Posts
At what point is a Financial Advisor needed?
Hi All - I’m a woman in her mid-20s that’s been working a corporate job for the past 4 years. I’ve been able to work my way up to a pretty strong salary and my company pays out RSUs each year. I come from a family where gold and property …
if i want to go 100% s&p 500, through fidelity... is fxaix (for roth) and voo (for brokerage) the recommended setup?
my understanding is fxaix is best for roth because it's a tax advantaged account, and the expense ratio (0.015%) is lower than voo (0.03%)... and voo is best for a taxable brokerage because it's transferrable, should i ever wish to move away from fidelity. is this accurate? or should i …
S&P 500 a good buy rn? Al stocks?
Assuming SpaceX might cause a big dent in S&P 500 after everyone tries to sell post the three month IPO Mark , curious if S&P 500 is a good buy right now. Also, if thinking of investing in AI stocks, but Hearing about AI boom is scary. Feels like I’m …
S&P 500 will not be fast tracking SpaceX entry into its index and it won't waive its rule for unprofitable AI companies
The June 4 decision means that SpaceX will not gain accelerated access to potentially billions more dollars through passive investment funds that automatically purchase shares of S&P 500 companies. Modifying the rules in response to SpaceX’s request could have also allowed leading AI companies such as OpenAI and Anthropic to …
Best foreign domiciled ETF for S&P 500?
I'm not American and dont live in the US. However, my wife is American, (but not a US resident). I recently learned that upon my passing, all of my US domiciled equity holdings in VOO will be subject to US estate taxes before they are given to my wife! I'm …
Anyone changing their plans for SpaceX?
Today I learned that SpaceX won't be automatically added to the S&P 500 after its IPO because it doesn't meet the index requirements. For those planning to invest in SpaceX, does this change your strategy at all? Are you still buying right away, waiting, or passing? https://arstechnica.com/tech-policy/2026/06/sp-500-blocks-fast-spacex-entry-wont-waive-rule-for-unprofitable-ai-firms/
Some honest assessment of my investing strategy and why "steady but surely" beats "get rich now" if you're not devoted to trading
I've recently been dealing with a lot of stress due to losses trading and not timing the AI boom properly, leaving me not only in the red but relatively much worse than if I had just bought an indexed ETF following the general market. This led to me doing some …
How can I purchase SpaceX IPO and immediately sell shares to lock in profit through Robinhood without being banned?
[](https://www.reddit.com/r/RobinhoodApp/?f=flair_name%3A%22Question%22)I see a message that if I sell within 30 days of IPO, I will be banned from purchasing IPOs with Robinhood. How long does this ban last? Is there a way to bypass that, like transfer my shares to another brokerage so Robinhood doesn't know I sold?
My value picks for the rest of the year
I've posted numerous times that I compare the projected revenue growth and trailing operating margin to the enterprise multiple to calculate what I call a Value Score. The median Value Score for all stocks is about 1.0. If a stock has a Value Score above 2.0, I consider it for …
This week: May CPI inflation will break above 4% and ECB will hike on Thurday
For those wondering if markets have more room to fall.. On Wednesday US CPI data for the month of May will be released and having looked at the latest estimates from major firms, it's almost certain headline CPI will break above 4% again for the first time since April 2023. …