Posts
What exchange is the best?
I have used a few exchanges, haven't found one I'm happy with just yet, I've tried Robinhood which is easily one of the worst exchanges ever. Period. I've used Fidelity, which wasn't terrible but I didn't really like the feel of it. Finally, I've used the JPMorgan Chase exchange, which …
Fidelity account holders who are active need to pay more attention...
PSA: Fidelity account holders who are active need to pay more attention than usual to their cash balances and open trade orders. For about a month now, Fidelity is having some sort of problem with their systems that will allow you to place trades that add up to more cash …
JPM/PM Preferred Stock Callable Questions
I'm looking at buying some JPM/PM preferred stock, fidelity has some interesting descriptions and I can't figure out what they mean: 9/1/2026 Call Price $25.00 Call frequency Daily Call Type Ordinary Call Conditional Call No Mandatory Call Yes I've googled and read articles but they are all surface level explanations, …
Can someone help me understand capital gains for actively managed ETFs in taxable accounts?
Let's take an extreme example with a fund like ADPV. My understanding is that it screens for growth & momentum, cycling between about 25 companies of all market capitalization sizes and US treasuries. I don't know what the turnover is like, but part of the prospectus says it's designed to …
Critique my stock potfolio
Hello everyone - I'm hoping ya'll will critique my investment portfolio. Let me know what you think. I live in Canada. Current market value: $1,200,500.00 CAD (846,000 USD) All of my positions are now fully in the green. In no particular order: |Stock|Percentage of portfolio| |:-|:-| |Alphabet|11.9%| |NVIDIA|9.4%| |Amazon|2.1%| |AAPL|15.4%| …
Using a Roth IRA for high risk investing, thoughts?
Im 38 and have about $400k in my works 401k. I contribute 10% with a matching 5%. It’s mixed 60/40 between an sp500 index (large cap) and a dow total completion index (small caps). I recently opened a Roth IRA with about $25k in it and want to use it …
In Addition to Roth 401k, Growth or Dividends?
Im 46 and have about $200k in a Fidelity Roth IRA 401k through work. I've been at my job for about 12 yrs and make an annual salary of $114k + OT. In these wild times we're living in I want to be prepared for anything including possible layoffs (I'm …
Do you think that chinese companies at risk of delisting?
Do you think that Trump will give the axe to chinese companies? Trump seems driven to make an enemy of the whole 🌏. His latest tariffs just spells a f u to everyone. I wouldn’t be surprised if one day he just says no more chinese companies on Wallstreet…
How should I invest in bonds for my retirement account
I am 55, and I believe to start reducing risk, I should maintain about 25% of funds in my Vanguard IRA in bonds to start reducing risk. For a long time, I had a chunk invested in VUSTX Vanguard Long Term Treasury Fund. I took an overdue look at this, …
Rollover 401k/Lump Sum Pension
Retiring at the end of next month at 47. Have 1 mil combined with 401k and lump sum pension that I'll be rolling over to a Vanguard traditional IR. I'll be living off of my personal brokerage for 12yrs to bridge the gap. How should I invest the traditional IRA? …