Posts
Non cumulative Preferred - Redemptiom
I had a situation that kinda stumped me, and wanted to get the input of others. The situation and background is a company has noncumulative preferred shares, and has a common stock they routinely (always, for decades) pays dividends to the common shareholders. They are calling and redeeming the preferred …
What are you looking to invest cash into?
I’ve been heavily invested in the US (specifically the S&P). With everything going on, once things eventually stabilize I plan to utilize the cash portion I have on the sidelines. What are people looking to for investments moving forward? I am still going to hold a large position in the …
European Union to put countermeasures to U.S. tariffs on hold for 90 days
[https://www.cnbc.com/2025/04/10/european-union-to-put-countermeasures-to-us-tariffs-on-hold-for-90-days.html](https://www.cnbc.com/2025/04/10/european-union-to-put-countermeasures-to-us-tariffs-on-hold-for-90-days.html) The European Union will pause the adoption of its retaliatory tariffs on a swathe of U.S. goods for 90 days, European Commission President Ursula von der Leyen said, a day after the White House issued a reprieve on most of its own levies. EU members voted in favor of …
Look to start with bonds in an IRA
So I'm looking to be more risk averse in my IRA. Is buying bonds and selling as simple as buying ETFs? So I could just buy SGOV and collect 4%/yr as long as I hold it? Do bonds carry expense ratios like ETFs? Are there any restrictions on buying bonds …
Golden Butterfly portolio exit date 10 years
I created a golden butterfly portfolio for my father (57 years old) with a approximately 10 years-duration. In 5 years, I plan to start reducing the equity portion as a strategy leading up to the exit date. Do you think this strategy makes sense? When would you start reducing the …
Small Cap Chinese Equity is 67% of Portfolio - how Risky is this? - Baozun
Baozun is 67 percent of my portfolio and it is a small cap Chinese equity. Is this extremely risky? People have told me that I shouldn't do this because Chinese stocks have a history of fraud, and don't have tight financial controls. I did my research and think that this …
Weekly DCA plan ruined before the time
I had 50k€ sitting into a deposit account. After market slipped -7%, I put 25k€ in immediately. I then decided to change to DCA the remaining 25k€ putting 5k€ every Monday. I could buy at the lowest price this Monday, and I was hoping to buy even lower the next …
Diversifying a 3 fund portfolio while still aligning with the fundamentals...
I've currently got my investments between 3 different accounts, a self managed brokerage, an inherited IRA and an inherited roth IRA (this account represents 5% all invested in VIGAX). That breakdown as follows: 5% BND/BNDX 49% VTI 34% VXUS 7% VEU 5% VIGAX I still want to follow the boglehead …
How to hedge portfolio amid this market?
I have been following the news but non-active so far. But I feel, maybe I should be doing something. Some of the ideas came to my mind: 1 .Protective puts: Buying protective puts for SPY to protect my existing portfolio. The prices are quite good after yesterday's market. But I …
Advice on whether I should keep my stocks like this or do something different?
Hello. I have been investing for over a year now and after the market crash/small rise, I am $57 down total. I was wondering if I should keep my stocks like this? I don't have necessary percentages that I deposit to each stock. I just do it randomly. Before the …