized as a taxable C-corp (not as a typical passthrough fund), so the ER includes potential deferred income tax liability from unrealized gains/losses. Is that a real expense? May be someone else can throw a lig…
Invesco website says 5.44% comes from underlying funds - holdings look a mix of funds and individual MLPs. Why would there be funds within anything called "Select".
https://www.invesco.com/us/financial-products/mutual-funds/product-detail?audienceTy…
P&C insurer Chubb/CB has been mentioned several times in this thread. Now it's revealed that CB was the secret stock Warren Buffett/BRK has been accumulating for 3 quarters - with SEC's blessing. This $6.7 billion stake isn't even a baby elephan…
I have had VG funds longer than 2017. I don't remember the voting solicitation then, but there must have been.
But it explains why these votes are rare for VG - its BOD don't have definite terms, and voting is required only when there will be 1/3 o…
Vanguard is private, so it doesn't follow the selection process used for typical public co BOD. FWIW, I have never received notifications for voting for VG BOD (some like TIAA hold only advisory votes). BOD is authorized to act on behalf of sharehol…
Big news! He is an outsider. At iShares/BlackRock, he handled many ETF launches, including the recent spot-Bitcoin ETF IBIT - the biggest among the new such ETFs.
@yugo is correct. If you use your credit card line in full, there is a penalty on the credit score. You should keep the usage % low, around 20-30% of the credit limit (per card). And 0% card offers may have initial 3-5% fee and duration of 12-18 mon…
If you hold CDs within a brokerage a/c, the FDIC coverage limits will still apply in case of bank failure. SIPC will treat them as securities under its coverage.
The SIPC coverage kicks in only when brokerage itself fails. Moreover, the brokerage c…
I think that brokers can lend securities from margin a/c only when there is a margin loan balance. One can also ask to move some securities from the margin side to cash side. Try those before downgrading the margin a/c.
