Posts
How do you think about rebalancing during prolonged equity bull markets.?
In long-term portfolios, rebalancing is often presented as a simple rule, but extended equity bull markets make the tradeoffs less clear. Allowing allocations to drift can improve returns but increases concentration risk, while frequent rebalancing may reduce momentum and create tax or transaction friction. I’m curious how others approach this …
Hedged VS Eur in the current situation
Hi everyone, As you probably know, Jerome Powell is expected to step down from the Fed at the end of May. Over the last few months, Trump has been pushing hard for interest rate cuts, but Powell has held off, mainly because the US job market is still fairly strong …
Investment strategy for retired person
Parent retired with a small pension and about 50k in cash. Doesn’t immediately need the cash unless a major house or vehicle repair comes up. Wants to grow the money better than a cd or savings account. Deposited 25k of that into vanguard…. Trying to decide allocation based on the …
Depositing $300,000 cash into checking account concerns
if I were to deposit $300,000 cash into a checking to later move to a brokerage account. Would this cause any problems or looking into. I have proof of about $220,000 where It came from. the other has been just just me squirreling away for years. 220k came from husband …
Transferring from E*trade to Fidelity ...
I currently have a newly converted roth @ etrade and a taxable account. I want to move to fidelity, mainly because of the sweep account and fractional shares. My husband also has his ira there. I can't move my taxable until next year due to a 2k promo I just …
Are you afraid that this US administration could really hurt the US economy ?
I mean there are clear signals that the US is trying to bully its allies and in the near future it could be avoided for trades and other things. EU can forge new trading partnerships with other countries and move on. At some point with this administration's policy , the …
How to best invest money from company sale?
Hello! I’m using a throwaway account to stay anonymous. I’m 24, and recently I received $6M USD from the sale of my startup. I want to invest everything, and I’ve been thinking about the best strategy. Here’s the breakdown I thought of - what’s your opinion? |Asset|Amount (USD)|Comment| |:-|:-|:-| |Acquirer …
When to so sell outperformers? Silver (Slv ETF) great performance
What strategy do you use to decide when to take the profits versus just continue to hold when the perfomance has been ridiculous. I bought silver in October and now it's 70% up, I've been selling part of the profits but now kind double guessing if continue to sell because …
Are most “investors” even really investing?
I don’t think so. I think anyone who doesn’t invest in individual securities or actively managed/alternative ETFs is a passenger, not an investor. I had someone on the ETFs forum ask me if I knew what market beta is the other day. Can that person really call themselves an investor? …
Asset Location Strategy: How are you splitting holdings between Traditional 401k vs. Mega Backdoor Roth?
I’m 28M and currently maxing out my Traditional 401k and fully utilizing my company's Mega Backdoor Roth (MBDR) (so $72,000 a year). I’m looking to optimize my asset location. Right now, I’m basically mirroring my allocation in both (mostly total market/S&P 500), but I’m considering if I should be more …