Charles Bolin

1 week ago | mutualfundobserver.com | David Snowball |Charles Bolin |Charles Boccadoro

By David Snowball On March 26, 2025, T Rowe Price launched T Rowe Price Capital Appreciation Premium Income ETF (TCAL), the latest addition to its capital appreciation suite of funds and ETFs. The fund is managed by a six-person team with David Giroux in the lead. It posts an expense ratio of 0.34%. The fund’s unique niche within the Capital Appreciation suite is its focus on “regular” income payouts. It will normally invest in equities with a covered call options strategy overlay.

1 week ago | mutualfundobserver.com | David Snowball |Charles Bolin |Charles Boccadoro

By David Snowball Dear friends,Welcome to May, traditionally, the month in which to sell in!These first few weeks of May are an odd time on campus. My seniors are scrambling for jobs (or antidepressants), the juniors are teeing up internships, and the youngsters are … well, mostly wondering what just happened to them? It’s a time of year that brings out the best, and the worst, and the oddest of them.

1 month ago | mutualfundobserver.com | David Snowball |Charles Bolin

By David Snowball “Put your trust in God, my boys, and keep your powder dry!”Advice attributed to Oliver Cromwell, in the poem “Oliver’s Advice” (1834)Here are three simple truths:Owning stocks makes sense because, over the long run, returns on stocks far outstrip returns on other liquid, publicly accessible asset classes. Over the past 90 years, large cap stocks have returned 10% a year while government bonds have made 5-6%. S&P 500 (inc.

1 month ago | mutualfundobserver.com | David Snowball |Charles Bolin

By David Snowball Welcome to the April Mutual Fund Observer!My mom used to say, “March sometimes comes in like a lion.” She never added, “and then it eats you.”March, named for the God of War, strikes me for two reasons. First, it is the month that has encompassed a whole series of catastrophes in the financial markets and beyond. March 2025 marked:The fifth anniversary of the COVID lockdowns and flash crash, in which the S&P 500 lost 34% in 33 days.

1 month ago | mutualfundobserver.com | David Snowball |Charles Bolin

By David Snowball On March 26, 2025, the GlacierShares Nasdaq Iceland ETF was launched. The ETF tracks the MarketVector Iceland Global Index. The Index tracks both Icelandic companies (54.5% of the index) and companies in other Nordic nations that have a substantial footprint in Iceland (13% Luxembourg, 11% Norway, 7% Switzerland … followed by the US and the Faroe Islands, about equally weighted).