Posts
Vanguard Wellesley Income Fund (VWIAX)
Hello everyone, The bond market has been uncertain and performance has been poor given various geopolitical and economic factors. The Wellesley fund has been affected to some extent since large portion of its bond holdings are corporate issuers. Do you think it's still worth keeping a large position within both …
Thought Experiment: What if everyone just DCA’d into VT?
What would happen if every investor, retail and institutional only invested in VT, and only dollar cost averaged once a month? I assume there would be zero volatility. But would the markets still go up? If no one is trading are gains even possible? Would the system collapse?
I feel like it’s very difficult to get a read on the AI trade… (chips, smh, intc, bubble)
I’ve had massive returns on SMH and INTC over the last x amount of months. I’m currently watching a documentary on the dot com bubble. I see a lot of similarities but also a lot of pretty poignant differences. Marvell and Dell are going to post their earnings this coming …
House Rep Gil Cisneros disclosed 3 $VLTO buys. His industrial sector trades have a 8% SPY-adj return 90 days after disclosure.
Cisneros disclosed 3 Veralto (water treatment, industrials) buys between April 6 and May 1, all filed publicly on May 11. If you copied his industrial buys when publicly disclosed and sold 90 days later: * 7.8% SPY-adj return * 15% median return * 72% win rate across 127 trades Copying …
Dangote upcoming IPO and how Americans can invest.
Has anyone actually managed to buy stocks on an African exchange from the US? I’ve been researching it and every path seems to require opening a foreign brokerage account, wiring money internationally, or using platforms with zero US regulatory protection. Curious if anyone has navigated this successfully or if it’s …
Generating losses to offset a large capital gain
I’ve been laid off recently and at the same time will have a large capital gains moment this year, say 500k+ in capital gains. I’m going to be getting some shares and it’s not yet known if we’ll be taxed at the moment the shares are issued or if it …
One Assumption is Clear. The Markets won’t end..
Without a rip your face off rally that everyone goes OMG what is that. Just like in 2008/9 we are now under the same assumption (housing prices only go up) that for all of this to end we need to see a final push higher to shock everyone. Some are …
Straddle rule between similar but no identical ETFs like SMH and SOXX
Could someone with experience on taxes and investing clarify if one owns shares in an ETF like SMH, and hedges them with puts from another index like SOXX is that considered a straddle? I'm getting mix answers depending where you look and the IRS doesn not have a defined matrix …
73% of AI capex plays underperform
Screened 40 large caps most tied to AI capital spending and 73% have trailed the S&P YTD by a median of about 9 points. Power and cooling names diverged the most. Vistra trades at 42x forward now versus 28x a year ago but is only up 4% while the index …
SOXX vs Broad Index Funds
SOXX has had a strong long-term run. Since July 2001, its cumulative NAV total return was about 1,741.9**%** through April 30, 2026. Over the last 10-year period, SOXX averaged 28.11% annual returns vs with 15.26% for the S&P 500. Semiconductors seem likely to remain a major part of the economy, …