Search found 3243 matches

by jhfenton
Sat Sep 22, 2018 5:39 am
Forum: Investing - Theory, News & General
Topic: Zero-ER Fidelity Funds [Closed to new investors?]
Replies: 29
Views: 1726

Re: Fidelity zero ER funds closed?

I keep trying to buy FZILX and FZROX (the zero-ER fidelity funds) and Fido's site says they are closed to new investment. Anyone know about this? Are they truly closed? I’ll repeat my question from your other thread: What kind of account are you trying to buy them in? They are only available in Fid...
by jhfenton
Fri Sep 21, 2018 7:24 am
Forum: Investing - Theory, News & General
Topic: Zero-ER Fidelity Funds [Closed to new investors?]
Replies: 29
Views: 1726

Re: Zero-ER Fidelity Funds

What kind of account are you trying to buy them in? They are only available in Fidelity retail brokerage accounts. You can not buy them at other brokers, and from what I've read you cannot buy them inside Fidelity BrokerageLink 401(k) accounts.
by jhfenton
Thu Sep 20, 2018 4:50 pm
Forum: Investing - Theory, News & General
Topic: Vanguard MultiFactor fund vs ETF after tax return
Replies: 6
Views: 516

Re: Vanguard MultiFactor fund vs ETF after tax return

You should not even consider buying the Multifactor Admiral Shares (VFMFX) in a taxable account. VFMFX is a stand-alone active mutual fund without an ETF share class, and I do not expect it to be tax-friendly. (Unlike Vanguard's index mutual funds with ETF counterparts, VFMF is not a share class of ...
by jhfenton
Sat Sep 15, 2018 6:21 pm
Forum: Investing - Theory, News & General
Topic: SLYV vs IJS [SPDR vs. iShares S&P 600 Small Cap Value]
Replies: 99
Views: 5237

Re: SLYV vs IJS [SPDR vs. iShares S&P 600 Small Cap Value]

Look at the sales chart for the lase few days: https://s8.postimg.cc/4mx3lhufp/VIOV_Capture.gif Those little red dots are the VIOV trades. Go to Yahoo finance and chart VIOV by itself. There is ten, twenty, thirty minutes between trades. No one disputes that. We're saying that that doesn't tell you...
by jhfenton
Fri Sep 14, 2018 5:30 pm
Forum: Investing - Theory, News & General
Topic: "Jack Bogle: Investors should 'always be in' the stock market"
Replies: 8
Views: 2671

Re: "Jack Bogle: Investors should 'always be in' the stock market"

The title could be a little more clear. I clicked on the thread thinking it would detail an argument against strategies like extremely cautious investors following a glide slope down to 0% equities. The linked article really is just a reiteration of what Mr. Bogle always says - "don't move in and o...
by jhfenton
Fri Sep 14, 2018 7:43 am
Forum: Personal Consumer Issues
Topic: Can only take (1) DSLR lens..which one?
Replies: 27
Views: 680

Re: Can only take (1) DSLR lens..which one?

That would be a tough choice. Those are very close to my two go-to lenses: a Nikon 50mm f/1.4 and a Nikon 24-85mm f/3.5-4.5. I buy filters for my largest-diameter lens and step-down rings for my other lenses, so I only have to take one set of filters. If I could only take one, I'd take the 24-75mm f...
by jhfenton
Thu Sep 13, 2018 9:10 pm
Forum: Investing - Theory, News & General
Topic: SLYV vs IJS [SPDR vs. iShares S&P 600 Small Cap Value]
Replies: 99
Views: 5237

Re: SLYV vs IJS [SPDR vs. iShares S&P 600 Small Cap Value]

I had $2 commissions too, but $2 was a much bigger chunk of my monthly purchases (~$500 give or take). Aha! I would never buy odd lots of an ETF. Our $500 per month goes into Vg ultra short where it builds up into enough to make that $2 transaction fee worth while. Let's see $2 per month is worth 6...
by jhfenton
Thu Sep 13, 2018 6:35 pm
Forum: Investing - Theory, News & General
Topic: SLYV vs IJS [SPDR vs. iShares S&P 600 Small Cap Value]
Replies: 99
Views: 5237

Re: SLYV vs IJS [SPDR vs. iShares S&P 600 Small Cap Value]

