Posts
Opinions on recent windfall
I’m looking for some outside opinions on what to do with a recent windfall of about $175,000. I’m 36 years old, married, and my first child is due later this year. I own a home worth roughly $725,000 and currently owe about $580,000 on the mortgage. The mortgage payment is …
Advice on portfolio breakdown 34m
I’m 34m starting getting into investing late. 403(b) - $11,000 doing company match, general S&P index fund Roth IRA - $2,100 I’m looking for advice from someone that is starting “behind” but still young enough to have somewhat aggressive positions to maximize growth. For my Roth IRA I am going …
Infleqtion might be a big winner
I will try to summarise what I think it s relevant and important right now and you can deep dive 1. Collab with Nvidia Infleqtion has a collab with Nvidia working at NVQlink - [https://www.youtube.com/watch?v=CYLn56Vc2XA](https://www.youtube.com/watch?v=CYLn56Vc2XA) check video and you can see Infleqtion and Quantinuum as well there 2. USA GOV …
$RUM - 0 or over $20B (no in between)
I am loving Rumble lately ($RUM) they seem to be in advance on many things. I feel like investing in a social media does not offer any in between for a 0 or a multiple billion market cap. A social media platform can’t survive while being small, the possible outcomes …
critique my 20-30+ year portfolio
|Fund|Role|Target %|Target $| |:-|:-|:-|:-| |VOO|Broad US core|34%|$134,590| |VXUS|International (incl. EM)|19%|$75,210| |AVUV|US small-cap value|11%|$43,540| |VGT|Single tech tilt|8%|$31,670| |SCHD|Value / quality|7%|$27,710| |BRK.B|Value anchor|6%|$23,750| |VNQ|Real estate|5%|$19,790| |XLE|Energy tilt|5%|$19,790| |VWO|EM overweight|5%|$19,790| suggestions?
Need help diversifying my portfolio
I am very heavy into the tech sector and would like some ideas of stocks or etf’s for other sectors. I am currently in QQQM, QTUM, XEQT, MRVL, NBIS and VFV. I’m unsure of what to do at the moment and this little red day is beginning to make me …
Should I move my 401(k) to Rollover IRA ?
I’m trying to decide if I should move my old job 401(k) to an IRA. I simply want to move it cause I’d have more investment options and easier to manage than having to log into my old job website to view it. I am getting a 11.4% return and …
Investing at 23: should I incorporate different sectors?
As someone who has a long time horizon and is okay with volatility, and wants to get the most value out of every dollar invested, I’m wondering if I should incorporate defensive/ dividend stocks or etfs? My portfolio is heavily concentrated in tech/ semiconductors (aside from one international ETF and …
Overlaps, clean up portfolio?
Current holdings: AAPL, FCX, LAR, NVDA, PLTR, QCLN, QCOM, QQQM, RSP, SMH, SOFI, SPYD, SPYG, TSLA, VOO, VTI ROTH: FZILX and FZROX Ive noticed I have a lot of etfs that overlap such as (VOO, VTI, QQQM, SPYG, ETC) And semiconductor exposure like SMH, NVDA, QCOM I am planning on …
In retrospect ... SpaceX IPO maybe isn't going to be the overpriced catastrophe for index funds that we feared??
(Via Y!Finance:) [SpaceX stock dips below $150 before rebounding](https://finance.yahoo.com/markets/stocks/article/spacex-stock-dips-below-150-before-rebounding-140331911.html) So, by the time index funds start buying their required shares, maybe the price will have adjusted to a more reasonable ^([OK, maybe "less unreasonable" 😎]) price after all, and we won't ALL be bagholders. What think you? Did anybody predict …