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.
Yep. After a lifetime of this foolishness I've come to believe that a "value stock" is nothing more than a stock that was decent at one time, but no more. I guess that makes Boeing and GE now "value stocks". Boeing may turn out to be an exception, s…
Speaking of things budgetary, I just found this article in this morning's Chron. Edited for brevity:
The staggering economic fallout from the COVID-19 pandemic is expected to create a budget deficit in San Francisco of from $1.1 billion to $1.7 bill…
It will be interesting to watch for deterioration in San Francisco's tax base, as in recent years it has been so heavily dependent on ever-increasing amounts of office space, and ever-smaller (and closer together) living spaces. Methinks pride goeth…
@Lewis- As I commented over in the "The Thing That Must Be Driving Trump Crazy" thread:
If it doesn't flatter our legendary best-ever in the history of the US president, it's just a fake fact, no matter how strong the evidence to the contrary. Yo…
Lewis- A complete waste of time, I'm afraid. If it doesn't flatter our legendary best-ever in the history of the US president, it's just a fake fact, no matter how strong the evidence to the contrary. You've got testimony? You've got records? You've…
Instead of advising the country of the problem and announcing that they would move heaven and earth to deal with it they tried for the good ol' coverup. That seems to be the one and only play in this team's playbook.
The San Francisco Chronicle ("t…
Nomination for Weasel Phrase of the Week award:
"The likelihood is that we might"
Note: To be eligible for this coveted honor the phrase must have a Weasel Rating at least equal to that of the President of the United States.
Also unclear is the continuing ability of the US to be relatively energy (oil) independent. It looks like the frackers are out of business, at least for quite a while. Since much of the fracking was done with OPM (rather shaky bonds) there's going …
Despite the utter federal debacle Trump's approval ratings are improving daily. Trump, McConnell, McCarthy, et all are what they are, are what they always have been, and are what they always will be.
The true enablers are our fellow citizens who de…
I just posted a rather pessimistic comment over in the IOFIX thread concerning the predictability of swans. Unlike that, this situation WAS correctly and competently predicted by our nations intelligence services, well in advance of the arrival. The…
While it's surely true that nobody can predict the exact nature or timing of an en route swan, it's always true that something, sometime, will dramatically end even the best of good times in Investment City. Sure, reasons vary, length of downturns v…
Hi @Derf- When new data from M* is input, the spreadsheet automatically calculates the actual totals for each fund and computes the YTD, "since purchase", and "since last entry" gain or loss update for each fund, generates multiple charts showing pe…
@Mona- yes, of course I can go directly to each of those sites and gather the data manually. The need for a listing like M*is that I can copy the entire portfolio data table with one click and paste it directly into the spreadsheet input table with …
@msf- thanks again. Actually, I had found that page and downloaded the pdf file. After your link reference, I did so a number of times and was getting really frustrated because there was NO reference to NAV.
FINALLY I noticed that the script blocke…
@Mona- Thanks for that- it's very similar to the Schwab layout. I need a list that is able to include funds from Schwab, American Funds, and American Century, and no mutual fund company is going to provide that kind of info for competing fund compan…
@msf- Could you do me a favor and explain how you obtained that "Its NAV has dropped in the past week from $1.0002 to $0.9987" info? I looked around the Schwab site but couldn't find any NAV info at all.
Thanks- OJ
@MikeM and @sma3 - Thanks for your input. I do need a breakdown to the individual fund level, and your confirmation re unavailability @ Schwab is helpful. I find the "total asset" lists that you can construct at Schwab and many other places to be wo…
Hi @Derf- Yes, adding an entire account is easy, and I have done that with a number of our bank accounts. But I need more granularity: I need to have a consolidated list of all of our individual funds, not just the fund totals.
I've just been over …
Schwab of course provides a daily posting of all Schwab-held assets. But only about 1/3 of our stuff is held at Schwab. I need a listing where I can get the daily NAV of funds held at Schwab, American Funds, and American Century, all aggregated into…
