Posts
Tax loss harvesting - 1% gain?
A financial advisor is trying to sell me on an assets under management plan- they do pretty tailored stuff, buying individual stocks that meet my particular socially responsible investing criteria, tax planning and blah blah blah. I have seen discussion of whether or not financial advisors are worth it at …
Moving assets - lump sum?
I hear people talk a lot about the value of DCA which until Reddit I didn’t even know what that stood for, so thanks for the education! It seems often to be in the context of investing new uninvested funds but I’m wondering what the conventional wisdom is when you …
Long term investing at 40
What would you invest in? Just turned 40 and I have 0 dollars invested for retirement. I’ve just been day trading up to this point but would like to actually invest long term. I have $300,000 to invest and plan on investing $25k per year until 65. Looking for some …
Generational Wealth by Passing Down Account
Is there a reason families don't start an index fund and just pass it down generation to generation? I'm considering passing down my index funds to my kids with the stipulation that they can only take out the interest and not the principal. They will then pass the principal to …
Investing in $VOO weekly ??
I need to hear your guys thoughts on the strategy I might use. I’m going to have $18,000 soon that has been locked in a share certificate. I have two options on how I want to invest the money. Do you guys think it’s better to invest the whole $18,000 …
Pepsi (PEP) buys probiotic soda Poppi for $1.95 billion to expand their presence in the functional soda market, paying 13x+ topline revenue
**Shares of Pepsi closed 1.85% up today. Some information about Poppi, the acquisition target.** \- Founded in 2018 by a couple, they reported upwards of $100 million in sales in 2024. Even if we round up to $150 million in sales, Pepsi would be paying a 13x multiple on top …
Call Calendar Spread Clarification
I tried posting this on a more relevant subreddit, but was unable to due to low karma. I know I've posted here before and would like any advice/explanation. I have a screenshot, but unable to add to this subreddit. There are two positions: $240 Call 3/21 (sell to open) -$12.70 …
is there a play for Korean defense stocks?
European defense stocks has hit the news/mainstream in the last 3-4 weeks now and has risen over 500% in the last six months. I noticed Korean Defense stocks have also been gradually rising but currently sitting at around 120% gain in the last 6 months. Is there a play here …
How does BRK both (1) beat market returns, and (2) still trade at a low multiple?
As many of us know, BRK has beaten the S&P 500 over 1, 2, 5, 10, and 25 year (and probably more) time horizons. Just amazing consistency. What I didn't appreciate until recently is that it still trades at a P/E of 12.5. How does a company deliver a 250+% …
Investment calculator with variable contributions
I’m looking for a calculator of some kind, where I can calculate what my investment with a fixed annual return will yield, if for example from year 0-2 of my investment I invest x amount, years 2-5 I invest y amount etc. I’m essentially trying to see, how my investment …