Wealth Management Social Media and Updates
Wealth Management Social Media and Updates
Positions are super light. Alpha up 6.5% YTD 2% of AUM in SPX Puts bought on yesterday close A boatload of STIR bought higher but exposed to rate cuts and recovering That's it Beta up 5% YTD cuz own gold and commodities as part of Beta Beta 80% DS Global Beta 20% cash (underweight) desired target No fat pitches at the moment.
Charlie Munger: "The very word diversification, which is taught in every business school as the holy golden grail, I consider almost asinine." "I'm only interested in investing where I have some sort of advantage. If I have the advantage in three...
What if you could own shares in Nigeria's biggest companies without picking a single stock yourself or needing a stockbroker? That is exactly what an EQUITY MUTUAL FUND does. An Equity Mutual Fund gives you stock market growth without stock market stress....
It's the beginning of a new quarter and it's time to revisit your portfolios to ensure everything is going as planned. Review, Update, Realign, Reshuffle. It's the month of love and lights. Happy New Month #happynewmonth❤️ #kobohive
Thoughts? I discuss how to navigate market crashes using a barbell strategy combining stability and opportunity. We talk about building a foundation with VOO and VTI for security, while positioning for future gains in the power triad of compute, data,...
My New Book for Investors: "Stock Market Investing is Math: A Beginner's Guide to the Formulas for Valuing Stocks and Building Wealth" is 50% off today for its launch and $4.99 for the next 24 hours Amazon U.S. Link-> https://t.co/3epaIjMmd1 ...
With the recent inflation shock and a rapidly changing market landscape, it’s a good time to think more systematically. On our latest @excessreturnpod, we’re joined by @AahanPrometheus to do just that. We cover: - inflation and energy dynamics - shifting expected returns - trend following -...
If you want to invest in real estate real estate but don’t want to manage rentals or flip properties, private money lending is for you. Give me a follow on IG to learn why I switched from buying rentals to...
Checklist created for a cardiologist doing $1 million plus a year in Minnesota (1099 income) - LLC taxed as an S corp. $400K reasonable salary = $34,786 of payroll tax vs. $54,680 of self-employment tax without the S election on a...
Dividend ETFs look similar… but they’re built very differently. • VYM → broad, steady income • SCHD → quality + dividend growth • SPYD → higher yield (more risk) • DGRO → consistent dividend growers Chasing the highest yield isn’t always the smartest move. Growth +...
Four consecutive weeks of outflows from gold ETFs. This will go down as one of the best opportunities to add to gold at historically oversold levels in my view. Bottoms are always a process, and I do believe we are in the...
$3.8M spread across six accounts. He thought he was 40% equities. He was actually 85%. He called me because something felt off. Turns out, he'd never seen all his money in one place before.
Lot of people are are down 30-40-50%. But $SPY is still below 10%, hence majority of your investment should be in index.
The hardest part of achieving a great long-term investment track record is over half the time your returns will look average. You can go years where it feels like you are working hard for mediocre returns. Then all of a...
Aswath Damodaran on where your investment philosophy fits in the investment process "Even if you feel that you have an investment philosophy in place, I think being aware of how others approach markets and keeping an open mind, where you borrow...
People are scared, I’m getting a lot of DMs. Here are some of my thoughts on things people should be remembering at times like these. - Matt
People keep buying the dip of the dip. But @ramahluwalia thinks they are wrong. It's time to be defensive with your portfolio, he says. https://t.co/PMWscZMbTn
Private money lending has given me freedom. It’s a quiet stream of income that has a LOUD impact on my life.
Private credit is the new ‘safe’ asset… until investors ask for their money back. Liquidity mismatch is always invisible right before it isn’t. https://t.co/M1wS4yXZhw
The error every ETF has you should be mindful of! While it may not matter on big ETFs like SPY or VOO, it could be meaningful on smaller ETFs.
If both stocks and bonds can’t catch a bid, the message is simple: inflation risk is a tax on EVERYTHING. That’s why ‘balanced’ can feel unbalanced. https://t.co/TSSid8H3g0
Paying minimums every month and your debt still won't move? Fren. That's not a plan. That's interest collecting its check. Snatching your chain like T.I. snatched NuNu chain in ATL. 😅 Jordan was paying $818/month toward debt. Her balance moved $43. Not...
Don't cancel me but financial advisors are not the same as fund managers. When people say 90% of financial advisors don't beat the market they are wrong. They mean active fund mangers, those are people like a Cathie Wood who...
A mistake I see often with high-income professionals: “Am I beating the market?” It sounds like the right question. It’s not. I was recently featured in TheStreet Pro discussing what actually drives an investment strategy. Alignment. It’s not about chasing returns. It’s about structuring your portfolio...
When spreads offer no compensation for risk, you're not being paid to hold credit. Period. $JOJO shifts to long-duration Treasuries when the signal confirms it. https://t.co/GLMuxK8o97
If you’re a beginner investor, keep it simple: SCHD – dividends ITOT – total U.S. market VT – global exposure SPSM / SPMD / SPYM – size diversification VUG – growth VTV – value IXUS – international Low fees. Broad exposure. Long-term focus.
