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Post by keppelbay on Oct 31, 2023 13:44:11 GMT
Sorry, I probably should have said, it is EURO denominated and trades in London (and European markets):
iedl.ln
here's a link to the barchart with the heiken-ashi smo indicator
thx ps: I'll check to see if the link works once this has been posted pps: link works
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Post by richardsok on Oct 31, 2023 15:23:33 GMT
OK, I saw the chart and, no, while I know nothing of the ETF itself, that pattern (at first glance) wouldn't be on my watch list. You might take a look at my book. I just made the kindle version ridiculously cheap again for the holiday season.
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Post by anitya on Oct 31, 2023 20:06:44 GMT
"But I was surprised that XTWO has done better than UTWO - duration or maturity extensions being penalized recently."
That was my thought too. I get that Duration < Maturity, except for Zeros. So, a XTWO would have an average maturity higher than 2 years (UTWO) which I am fine with as I am not trying to be so precise on how the future might shake out. I am more interested in knowing if there are any issues with the construction of this ETF (e.g., roll costs we discovered with UTWO). Thanks.
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Post by yogibearbull on Oct 31, 2023 20:26:52 GMT
anitya, I didn't see any roll issues with XTWO. It seems to work line a ST-bond fund. But then, why not plain old BSV? I have held it before and I may use it again.
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Post by anitya on Oct 31, 2023 20:38:50 GMT
anitya , I didn't see any roll issues with XTWO. It seems to work line a ST-bond fund. But then, why not plain old BSV? I have held it before and I may use it again. I may have to use BSV because XTWO volume is non-existent on some days and I do not fancy UTWO. Otherwise, I would prefer Treasuries only, given there is enough distraction in my equity portfolio and so, usually I do not hold corporate bonds. P.S.: I can't "walk and chew gum at the same time." I admire people who run a long-short portfolio; we have some posters here who do that.
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Deleted
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Post by Deleted on Oct 31, 2023 22:39:04 GMT
I have only 4 etf on my buy list
TCAF VOO FBCG QQQ
I own schd but it is doing so poorly this year. should I add more to schd or stay put. averaging down has never worked for me. So I keep schd same or move to a better etf.
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Post by Chahta on Nov 1, 2023 1:46:21 GMT
I have only 4 etf on my buy list TCAF VOO FBCG QQQ I own schd but it is doing so poorly this year. should I add more to schd or stay put. averaging down has never worked for me. So I keep schd same or move to a better etf. Why did you buy SCHD initially?
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Deleted
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Post by Deleted on Nov 1, 2023 10:51:53 GMT
I bought SCHD,
1. For some diversification into value, also in 2021-2022 some market commentators felt Value will do better again one day. Which kind of happened but for a very short period. 2. It is popular here and was doing well in past.
I do not care about schd dividends. Now I think it was doing well because it was giving dividends which as R48 and other pointed out one can get now risk free from treasuries and MM.
I do have enough non tech diversification with BRK-B (though berkshire is a lot of apple), SP500, Vanguard Wellington, PRILX/PRBLX and some but growing TCAF.
Now I am thinking Value never really does well by itself. Market is driven by tech & growth. When tech & growth is not doing well, then value does well. That is investors hide in value when tech is going through a bad phase or tech gets too expensive/overpriced.
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bruno
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Post by bruno on Nov 2, 2023 0:50:17 GMT
Why did you buy SCHD initially? Because of FAKE news ... You could not go ANYWHERE that everyone was talking How great thou SCHD. I sold SCHD in taxable for a loss and bought VYM. I still hold SCHD in IRA and Roth.
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Deleted
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Post by Deleted on Nov 2, 2023 19:21:26 GMT
My move into TCAF is 1) based on the manager's track record. 2) To provide some diversification from tech heavy portfolio.
Though I am getting increasingly doubtful about diversification.
FBCG has given 36% returns YTD, VOO 12% and SCHD -7%
Diversification is expensive.
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Post by retiredat48 on Nov 2, 2023 19:40:35 GMT
My move into TCAF is 1) based on the manager's track record. 2) To provide some diversification from tech heavy portfolio. Though I am getting increasingly doubtful about diversification. FBCG has given 36% returns YTD, VOO 12% and SCHD -7% Diversification is expensive. @waffle2,...Hi. I'm confused. You state you want to diversify from a tech heavy portfolio, yet TCAF is almost all "tech heavy"...like NVDIA, microsoft etc? And you posted of selling SCHD to buy VOO and TCAF. Schd being a high dividend value fund, the others more growthy and lower yield. Do you desire or need divy payers in your portfolio? If yes, what replaces schd? Am interested to know if you are negative on schd?? and why. TIA R48
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Deleted
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Post by Deleted on Nov 2, 2023 20:24:13 GMT
1. I am still in accumulation phase so I do not need dividends. I am getting 5% from MM and 5.5% for treasuries. 2. I am aware that VOO, TCAF, PRILX, Wellington and BRK-B all have meaningful tech component (~35% each) but they are BLEND ie they have some non tech component too (~65%) and that gives me more than enough diversification. 3. I am tech heavy using stocks.
( I compute tech component of etf/oef by adding technology and communication services components from M*)
Add: I was thinking about using equal weighted RSP instead of VOO. but could never decide.
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Post by yogibearbull on Nov 2, 2023 20:35:36 GMT
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Post by anitya on Nov 2, 2023 21:58:14 GMT
Just in case someone checked with TRP, does TCAF have a DRIP or the brokerages just have to reinvest dividends on the open market?
Is it a common practice for ETFs from well known shops to have DRIP? I would have thought they would so as to hang on to as much AUM as possible.
Edit: I thought my use of “dividends” is understood in the context of the discussion. Unless an ETF is an income focused ETF, it does not make regular distributions. TCAF is not an income focused ETF - see its prospectus. But all ETFs make distributions at least once a year if they meet requirements for distributions. It is not common to have cap gains (see earlier discussion) and so whatever distributions are made generally tend to be dividends. However, an ETF shop can choose to have a reinvestment plan for all distributions, including cap gains - other OEFs do. It may be too much of a hassle for an ETF to have a reinvestment plan if it does not plan to have meaningful distributions.
Out of context comments creates disincentive and creates a burden to post and share ideas.
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bruno
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Post by bruno on Nov 3, 2023 12:45:51 GMT
Just in case someone checked with TRP, does TCAF have a DRIP or the brokerages just have to reinvest dividends on the open market? Is it a common practice for ETFs from well known shops to have DRIP? I would have thought they would so as to hang on to as much AUM as possible. Not sure that TCAF pays a DIV.
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Post by catdog on Nov 4, 2023 2:15:28 GMT
FBND its a total bond fund. More of a core holding than an outlier. 5b AUM. Current yield about 5.8 Poised to benefit from falling interest rates (whenever that is).
Catdog
5
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Post by catdog on Nov 4, 2023 2:17:04 GMT
FBND forgot it is actively managed. .36 ER
catdog
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bruno
Lieutenant
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Post by bruno on Nov 4, 2023 16:26:07 GMT
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