Posts
Is there a good list of ways/tricks/systems for minimizing tax impact from a concentrated position?
Curious, since this is seemingly a common problem in tech, when a company goes IPO, suddenly someone has a large amount of their net worth in a single position, but due to high salaries + volume of positions, diversifying causes 50% of that to evaporate if they were to sell. …
Thoughts on VWRA with growth ETF?
I'm doing 100% VWRA right now. However I'm thinking of doing 85% VWRA and 15% CNDX moving forward. Mainly because I'm still young and am looking at a 20 years horizon. I also work in tech so I have more exposure to tech sectors and better understanding of the risks. …
Investing in Industry 5.0
What's your view on the top picks for the Industry 5.0. By definition, Industry 5.0 new and emerging phase of industrialisation that sees humans working alongside advanced technology and A.I. -powered robots to enhance workplace processes. Apart from major players already running all times high like ABB, Siemens, Rockwell Automation, …
Thinking about changing my portfolio to be more aggressive?
Currently, I have just been investing in the Vanguard All world ETF (VWRP) for the last few years. However, I’ve recently been considering making some changes so I can invest more aggressively and potentially see better returns in the far future. I’m in it for the long haul so it’s …
Does it make sense for young investors to be buying an S&P 500 ETF right now?
I’ve been investing for many years and, like most people, I’ve had both wins and losses. There are still plenty of things I don’t fully understand myself.Recently, my child told me that after watching me trade stocks over the years, he’s become interested in investing and wants to try getting …
Is enhanced direct indexing the right choice for me?
Background: over a decade ago I invested a sizeable chunk of my savings into a big tech company that has done well over the intervening years. Now I find myself in a position where a large percentage of my portfolio is in this single security and I'm looking to diversify. …
26 and started investing need thoughts Roth vs IRA
26 and started investing, regular taxable account I which im building a 6 month fund, looking into retirement accounts and wondering something that can make sure im not broke at 65 (longterm), and something that can used in the short term 3-10 years to pull out if needed for a …
Advantages and disadvantages of FXAIX vs IVV?
Hi everyone, I am a bit confused on the advantages and disadvantages of FXAIX vs. IVV for long-term investing. Obviously FXAIX is an index fund and IVV is an ETF, but are there different tax stuff that I am missing? On Fidelity the expense ratio for FXAIX is half that …
How to build macro views that aren’t just consensus
Most macro takes sound the same because people start from the same sources and reach the same conclusions. What helped me form better, more independent views was focusing less on predictions and more on process: • Look at base rates and historical regimes. • Track what the market is pricing …
Why not just buy shares of a multiple companies and put a tight stop loss on them?
Lately I’ve been thinking of just buying some stock in companies I believe are poised for a share price increase and then just putting a very tight stop loss on the shares. If my timing is off I might lose like 3% or so when my stop order hits, but …