Posts
Critique my portfolios - will I be ok?
Hi everyone, I didn’t take retirement seriously but life has changed my perspective on a lot of things recently. I’m looking for some advice/ opinions, much appreciated in advance! Years until full retirement: 37 I’ve started to contribute ~$250 a month into IRA and 6% of salary (~75k) with match …
NVIDIA stock drop — could it finally be fairly priced?
With the recent drop in NVIDIA’s stock, I’ve been wondering if the valuation is starting to make more sense. It’s still trading at a premium, but maybe not as insane as it was before. I saw a video earlier that argued it's actually fairly priced now, assuming 20% annual growth …
Unique investments to put money in?
I've definately been regularly putting money into and index fund and random cherry picked stocks here and there (such as waste management). I''m also thinking of allocating a small percentage into random investments here and there. So far I've bought the very first Charizard ever created which has increased in …
Anyone else feel like we are on the brink of a collapse?
I don't mean to be a doomsdayer here and I'm well aware that there have been forecasts of a collapse every year but I can't shake the feeling that the economy is headed is the wrong direction. I have seen with my own eyes the living standards fall year over …
A question about volatility in option pricing models
Hello, I'm new to options (finance in general) and am trying to learn the theory. I have read that the argument for why the underlying expected growth doesn't matter is that we're pricing the options relative to the underlying. That is, this information is already baked into the price of …
Long idea: Sodexo, the catering giant at deeply discounted valuation
Hi team, Wanted to flag a good long opportunity: Sodexo (Bloomberg ticker: SW FP). Sodexo runs canteens, like serving lunch at your university cafeteria or company, cooking meals at the hospitals, or managing the snack bar at a football game etc. In short: * Sodexo is a French giant in …
What’s your research process?
Building upon my own research process, I’ve realized that having a structured approach is crucial for working more efficiently. Without a clear plan, it’s easy to get overwhelmed by the sheer amount of information available. To improve my own process, I decided to look for inspiration from others who have …
401K, I am currently invested at Vanguard TARGET 2040
Regarding my 401K, I am currently invested at Vanguard TARGET 2040. I am 50 years old but want to invest aggressively. As I am planning to retire at 70. Here are the options I have apart from the target date fund. What % should I allocate to the following? SP …
Employer 401K has one plan TRMOX
This is less than ideal. higher expense ratio, under preforms, and my employer does NOT offer any other choices. I will do the minimum to get the free employer match of 5% and put the rest of it towards my Roth IRA where I can invest it into my own …
Basket of Biotech – What's your top stock and what would you avoid?
I'm looking to rebalance \~$50k of PFE to a basket of biotech stocks. What are your top picks and what wouldn't make the cut? PFE pays a healthy dividend, but I can't wait for a turnaround that might never arrive. The rest of my portfolio is generally diversified with a …