Posts
Moving to my permanent portfolio
I’ve been levered multi factor global equities since 2020. Now I am transitioning to a permanent portfolio. Based in EU, but invest mainly in US ETFs. Portfolio: 25% ALLW 25% AVUV 25% AVDV 25% AVES 10% AQR Apex (EU resident) The exposure breakdown is ~ 85/25/10/10, (equities, bonds, commodities/gold, hedge …
Anyone still using P2P investing in 2025? Honest question
I am very interested in how people currently perceive P2P investing. A few years ago, it was everywhere, but now it seems that the standard advice is "just ETFs, ignore the rest." I mostly follow this approach, but I still keep a small allocation to P2P for diversification. For me, …
Thoughts on my brokerage portfolio appreciated
29 Y.O. Brokerage Allocation - Any thoughts? Hi, I was wondering if anybody had any comments on my brokerage portfolio (my ROTH is always maxed and in VT only).. Would you change anything? 32% VUG 18% SGOV (emergency fund) 18% GOOG 12% ASTS 6% SMH 2% ONDS 2% LUNR 2% …
Investing in VGT long term
Hey everyone, Just placed $3,000 in VGT for long term. Yes, I know it's not a lot, but it's better than letting it sit and do nothing. I don't know if I'll be able to add more to the ETF since I must purchase a whole unit according to my …
Netflix merges with Warner Bros. Is this a buying opportunity?
Here we go again: Netflix has just announced that it will merge with Warner Bros (it sent an email to its customers to announce the deal as well). At the moment, the company is fairly valued with a P/E ratio of about 32. As can be seen from these charts: …
Best tools for investing in 2025
Hey, I have been investing for the last few years, and I have been recording my investing ideas in my default notes iOS app, which has not been too effective. I wanted to ask what tools are y'all using to record investment ideas and analysis? I would also love to …
I may be coming into anywhere from 40-80k in the next year or so, what's the best way to utilize it and make the most of it?
Long story short I am in a lawsuit that will likely be coming to a close within the next year or so, and my settlement is likely to be in the range of 40-80k total (CAD ofcourse) What is the best thing to do with this money? I was thinking …
Saved up 1 million for a house we are no longer buying, now investing it into the market
We were planning to buy a home, but for a variety of reasons, we no longer are (probably not in the next 5 years), so that money is just sitting in a money market, and we are now planning to invest it. The last time I did a single large …
Are investors getting scammed by companies like CVNA, SMCI, PLTR being added to the SP500
Who decides on these. I feel like the entire population of US investors are the exit liquidity for obvious scams I wrote about the scam that was SMCI over a year ago when it was over $1000, before Hindenburg. I actually worked with this company and knew it was a …