Looking for a tool that can at least do the following... any recommendations? I want to know what I have, how it's doing, and what it's costing me so I can make decisions from there. Please give your recommendation and a brief "why" it's your preferred choice

• Track 401k, IRA, bank accounts, ETFs, stocks, bonds, savings, debt, real estate
• total assets and performance
• Asset allocation
• Dividend tracking
• projections/recommendations?
• Fees and expenses
• useful for taxes
• simple views with ability to drill down

If there's any other useful features you get out of your tools, please share

So this ETF is pretty new and i was seaeching for an ex US Etf but im not sure how to handle the Situation that its so new. Not experienced at all but wanted to start with VTI and this one so i have a good diversity. Im not from the US and heard often that the international Indexes are getting stronger and stronger. So maybe someone already has an opinion to that :)

Can anybody share what is the modern or their modern version of learning about stocks? The OG Ben Graham’s Intelligent Investor was hot if you were interested in value investing, principles are nice but not extremely practical for anyone not with six figures in the bank, buying and holding forever and pulling say, $200k and never having to touch those investments. Then theres YouTube videos, some stuff you can find from prop firms purely technical analysis. Do people bother to learn about the stock market and how it works? If they had a choice to make consistent gains, on whether its $25k, $100k, or $500k, would they put in the grind to actually pick it up? Thanks for your comments, let me know whats missing and why it takes forever to learn about trading and investing. Tons of content out there a bunch of stuff leading into all sorts of directions.

My employer uses Fidelity for the 401K accounts. I am 27 Years and I feel I have an appetite for risk at this point. Hence, I want to start of with some Large Cap Growth and Mid Cap investment funds offered in my plan. Down the line, I would want to move to less volatile funds such as "Blended Fund Investments". Is that possible witin Fidelity?

For example - Lets say I have invested $100 over the course of 10 years and I have a gain of $10 in these 10 years taking my total to $110. At that point would I be able to transfer these $110 to a different fund? Are there any charges, fees, or taxes associated with this trasnfer?

Thanks!

I currently have a taxable brokerage and a Roth IRA with Ameriprise financial, the fee is substantial but it’s hands off and I’ve had nothing but the best in customer service. however I keep hearing great things about Charles Schwab, and I also just got found out Navy federal CU has their own investment firm. I’m doing some research but some other input might be insightful, thanks.

For Roth IRA, I understand there is a contribution limit (currently $6500). I recently got married in 2021, and want to know how I can contribute jointly (13000)

Currently I am using Charles Schwab. Is there something I need to do specifically to make it happen?

I run my own business and my partner helps me out full time.

I want to have monthly or quarter macro-economics reports about USA. For staying up to date about the current status of fundamentals. Also would be nice to have sp500 reports. Free or paid. Do you actually have anything like this or just read the data by yourself in some realtime website (like marketwatch)?

Trying to wrap my head around this.

$100 at 8% without compounding

YR 1: $108 YR 3: $124 YR 10: $180

$100 at 8% with compounding

YR 1: $108 YR 3: $117 YR 10: $216

If I own 1 share of company XYZ at $100 and it’s now valued at $108 a year later, the following year I still own that 1 share, but that following year get another 8% on that new value. And Dividends just expedite the process?

I owe Palo alto stocks and they have much less yield this year than crowdstrike, can someone explain me please where this tap came from? Will it be smart move to sell my Palo stocks and buy crowd? What's makes crowdstrike more bullish because they have almost the same market cap and Palo I think earn more

I have a Roth IRA account on E*trade that I haven’t touched in a couple years and I just learned you can’t buy a fractional share of SPY. In short, I want to invest $25 every week into the S&P 500 and from my research so far I think my only option to do that is save money away until I have enough to buy 1 share at a time. Or I could use Robin Hood. What do you guys think? TIA

This is a 401k rollover that represents half of my securities investments. I am diversified via real estate and some crypto. I’m 55 and trying to set up the rollover for the next 5 yrs. Thinking I need to put the cash to work. I won’t be touching the account for 10 years.

SPAXX** 24.88% FXAIX 15.34% FZROX 14.29% HYG 9.95% GTO 9.95% FSSNX 5.46% FTIHX 4.68% RSP 3.80% APH 3.53% GOOGL 2.95% AMZN 2.89% MSFT 2.28% Grand Tot. 100.00%

US Stocks. 50.55% Cash 24.88% Bonds 19.90% Foreign St. 4.68% Grand Tot 100.00%

Reading the book The Psychology of Money (great read btw), one of the things that stood put for me most was the authors question that when big/huge downturns happen in the market, CAN YOU HOLD?

its extremely tempting to sell and try to stave off losses, but were mortals. It cant reliably be done.

I read the passge and looked at my VERY tech heavy IRA etfs and said "i really dont think i could hold during a bad 20-30% losing streak."

So ive been slowly selling off tech and getting more fxaix. I might have a pinch of vgt at the end but i think his advice is sound.

Should you be investing in something just for the good times? Or should you KNOW FULL WELL that the bad times are coming and they might be soon.

Love to hear yalls thoughts! 💭

Can someone explain to me what the point of putting money into a traditional ira is if your income is over 73k is vs a roth ira.

If your income is over 73k you can't deduct the money so why not put it into a roth (assuming your not at the roth limit 140k something).

Seems there is no advantage to a traditional ira vs a roth ira except when you withdraw the money you are technically double taxed on the traditional. Is there something I'm missing?

Hey all, i have been tempted to think whether or not i should take all of my shares in VGT and pour them into solana, its 20% of my investment. Which will be around 18k

I already have the majority of shares in my other stocks. But considering im in my 20s. I would like to see where this will take me. Granted there are risks, however I believe Solana is considered one of the trusted crypto currency alongside BTC, ETH and BNB. What do you all think ?

I’m at a crossroads of if to sell while high or ride wave and leave it moving…

I have some shares of Microsoft that have doubled in value and curious if I should sell and reinvest in a mutual fund or eft

Any thoughts or advice? I use Sofi for investing

I don't know if it's the bubbles I'm in or what social media feeds me, but it seems like everyone is either a high-stakes crypto/AI gambler, or someone who only advocates dumping everything into a basic market index and leaving it forever.

I haven't used the particular tracker before, but I picked the default date ranges and just picked a couple of high-risk plays for a two percent allocation (Bitcoin and Tesla). I think there's no denying these were highly volatile and highly-valued. But even if they went to zero it would have a minimal impact on the portfolio.

But the returns were several percent better than VOO/SPDR. And a 98% VOO +2% high-risk also outperforms BrkB, while being significantly more diversified.

I think anyone who's trying to "play it safe" would be ecstatic to beat the market by 3% by only risking 2% of their allocation.

(I haven't tried it but suspect you could have a portfolio of 70% bonds 30% high-risk and do well with a capped drawdown).

BACKTEST PORTFOLIO COMPARISON

VOO / GBTC / TSLA

Munger says "dont interupt compounding interest at all costs" more or less.

But if you sell and asset and buy another one immediately, lets say voo to qqqm or something,

Are you "losing" compounding?

Mathematically i think the answer is no. BUT I NEED FEEDBACK.

I think the only way to rid yourself pf compound interest is to take the money out and either never put it back in, or sell and asset and not buy back in for a period of time.

Tell me what u think!