Investing - Theory, News & General • Mental Tricks To Help Stay The Course
Thanks to all for the great input! I had considered the all-in-one fund idea, and came close to implementing it, but thought that the ability to use asset location to manage taxes would make it worth...
View ArticleNon-US Investing • One fund options for Europeans
Vanguard Global Aggregate Bond UCITS ETF - EUR Hedged AccStatistics: Posted by Hoto — Sat Nov 16, 2024 4:52 am — Replies 1 — Views 44
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Personal Investments • Bombed in Supermicro
So much stock picking on here as of late... Anyone buying the dip on this one? Everyone thinks they're a genius in a bull market.Market getting frothy.Statistics: Posted by watchnerd — Sat Nov 16,...
View ArticlePersonal Investments • Has anyone used hellonectarine.com for financial...
Never used it. As others have said, it looks like a clearinghouse for fee-only advisors. Most of the advisors appear to have just started their own planning businesses. Seem to invest using boglehead...
View ArticlePersonal Finance (Not Investing) • High cc spenders! Chase freedom unlimited...
Well, it has been a year. Anyone get their lump sum bonus points yet?I reached out to Chase a they said it woul come 6-8/weeks after the anniversary date.Statistics: Posted by Cruise — Sun Nov 17,...
View ArticleNon-US Investing • Switching from VWRA to VWCE to split currencies – is it...
After thinking it through and reading further, it seems like switching doesn't make much sense. Both VWRA and VWCE are globally diversified and denominated in various currencies (mostly USD). So, if...
View ArticleNon-US Investing • NRA: Any Non European ETFs (and non US ETFs either)?
Maybe look at Canada? Perhaps XWD, iShares MSCI World Index ETF, 0.47% MER. Trades in CAD on the Toronto stock exchange.Yes, thanks! this the thing I am asking about. Will definitely have a look.Sure....
View ArticleNon-US Investing • Withholding tax relief in the UK
Thank you for the answer and the reference. Now, while it looks like the HMRC relief only applies if I pay it directly, the reference states: "Direct tax means foreign tax charged on a dividend by...
View ArticlePersonal Finance (Not Investing) • [want to invest] $525,000 [but don't want...
He's not taking a subsidy away from anyone else. It doesn't work that way. Anyone who's eligible based on income can qualify. There are subsidies for all sorts of things like buying an electric car...
View ArticlePersonal Finance (Not Investing) • DAF vs. QCD Anonymity
If the QCD were anonymous, how could the charity send you an IRS acknowledgement letter?Statistics: Posted by OhioGozaimas — Sun Nov 17, 2024 3:23 am — Replies 1 — Views 111
View ArticlePersonal Investments • how do you plan asset allocation when you're not sure...
Here's a thread on this topic started by forum member abc123. viewtopic.php?t=419511 TLDR: Risk can be defined by ongoing portfolio volatility (how many folks define it) or by not having sufficient...
View ArticleInvesting - Theory, News & General • What is the Expected Future of Stock?
The hypothesis makes no sense.Let’s say nobody “wanted” to buy Apple stock but Apple as a company still makes massive and growing profits. Nobody buys the stock and everybody sells till the price is...
View ArticlePersonal Investments • Best way to “cash out” of a 529 account?
An option is to name an old parent (or even grandparent) as beneficiary and wait for the parent to die to avoid the 10% penalty with death of beneficiary. Remember that taxes for non-qualified...
View ArticlePersonal Consumer Issues • Tesla Model 3 Is The New Toyota Camry?
[Topic is now in Personal Consumer Issues - mod mkc]I was just thinking about this today given the recent “Drive a Toyota Camry Until The Wheels Fall Off” thread I saw. I’ve had a Tesla Model 3 RWD...
View ArticlePersonal Investments • Would you invest in xAI?
Cramerica,If you have the opportunity and accept the risk, then I would say taking the 'gamble' is reasonable as long as you are rational about how much you are putting in with relation to you overall...
View ArticlePersonal Investments • Need a recommendation for Good Bond Index Fund
Thanks for the great replies. Since I’m 63 and this would be just a diversification for my equities and a taxable account I’ll just keep something smaller in treasuries. These funds I’m just holding...
View ArticlePersonal Investments • Advice for someone from non investing background
You are not alone with not having an investment background, but are well on your way to saving for a comfortable retirement. I learned long ago one thing about investing: don't invest in anything you...
View ArticleInvesting - Theory, News & General • I have to ask - What is the lure of...
I would say the lure is largely psychological. As expenses increase most people would prefer to have an asset that will rise as close to lockstep as possible to their expenses. It is simply a bucket...
View ArticlePersonal Investments • Help with portfolio after financial advisor
Emergency funds: Vanguard Federal money Market (VMFXX): 50,000Is this the 2.19% listed in the joint taxable account? Is part of the 12.10% in VUSXX in taxable earmarked for ~$270,000 potential bonus...
View ArticlePersonal Finance (Not Investing) • Miscellaneous Schedule C questions
3. He wants to buy a truck "for the business". If he does so, and let's assume it passes the ordinary and necessary test, can he both depreciate the truck and claim mileage?Look into a section 179...
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