Posts
Why are InteractiveBrokers' CFDs so expensive according to Cost Impact calculations?
I was considering using them for long term positions in US ETFs, but when I extrapolated the cost impacts from 5 days to 365, I realized they'd cost >30% per year to hold. Let me do a sanity check to prove my point. To eliminate the possibility of this being …
In-law wants to start a 529
TLDR; my mother-in-law wants to start a 529 account for my son, but I work in higher education (reduced or free tuition later), and I also already have an investment account where I’m saving for him. Has anyone had this situation, and what kind of recommendation do you have for …
mutual funds, which one(s) are best? Or put the money somewhere else?
My husband has about $5k to invest and a coworker suggested mutual funds. We want to be very careful here and I don't rely on google for "good" answers in the mutual fund area, or any other area where to invest. We are not looking to 'get rich quick', but …
Is it time to shorts tesla?
So Musk just used his investors money in xAI to buy himself out of his Twitter investment. The Twitter investment loans were financed by his Tesla stock, so if Tesla shares falls far enough the whole investment folds. To me it seems Musk is now pretty certain $TSLA is going …
What is your process for keeping on top of news and generating idea?
What is everyone's process for keeping up to date on the latest news and for researching new investing ideas? What are some of the tools and resources you find useful and how often do you rebalance your portfolio and how much time do you spend per week on these tasks? …
Wealth management performance during market downturn?
For those with significant assets managed by a wealth management firm, how did they perform during downturns like the 2001 dot-com crash, 2008 financial crisis, 2020 COVID crash, and 2022 bond crash and bear market? Did alternative investments—such as private equity, private debt, real estate, infrastructure, venture capital, or hedge …
Would you transfer your investments to SoFi for a 1% bonus until Dec 2025?
For each 1 million dollars, they will give you 10 thousand dollars as a bonus. No caps. The more you transfer, the more you get. Need to keep the money there until 12/31/2025. Would you transfer 1, 2, 3 million there from one of the big names like Schwab and …
Have you invested in overseas markets or other investments? How did they work out? Also, worth looking at loans in US or Europe for developing a RE project in Europe, or assume cash is king for building there, if a US citizen?
We have good friends who develop large projects in Europe and have been offered what we believe to be a very good investment in two small projects (200k and 400k US). I'll talk to my US banker on Monday, but in the meantime, anyone know about loans in Europe for …
24M started a week ago, am I doing it right?
I’ve recently started investing in stocks and ETFs, but I've already experienced significant losses (about 2%). Should I hold onto the stocks, sell them or buy more? The investments are made within my tax-free account. I would greatly appreciate any advice regarding my portfolio. My portfolio: https://imgur.com/a/UG9jJKH
How to protect our savings from inflation during the Trump Tariff(TAX) era.
I am 68 years old. I thought I had enpough $$$ for my sexy wife and i to survive untill death. Then Trump came along with all these wacky taxes. Please I am not trying to get rick I just want to protect what I have from these crazy tax …