Posts
Shouldn’t Graham’s suggested 50/50 stocks to bonds portfolio generate most wealth over time?
I read the Intelligent Investor and from the myriad of gems in there, the key point I took home for the defensive investor was to use a 50/50 stocks to bonds portfolio and keep balancing the weights as and when they go out of proportion. I kept thinking about this …
Is “Anti-Wall Street” Just a Casino in Disguise?
I recently tried posting a thoughtful question on a certain “anti–Wall Street” subreddit, and the response I got was basically: “If you’re thinking about how you invest, you’re in the wrong place. This is a casino.” That really made me pause. Isn’t the whole point of being “anti–Wall Street” to …
Real estate ownership in retirement/investment portfolio
I developed my views around asset allocation through years working with pension funds. A typical pension fund will allocate up to 10% of assets to real estate - direct ownership of properties or owning a fund that owns properties. I've replicated this approach by allocating five percent of my liquid …
Talking heads ratings. "Transitory inflation"
I wish there were a quick way to see past talking points of the investment "experts" on news shows. I'm thinking some kind of badge for all those that said "inflation is transitory" in 2021-22. I know no one has a crystal ball, but I don’t want to be listening …
How to allocate 250k for future
Scenario: You sold your too large home and have 250k to tuck away. You need to put some toward your two kids’ college. They are currently a sophomore and freshman in high school with 25k each saved for college. You need to allocate quite a bit for retirement since you …
Foreign investment considerations
With Schwab making a crypto etf, I wanted to get my account out of Schwab into a different account. For now, I'm going with Fidelity. One reason I wanted to do that is because Fidelity (to my layman understanding) offers better choices and options for investing in foreign markets/bonds. I've …
Investing on a small budget
I’m sure there are a thousand posts about this already. But just out of curiosity, what would be the smartest way to invest a few hundred a month. I have VOO and SCHD (DRIP on) and do about half and half right now because it’s not much. When I come …
Help me pull the trigger to sell PFE
I've held on to PFE stock for years and watched it lose about a third of its value. Sure, the dividend is high at 6.5%, but the stock seems to be going nowhere fast. Still kicking myself for not cashing out during peak vaccine euphoria. I guess I fell for …
autocallable notes vs options
Can someone explain what's the difference between autocallable notes vs selling puts? I know that autocallable notes are not a common tool as options but from what I reading it looks that it's the same concept as selling puts. I understand that it might be structured different then options but …
Get out of Robinhood now.
RH violated multiple laws and in fact does not have your money in holding and likely violated laws on your trade orders in the past 6 years. I know everyone knows RH is BAD but this is WORSE than BAD! This in turn has a direct impact on all markets …