Posts
Would it be possible for a billionaire to start their own ETF so they could rebalance/buy/sell securities in-kind without having to distribute capital gains?
Normally individual investors can't do in-kind exchanges of stocks/bonds without triggering capital gains, but many etfs are able to this. Is there anything preventing a billionaire/UHNW person from starting their own ETF with the target allocation they want for their portfolio and rebalance/buy/sell inside the etf to avoid the taxes …
Anyone compare stocks to footballers? NFLX right now is basically Lewandowski at Barca
Bit of a weird habit tbh but it's been useful for the mature stocks everyone just scrolls past because there's always something up 1,000% to chase instead. NFLX has done its time as the explosive growth story. Headlines have moved on. But Q1 just printed 16% revenue growth, ad business …
Saving accumulation for property purchase strategy
Hi! I'm planning to purchase a small 1br in LATAM for retirement (have citizenship there as well) The prices are $50k-$100k CURRENTLY. My plan is to buy a blueprint from a reputable developer so I can get better value and not have to pay all in cash one time (usually …
Can someone explain this transaction history in Schwab?
Not looking for investing advice, just trying to understand how to navigate Schwab website to invest properly. I am using some small increments of my Roth IRA to invest in some ETFs for learning purposes. Last week I bought some shares in a few gold-related ETFs and had clicked the …
S&P 500 Entering the Chop Zone for the next 5 to 10 years
This long-term quarterly chart highlights a recurring pattern the market has shown for decades extended periods of sideways movement following strong uptrends. The highlighted zones in the past show 10–16.. yrss where price went nowhere in net terms, just volatile back-and-forth action. Right now, price is pushing into a similar …
Copper is starting to look less like a commodity and more like a security issue
One of the more subtle but important shifts happening right now is how copper is being discussed at the policy level, especially in North America. There’s an upcoming hearing in the U.S. House Natural Resources Subcommittee focused specifically on copper mining, covering things like permitting, domestic production, and supply chain …
Can anyone walk me through why the US underperformed emerging and developed markets last year and what would cause it to do so going forward?
I'm thinking of changing my portfolio up. Currently 50/50 in SWPPX/JLGMX. Thinking of going something like this: 35% SWPPX (SP 500) 25% PEIFX (emerging markets) 25% VTMNX (developed markets) 15% VIEIX Just primarily so I get some more exposure to emerging markets and developed ex-us. Maybe even just 40/30/30 in …
I just started investing at 19. Are these good investments?
I am currently a college student. I had $10,000 in my bank account and I just invested $7,000 of the money. I got this from the school due to having more scholarships than needed, so I decided to do something with the money. Crypto- \*bitcoin - 0.013 shares \*XRP- 147 …
Does IRA location matter?
I’m trying to begin investing in a Roth IRA. My bank account and credit cards are with chase so I would prefer to invest with them so it’s all in one place. I’ve also heard people use fidelity or other platforms? Does it matter what I use? Or it’s all …
Gain or lose ? what hurts more
This always seemed irrational to me, but apparently it’s a known bias. Losses hit harder than gains. It explains stuff like: \- holding losing stocks too long \- not taking opportunities \- sticking with bad choices just to avoid “locking in” a loss I came across a breakdown with examples …