Posts
401k Investments - Would this be good for long-term growth?
So, I'm kind of an investor who's pretty novice, cautious but willing to take risks. I'm looking at my 401k plan (Have both Traditional 401k and Roth 401k), and thought about formulating and running with these investments that are available in my company plan into their respective accounts. **Traditional 401k:** …
Retirement - 401k Investment Questions
I'm 40, and I have a Regular 401k and Roth 401k account through my employer-sponsored retirement plan. I looked deeper and now learn and understand that I can have different investment options between those two. If this is the case, and from what I know or conventional wisdom: Regular 401k …
Help me choose PLEASE new investor
I've been going crazy lately trying to figure out how to diversify. I am currently 100% in VOO and I've been meaning to start going a bit international. With that said, I've been losing my shit figuring out if I should do VXUS, VEA or VEU. Then I found out …
Accidentally Over-Contributed to IRA's, Need Advice on Which IRA to Withdraw From
Hi, I have a Roth IRA and then this year I was able to roll over an IRA from a previous job. I explicitly asked the Charles Schwab representative if my total contribution limit for the year was 7k or if it was 7k per account. I swear she told …
Is there a reason why I should use Schwab over Voya for retirement (IRA)?
I've got an IRA that I recently opened with Schwab and put a solid chunk of money it. I've used Schwab for simple trading here and there in the past and I trust it. But I'm frustrated with a lack of any sort of retirement / investment tracking dashboard. I'd …
Is there value in FinTech?
I took seven high profile FinTech stocks (SCHW, V, MA, PYPL, HOOD, INTU and SOFI) and ran them through my Value Score model: [FinTech Valuation](https://docs.google.com/spreadsheets/d/1FI2cIQe4WIE-2_Zl79MUgxGskPaOU-5HqFb2x-hgEYQ/edit?usp=sharing) At first glance, 4 stocks (SCHW, V, MA and HOOD) easily passed my 40 minimum Value Points threshold and 4 stock passed my 2.0 minimum …
Thoughts on bubble concerns
Hi, so if you look at the pullback in the last month or so, for a lot of big tech stocks as well as the associated ai companies commingled with the mag7, do you think we have pulled back enough that valuations seem a little less stretched? I wish this …
Is Berkshire's big tech investment a sign that omaha is getting bolder with risks?
Only a week after the announcement of Berkshire Hathaway last Friday that it had acquired 17.8 million Class A shares of the parent company of Google, Alphabet, in the third quarter (July to September), the market value of that position has already gone up by $415 million to nearly $5.35 …
Seeking Input about Investment Strategy
66 years old with good portfolio mostly in equities, largely mutual funds. Currently there is a discussion with two different points-of-view. 1. Since that's a large portfolio & there's a lot at risk, it should be protected from a setback & a portion should be moved to safer investments. 2. …
Every investor is a pair trader
This year I have started trading pairs; a combination of long and short positions in (correlated) stocks. For example long Bitcoin and short MicroStrategy. Thereby betting on the Bitcoin price relative to MicroStrategy instead of the dollar. `(BTC/USD)/(MSTR/USD) = BTC/MSTR` Recently I realised that every investor is a pair trader. …