Posts
Are Municipal Bonds Liquid?
I have been pondering if Municipal GO Bonds are liquid and why is the buying and selling process so different from other securities, such as ETFs and Stocks. Let me explain: I have been trying to buy a few Muni's on Fidelity and while several of the available bonds have …
90% of my Portfolio in now in $VIX products because -5% SPX = +50% VIX
I hate uncertainty more than the market so I sold out 90% of my portfolio and bought leverage VIX products/derivatives. I owned a few individual stocks. My was portfolio is very concentrated. This position will be max 14 days. Congress has hurt my portfolio in years past with their drama …
How correct is my analysis of this bond?
**TREASURY BOND 3.00% 21-03-47 SEMI** Last traded price = 74.948 Coupon rate = 3% Current yield = coupon / market price = 4% Yield to maturity (YTM) = 4.88% *(calculated using ChatGPT)* RBA benchmark yields 10 years = 4.297% *(source: RBA)* Face value = $100 This bond is trading at …
In investing, what are the advantages and disadvantages of growth vs. dividend investing?
If you've ever been to r/Bogleheads or r/dividends, you've seen two ends of a spectrum where both are convinced the other side are idiots. Personally, I lean in the Boglehead direction, but I'd really like to expand my knowledge and get a better idea of the overall pros and cons …
60% in a single tech stock (RSUs). Is this 3-ETF Ucits + 3 US based ETFs diversification plan too complicated?
Context: I'm a non-US national. Majority of my wealth is in US based tech RSU (\~60%) that has been performing above my expectations. Primarily for diversification, I want to bring it down to 30% in the next 6-8 months. Given my 20+ year timeline, I have a moderate-high risk tolerance. …
Tax loss harvesting and avoiding wash sale clarification
I received an inheritance via transfer-in-kind of shares of 6 individual stocks. Some of the stocks are not doing well and I’m more of a mutual fund/ETF set it and forget it investor. I’d like to sell most of the individual stocks, but I’m trying to minimize the tax hit. …
Extending the DCA concept to selling an ETF to buy a stock
Previously, we had DCA to move periodically from a fixed amount of cash to equity. When moving from a fixed amount of equity to cash, the equivalent of DCA (dollar sell averaging??) seems to be to sell a constant number of shares periodically. (There have been other posts on that.) …
Zynquesta approval coming
The approval of Zynquesta is inevitable at this point. The data supports it efficacy and it's safety profile. The FDA's concern about DKA will be a moot point with the release of the continuous glucose and ketone monitor from Abbott. Some of the estimates I've seen put sales above a …
1 year of investing: here is my outlook
Hey guys I wanted to make a little list here of all of my wins and losses. My dos and donts of my personal finances. So let's begin where ive been putting my money. Now im pretty happy with how I did it. I've had a huge sum just rotting …
Safe place to park large IRA
A 65 yo relative has a 100k Fidelity IRA account which is currently all in SPAXX. I'm being asked to suggest an investment but it has to be safe. Does it make sense to move invest it into Tbills or bonds or SGOV for a better return tha the <4% …