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So, I clicked on the "Sabbatical" link above but it states I don't have permission to access that thread.
Is that a mandatory or self-imposed 90-day "sabbatical" from BB?
And what's the scoop on it?
If it's self-imposed, I'd give it a shelf-life o…
02 june, 2023:
https://www.bloomberg.com/news/videos/2023-06-03/wall-street-week-full-show-06-02-2023
...And uncle Larry Summers is back.
Seems like he was instructed to speed up his speed up his speech.
I own ARTKX and like the fund. You might want to look at Causeway International Value, CIVVX. There seems to be similarities between the two funds. Both are managed by a group of good folks. Both are large cap blend. I think CIVVX is more value lean…
A shares of lots of funds come load-waived at brokerages. Fidelity has a big stable of them; seems like the LW ones there are mostly from larger fund companies. Don't know about Schwab, but might be worth checking.
Seems to be no load and no sales …
"Curiously, SNSXX (pure treasury) is yielding a few basis points more than SNOXX (treasuries and repurchase agreements backed by treasuries). We'll see how they compare tomorrow.
https://www.schwab.com/money-market-funds#bcn-table--table-content-898…
@msf "Neither you nor the rep know whether what he was reading was correct, just that Artisan had put something on paper."
That is correct and why I said, "They said" and They also said". Thank you for making the time to dig.
I spoke with Artisan Partners in Milwaukee. They said that David Samra was both a portfolio manager and an analyst with Harris Associates. They did not tell me which fund. They also said that the current prospectus does not have that employment hist…
It will be interesting to see over the next days and weeks. If I understood Mike Wilson, key resistance on the S&P 500 is at 4,150 and if the bear market rally is to continue, it will need a weaker dollar and lower yield on the 10-year Treasury.
I certainly agree with the volatility. I have been in OAKIX for a number of years, and it finally got to my stomach in October of last year. I waited for it to bounce back and sold it yesterday. Today, I will put the proceeds into ARTKX which I have…
My indicators triggered a sell, in early Feb. Since then I'm at 99+%, mainly in two MM SWVXX-SNAXX paying 4.47-6.2%. I will join the next bond uptrend.
Why do you have any money in SWVXX yielding 4.47% when SNAXX is yielding 4.62%? Not enough money …
Don’t think I am going out on a limb here by saying next week - after a record setting streak of more bears than bulls - that the bulls will finally be in charge. Elsewhere I listed all the market indexes now in bull mode with some at all times hi…
i think its SIVLX that's available at Schwab but there's a 25k minimum. I'm kind of surprised that the fund is still only $63M after its been around this long and has performed as well as it has. But most people don't seem to be aware of it. I do…
I believe, @Observant1, that I bought the Investor shares of the same fund that you mention.
Yes - same fund but different share class.
As Mona mentioned, SIVLX is available at Vanguard where I have an account.
It has a $25K minimum initial investm…
Vanguard is beginning to remove fee-waivers/ER-caps for m-mkt funds that had been in place during the ZIRP. Investors may notice the changes as most are watching rates very closely. Affected are "...Vanguard Municipal Money Market (ticker: VMSXX), V…
@BenWP do they have a 25k minimum in purchase of the fund ?
SIVLX has a $25,000 minimum at Schwab and Vanguard. SFVLX is not available at Schwab or Vanguard.
Appears to me that SILVX is available at Schwab and TDA with a $25K minimum, but that the Investor shares (SFVLX) require $1M minimum, which may mean not available. Truly bizarre. I rather like the notion of EM value, but those minima are beyond wha…
“ Until Trump I had absolutely no idea how many Americans are total morons. Very scary.”
Exactly how I felt about those that would vote for a senile person with another behind the curtain calling the shots.
@Chahta, do drop in.
I have an old MSN email account newer (5 years) Hotmail account. Both can be accessed on Hotmail.com.
Approximately 3 years ago, I started to receive these extortion emails at my MSN email (I never had a problem with my Hotmail account). I changed …
Sven, in the same space, I am going with VEIPX. YTD it is down 2.42%, and while close, it has superior 1- and 3-year returns, a lower beta, a lower SD, and higher Sharp Ratio. The ER on OIEIX is .96 and .28 on VEIPX.
That said, Matthew Hand at Wel…
That's too bad about ARTKX. I didn't know that. It seems like they're working on two other funds,a global value one, ARTGX, and an international small-cap one, ARDBX, but they're not the same.
I own ARTKX and SIGIX. While I realize that they fill d…
I check my portfolio daily performance relative to PRWCX and also the daily relative price movement of portfolio constituents. I check my cash balance occasionally (no schedule), depending on how aggressively I am buying or selling. I check my por…
M* classifies HSGFX as long-short equity, which from the portfolio, it is. He's basically short the broad market and long his specific picks. If his picks do better than the indices, like this year, it works: up ~ 15% ytd. HSAFX is for sure less vol…
@Ben, while the M* Portfolio Manager in T. Rowe Price is just about the same as M* Legacy Portfolio Manager, it is licensed from M*, and separate from M*. It is free and so far, there is no indication that the M* Portfolio Manager in T. Rowe Price i…
I use Legacy M* Portfolio Manager Watch List that is licensed to T. Rowe Price. I run it in parallel with free M* Watch List. The view is almost the same. However, I think that there may be a few M* versions licensed to T. Rowe Price. For example, l…
Your link works fine for me, and I'm not logged into Vanguard when I try it.
Yes, the link works. The problem is when you go to T. Rowe Price in the "Fund Family" drop down menu.
My impression with bond funds is you still get a portion of the interest based on how many days you held it during the quarter, although this would not be true with a stock paying dividends.
That's true for daily accrual bond funds, which is how m…
@mona, Fido AM40 FFANX and VG LS-Conservative VSCGX would be appropriate for that mix (34% Cash, 34% US Stocks, 6% Non-US Stocks, and 26% Bonds). Clearly, no benchmark would have that much cash but you can evaluate later how your decision to hold th…
@yogibearbull said "BTW, does that cash include some SVs?"
Yes, 9%.
@Derf said " If you combine cash & bonds as one, you could luck out & find one."
I am putting my stable value with cash. Combine cash, stable value, and bonds all in VFS…
Which Vanguard Target Retirement or Life Strategy Fund is best to use as a benchmark for a portfolio that is 34% Cash, 34% US Stocks, 6% Non-US Stocks, and 26% Bonds?
Thanks!
Let it go down, please. The more, the better...for me.
What I find funny is when someone "knows" the reason why it went down. So many predictions by so many "experts" have been wrong(link).
So why did stocks go down? The only true reason is because …
