Posts
Any advice on reallocating money to consolidate shares?
19M Recently began investing since my college provides a scholarship refund each semester. I get very caught up on trends and much of my family has no clue what they are doing with stocks either. Was wondering if anyone had any advice on which holdings to get out of or …
RBC vs Lincoln Investment
My wife and I inherited over 300K in an RBC account from her father, who was a banker and was knowledgeable about investing. Additionally, I have over 200K in ETFs and growth stocks in a Lincoln Investment account. My advisor there charges 1.5%, which is starting to feel like too …
Can we Get Marvel and Disney to stop losing our Money for just Five minutes!?
I thought woke scrapbooking of movies was supposed to make us millions. This new Captain American movie is so bad even the critics we pay off to give good reviews called it bad. How do we stop Disney from losing all our money? How about we force them to make …
Tips to diversify from Blue Chip Mutual Fund.
Looking to diversify. I’m currently only investing in Blue Chip for my personal investing. My IRA is investing in the S&P500. Common advice is to throw money into the 500 which is technically more diverse than the Blue Chips 60 holdings. But is that too similar to call diversification? Thanks …
Ticker Advice for Mission Square.
I use to have Fidelity but changed jobs and now have a Mission Square 457b. I did a lot of research into Fidelity tickers and had most of my money in a FXAIX and I wanted to invest into something similar with my new account but don’t know much about …
How do people actually find good investments before they take off?
People in every comment section I've been in say they got in on a stock months ago when it was at a low price, and now it's skyrocketed. But how do they identify these opportunities early on? Are they using specific tools, research methods, or just getting lucky? I bought …
Have $5k to invest or pay down some loans. How to apply and where?
I have a house mortgage at approx $513k at 6.13%, a personal loan of $20k at 4.5% … No credit card debit.. No auto loan.. We both max our 457 accounts .. max contribute to HSA… and are on track to max contribute our Roths via back door contribution. I …
I’ve held shares in a company for the past 12 years, they are still pre-IPO. These shares still retain value and I’m looking to sell them. Has anyone here gone through this process before, and you have any recommendations?
The title says it all. There are several companies out there that seem to be in the space of purchasing pre-IPO shares. I’ve held onto them for 12 years and I’m in a position where I would like to sell. I would love to know if someone has been through …
MAXN - Updated Sale & Purchase Agreement / Terms
The article (dated 2/18/25) below is super interesting if you own, or care to own, shares of MAXN. This article outlines the terms to be applied regarding the consolidation of shares between MAXN, TCL, and Lumetech B.V. (Netherlands). I've not yet been able to pull the most important details (what …
Portfolio Analyzer Recommendations
I've searched through old posts multiple times and have checked out a ton of different portfolio-analyzing sites, but haven't found what I'm really looking for. Some are too basic and others seem to get too far into the weeds. I'd just like to be able to see two things: 1. …