Posts
I have stock in a company which has delisted from the market, what happens now?
I have stock in Dewhurst Group PLC. They have recently delisted and now it has been moved from my ISA to a normal trading account and says it is worth £0.00. I hadn't realized this was happening and have missed the deadline for accepting the tender offer. What can I …
Taxable Account Portfolio
I’m currently paying double mortgage payments to pay my home off asap. I am projected to pay it off in roughly 7 more years. I am contributing to retirement accounts at this time as well. I want to use my brokerage account to payoff the house sooner and maybe withdrawal …
You are not bullish enough on magnets
You probably already know that the rare earth mineral **neodymium** is used in humanoid robots and we are expecting billions of these machines in the future. You likely also know that these magnets are used in advanced aerospace technologies and electric vehicles. But what you probably didn’t know is that …
Emerging Markets Mutual Funds
Curious on what other people would choose between DFA Emerging Markets Targeted Value (DEMGX) or Avantis Emerging Market Equity (AVEEX). Expense ratio is .58 for DFA and .33 for Avantis. Current portfolio is 60% AVUV and 40% AVDV. I'd like to add emerging markets to world market weight (10%). According …
Why do most (if not all) of the asset management firms file at the same day?
The SEC’s rule says any manager with over $100 million AUM must file within 45 days after the quarter ends. However, on August 14 many firms filed on the same day. I mean they could have filed on the 10th, 11th, or any other date in that period, so why …
Using MGK, SCHD, and SCHY to create a value and quality tilted VT like portfolio
Hey everybody :) I've been doing a lot of investment self education lately (mostly with google and chatGPT) and I kind of wanted to "come up for air" so to speak and run an idea I have by actual people. I'll give the idea first and then try to explain …
SPX RSI falling under 70 not a crash indicator
On Sep 19, $SPX RSI moved above 70 and stayed there for 2 days before moving back under. This has happened 72 times since Jul 2013. Probability of SPX closing at least –3% lower after 2 weeks: ≈11.1% (8 out of 72 cases). It's not the crash indicator everyone thinks …
VOO below $500 again? Or just bite the bullet and lump sum now?
I'm graduating college this semester with $60,000 in cash saved from working part-time jobs. I never really thought about investing until a few weeks ago when my friend showed me his profits from trading call options on the stock market. Options are too risky for me so I was thinking …
Is my active investment return good or in line with this year’s market?
I have been managing an active portfolio since beginning of this year, and I’m trying to get a sense how I’m doing compared to other active investors. I know this year has been a bull market so I’m not sure if I’m doing inline with other active investors. My strategy …
Looking to setup an SDIRA so I can convert investments to pre-tax
I have about $150K invested in some real estate, tax liens, and stock. Can I convert one of my IRAs to an SDIRA and make those investments pre-tax so I can have access to the cash? Would I have to sell any of the items and the rebuy them? Any …