Posts
Portfolio Structure Idea - Working so Far
I run my portfolio with a fairly structured framework rather than just buying random stocks. I basically think the portfolio has 3 jobs: 1. Stability / ballast Defensive holdings and broader market exposure to help with resilience and keep volatility under control. Holdings here: Gold, J&J, AstraZeneca, Chubb, CUKX, ISPE …
Oracle hires new CFO with $29.7 million package after laying off 30,000 employees.
Oracle has appointed Hilary Maxson as its new chief financial officer, offering a compensation package of about $29.7 million, days after the company reportedly laid off thousands of employees globally. Maxson will receive an annual base salary of $950,000 and will be eligible for a performance-based bonus of up to …
Oil is up ~4% right after dropping nearly 20%… and people are already calling this a “reversal”
Honestly, this looks more like panic pricing than anything structural. Nothing materially changed. We had ceasefire optimism → price drops. Then headlines get messy again → price spikes. Same asset, same situation, completely different pricing. Yes, the Strait of Hormuz is constrained and traffic is low, but that didn’t suddenly …
MSFT Mixed feedback / feelings
I see a lot of mixed opinions on Microsoft, I had been purchasing and am now wondering if I messed up, I know it’s down, and to me it doesn’t seem that big of a deal on the Capex side, I see the AI benefits daily and am confident the …
Rolling over previous employer Roth 401k rollover to Roth IRA
I changed jobs 6 years ago and rolled over my old Roth 401k to my new Roth 401k at my new employer. I was speaking to a representative at Fidelity today and they said that I could rollover that previous rollover into my current Roth IRA. I'm 53, I won't …
Why I’ve been increasing my international allocation in 2026
Hey, for a long time I was heavily overweight US stocks (**mostly S&P 500 and Nasdaq**) However, over the past year I’ve been gradually increasing my international exposure, bringing it up to around **25-30%** of my equity portfolio. Reasons are pretty straightforward: * US valuations remain significantly higher than most …
Inflation adjusted Retirement contributions
I like to use real return rates (6%) for projecting potential retirement balances. Since I use real rate, I use a flat investment amount (20% of current pay) for projections. Based on these, I hit my retirement number at 55. Now I am looking to increase my lifestyle spending. My …
Interesting ETF offering equal weight exposure to 10 different tech megatrends
Equal Weight Tech Megatrend ETF HAN-GINS Tech Megatrend Equal Weight UCITS ETF (ITEK) seeks to provide exposure to the disruptive technology companies in “Industry 4.0” that are changing the world through global megatrends. The equal weight tech megatrend ETF provides equal weight access to companies that are driving innovation in …
Want to build long term wealth investing
38 year old male in the UK. Over the last 20 years I've built up £70k in savings. £50k is in Chip earning 2.7% interest and £20k is in another bank earning 4.6%. I feel i need to put all of this into stocks and shares which I won't need …
“Drill ready” For NovaRed, is a change in what the market is allowed to imagine.
A lot of junior mining language gets abused, and “drill ready” is one of the worst offenders. In weak hands, it becomes a vague marketing phrase that tries to make an early project sound more advanced than it really is. That is why the useful reaction is not to cheer …