So it cost me $2 in June to buy $16k of SCV. I should have used VIOV in order to same that $2 ?????? How does the phrase go? Penny wise pound foolish. I had $2 commissions too, but $2 was a much bigger chunk of my monthly purchases (~$500 give or take). And I was splitting the monthly taxable contr...
by jhfenton
Thu Sep 13, 2018 2:41 pm
Forum: Investing - Theory, News & General
Topic: SLYV vs IJS [SPDR vs. iShares S&P 600 Small Cap Value]
Replies: 99
Views: 5237

Re: SLYV vs IJS [SPDR vs. iShares S&P 600 Small Cap Value]

I suspect you could buy or sell 50,000-100,000 shares ($7.3 MM - $14.6 MM) of VIOV in a day without significant transaction costs. Both the liquidity of the underlying securities and the liquidity in IJS and SYLV help keep VIOV close to NAV. A few weeks ago there was a post here that said something...
by jhfenton
Thu Sep 13, 2018 12:00 pm
Forum: Investing - Theory, News & General
Topic: SLYV vs IJS [SPDR vs. iShares S&P 600 Small Cap Value]
Replies: 99
Views: 5237

Re: SLYV vs IJS [SPDR vs. iShares S&P 600 Small Cap Value]

It's a persistent misconception that trading volume is a good proxy for liquidity among index ETFs. I was going to write this, but now I don't need to. I suspect you could buy or sell 50,000-100,000 shares ($7.3 MM - $14.6 MM) of VIOV in a day without significant transaction costs. Both the liquidi...
by jhfenton
Thu Sep 13, 2018 11:41 am
Forum: Investing - Theory, News & General
Topic: Emerging Market Bond Fund Choice
Replies: 24
Views: 3704

Re: Emerging Market Bond Fund Choice

For the record, VEGBX has outperformed every other EM bond fund referenced in this thread since the 12/15/17 thread start date. That's not to say that any of them are positive, but VEGBX has held up well in a period of turmoil in emerging markets. It has essentially matched most U.S. intermediate bo...
by jhfenton
Wed Sep 12, 2018 7:16 pm
Forum: Personal Consumer Issues
Topic: iPhone XS Max
Replies: 175
Views: 9992

Re: iPhone XS Max

I'm probably going to go with a certified refurbished 7 or 7 Plus for my wife and I. Need to upgrade our 3 year old iPhone 6. If you're planning on buying an iPhone (or anything from Apple), you can use get 1.2% cashback if you use Acorns. For some reason the offer only shows up via the mobile app ...
by jhfenton
Wed Sep 12, 2018 6:12 pm
Forum: Investing - Help with Personal Investments
Topic: Do you rollover all of your previous 401ks?
Replies: 33
Views: 2196

Re: Do you rollover all of your previous 401ks?

I have always rolled our 401(k)s over immediately, eager to unlock our each 401(k) balance from its investing shackles. Last time my wife switched jobs, we rolled hers over so fast from Schwab--all online via ACH to an IRA at TD Ameritrade--that we ended up having to do it a second time when they un...
by jhfenton
Wed Sep 12, 2018 11:28 am
Forum: Investing - Help with Personal Investments
Topic: Vanguard ETF to Fidelity ETF
Replies: 9
Views: 769

Re: Vanguard ETF to Fidelity ETF

Am I the only one who didn't realize until just now that Vanguard named the ETFs IVOO, VOO, and VIOO, because they're 4, 5, and 6 in roman numerals followed by OO, and track the S&P 400, 500, and 600 indices? I remember when I noticed that. I was highly amused. I had known the VOO ticker for a long...
by jhfenton
Tue Sep 11, 2018 7:02 pm
Forum: Personal Finance (Not Investing)
Topic: Reimbursing old HSA expenses from new custodian
Replies: 9
Views: 671

Re: Reimbursing old HSA expenses from new custodian

Having steps in place to prevent you from making a mistake is fine. I recall a thread from a few months ago that implied (at least to me) that there was some custodian out there requiring documentation of every expense with no ability to just say "send me $1234.56". I forget the details of that pos...
by jhfenton
Mon Sep 10, 2018 6:51 pm
Forum: Investing - Theory, News & General
Topic: Cliff Asness: Liquid Alt Ragnarok?
Replies: 80
Views: 5132

Re: Cliff Asness: Liquid Alt Ragnarok?

I don't trust Cliff Asness. Another snake oil salesman. I don't own any of his funds. They are both too expensive and too difficult to access for me. But I've seen nothing but openness and honesty from Asness. He readily admits that active management collectively is a losing game. For what it's wor...
by jhfenton
Mon Sep 10, 2018 2:34 pm
Forum: Personal Consumer Issues
Topic: Can Sneakers go with Business Casual?
Replies: 172
Views: 8060

Re: Can Sneakers go with Business Casual?

