FA

GreenGoldCali

Decided to get on board last week, 70,000 @ $0.14 , saw a few posts with decent DD, if volume keeps picking up and it gets more exposure on Reddit it could pop further, I don’t think $1 PT over the next month is unreasonable, not FA just along for the ride

BingBongCapital

You can’t reason with Bogleheads but if you’re a FIRE person you ideally would/should want private markets plays *especially* in an IRA! My venture capital fund (which has positions in Anthropic, SpaceX, xAI, Open AI, Anduril you name it) in my Roth did 39% last yr net of fees. My tech focused hedge fund did 33% (also in my Roth) net of fees. Remind me what the indices did last yr? Even the tech spyder which was in the 20’s I believe was trounced by my ‘lowest’ performing funds from my alternatives assets sleeve. All i can say is, you don’t know what you don’t know until you talk to someone. And while it might not be “every yr” that Xx fund outperforms the S&P et al. You can extrapolate the returns of *most* professionally managed portfolios [on any rolling 5 or 10 year timeline] that incorporate alternatives and they will beat the index by anywhere from 500-800 basis points *while reducing the overall risk* you’re exposed to. (That’s what you don’t get for free doing it yourself or Bogling. You’re *always* at the mercy of the market). And FWIW, the liquid portion (managed by the FA’s) of the portfolio beat both the S&P and ACWI net of my fee which i gladly pay 110 bps for (because i get way more than “just stocks.” I get tax guidance, estate planning, insurance planning, lending/premium mortgage pricing, and quite honestly a trusted to voice to use as a sound board when i want to evaluate risk outside of my wealth management relationship. i.e. I am throwing some money into DLS’s for data centers which is basically the Wild West right now).Full transparency: the alts due cost more but you’re getting paid handsomely for it and in most cases they are not available to retail/DIY shops so you’re basically paying cover at the door (one time).

CelerMortis

I don't have an issue with FA's. Another comment highlighted the value of travel agents - I completely buy that they're worth it for some people. I also probably would *hire* one at a certain net worth. But most people I know in the high six figure, low 7 figure range, including myself, don't see a value, unless they're over the age of 60. I predict that trend will continue.

BingBongCapital

I think your issue with FA’s (a part from you’ve never had one, or a good one anyway) is you think they’re just stock pickers, and not full on financial planners. Moreover, [the good/great ones] have something of their clients (yes, even younger aged ones) that robots still and [I believe] won’t attain for awhile, [maybe ever for a small cohort of folks] is *trust* My FA works for one of the behemoths and tells me how much the firm is spending on AI (in the billions) to make their advisors’ lives better, faster, etc. anyone who thinks “whole sectors” will be wiped out by AI and not materially improved clearly has no clue what they’re talking about. And I’m not saying that’s you, I read some other bloke (smc733) get a hilarious amount of upvotes most likely by ppl who don’t truly comprehend the spectrum of what advisors accomplish and/or probably will never need them bc their TNW / portfolio doesn’t warrant it.

azurekevin

Tbf I totally agree with you, I just think that if he wants to FA he might as well FO.

cdude

So someone managed to get your password, defeat either SMS or app-based 2FA, and you want to know if there's anything more secure than that? Logically, signing in should have the highest level of security, so if they got past that then how do you propose transfers should be protected? Whatever method you suggest that is more secure, why not ask to incorporate that into the sign in process so you don't get "hacked" in the first place?

shxwn

Congrats on the win. Sell and live to fight another day. Not FA so dont blame me if it goes 500% after you sell.

Lazy_Range_1562

I did, but he would not tell me what he would put it into. Talked about a “ scholarship find” he liked but that was it. Told me thats what im hiring him to do, make those decisions. He was/is a fiduciary, so only made money if the acct did, but wouldn't even let me know how much other accts like mine/ he managed made last year, only that he “expected it to beat the market by a few percent”. I read a lot, ( too much) abt the govt, trump, how he is almost crashing the world economy,moving trade partners away from the US, our 9 T debt payment due this year. Devaluation of the dollar, etc, so i wanted more interaction, like back and forth a little, talk me thru it, but i guess im supposed to sign him a check and walk away? My problem was, Does he read like i do? Know the shit trump is pulling? How to avoid what a “ worst case scenario “ on our economy might look like? Idk. And finally closed the acct after 3 meets and no answers from him. Felt all alone, and didnt have faith that any scholarship acct would be the future when WW3, civil war, concentration camps are at our door. I guess this is normal for FA to just demand Blind trust?

Moist-Lingonberry-22

I am an FA that has been utilizing AQR Flex, Delphi Plus, and QFAF for years now. DM and we can discuss further.

farmerbsd17

Using a FA

Revfunky

Price is what pays. News isn’t there to help your trading and by the time it’s being reported to you it is too late. Ultimately you will need a tool to determine the right trade whether that is FA, TA ,or some strategy. Not what talking head is saying on Yahoo Finance.

