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.
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…
The office of the President of the United States has found that casting chicken bones or using tarot cards works just fine for them. Electronic Magic 8-Balls are an unnecessary high-tech gimmick, and often produce fake news. Only elite scientists us…
It took some digging, but I finally located the Washington Post article:
SEATTLE — The U.S. coronavirus outbreak has spread to at least ten Amazon warehouses, infecting workers racing to deliver massive volumes of packages for consumers leery of lea…
In Trump's view god created the US as exceptional, therefore we need not take the same precautions as the rest of the world. In his supporter's view, god gave us Trump, so the whole thing fits together nicely.
So because he's losing money he's agitating to let the "Chinese Virus" decimate the US?
And his poll numbers have gone UP !!! some 5% this week??? If this isn't Alice in wonderland it's certainly as close as one can get.
In the Senate bill the loans to small business will be forgiven if those businesses continue to pay their employees during this situation. That struck me as very good thinking, as it potentially allows the businesses to maintain relations with their…
Because of the vacuum at the top almost all of the action has been at the state, county, or city level. I'm not sure how much influence Trump actually has with respect to these political entities. If he threatened to penalize them in some way it mig…
Maybe not- there's going to be so many gift packages in that legislation that it will take some time to be fully assimilated and the possible ramifications understood.
It seems to me that the federal government has really not done much of anything to promote "shelter in place" other than some half-hearted on-again / off-again dithering.
Because of the vacuum at the top almost all of the action has been at the sta…
"called for regulators to suspend “mark to market” requirements"
That seems like a good approach, but the various securities would still need to be marked at some value, yes? I wonder how that could be accomplished in a fair manner. I guess that th…
A good friend of mine has forwarded me a letter which he has sent to our Congressional representative, Jackie Speier. I've shortened it a bit, but he raises some very critical issues which I hadn't even considered.
The Presidential succession:
Wh…
Well, I've got my fingers crossed, but a big chunk of our cash is sitting in SWKXX, a Schwab CA Muni MMKT fund, @ $1.00/share price. So far, so good, and with the Fed now spreading it's wings over that type of fund I'm hopeful that it will stay good…
