Posts
Pension heavily invested in US stocks, when to transfer to UK stocks
My pension is currently heavily invested in US equities but I am UK based. Looking to shift some of it to a different fund but: 1) am I wise to wait until the market has stabilised before making a transfer - pension transactions can take a few days and who …
My REIT funds are in the red
Howdy. So, in my portfolio, I have about 4 REITS, US based ones. Realty Income, STAG, WPC and VICI. For a long time now they've all been in the red, even before Trump's tariffs came into place and even with the market's picking up they remain down. It'd be good …
Joseph Carlson is an outstanding investing youtuber. Is there anyone else like him?
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Need advice regarding my portfolio and savings
I’m 18 and and have 5 grand in individual stocks right now (they’re all large companies) and 3k in my high yield savings account. I also have 15k and 16k in two CDs (my parents did this so I could get a higher APY). I’m pretty sure I’d make way …
HYSA vs Fidelity money market
Hi everyone. Was hoping you'd be able to make some recommendations. I'm in CT currently and have a HYSA that pays roughly 3.6 percent. I also have a fidelity account anyway and was reading into the money market account that holds SPAXX but also read that FDLXX may be better …
I am very confused about the definition of qualified purchaser
According to the article on the whitecoat investor on qualified purchaser, the primary residence is not included in net worth of qualified purchaser. https://www.whitecoatinvestor.com/what-is-a-qualified-purchaser/#:\~:text=These%20investments%20include%20securities%E2%80%94such,when%20determining%20qualified%20purchaser%20status. So for example if you have 5.4 million worth in stocks but inside those 5.4 million there is a 3 million house mortgage loan. Are you …
What are the advantages of...
What are the advantages of holding equities in a taxable account instead of a Roth IRA? Is the only reason to do this to make the money more liquid in case you need it before retirement? I have some stock in a taxable account but now think I should have …
looking to expand investments beyond digital
hi! i’m a 20 yr old graduate student who was lucky enough to hit big with the crypto and options market the last few years, about 2.5 years of doing it and over $500,000 made. ( huge chunk of this money was made in the last nine months off of …
Since the Vanguard interface is so bad. I am looking for an alternative stock tracker without moving by accounts to Fidelity or Schwab.
I have a Vanguard account and its functionality is terrible compared to Fidelity or Schwab. Does anyone know of a stock tracking website where I can import my data or manually input and still get the same experience as Fidelity or Schwab in a snapshot? I would prefer not to …