3) More tech/silicon valley business casual look incorporating wool type sneakers (Allbirds woolrunner) is an emerging option. I currently wear Allbirds Runners. I have a couple pair of Wool Runners and a blue pair of Tree Runners that are my favorites. I used to wear vintage and/or monotone sneake...
by jhfenton
Mon Sep 10, 2018 12:36 pm
Forum: Personal Finance (Not Investing)
Topic: Reimbursing old HSA expenses from new custodian
Replies: 9
Views: 671

Re: Reimbursing old HSA expenses from new custodian

Does this sound correct? From my understanding, my HSA expenses should be reimbursable from wherever I have my HSA account. I have had an HSA continuously since 2012 and the expenses are eligible for reimbursement. It is not correct from a tax perspective. You are free to reimburse expenses dating ...
by jhfenton
Wed Sep 05, 2018 8:08 pm
Forum: Investing - Theory, News & General
Topic: "Safeguarding Your Wealth From The Effects Of Cognitive Decline"
Replies: 52
Views: 4909

Re: "Safeguarding Your Wealth From The Effects Of Cognitive Decline"

I currently run and bike, and I have a list of 12 languages that I want become conversational in. Hear hear. I'm not back to running yet, but I walk and bike and go to a health club when not traveling, and am a long distance backpacker. My Spanish is pretty good, my German ~okay, and I'm just start...
by jhfenton
Wed Sep 05, 2018 10:41 am
Forum: Investing - Help with Personal Investments
Topic: Is there a better way to do International than Total Index??
Replies: 22
Views: 2851

Re: Is there a better way to do International than Total Index??

2) Tilt Smaller Cap: International Small Cap Index seems to perform much better than Total International, but still much less than US domestic large cap. Actively managed small cap funds from Vanguard (VINEX), Fidelity (Intl Small Cap Opp), and DFA have much better returns. Those Actively managed i...
by jhfenton
Wed Sep 05, 2018 7:37 am
Forum: Personal Finance (Not Investing)
Topic: Selecting HSA custodian
Replies: 14
Views: 1102

Re: Selecting HSA custodian

Lively sounds interesting as a custodian. However is seems difficult to find on Lively's website what TD Ameritrade funds are offered as HSA investments and their performance and fees. Probably I am missing something. Do you have any pointers on how to quickly get this information? Going to TD Amer...
by jhfenton
Tue Sep 04, 2018 7:42 pm
Forum: Investing - Theory, News & General
Topic: "Safeguarding Your Wealth From The Effects Of Cognitive Decline"
Replies: 52
Views: 4909

Re: "Safeguarding Your Wealth From The Effects Of Cognitive Decline"

CONCLUSION: These findings indicate that a 4-week simultaneous memory training and aerobic exercise program is sufficient to improve memory, attention, and reasoning abilities in older adults. :beer I have followed the research in this area, and I'm optimistic that two of my favorite pastimes--endu...
by jhfenton
Tue Sep 04, 2018 5:49 pm
Forum: Personal Consumer Issues
Topic: GEICO Windshield Repair and Waive of Deductible
Replies: 27
Views: 11132

Re: GEICO Windshield Repair and Waive of Deductible

State car inspections? That sounds like a racket right there. Thank goodness that Ohio doesn't have that. State Farm also waives any deductible for a windshield repair. And the deductible for a complete replacement is only $100, regardless of what the usual deductible is. My windshield spontaneousl...
by jhfenton
Tue Sep 04, 2018 12:27 pm
Forum: Personal Consumer Issues
Topic: When do you drop collision insurance?
Replies: 52
Views: 2860

Re: When do you drop collision insurance?

dm200 wrote:
Tue Sep 04, 2018 12:16 pm
I assume the OP had a typo and it is $20/mo not $200.
Thanks. I do see both numbers now. I was so stunned by the $200 that I missed the $20.
by jhfenton
Tue Sep 04, 2018 12:14 pm
Forum: Personal Consumer Issues
Topic: When do you drop collision insurance?
Replies: 52
Views: 2860

Re: When do you drop collision insurance?

my current car is a 2000 Camry. It has 145K miles on it and I hope to keep it for another 3-5 years. KBB says it is worth about $2,200-2,800 in value. Does it make sense to keep collision insurance on this car at a cost of $200 a month. I believe I am close to the point of making sense to drop it b...
by jhfenton
Tue Sep 04, 2018 12:07 pm
Forum: Investing - Theory, News & General
Topic: any free options to morningstar X-ray feature
Replies: 9
Views: 1075

