Search found 109 matches

by thisisallen
Sun Oct 13, 2019 10:40 am
Forum: Stocks
Topic: Stock and ETF brokerage costs plunge
Replies: 60
Views: 29711

Re: Stock and ETF brokerage costs plunge

Fidelity will reimburse the fee that another brokerage may charge you to transfer funds to Fidelity. Just need to show Fidelity your statement from the other company confirming the fee/charge. Where do present the statement? Online or at a branch? Definitely online. Don’t know about the branch. htt...
by thisisallen
Sat Oct 12, 2019 10:34 pm
Forum: Stocks
Topic: Stock and ETF brokerage costs plunge
Replies: 60
Views: 29711

Re: Stock and ETF brokerage costs plunge

Fidelity will reimburse the fee that another brokerage may charge you to transfer funds to Fidelity. Just need to show Fidelity your statement from the other company confirming the fee/charge.
by thisisallen
Thu Mar 21, 2019 10:09 pm
Forum: Other Discussions
Topic: Ally bank website and other problems
Replies: 40
Views: 3596

Re: Ally bank website and other problems

Similarly, I just used the app easily and read a message.
by thisisallen
Wed Mar 20, 2019 10:34 am
Forum: Bonds
Topic: FNBGX vs. individual bonds at Fidelity
Replies: 14
Views: 2226

Re: FNBGX vs. individual bonds at Fidelity

Thx pugchief. I feel fortunate to have found the PP (simplicity) and this forum (Q&A.
by thisisallen
Wed Mar 20, 2019 10:17 am
Forum: Bonds
Topic: FNBGX vs. individual bonds at Fidelity
Replies: 14
Views: 2226

Re: FNBGX vs. individual bonds at Fidelity

Is it correct to think FNBGX and TLT are the same? Today, 11:15 and TLT is up yet FNBGX is down. ??

Also, if you have bonds at Fidelity on auto roll then Fidelity will buy the new bond at the next auction.
by thisisallen
Fri Mar 01, 2019 10:08 am
Forum: Variable Portfolio Discussion
Topic: Tactical Asset Allocation + HBPP an intriguing combo
Replies: 403
Views: 98250

Re: Tactical Asset Allocation + HBPP an intriguing combo

Seems that the machines are struggling to keep pace with the changes in momentum.

https://www.bloomberg.com/news/articles ... ow-failing
by thisisallen
Fri Jan 18, 2019 8:10 am
Forum: Variable Portfolio Discussion
Topic: Tactical Asset Allocation + HBPP an intriguing combo
Replies: 403
Views: 98250

Re: Dual Momentum GEM + HBPP a great combo, easy to test

https://www.dualmomentum.net/2019/01/whither-fragility-dual-momentum-gem.html [/quote] Gary makes a compelling defense. I just learned that Novell's model is already just about ready to go back to equities based on a weekly close above the 13 week EMA. That's way too quick for me. That's short-term...
by thisisallen
Sun Jan 13, 2019 10:03 pm
Forum: Bonds
Topic: Bond duration compensation
Replies: 14
Views: 2442

Re: Bond duration compensation

I may well be being obtuse here (wouldn't be the first time) butt I'm not seeing any advantage in extending Treasury bond maturities at current rates. The chances of a 1% (or even a .25%) decrease in rates is small, while the odds of a .50% increase this year are high. And yeah, I do remember how L...
by thisisallen
Sun Jan 13, 2019 10:25 am
Forum: Bonds
Topic: Bond duration compensation
Replies: 14
Views: 2442

Re: Bond duration compensation

If I recall Larry Swedroe has a formula for term risk, but this is not applicable to the PP investor. We want the investment with the highest duration even though the rates between 30 and 10-year Treasuries do not compensate for the additional risk. A 1% decline in interest rates will result in app...
by thisisallen
Sun Jan 13, 2019 10:16 am
Forum: Bonds
Topic: Bond duration compensation
Replies: 14
Views: 2442

Re: Bond duration compensation

Allen it's all determined by Mr. Market. There is no rule or formula. And it changes continually and lately really quickly. Look at this website, it updates daily. https://www.treasury.gov/resource-center/data-chart-center/interest-rates/Pages/TextView.aspx?data=yield That’s a better/more accurate ...