Posts
Portfolio Evaluation for young investor
Would appreciate some insight/advice into how I've constructed my portfolio, and my thought process so far. I'm currently 35-20-20-15-10% in VDC, VEU, GLD, XLV, and QQQ. This is split between a Roth and an individual account. Obviously, it's super defensive. I am nervous about the run tech's on, and with …
Opinion on Boliden AB, vs Endomines AB (Pampalo)
The first is more established, has more diversification, however it is probably better up to the market. The latter is fresh, with high P/E compared to the first, however still interesting, and had higher growth recently. Which of the two companies do you prefer? Do you have an opinion at …
Schwab money market fund, what I am not understanding?
I'm setting aside money I want to use in the next 3-5ish years. I've had it invested in SWVXX (SCHWAB PRIME ADVANTAGE MONEY INVESTOR) for over a year. It currently has a 7-day yield of 3.50%, but my unrealized gain is 0. I must be misunderstanding something, because it looks …
Dual momentum revisited again.
I searched and most threads on this subject are locked and/or pretty old. Gary Antonacci’s book on Dual Momentum suggests investing all your money in one of three places. They are: the S&P (SPY), an ETF in the rest of the world less the USA (VEU), or a medium term …
Do you prefer having multiple brokers or consolidating everything into one?
I have been considering consolidating my multiple brokerage accounts into just one (Fidelity) since all of my work offerings (401k and stock plans) are through them and was curious how you all handle this. Do you prefer multiple accounts? Do you prefer having everything with one broker? And what is …
Are we simply past the peak?
The IT bubble didn’t just ”pop” overnight. It was a peak and then around 2 years of bear market. And that’s how I think it’s gonna happen this time too, no black swan event that leads to -60% overnight, but just lower and lower market interest leading to a successive …
Looking for an angel investment
I’m building a startup that aspires to become an operating system for tiffin vendors. It offers A marketplace + Free personal website for online presence + Powerful dashboard to streamline their entire business. We’re currently live in parts of **Pune, India** and have early traction(25Lakhs+ GMV in 2025, 10k+ app …
Is AI cap ex really that big of a deal?
These big name companies like Meta, Microsoft, Alphabet etc. have huge revenues, very profitable, and huge cash flows that even if AI spending don’t pay off, which is unlikely, these companies cannot possibly sink and send the markets to crash. I feel the markets are way over reacting. Any thoughts?
Wich stock/ticker in oil sector will jump if US attacks Iran? I am focusing on Chord Energy !
Yes, rotation is on, out of tech to commodities but many oil stocks are already well priced. In my list, on ticker is green. The 27 percent discount to book value is basically a hangover from the bankruptcy reorganization that the market narrative hasn't let go of yet. You are …
U.K. Inflation Falls To 3.0% In January, Rate Cut Odds Rise
**The latest UK inflation data shows continued progress on disinflation, though price growth remains above the Bank of England’s 2% target.** Key Data: * **Headline CPI (YoY):** 3.0% (down from 3.4%) * **Monthly CPI:** −0.5% * **Core CPI (YoY):** 3.1% * **Wage growth:** Slowed to 4.2% * **BoE vote split:** …