Posts
Big week of earnings coming up!!
Wednesday: Meta, Microsoft, Amazon, Google Thursday: Apple The market is going to respond VERY strongly, either good or bad. Key things to look for: \-CAPEX spend (on track from previous earnings reports, increasing, decreasing?) will be big on the AI narrative. \-Obviously earnings beats or misses \-Forward guidance \-Whether or …
When investing in ETFs, do you ever consider how the fund managers vote with the stocks?
Hi all, The passive ETFs are being marketed as a convenience tool where you’re “just investing in companies in an index”. The “passive” bit implies that the role of the fund manager is just to purchase those stocks, package them into their shares and then sell those packages to you. …
Why the Market Makes No Sense Right Now
A gift article from the NYTimes Opinion page. Many of us have been asking this question and this is one person's answer. The author primarily covers the events that likely should affect the market more than they have and why the market may be overlooking these events because it fully …
What’s everyone’s opinions on the longevity of private credit?
I’m a big believer in private credit, but trying to sanity check my bias before allocating more to public market proxy exposure like BDCs and listed private credit platforms. Feels like the space has shifted from a real bank dislocation trade into something more crowded, with tighter spreads, more PIK …
Organizing my portfolio holdings at various brokers as a single spreadsheet
All I am doing is put them all in one spreadsheet, and I don't know why the brokers make it so difficult. It is not like we are asking an API access, live monitoring etc. The worst are Vanguard and ML Edge. If people here had better experiences with them, …
What is better ETF or Mutual Funds for the long term - Also what is better Fidelity / Charles Schwabb / or Vanguard?
Hello, Was wondering if the masterful people on reddit can assist me in direction towards a better long term decision. Currently I put in about 30,000 usd in a Primerica Mutual Fund and want to know if it would be better to transfer over to another account? I already paid …
Any recommendations or input on my portfolio structure?
So I am currently getting into investing and learning the basics but would appreciate some input on my current portfolio distribution. The goal is long-term sustained growth over 30 years or so with a “buy and hold” mentality. I like the Bogleheads mentality, but got a 3 day ban and …
When to close out an investment when it is in a pension account I can't access for 20 more years...
I am in a fortunate position to have quite a healthy investment balance at 35 years old inside my SIPP (UK pension account). However, I definitely struggle with knowing when to realise a gain and close out a position, for two reasons. 1. I can't access that money, its in …
NASDAQ: NNOX. War never changes but stock prices do
Wanna make caps without leaving the Mojave? Hear me out. Listen, I’ve been wandering the wasteland long enough to know a good deal when I see one. Out here in the real world, there’s a company called Nano-X Imaging (NNOX). think of them as the Followers of the Apocalypse, but …
To investors who crossed the $1M mark around the age of 40. How’s life?
Looking for a reality check and some inspiration. I always had the aspiration of hitting the infamous seven digit portfolio by 40, and now I’ve done it at 39 ahead of schedule. I’m extremely thankful and happy, but wondering what happens next. • How did your net worth trajectory look …