Posts
Asset Allocation with Real Estate
I have about 50% of my net worth in paid for real estate (not including my primary residence). The rest is in equities and bonds split between taxable and retirement accounts. I’m going through my assets to rebalance and trying to figure out if I should balance my equities and …
Options for investing for children (529 or other)?
Just getting more serious investing with the hopes of leaving my kids a substantial amount of money. Between maxing out my 401k, Roth IRA, and investing in individual brokerage accounts, now I'm wondering what the best option for investing for my kids would be. I know the 529 is the …
What active ETFs do you like right now?
Sold out of some company stock a few months ago because of various reasons with intention to diversify. Thinking active ETFs may be a way to invest and diversify since I'm not a good stock picker . Looking for thoughts from this group. The alternate is paying down the principal …
Is there any free app to see total portfolio?
I have 401k with vanguard and Roth IRA and personal brokerage with fidelity. I linked all on fidelity to see my combined networth, but I would like to visualize my total growth from all accounts in one graph. Any app that is free and safe to link all together? I …
Sell Apple stock in favor of Uber?
I've owned Apple stock for at least 8 years and it's done pretty well. Given that Apple is increasingly feeling more and more like a value company I've been wanting to sell it for something else and have recently been eyeing Uber. The P/E ratio for Uber is great and …
Should I Pay Off My Mortgage Earlier?
Hi Friends ⋆˚࿔ My home mortgage interest rate in 6.125% in 30 years. I've maxed my 401k and Roth IRA.I am thinking some options below 1. Paying off the mortgage earlier by paying more principal every month. It will shorten the mortgage year. 2. Paying the mortgage at the minimum …
Is the United States truly exceptional?
Lately I've been seeing/reading/hearing a lot of doom and gloom regarding the outlook of US markets for the next 10-15 years. Tons of people on Reddit, and notable people such as Scott Galloway are proposing that average returns from US markets over the next 10-15 years may be lower than …
Commerzbank Investment Proposal – Are These Fees Too High?
Hi everyone, My parents (in their 60s) recently received an investment proposal from a major bank in Germany (Commerzbank), and I’m starting to question whether the fees are reasonable — or if they’re just trying to profit off commissions. **Situation:** * Planning to invest around **€200K** (new funds) * Investment …
Bargain Bulls - Thank me later
There are still some great bargains that you might ignore. For instance I just exited Boot Barn after a 55% two week bump. Random right? Those are the types of names that still have a lot of upside. Here is a list of my positions right now. I go one …
How often do people lose money in stocks?
Is it very rare to lose money if you hold for a long time? How often and how long does it take to double your money in stocks? Like 6 months 1 year 2 years 3 years 4 years 5 years? Is this long enough or do I need to …