Re: any free options to morningstar X-ray feature

I have used morningstar for quite some time but the feature I really need is their X- ray, which gives you a total asset allocation for all of your combined accounts. Very handy to have. My renewal is up and just wondering if there is a similar X-ray feature out there which is free thanks If you us...
by jhfenton
Tue Sep 04, 2018 12:02 pm
Forum: Investing - Theory, News & General
Topic: Expense ratios and fees - Fidelity and flip flopping advice
Replies: 61
Views: 4250

Re: Expense ratios and fees - Fidelity and flip flopping advice

No one said capital gain distributions are mythical. What I said is that it is a myth that there is a great tax inefficiency due to capital gain and dividend distributions, especially from index mutual funds. Even if you are taking the distributions and buying another fund it doesn't change the fac...
by jhfenton
Tue Sep 04, 2018 11:49 am
Forum: Investing - Theory, News & General
Topic: What non-Vanguard ETFs will you be looking to buy?
Replies: 62
Views: 6499

Re: What non-Vanguard ETFs will you be looking to buy?

Oddly, most of the rest of the shortfall (~$100) in the M* growth chart for SLYV vs VIOV and IJS seems to have occurred on December 16, 2016, a day when SLYV made a large capital gains distribution. Nope, look at the S&P Small Cap Value index at the time: https://www.etf.com/SLYV#overview I think y...
by jhfenton
Thu Aug 30, 2018 1:05 pm
Forum: Investing - Theory, News & General
Topic: Expense ratios and fees - Fidelity and flip flopping advice
Replies: 61
Views: 4250

Re: Expense ratios and fees - Fidelity and flip flopping advice

The issue of tax efficiency of Vanguard funds vs others (index funds) is way overblown and at best misunderstood. It is not too hard to look at a funds history and do the calculation for yourself. What people often ignore is that capital gain or dividend distribution you pay tax on now but if reinv...
by jhfenton
Thu Aug 30, 2018 12:53 pm
Forum: Investing - Help with Personal Investments
Topic: Is my math right about switching funds?
Replies: 5
Views: 450

Re: Is my math right about switching funds?

youve held this fund for 20 years and its only earned 5K? could also sell half this year half the next. but for 5K in LTCG, would leave AF. How does the fund have an 8.95% 10 year historical return, but managed to have capital gains representing a 20% return on a cost basis of $25K over 20 years? L...
by jhfenton
Thu Aug 30, 2018 8:58 am
Forum: Personal Consumer Issues
Topic: What do you order for drinks at wedding?
Replies: 12
Views: 1043

Re: What do you order for drinks at wedding?

abuss368 wrote:
Thu Aug 30, 2018 7:32 am
Juice boxes!
:sharebeer Diet Coke for me.

Unless the wedding is in Belgium, in which case, I would order a Peach lambic beer. I don't usually drink alcohol, but I will make an exception for lambics.
by jhfenton
Thu Aug 30, 2018 6:53 am
Forum: Personal Finance (Not Investing)
Topic: TRowePrice's Future Path planning tool
Replies: 13
Views: 1710

Re: TRowePrice's Future Path planning tool

So, what happened here? We know it Started out with $30. Each man paying $10 for his share. Then, each receiving a $1 refund, making each man's share actually $9 apiece. 3 x $9 - $27 total. We know the bellhop stole $2, so we can account for $2 there. But, $27 + $2 = $29 Not $30 :confused Where' s ...
by jhfenton
Wed Aug 29, 2018 8:04 pm
Forum: Investing - Theory, News & General
Topic: Expense ratios and fees - Fidelity and flip flopping advice
Replies: 61
Views: 4250

Re: Expense ratios and fees - Fidelity and flip flopping advice

What are the reasons they aren't ideal for taxable? I have seen some speculation in other posts that they "may" have more tax drag, vanguard has a magical patent that might give them less tax drag than these funds, etc - but nothing yet that has proven this. Since they are starting with zero assets...
by jhfenton
Wed Aug 29, 2018 6:50 pm
Forum: Investing - Theory, News & General
Topic: Expense ratios and fees - Fidelity and flip flopping advice
Replies: 61
Views: 4250