The ultimate investing framework visualization by @safalniveshak: ✅ High-quality business ✅ Owner-oriented managers ✅ Compelling valuations If you don’t have all three, you don't have a long-term compounder. This funnel from Vishal Khandelwal is a must-bookmark for any serious investor.
Here's why the last 20(ish) years of stock market returns were so extraordinary, and somewhat predictable. After the 2008 financial crisis, the Fed slashed interest rates to essentially zero and kept them there for years, so cash and bonds paid...
No one knows how long a correction will last when you're in it But buying stocks when they are down tends to be a good long-term strategy A look at what happens when you buy the stock market down 10%, 20% and...
🆕 Adviser links: gifting business interests, common estate planning questions, and how AI can interfere with a client-adviser relationship. https://t.co/2RIWP8oFsu chart: https://t.co/v0NmNP4knY https://t.co/rcAIkfpp3A
International fund managers have become so relaxed that many are no longer hedging against stock market declines. The percentage of managers who are currently hedging has fallen to its lowest level in eight years. https://t.co/P9FEnZ6gYs
Introducing the JPMorganChase Athlete Council. Guided by real experiences to help shape the future of financial education. https://lnkd.in/gbATFWer
You're probably not going to outperform the market. Neither are most professional fund managers. @DanGreenhaus on the simple investing framework most people should be following📈 $SPY $QQQ https://t.co/LysvwfB3iJ
Aswath Damodaran on the difference between value investors vs growth investors "Value investors view their odds of finding market mistakes to be greater with assets-in-place, whereas growth investors feel that their odds are better in finding misvalued growth assets.""
In today's Early Look: "A Big #Quad3 Week Of Wins, It Was" Whoever you're paying to risk manage your hard-earned capital should be able to show you one — in real time, every day, no excuses. My Long Only Retirement Account...
"When I was young, I read The Richest Man in Babylon, which said to under-spend your income and invest the difference. Lo and behold, I did this and it worked." — Charlie Munger https://t.co/dlvwys5Q0r
COMMODITIES: ramped to new Cycle Highs of 368 on The CRB Index Friday Your Retirement Account should have had this Major #Quad3 Asset Allocation to protect you from Stagflation https://t.co/mNoHeoQpzx
📌 Tax Harvesting Opportunity – Act Today Those who are planning to do tax harvesting, today is the perfect day to execute it. As the financial year ends on 31st March, from 1st April a new financial year begins. 👉...
When the market drops, you have 3 choices as an investor: 1. Sell everything You panic, dump your positions, and move to cash. 2. Do nothing You hold your investments and wait it out. 3. Buy more You lean in, buying during the drop and even...
You’re 45. You’ve saved $800K. You check a retirement calculator online and it tells you you’re on track. You feel good for about a week. Then someone asks you one question.
I never activated my HSA debit card and you shouldn’t either Pay all medical expenses with a credit card, then reimburse yourself from HSA via direct transfer to your bank. Bonus strategy: reimburse yourself in 20+ years (keep documentation) and invest HSA...
If you haven't filed your 2025 taxes yet and you had a side hustle for the 2025 tax year You can still open a solo 401(k) for your side hustle and use this to get up to $70K into this plan....
Don’t worry if no one likes your investment idea. If the company is profitable and growing and not diluting the crowd will eventually come back to it.
What is your gameplan with the #Altcoin portfolio? Good question, and I remain to be positioned 50% in AI #Altcoins. If Bitcoin tests lower bounds, they'll correct too, and then, on the bounce, they'll bounce harder. I'm happy to be doing another DCA...
Friendly Reminder: The average car payment is $749/mo. If you invest that money instead? You'll have: $142,789 in 10 years. $485,350 in 20 years. $1,311,510 in 30 years. That "new car smell" is your money on fire 🤣
I will become a millionaire before 30 by doing basic things: - don’t spend money on stupid stuff - max 401k, put it in S&P 500 fund - max Roth IRA - max HSA, invest it - every 2 weeks put money in brokerage invested...
To navigate the markets, you have to understand the different schools of investing. Bruce Greenwald’s framework breaks it down perfectly: 1️⃣ Efficient Market Believers: Focus on allocation & low costs. 2️⃣ Short-Term Investors: Betting on momentum & price changes. 3️⃣ Long Term Investors:...
My brokerage account is down $27k YTD. More if you count 401k, HSA, etc But I’m not worried at all. I’ll continue buying as I always do. Thinking long term is how you win, despite short term volatility.
Investing is an odd field where effort often hurts returns. The more you trade, the less you make. The more news you consume, the worse you perform. The more complex your strategy, the more likely it fails. Wealth is built...
While many illustrations of Trump Accounts (TAs) project how their value can grow to eye-popping levels over time, the reality is that similar (or even better) results can be achieved in other types of accounts that have far more flexibility...
