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.
If you tell the Fido Rep that you tried online order but it isn't working or isn't available, then the Rep fee is typically waived. Mention it upfront to remove doubt.
Thanks @yogibearbull. Recently I called Fido to make sure a recent “sell” had se…
Thanks for posting. It never even occurred to me you could do that type of intra-family exchange at Fido. And it is a pain when you sell a very large holding and then need to wait until the next day to access the proceeds and buy whatever it is you…
This bond thread was posted Sunday, May 14. I thought it would be interesting to see how the major U.S. stock indexes have fared over the 25-day period since the post went up.
Friday, May 12 Closing Averages
S&P 500 4,124.08
The Dow Jones …
If it can make people better investors, it can also make them better more engaged citizens. I’m not sure either proposition is true by the way. But accepting that the worst are full of passionate intensity and the best lack all conviction seems, wel…
So you think posting it on this forum is going to help stop it - or slow the spread?
Wanna buy a bridge?
I hope I haven’t said to “ignore” criminal threats against public officials or not to pursue criminal justice thru established channels. …
This thread may be setting a record for replies to a deleted post! :)
Yes, i think it’s called “plausible deniability”. :)
LB’s excerpt isn’t far removed from the kinds of veiled threats against officials I’ve heard at public meetings in Michiga…
Looking for direction? Plenty of ambiguity from guest #1 (Lisa Erickson / U.S. Bank):
“We’re, Ah, what we call a skeptical participant in the U.S. market, really, with a neutral position on U.S. equities. … You’ve got a conflicting set of signa…
In this week’s Barron’s (”Up & Down Wall Street”) Randall Forsyth cites two veteran bond traders, 89 year old Dan Fuss & Louise Yamada …
“Spoiler alert: These veterans are both cautious now, with a strong preference for short-term Treas…
Hank, if you think that my system is too funny, I welcome you to dive a bit into it(link). Several did and doing very well. The whole idea is to find great risk/reward funds, small AUM is a plus, an uptrend is a must + owning only 2-3 funds.
FD - Ju…
LOL - Yogi, I was about to post the same image! A picture’s worth a thousand words. Watch the fund money start to flow into the S&P next week! Investors have very short memories.
Enjoyed Randall Forsyth’s classic opening salvo.
”To have a…
I’m glad somebody “picked-up” on my somewhat intentional “delete.” Honestly, at this point after all that’s already been said we’re left “shouting into the wind.” Nothing left to be said that will enlighten anyone. Positions are hardened.
Fol…
Thanks @Crash for sharing your previous thread. Sorry I didn’t pick-up on it. We learn as we go sometimes. At least at Fido it’s very easy to click on “Recent Transactions” and get a quick, clear read-out of everything that’s taken place. I didn’t …
Thank you @msf / Quick read of your dissertation answers a lot of what I was wondering about. Will study it more after getting in a late day bike ride.
I did have 1 additional thought … While none of us likes paying taxes, owning this company insid…
@Catch 22 and @hank- Yes, I was wondering how you Michiganders were doing with the smoke. Having been through that ourselves a couple of years ago, we sure remember how crummy it is. 3M makes N95 masks typically used for construction work, which are…
@MikeM - Thanks for your contribution. I’m sure you realize I’m concerned particularly about a single stock in this respect. I don’t really know whether the 15% tax paid on one year’s distribution equates to the same tax (if any) an investor woul…
If you have not, clear all browser history from whatever browsers you use. There may something data related 'stuck' in history from previous use at a site trying to sneak into the operation. I clear browser history each day, at the very least.
Than…
Thanks @WABC. That’s enlightening.
What I see … on one hand many denigrate the S&P - some favoring cash over it. While, at the same time, Vanguard’s S&P index fund (Admiral shares / VFIAX) is the second largest mutual fund in the U.S. w…
Came across the following elsewhere - which sounds a bit scary. But the fact that I was “only” hit with the 15% tax suggests to me Fido probably has the necessary paperwork on file with the Swiss government (ADR is Swiss based).
“One issue wi…
Update - Even with AdBlock switched off, I encountered a problem today logging-in to Fido who flagged me as being outside the U.S. To test this a bit, I switched off Starlink broadband and over to my Verizon cellular hotspot. Logging in that way di…
The foreign tax withholdings are lost money in an IRA. ADR with foreign tax withholdings should be held in a taxable account. Canadian and UK stocks can be held in an IRA since they do not withhold taxes on dividends held in an tax deferred.
…
It pays to watch all the different markets, domestic and global, of which the S&P represents only a part.. But, generally speaking, as one who invests in stocks / stock funds I’d rather see things go up than down.
Spoke to an Apple rep after even my brokerage believed I was logging in from outside the U.S.and asked me to sign a waiver. Apple ran some checks. And it appears an ad-blocker I’ve been using sent the errant location information. The rep said ad…
Yeah - Thanks @carew388.
Could also have to do with having enabled AI on Bing recently, Enjoying it, but it seemed to switch my default browser from Google to AI. I run Norton anti-virus and, other than deleting the app, I can’t turn off its VPN.
…
So the bereaved @RisklessInSeattle has decided to usurp a thread about his favorite investor, Sam Zell, and turn it instead into into a political free-for-all having nothing to do with Mr. Zell or investing. Just too insane. I cannot begin to re…
Don't always believe what someone writes and don't judge a man unless you have first hand knowledge. Especially after he's gone.
Rest in peace Mr Zell
”I have seen too many comments here disrespecting the departed.There will never be another inv…
I believe CCOR has been mentioned by Lynn Bolin in his articles about conservative funds for declining markets. I followed it but never bought it despite its solid record until 2023. It holds large dividend payers while writing options on equity ind…
Thanks @LewisBraham -
I can’t get too weepy-eyed over Zell either. Although the old goat always made for a fiery interview with his strong (sometimes poorly supported) opinions. Nice links. The issue of mobile home parks / residents’ rights is a …
I like to slip my shoes off mid-flight. Not during take-off or landing when might have to climb out on a wing to escape. (Plus they could become flying projectiles in the event of a sudden stop / crash.) Always wondered if I was being inconsiderat…
This thread would have been significantly censored at Bogleheads. So thank you to our hosts for allowing this discussion. Much appreciated.
As a source of investment wisdom, MFO is top-notch. As politics goes, it’s strictly second-rate. I can …
Was I supposed to sell on the 1st day of May or the last? This investing stuff is so confusing sometimes.
Chill Out Mark - Like Melania ”I really don’t care …”
Part of @BaseballFan ‘s question seems to relate to the prognosis for the U.S. economy. None of us have a crystal ball. The person who might know the most on that would be Chairman Powell. I don’t think he’s really shown his hand yet. At what poin…
Thanks @bee for the clarification. Obviously I mistook your point earlier. Yes, I’ve been “sold” at least twice - most recently to Invesco by Oppenheimer. Neither worked to my advantage.
Thanks to those who’ve posted great experiences with Schwab. I’ve heard the same from others. I guess a lot depends on who you happen to interact with. Despite my earlier good-natured jab, I’d have absolutely no problem dealing with Schwab.
Schwab has always made me feel that people are products to be bought and sold.
Kinda harsh @bee :) But let me add that (as a Fido client) I feel that Abigail cuts a better public image than Charlie does.
I’ve heard a lot of positive things about…
I would have kept our TRP account except they wouldn’t let me invest in PRWCX even though I had been a customer more than 30 years, so I moved those accounts to Fidelity and haven’t looked back.
+1
That firm (TRP) is almost unrecognizable from wha…