Re: Expense ratios and fees - Fidelity and flip flopping advice

Now that Fidelity is offering zero expense ratio funds to compete with Vanguard funds, I see flip flopping investment advice online and all of a sudden, "wait a minute - fees aren't everything". Has anyone else noticed this? Given what I've taken away from Bogle's advice in the past, I should be in...
by jhfenton
Wed Aug 29, 2018 6:32 pm
Forum: Investing - Theory, News & General
Topic: For the good souls that can time their contributions
Replies: 10
Views: 1572

Re: For the good souls that can time their contributions

[1] Indulge me for the exercise. Using yahoo data on the index (I know is better to use tradeables). Close price only. No dividends. [2] Reference to the anomaly https://www.pdf.investintech.com/preview/957131f8-abbb-11e8-b59b-0cc47a792c0a/index.html [3] Fixed is short almost 65k...losing to his ir...
by jhfenton
Wed Aug 29, 2018 2:51 pm
Forum: Personal Finance (Not Investing)
Topic: How do you 7 figure guys organize multiple accounts?
Replies: 164
Views: 11840

Re: How do you 7 figure guys organize multiple accounts?

I do use some VBA in the spreadsheet, but a lot of it is just cascading formulas. I previously used some direct web calls to Yahoo Finance, but when they turned those off last year, I swapped in an add-in (smfGetYahooPortfolioView function) that can pull data into a array of tickers in an Excel spr...
by jhfenton
Wed Aug 29, 2018 11:17 am
Forum: Investing - Theory, News & General
Topic: Buying non-Vanguard ETFs Vanguard on Vanguard brokerage. Dividend reinvestment?
Replies: 27
Views: 1626

Re: Buying non-Vanguard ETFs Vanguard on Vanguard brokerage. Dividend reinvestment?

Oh, well. the 3rd Vanguard representative I talked to (via the 855 number) told me FNDC was available for dividend reinvestment, and that they could do fractional shares. I guess one day I'll get 1M and I'll be upgraded to better representatives :happy I'm glad you finally found the right person. :...
by jhfenton
Wed Aug 29, 2018 10:08 am
Forum: Investing - Help with Personal Investments
Topic: HSA - Vanguard Investments; Low Cost
Replies: 16
Views: 1019

Re: HSA - Vanguard Investments; Low Cost

Whichever provider my employer is using. That way I save Medicare Taxes (and social security taxes which is a plus and a minus in some cases). Fortunately, my employers have always used providers that offer low cost index funds directly or thru a self directed plan. The latter is not true for me, s...
by jhfenton
Wed Aug 29, 2018 9:19 am
Forum: Investing - Help with Personal Investments
Topic: HSA - Vanguard Investments; Low Cost
Replies: 16
Views: 1019

Re: HSA - Vanguard Investments; Low Cost

I'm not an expert on HSAs by any means, but I use Lively for mine. They just charge $2.50/month. Vanguard funds are not commission free on TD-Ameritrade, though, so it's 6.95 per trade unless you go with one of their listed commission free etfs. I use Lively too. To my mind, it is the best and chea...
by jhfenton
Wed Aug 29, 2018 5:00 am
Forum: Investing - Help with Personal Investments
Topic: New WisdomTree international multi factor ETFs (EMMF and DWMF)
Replies: 12
Views: 913

Re: New WisdomTree international multi factor ETFs (EMMF and DWMF)

fennewaldaj wrote:
Tue Aug 28, 2018 11:49 pm
Or even better an international version of VFVA.
That is the dream. :beer
by jhfenton
Tue Aug 28, 2018 12:13 pm
Forum: Personal Finance (Not Investing)
Topic: How do you 7 figure guys organize multiple accounts?
Replies: 164
Views: 11840

Re: How do you 7 figure guys organize multiple accounts?

WHat do you use to get live quotes in excel? Is this an excel file on your drive or on a google drive? as i life long excel user i can't get used to google docs... I use the SMF Add-in for Excel. You can download the add-in and a sample spreadsheet at that link to the author's Blogspot page. It is ...
by jhfenton
Tue Aug 28, 2018 9:55 am
Forum: Personal Finance (Not Investing)
Topic: How do you 7 figure guys organize multiple accounts?
Replies: 164
Views: 11840

Re: How do you 7 figure guys organize multiple accounts?

I use a spreadsheet. +1 I use a spreadsheet that I've built up over 15+ years. It pulls in live quotes whenever I open it or hit the refresh button. I track it against the portfolio that I maintain manually at M*. One worksheet tracks expected cash flows into holdings through the current and next c...
by jhfenton
Tue Aug 28, 2018 8:58 am
Forum: Personal Finance (Not Investing)
Topic: How do you 7 figure guys organize multiple accounts?
Replies: 164
Views: 11840

Re: How do you 7 figure guys organize multiple accounts?