Routine_Corgi_687

Why? Not FA but I’m personally selling calls and going into weekend stress free. Can always buy back Monday if needed when calls will be cheaper

AllCapNoBrake

[Did you got long $GLD and short $BTC/IBIT today after my FA? NO? That's why you're poor.](https://www.reddit.com/r/wallstreetbets/comments/1qvmpdy/comment/o3j4djt/?context=3&utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button) https://preview.redd.it/947fkoaeimhg1.png?width=354&format=png&auto=webp&s=6e33507e3789c45ac2915c13302304f4fd0dc8b9

kiwisteve86

They can all tank. Only thing we know is that they may go up or may go down. Without at least a little FA its not far off gambleing. 

Worf_Of_Wall_St

Sounds like you have not used Apple Pay. Buying something with Apple Pay on the web is usually a single click then authenticate with TouchID or FaceID. It's much easier than PayPal, no need to enter any info or be forwarded to a payment site to authenticate/2FA again because your PayPal session expired, confirm purchase, then get forwarded back to the merchant to confirm again.

NowChew

When it comes to PayPal, my investing due diligence is dead simple. Here it goes: PayPal sucks. 1) It absolutely sucks for its users. As a user, it requires me to do the 2FA dance every single time I need to use my PayPal account, even though I’m always using the same device. Compared to neobanks like Revolut and N26, the user experience is at least 10 years behind. I hate using my PayPal for stuff, and avoid it if I can. 2) It sucks even more for vendors. Between seemingly random account restrictions, locked up funds, rolling reserves, … PayPal has cost me years of my life in stress as a SaaS owner. Their fees are more expensive than competitors e.g. Stripe. And when it comes to getting your money out of PayPal (to pay your business expenses), god forbid you sell in USD on the global market but want to withdraw money as an EU company because they force you to convert to EUR on withdrawal at their truly horrible exchange rate. It’s borderline criminal. Bottom line is, I would never invest in a company whose product SUCKS. It sucks for users. It sucks for vendors. It’s steadily getting suckier. Just use common sense and invest in companies that actually provide good products and make their users happy. That’s it.

AllCapNoBrake

Bol. FA

IllAlfalfa

Every time I try to Zelle someone new my bank tries to lock down my accounts for suspected fraud. Even after going through 2FA twice before doing the transaction. Huntington bank made me go in person to recover my accounts but I had moved to a state that didn’t have any branches.

Bowling4Baloney

You spent some cash on an education. Gold is not an investment, it's always speculative. Use your anger energy to read Bogle. Buy things that produce something or provide value. Gold does FA.

dljmonkeyboiz

2FA that requires mobile phones and email verification is getting out of hand here

AllCapNoBrake

A lot of you didn't take my shorting $MSTR FA, and it shows https://preview.redd.it/mn8ejmkrezgg1.jpeg?width=1080&format=pjpg&auto=webp&s=c2cee23c6e5a08d627dd3487897ba2ad13204db1

RookieMistake101

Like 1.25% is fairly standard for an account of that size. Sounds like he gave you basically 4 years of no fees. Well no fees payable to the advisor, that $40 was probably a custody fee. Lots of firms are shifting away from a non discretionary, brokerage set up to a discretionary advisory structure. I’m guessing that’s what happened, you would have needed to sign something. All that being said, if you don’t know this, it means you haven’t been in regular contact with the FA and that’s a huge problem. You may be able to get those fees back. If you care enough to try.

Any-Love-6016

Not FA the last week or so has been strange so anything could happen...lol

AllCapNoBrake

Most of you are not short IBIT/BTC down to 58k gang, and it shows: https://preview.redd.it/1g1zbgqjkwgg1.png?width=1077&format=png&auto=webp&s=3803eef976a538a05453a4038be487d590594736 (The 2 middle lines/zones) were drawn last year and show the fib retracements from the local move, the fib retracements from 2021 and the fib retracements since 2017 (was hard to squeeze the chart and get accurate measurement) BTC requires a HUGE print of M2 (not happening until AT LEAST after Faucci leaves) to move up and a positive sentiment/narrative. Head on over to r/Bitcoin and tell me how their sentiment is going (I can't, I was just banned from there again this morning for checking in on them). They were hoping for DJT to get an SBR signed into law (which he could not care less about) and put into place a crap ton of Crypto shitcoiners through his cabinet, none of which care about BTC. They care about stablecoins and CBDC's only. FA.

