Posts
Is avg annual/cumulative total return % for one year for bond etf what you should be comparing against apy for hysa/cd/money market?
Using sgov as an example: https://www.ishares.com/us/products/314116/ishares-0-3-month-treasury-bond-etf. When I scroll to returns return section, there's drop downs for avg annual and cumulative. When I look at total returns % for the 1 yr column for both, it's the same 5.28 number. Is this what I should use to compare to the …
What stocks are you buying in March - and why?
Markets have been volatile, but I’m still focused on long-term investments. Right now, I’m considering adding to my positions in dividend aristocrats for steady income, but also evaluating a few growth stocks with strong fundamentals. Curious to hear different perspectives - are you leaning toward value, growth, or dividends this …
Sun Microsystems CEO in 2022: “What were you thinking?”
Excerpt from a Barron's article: Quotes from Sun Microsystems in 2002, a couple of years in the tech crash of 2000. "Two years ago we were selling at 10 times revenues when we were at $64. At 10 times revenues, to give you a 10-year payback, I have to pay …
What is your strategy for entering trades?
I would say that 90% of trading is just what you enter at. The result of any trade is hinged entirely on that number; whether you lose money or make money is just the difference between your entry and your exit so it is something very important to analyze. If …
Aggressive 401K & Balanced Roth IRA or vice versa?
I’m 30 years old, getting into investing kind of late. Would I see higher returns with an aggressive/risky 401K & balanced Roth IRA or a balanced 401K & aggressive/risky Roth IRA investments? Also if anyone has good resources I can look into so I can educate myself better, that’d be …
Is the whole market going down or have I made a big mistake?
I recently invested quite a large amount for the first time in a few different mixed bonds (the bonds invest in a huge number of companies, based out of different countries) through Aviva (inherited money.) My understanding was this was the best way to invest, whilst not being silly, for …
CDs or index funds or what else?
Hi, so I currently have the majority of my savings in a CD at the moment. For me a CD is simpler and it works. However, I feel like I might be missing out on better investment options. Can someone introduce me to other investment options or fill me in …
Anyone that holds LMT here?
I bought Lockheed a while ago, so I was wondering if I should sell it and direct the money somewhere else. Now that Trump is in office, if anyone has any insight on Lockheed and its future, I would greatly appreciate it. When I bought it I was thinking of …
Alternative Investments from Merrill Lynch
I have been using Merrill Lynch for about 5 years now and they have been pushing me to invest in alternative investments. However, I haven’t seen the same returns that I’m getting from my core portfolio (diversified stocks). They keep telling me that it’s a longer term strategy that will …
Should I just take out now before I lose more money?
So I recently turned 18 and received my one family trust fund but I wasn’t too sure what to do with it so I kept it in a s&s isa but by the time I set a withdrawal out and realised I wanted to take it all out, I had …