Posts
Can anyone recommend a good net worth management tool
I’ve used Quicken but find it overly cumbersome and lacking creative diagrams for analysis. I like would it could be, but it’s just not doing it for me. Does anyone have a good tool they use? I have my finance spread across several different platforms and cannot consolidate these. I …
Buy borrow die as a tried and true strategy?
If you have taken out margin loans (against a large ETF account or singular stock) for the purpose of investing in real estate, how has it worked out for you? My CPA has told me he has several wealthy clients do this to avoid capital gains tax on stock sales …
Given the INSANE current economic conditions, how are international markets coping?
I sold my renewables a month or two ago in preparation for trump and am very hesitant on replacing them with something else at the moment but I want your thoughts on how international markets are going and if it’s worth buying any or do I just hold? From Australia …
At what pace are we dollar cost averaging index fund investing during volatile times?
Opinions seem split over what to do when the market is volatile. Some try to time for a larger dip before investing a lot. Others hold off investing altogether until things (in their opinion) stabilize. Many just keep investing at the same pace they always do. I’m a believer of …
"Past performance doesn't indicate future results" vs "time in the market beats timing the market"
People love to parrot "time in the market beats timing the market" around a lot these days to deride people who are exiting. But that old truism isn't bulletproof anymore. Here's the core problem: "time in the market" depends on the assumption that the market – especially the US stock …
Interest rate outlook over next 6 months under Tramp tarrifs
We are looking at puting some money into an American income fund of class AA shares for the next few months. Looking at more detail the fund does well when US rates drop and does poorly when they climb. It's paying a dividend of just under 7% so even if …
Partnering with investors to share knowledge in different languages
Hi all, A bit out of the usual post format here, but I'm looking to partner with people who want to share their knowledge in investing via different digital products. For some context: I'm a developer with over 13 years of experience, and I am currently in the process of …
Mega backdoor Roth strategy ?
Found out my job offers the following: - after tax contributions to 401k - in-service rollover to Roth 401k - in service rollover to personal Roth IRA - ‘True Up’ policy for employer match paid out Q1 the following year My current thinking is to max out the $23.5k employee …
Options during the tariffs
Today, I bought deep itm puts on $JETS 24 put expires 4/4 24 put expires 4/11 I plan to sell with, hopefully, a 25% profit On the inverse, what are your thoughts about atm long calls or leaps? Say June and September. This gives enough time for tariffs to be …
Hot take: Trump is only the catalyst, not the cause.
Valuations metrics (cape, buffet ind, etc) are insanely high over the historical mean. The yield curve just got done inverting late last year. Sentiment is bad (AAII, CNN FG, PC RATIO, sp500 futures) (and that's basically all we have with how decoupled valuations are from fundamentals) Interest rates are relatively …