2010 — overachieving compared to 2004

The S&P 500 has already reached levels this year that weren’t reached until December 2004 in the tech stock crash recovery.   The volume levels are underwhelming, but on almost every other front the bulls are celebrating.  It doesn’t hurt that business continue to report very good numbers.   It is hard to get a good doom and gloom mood going with folks like Intel …

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Comparing ETF index funds to mutual funds

Advantages of ETF index funds over mutual funds index funds: Management  fees are usually lower.  For example for inflation protected bonds the Schwab mutual fund SWRSX has a .5% expense ratio and the iShares Barclay equivalent TIP has an expense ratio of .2%. Instead of trades executing at the end of the day they can be bought or sold at any time the market is …

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Dividend Capture Strategies

In trying to capture dividends there is no free lunch. In fact, since Wall street is involved, the best you can hope for is an affordable lunch. I have looked at, and tried quite a few approaches—most of which don’t work, but I have found one approach that does work with some ETFs. Ironically you don’t actually collect the dividend most of the time, but …

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2019 Ex-dividend and Pay date information for AGZ, CFT, CIU, EMB, GBF, GVI, MBB, MUB, NYF, SUB, MUAE, MUAG

The 2019 Ex-Dividend and Pay Date  information below is based on Ishares distribution schedule. MONTHLY DISTRIBUTION — BlackRock, Bloomberg Barclays, iBoxx, JPMorgan 2019 Ex-Dividend Dates 1-Feb 1-Mar 1-Apr 1-May 3-June 1-July 1-Aug 3-Sept 1-Oct 1-Nov 2-Dec 19-Dec 30-Dec (possible cap gain dist) Pay / Distribution Dates 7-Feb 7-Mar 5-Apr 7-May 7-June 8-July 7-Aug 9-Sept 7-Oct 7-Nov 6-Dec 26-Dec 5-Jan-2020 (possible cap gain dist) 10-Sept 5-Oct …

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Time for divergence from 2004?

Looking a the chart below you can imagine this year’s stock market getting back on the 2009 trend line,  leaving the 2003/2004 correlation behind.  But I’m still betting that the market is in a sideways mode, rather than a continuing raging bull. The most notable change in the curves since my last update on the 18th of March  is the big drop in normalized volume–something …

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