Posts
Citi Wealth Management statements amounts don't match
Everytime I get statements for anything "brokerage" based from any of these standard banks it's like a major investment in time to interpret. Won't go into it. The thing I'm trying to figure out. I get dividends with a quantity of 85.1155 with an amount of $3,370.56. So putting this …
First time investor, 35M full time employee trying to build for retirement
Looking for thoughts and suggestions. Just started a Roth IRA and plan to max out the 24 year before deadline. I initially just put 500$ into it but I have the money. Did it mainly just to see how the platform I'm using works. I acquired VOO,SCHD,VEA,QQQM. My plan is …
AI & macro/micro economic driven stock analysis tool
A lot of global news effect how the markets would react (e.g. US imposed tarrifs on many countries, that'll impact country specific companies that were exporting goods to US) How useful will it be if there was a tool that tracks news ans based on the country, analysis which companies/stocks …
Withdrawing and repaying ROTH IRA contributions tax and penalty free Is it correct that I can repay withdrawn ROTH IRA contributions tax and penalty free as long as I do it within 60 days? Is there any way to lengthen this window?
Is it correct that I can repay withdrawn ROTH IRA contributions tax and penalty free as long as I do it within 60 days? Is there any way to lengthen this window? We are in the middle of a remodel and costs have nearly doubled from the estimate since we …
I have too much time on my hands and need guidance please.
I’m 16m and I do online school. Online school only takes about 3 hours a day and I have nothing to do after that. It’s dawning on me that my childhood is ending and I wanna do something in my free time to build generational wealth. I know lots of …
Can someone give me a non-bias understanding of these income funds (SPYI, JEPQ, YMAX, QQQY, etc)?
There are a lot of new "income funds" in recent years. My understanding is most of these sell options and then give that premium back to share holders (in terms of special non qualified dividends) online though, they have very polarized reactions. Either they are a "great and legitimate option …
Biblically Responsible Investing Is Booming and LGBTQ Americans Are Paying the Price
Link to full article: [https://www.unclosetedmedia.com/p/biblically-responsible-investing](https://www.unclosetedmedia.com/p/biblically-responsible-investing) For those interested, Uncloseted Media is a recently-launched investigative news publication focused on examining the anti-LGBTQ ecosystem in the U.S. while amplifying LGBTQ stories and voices. You can learn more and subscribe for free at [https://www.unclosetedmedia.com/](https://www.unclosetedmedia.com/)
Stock screener that won’t show rejected stocks
I’m just picking up value investing and I’m looking for a small cap stock screener. I currently use FinViz but the problem is it shows me stocks I’ve already researched and rejected. Do you have a recommendation for a stock screener which won’t show rejected stocks?
Saving for first property
Hi all! Currently starting to save for my first property. The plan is to use a government lifetime cash ISA, the maximum you can add to that is £4000 a year and you get 25% from the government making it £5000 a year total. I’m thinking about investing £150-200 a …
Are stock valuations simply a product of investor belief in scarcity? If we treat stocks as a store of value, like Bitcoin, gold, or even Tesla, does that make traditional macroeconomic analysis less relevant?
I have been thinking about how we value stocks and why traditional macroeconomic analysis still holds water in today’s markets. Typically, stocks are evaluated using earnings, growth rates, interest rates, and other economic indicators. Yet, oftentimes prices seem driven more by narrative and investor sentiment than by fundamentals. Tesla offers …