Posts
Reaching first $100k w Fidelity and Acorns
I am about to reach my first $100k between several accounts 2 fidelity brokerages - 1 dividend acct and 1 wheel acct 1 Roth IRA maxing out $8600 1 HSA Maxing out $4300 2 401ks. 2 jobs 15% between both 1 Roth 401k 9% 1 Acorrns contributing $500 p month …
Target Date Fund or S&P 500 in 401k
Right now my 401k is 100% in a 2065 target date fund. The mix is about 90% stocks and 10% bonds. i’m in my early 20s so I know based on my age I should lean towards higher risk which means basically no bonds. My roth ira and personal brokerage …
New job, start new 401k or roll old into new and keep building?
Curious if I should roll my 401k into an IRA and restart a new one with the new company, or roll my existing balance into my new employers and keep adding to it? I can't recall the name of their provider, but I've been very satisfied with fidelity handling my …
Am i over exposed to tech and US, Should i be concerned
I listened to a podcast talking about this today, I am a bit concerned as i have global index funds mainly and s&p500 but it is tech heavy and US heavy generally. Even the global index the top 10 companies are mainly tech companies. I have in s&p500 203k I …
Have 50k from retirement accounts moved to Schwab Savings - 15k still in old 401k. Also have crypto. What next?
I moved my 50kish from my old employers retirement plan over to Schwab savings account. I chose not to go into investments at the time because of life stuff and economy concerns so I parked it to address later, which is now. I still have 15k in another previous employers …
What do people think about investing in automotive companies as future knowhow and facilitators of industrial scale robot production?
For example, hyundai and toyota are working together on Boston Dynamic’s Atlas. Partnership announced 2024 and some progress was made. https://www.koreaherald.com/article/3827521 (announcement) https://bostondynamics.com/blog/boston-dynamics-unveils-new-atlas-robot-to-revolutionize-industry/ (progress) Tesla is working on optimus. Honda was working on Asimo and stopped. Big growth tends to happen to technology companies that develop tech that people are …
Equal weight ETFs - tax efficiency
I've been reading a bunch of posts here and in r/Bogleheads on equal weight ETFs. One thing constantly mentioned is that they are less tax efficient due to the extra need for rebalancing vs a weighted ETF. I think I'm missing something because my lizard brain tells me that there …
Is portfolio management worth it once things get more complex?
Well, I've been managing my own investments for a while now, and nothing fancy, just a mix of savings, index funds, and a few random bets I probably overthought. Lately, though, as things have grown a bit, I'm starting to wonder if I'm in over my head. I came across …
What stocks did well during the great depression ?
(Source : Google). The major Gold producers of the era saw dramatic gains during the worst years of the economic collapse (1929–1933): * **Homestake Mining (USA):** The largest U.S. gold producer saw its stock price rise **474%** from 1929 to January 1933. By early 1936, shares were up **580%** from …
ICE backlash creates new volatility risk for prison stocks, big tech, and hotel chains as public pressure intensifies
Source - [https://altindex.com/news/ice-backlash-stocks-to-monitor](https://altindex.com/news/ice-backlash-stocks-to-monitor) Growing public backlash against U.S. Immigration and Customs Enforcement is creating a new category of investment risk that goes beyond traditional ESG concerns. Companies with ICE exposure are now facing what analysts are calling a "volatility factor" - where reputational damage, employee dissent, and local legal resistance …