Posts
What’s the most you’ve ever seen in someone’s retirement portfolio?
Most I’ve ever seen was my clinical professor who had 2million in his retirement portfolio, wondering how much you’ve ever seen? Currently I’m hoping to be a millionaire at least by I retire in 27 years currently investing $2,000-$3,000 monthly hoping to hit like 2-3-4million by retirement through ETFs and …
My dad is a pretty old man. He is wealthy at least 1-2 million dollars. How should I act after he passes away?
I really love him and as I grew up I understood, that he is not eternal, which males me sad and afraid. What should I do with the money and not just waste it? I am not saying it because I want it right now, I just don't want to …
“Empty Selves” is the new bear meme
It’s been nearly one month since the bottom was set. During that time, the market and retail participants were pricing in a doomsday scenario with “empty selves” in grocery stores and today, retail investors are discouraging others from DCA’ing into stocks because they’re still holding onto this “empty selves” belief. …
Portfolio for retirement - advice
Roth IRA: 50% AVUV (U.S. Small-Cap Value) 25% AVDV (International Small-Cap Value) 25% AVEM (Emerging Markets) 401a: 100% FXIAX (U.S. Large-Cap Blend) HSA: 60% VSMPX (Total U.S. Market) 25% VTMGX (Developed International) 15% VEMAX (Emerging Markets) 457b: 100% FTIHX (Total International Index)
Immersed SEC Filings Show Different Cash Totals — Form C/A Lists $1.59M, But C-AR Says $242K. Honest mistake or red flag?
Immersed (the company behind the Visor VR headset) recently filed two SEC documents just a day apart: [Link to all sec filings](https://www.sec.gov/edgar/browse/?CIK=1817417) - [**Form C/A (Apr 29, 2025)**](https://www.sec.gov/Archives/edgar/data/1817417/000167025425000523/xslC_X01/primary_doc.xml): Updates their Wefunder raise, increasing the max from ~$1M to **$5M**. Lists **$1,589,997** as “Cash and Cash Equivalents at Most Recent Fiscal …
WTF is with CHASE ? Reject my transfer (out) 2 times
Chase Savings - transferring OUT 1st time: to SCHWAB, rejected because they claim Schwab did not respond to Chase that I'm the account owner. 2nd time: I tried Wealthfront. Also rejected, have not bothered to ask why. WTF is going on ? Is this huge corporation patrified of foul plays …
Historical Signals Point to Lasting Rally, Not a Bear Bounce
The S&P 500 is about to be up 8 days in a row and >6% during the win streak. 3 of the past 4 times that happened it was >20% a year later. Better than avg returns across the board going out a year. More clues the lows are indeed …
How does PE firm "transfer" the debt they use to purchase a company to that company's books?
I understand that company has assets that can be used as collateral to take on debt itself, but the PE firm is the one who acquires the shares from the previous shareholders. So does the company take on debt to then effectively "repay" the PUC of the shares to the …
Equity Valuations - Trying to make the things easier
If you are the one, always scared of the big terms like equity valuations this article may help you. I will take you through one analogy . Just imagine you are in the final year of your college and placement season is on, your friend and you are not allowed …