Posts
Defensive stocks ideas as we enter AI bubble?
I've made a fortune with AI/Bitcoin miners recently i.e IREN and now I'm starting to trim and I'm in process of creating a defensive portfolio and wanting ideas or tips. My current defensive portfolio includes: Johnson & Johnson (JNJ), Pepsi (PEP), Next ERA Energy (NEE), United Health Group (UNH), Gilead …
Fidelity $100 fee for purchasing a Vanguard mutual fund
Wanted to buy some VCMDX (Vanguard commodity mutual fund) in a Fidelity account. For this trade Fidelity would've added a $100 flat rate fee. Trialed a different Vanguard non-index & was the same, $100. Their chat representative couldn't provide an accurate answer as to why. She sent me to a …
SoftBank makes a $5.4 billion bet on AI robots
- SoftBank invests $5.4 billion in ABB's **robotics** division, solidifying its position in the AI industry and marking a key milestone 'Physical AI' vision. - SoftBank is investing heavily in robotics, chips, data centers, and energy, as well as companies at the forefront of generative AI. Full context in the …
Thoughts on these allocations?
30 years old, getting married next year and ideally purchasing a home within next 5. Below though are current weekly allocations to taxable brokerage that is an account I would like to not have to touch for at least 10 years. What do you guys think? Too much/too little international? …
Roth IRA recharacterization after broker transfer - Fidelity said it was easy?
Made $4,078 in Roth IRA contributions at Schwab this year, plus a $13,109 rollover from old Roth 401(k). Income too high for 2025, need to recharacterize regular contributions only (not the rollover). Fidelity convinced me to transfer everything from Schwab (wanted fractional ETF shares anyway). They said they’d handle the …
Real estate opportunity- no brainer
A friend has a $2.2 million dollar appraisal for a property they own in NJ. Long story short, avoiding a refinance (it’s a fix and flip) they are wondering where to find a private investor/ lender as they’re $100,000 away from completing the renovation to sell the house. Any information …
Can we accept that broadly diversified market-cap weighted index funds aren't the be-all and end-all of investing?
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Portfolio allocation to gold
Gold has obviously been a very hot topic this year, particularly the last couple of months. I have zero allocation at the moment, but am wondering if it makes sense now even despite the insane run up and ATHs. Just wanted to get some thoughts: My portfolio is currently 93.5% …