7.17.2024

If they're happy, I'm happy

My parents are incredibly happy with their fixed portfolios in Seeking Alpha where they can track their holdings in USD. Today both mom and dad called us and were independently equally happy about the Seeking Alpha app.

Mom even sold one of her mutual funds that she had in a traditional stock and mutual fund account. I think she is starting to understand exactly how much money she pays in mutual fund fees to her bank every year. In addition to these fund fees, there is now also a capital gain when selling the fund units.

The money will be moved to her endowment insurance and invested in US stocks, when an acquisition opportunity arises.

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