Posts
do you watch investing related content?
I’ve been thinking on looking to watch more content related to investing, specially for times when i’m doing other stuff like cooking, cleaning and so on. I’m wondering if any of you watch investing related content in any form, yt, podcasts, etc., and what kind? educational, deep research on stocks, …
Has anyone invested in Solar Companies purely for Tax savings? AMT issue for 2025.
I’ve been looking into solar installs/financing that closed in 2025, specifically people who went through Greenday Financial or Inception Financial (or similar outfits doing the big commercial/residential deals with heavy tax plays). 1. Are the numbers for 100% bonus depreciation and tax credits still holding up? 2. Were the numbers …
The 5 Levels of Autonomous Investing
At the very bottom, you have Level 0, which is basically where most of us started. This is "No Automation" at all. You’re the one logging into your brokerage, staring at a ticker symbol, and manually hitting the buy button every single time. It’s completely dependent on your discipline and …
Cash equivalents 2 years before and in retirement
I'm a bit confused about the information on cash equivalents. (Outside of say 60% stocks/40% bonds) Some say keep 3-5% in cash equivalents while others say keep less because of opportunity lost. What do you all suggest/what do you do? I feel comfortable with 3 years cash, but not sure …
First Ukraine Reconstruction UCITS ETF listed
White-label issuer HANetf has extended its thematic ETF roster with an attention-grabbing launch intending to capture the beneficiaries of the rebuild of Ukraine’s infrastructure, energy network and industrial base. The Ukraine Reconstruction UCITS ETF (UKRN) has begun trading on the London Stock Exchange (LSE) Deutsche Börse and Borse Italiana with …
Valuation Deep Dive: Check Point Software ($CHKP) – 8.7% Operational FCF Yield & Structural Mispricing
I’ve been conducting a fundamental assessment of Check Point Software Technologies ($CHKP) following its recent 18% price correction. While the market is currently fixated on short-term hardware revenue guidance headwinds, the underlying cash-generating physics suggest a significant valuation anomaly. 1. The Cash Anchor and Enterprise Value At a market capitalization …
Would your capital allocation change if you had access to 8-9% risk free time deposits?
So I’ve been dumping all my investments into US/Global index funds and have zero exposure to bonds or bond-like instruments aside from my EF sitting in a HYSA. In the country I’m in, the proliferation of digital banks have brought about 12 month time deposits offering 8-9% nominal returns, effectively …
21m, looking for your opinions
Hi guys! I've been thinking the past days hoe should i make my investing strategy. The first thing is that i want to accumulate atleast 0.05 bitcoin, but my goal is 0.1. Than i want to invest into the stock market and i thought this might be good. -60% webn, …
My Rebalanced Portfolio Mix - Still Working on Adjustments
Being in my 3rd year of full retirement, I have been rebalancing my portfolio. I am currently at 55% stocks which is divided pretty evenly between growth funds, such as VOO, SCHG, and dividend growth and CC funds, such as SCHD, VIG, JEPQ, GPIX. 15% in bond funds and 30% …
What’s the optimal leverage for a long-term index portfolio?
I currently invest about 60% in US index funds and 40% in Swedish index funds (which are heavily internationally exposed, so it’s not purely domestic). I mostly see the risk in extreme single-day crashes, which are very rare. Even during COVID‑19, daily drops were only a few percent, which you …