I use a spreadsheet. +1 I use a spreadsheet that I've built up over 15+ years. It pulls in live quotes whenever I open it or hit the refresh button. I track it against the portfolio that I maintain manually at M*. One worksheet tracks expected cash flows into holdings through the current and next c...
by jhfenton
Tue Aug 28, 2018 7:44 am
Forum: Investing - Theory, News & General
Topic: U.S. stocks continue to soar!
Replies: 273
Views: 25756

Re: U.S. stocks continue to soar!

Anyone have the scripting chops to pull dates of posts from these two threads and update a speadsheet? I don't think I can do it in COBOL 74 or 85. Um, do you even have a computer that runs COBOL?? :shock: (I guess I’m old, I actually know what COBOL is. :| ) My employer may still have a legacy sys...
by jhfenton
Mon Aug 27, 2018 8:29 pm
Forum: Investing - Theory, News & General
Topic: Placing an ETF trade on the weekend
Replies: 17
Views: 1465

Re: Placing an ETF trade on the weekend

AlphaLess wrote:
Mon Aug 27, 2018 8:21 pm
jhfenton wrote:
Mon Aug 27, 2018 5:10 am

Yes. SCHF is NYSE Arca. Arca does opening auctions. Your own link shows SCHF listed as a Tape B (Arca) auction-eligible security.
Right. But the auction is not on NYSE. It is on ARCA.
Correct. NYSE Arca. The distinction wasn't relevant to the OP's question.
by jhfenton
Mon Aug 27, 2018 12:44 pm
Forum: Personal Finance (Not Investing)
Topic: Switching my HDHP To Spouses, Keep HSA
Replies: 6
Views: 350

Re: Switching my HDHP To Spouses, Keep HSA

Is this all right? I don't need to change my account, change out my HSA flex card, websites logins, etc? Just keep using it, minus the payroll deductions and use checking account deposits instead? thank you! Yes. You still have family HDHP coverage, so you are both eligible to contribute to an HSA....
by jhfenton
Mon Aug 27, 2018 10:19 am
Forum: Investing - Help with Personal Investments
Topic: New WisdomTree international multi factor ETFs (EMMF and DWMF)
Replies: 12
Views: 913

Re: New WisdomTree international multi factor ETFs (EMMF and DWMF)

Their dynamic currency hedging has apparently paid off in at least one case: https://www.portfoliovisualizer.com/backtest-portfolio?s=y&timePeriod=2&startYear=1985&firstMonth=1&endYear=2018&lastMonth=12&endDate=08%2F26%2F2018&initialAmount=10000&annualOperation=0&annualAdjustment=0&inflationAdjuste...
by jhfenton
Mon Aug 27, 2018 9:25 am
Forum: Investing - Help with Personal Investments
Topic: New WisdomTree international multi factor ETFs (EMMF and DWMF)
Replies: 12
Views: 913

Re: New WisdomTree international multi factor ETFs (EMMF and DWMF)

If I understand their PDF, the factors only account for 50% of the weighting. The other 50% is low-volatility. That's....A bis disappointing. You get 12% value, 12% quality, 12% momentum, 12% correlation, and 50% low volatility. I wouldn't want that much (or any) low-vol/BAB factor in my portfolio ...
by jhfenton
Mon Aug 27, 2018 8:59 am
Forum: Investing - Theory, News & General
Topic: Placing an ETF trade on the weekend
Replies: 17
Views: 1465

Re: Placing an ETF trade on the weekend

Wouldn’t the best way to do this be a market on close order, so that you’re buying with all the mutual funds do at the most liquid time of the day and at the same price? If your broker lets you submit an explicit MOC or LOC order, that might indeed the safest trade of the day. From what I read, abo...
by jhfenton
Mon Aug 27, 2018 8:44 am
Forum: Investing - Help with Personal Investments
Topic: New WisdomTree international multi factor ETFs (EMMF and DWMF)
Replies: 12
Views: 913

Re: New WisdomTree international multi factor ETFs (EMMF and DWMF)

The derivatives are probably currency futures used for hedging. What’s interesting is that both funds are super transparent about which currencies are currently being hedged, and how much. https://www.wisdomtree.com/etfs/equity/emmf# (Scroll down to “View all hedge ratios”) As it happens, the Turki...