2007 Mutual Funds Taxes 
The Motley Fool
OCTOBER 28, 2024
The simple explanation is this means investing equal dollar amounts at specific intervals in your favorite stocks, ETFs, or mutual funds. As a basic example, instead of investing $6,000 at a set point in the year in a S&P 500 index fund, maybe invest $500 in the same index fund at the beginning of each month.
The Motley Fool
JANUARY 3, 2025
From what I can see, RCL's share price has 6x since you recommended it, that first day in Stock Advisor, September 21, 2007. It was at 40 in 2007, when I recommended it. Those are simple round numbers because having picked up first at 40 in 2007, we can see with it around 240 today, it is up six times in value. Well said, Vince.
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The Big Picture
JULY 11, 2023
RITHOLTZ: So were you — in the early days, it was mutual funds it was SMAs, what were you guys doing? I could do my own taxes. So it was Franklin, along with mutual fund pioneer Sir John Templeton. JOHNSON: Exactly, the tax… RITHOLTZ: The negative on a mutual fund is phantom taxes.
The Motley Fool
NOVEMBER 25, 2024
On April 15 of 2005, Tax Day 2005, Nvidia stock traded at $19.56 Now, I want to note four times over the past 20 years, the company split its stock, two for one in 2006, three for two in 2007, four for one in 2021, and 10 for one in 2024. By October 2007, the stock was making me look good as it tipped the scales at 120.
The Motley Fool
SEPTEMBER 14, 2023
Collateralized loan obligations from the Great Recession of 2007-2009, part of it is what causes the booms and busts. You get a bust, like we saw, for example, in the housing crisis in 2007-2009. Robert Brokamp: In the book you provide some excellent model portfolio, some very detailed lists of mutual funds, index funds, ETFs.
The Motley Fool
JANUARY 13, 2024
It was Tax Day, April 15th, 2005. By October 2007, so two years later it's gone from a buck 64 to 10. Now those of us who remember market history know 2007, things are probably peaking somewhere right around now. In October 2007 we're back. David Gardner: Let's do it. Settle down here by the campfire.
The Big Picture
FEBRUARY 6, 2024
He also helped run some of their mutual funds and helped put together their first ETF, and he has really quite an astonishing track record. The Quality fund mutual fund that GMO runs that symbol G-Q-E-T-X, it’s just crushed it over the past decade. a year, way over both. Really fascinating guy. No minimum.
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