Posts
Basket of Biotech update – what next?
Last year I asked about investing in a basket of biotech stocks and ended up splitting my money evenly into 2 ETFs: IBB and IBBQ [https://www.reddit.com/r/investing/comments/1jg0kk3/basket\_of\_biotech\_whats\_your\_top\_stock\_and\_what/](https://www.reddit.com/r/investing/comments/1jg0kk3/basket_of_biotech_whats_your_top_stock_and_what/) Unexpectedly, the lower expense ETF IBBQ outperformed its counterpart by 4%. Both funds blew past the S&P and NASDAQ. Since March 2025, I'm up …
I need advice on an investment account
So I 20M, have started a sales job and I’m making more money than I ever have, now the bar is set pretty low since I haven’t worked too many jobs. But full disclosure, I’m currently on track to hit somewhere between 80-90k a year if my sales stay on …
Is the 0.4% drop in the retail control group a clean signal of cooling consumer momentum, or just noise from an earlier Amazon Prime Day?
The latest July retail sales report showing a 0.6% headline drop has sparked a lot of debate about consumer health entering Q3. While a wider pullback was expected, looking closely at the GDP-linked retail control group, which fell 0.4%, suggests that real consumer spending might be losing momentum faster than …
I hold 13 positions and I keep finding out about earnings days late.
when AMPX reported and I found out when I saw the stock up 10 % in pre market. Aecom reported 6 days ago and I only just checked, turns out there was a 337m charge on a construction project and guidance came down, while backlog hit a record. Bout of …
Morningstar Portfolio XRay Alternative?
Was trying to help my dad, who’s near retirement, take a look at his overall portfolio, including IRA and brokerage accounts. He has a Morningstar subscription and I linked his Schwab accounts to the portfolio function. However, it won’t let me use the XRay analytics because he has more than …
Anyone else shocked by the amount of people that have the means but dont invest or have retirement?
41M At my job I have a 401k and will hopefully have a pension by the time I retire. I was always having 5% taken out since Ive been here and in the last two years upped it to 7% and now 9% pre tax and now 2% Roth. I …
Advice on deleveraging to about 1.25x
M19 looking for some advice on deleveraging sensibly. This allocation has been treating me well for the past year, but its gotten to a point where i dont feel the need to take so much risk anymore. I honestly got really lucky and took too much risk lol, now I …
Bonds vs Managed Futures + Tail Hedge
I've been working on a policy manual for a DIY hedge fund concept. As part of the process, I wrote a position paper on ballast. It's my way to make sure I'm not being sloppy in my reasoning. Thought I'd share, maybe this helps some of you review your own …
Daily General Discussion and Advice Thread - August 16, 2026
Have a general question? Want to offer some commentary on markets? Maybe you would just like to throw out a neat fact that doesn't warrant a self post? Feel free to post here! Please consider consulting our FAQ first - [https://www.reddit.com/r/investing/wiki/faq](https://www.reddit.com/r/investing/wiki/faq) And our [side bar](https://www.reddit.com/r/investing/about/sidebar) also has useful resources. If …
AAOI is a great business, trading at a price that is beyond reality. Waiting for a short but not just yet.
AAOI has been a standout name in the AI optics trade, let's start with the good. Q2 was excellent, record revenue of $191m, up 86% yoy and 27% sequentially, back to non GAAP profitability at $0.06 vs a $0.01 consensus, fifth straight record quarter. The Q3 guide is $255-290m, roughly …