Fun_Mind1494

TA > FA. Stocks that are breaking out from bases at least 1Y long. $XLE and related energy stocks look good. As do banks like $JPM and $BAC. I prefer emerging markets though like $EEM, $VALE and $CIB, as well as $BABA. I'm intentionally underinvested in U.S. equities. Commodities also look good, from nickel to lithium to copper to gold and silver to rare earth minerals.

rbraalih

First world stocks and currencies FAFO where FA means elécting 🌮

OrangeGT3


AngeloC1986

Usually total pieces of shit. Gambling - not FA

spsteve

No, his term is up later this year (May).. Trump's just naming his new guy now.. doesn't mean sweet FA.

aoteoroa

Not sure what's going to happen this time...but in Trumps first term he slapped a 292% tariff on Canadian built jets because it was competing with Boeing's 737.  Canada was near making a deal to buy the FA-18 super hornets that are also made by Boeing and Canada scrapped the deal immediately.   Canada was in track to buy F-35s...since Donald Trump's second term chaos it's very possible that deal will be scrapped too and Canada will buy the minimum number of F-35s they have committed to, and fill the rest of their fleet with European jets.

johnnyshots22

Did a 1 for 28 reverse split Jan 26. Micro float now of only 535,000 shares.  Continued advancement of their Gri-0621 for severe fibrosis lung diseases.  Further development of their  Gri-0803 for autoimmune diseases Patent Protection - secured patent protection from the USPTO which strengthens their portfolio. Micro floats have been running with volume lately. As always not FA. Always do your own DD.  Best of luck and positive vibes from Johnnyshots always 👊

johnnyshots22

I shit the bed with my AKAN call yesterday. Calling DEVS now at 1.28 to make up for losses on AKAN .Not FA . Due your own DD or blame me later in the week if doesn't move green.

Alexander_HamilDong

Its not odd in any possible way for an FA to request account statements to complete a financial/portfolio analysis. 

DistributionBroad173

an FA from work? What the heck? Doesn't that mean your husband works at a financial institution of some sort? Very odd.

CornerOne238

Depends. When I met with FA from Chase, he asked me for brokerage statements, sent through a secure encrypted JP Morgan message system, so he could analyze them. It is a reputable institution and I felt safe doing it. Would it be just "a friend" who asked me to send them through random email system, I wouldn't have done it.

ThouOne

Big boys upgrading their PTs after loading up, they’re not gonna let it miss again. Not FA.

toydan

smci FA

johnnyshots22

AKAN will pop this week. Get in early. Not FA. Good luck on your tickers of choice.

The_2nd_Coming

Holy fuck. This is literally dreamland. You have $30m+ in your early 30s. Realistically if you play it smart you never have to do any work you don't want again. 1. I would sell 2/3 and diversify. What sort of asset allocation would provide you with a comfortable income and will survive any scenarios of market crashes? The 1/3 can still be your trading capital. Keep it completely separate and never commingle it. Make it systematically difficult (i.e. different platforms, 2FA with hard to access device) to access the 2/3. 2. WTAF. How is this even a question. Fucking quit your job TODAY. Get a personal trainer with nutritionist. Get into shape. Then travel the world. Learn how to make friends and how to attract hot girls you like. Don't tell people you meet about your money. Just explore the world, women and have fun. 3. You don't feel done because you haven't achieved anything other than career and money. There is a hell of a lot more to life than that. Well you are in luck because you have all the freedom in the world and the rest of your life to experience the rest. Well done. You have completed money.

hv876

I am not your FA, but I’ve been scaling into Gold and Silver.

AllCapNoBrake

BTCXAU (BTC vs Gold) has broken through all retest levels since 2017. They about to be WAY UP or DOWN once it crosses 16.000 My FA? IBIT PUTS! Thank you for your attention in this matter. https://preview.redd.it/gcamnvjoeifg1.png?width=1016&format=png&auto=webp&s=33bbe9714d095e6f9a587f5847c9e054e0f14a18

GamerGuyAlly

I think its worth discussion. American's will not believe this, but you have to look at the facts. Some big European pension funds are selling, the retail investors have not only started moving funds out of the US but are boycotting the actual products. Trump is strangling the US economy. There's threats of the EU pulling the nuclear finance bomb on the US if they continue to threaten the EU and NATO. That's before you get into the fact that the entire of the US stock is propped up by an AI bubble. If you want any indicator of how strong the anti-US sentiment is right now, just look at the German FA tabling the idea of boycott the World Cup. I can't stress enough that Europeans boycotting a world cup would take a LOT to even discuss. I'm not suggesting people en masse dump US stock tomorrow. But I think we're way past the point of laughing off the idea that its a riskier proposition than its ever been. Just put it all in the S&P and it will definitely go up over X amount of years I think is about to stop being true. If the US follow the trajectory they are on, they will lose all the things that allows the S&P to be so strong. Attacking your allies is a monumentally idiotic idea. If you attack your allies, what do you think your enemies are doing. Then we also have to factor they're a bad day away from a civil war, another ICE shooting today. How many deaths before they fight back? The US is too risky for me, I moved to the EU/UK a while ago. Ethically I also think its the right thing to do, I don't want my money funding the US.

johnnyshots22

I hate Chinese stocks but I think JEM might be one to keep an eye on. Have until April15 to meet the $1 Nasdaq compliance. And we all know how they love to pump their stocks in this scenario. If you buy and it pumps, make sure to take profits as they are famous for rugpulls. Not FA. Due your own DD Good luck to all best of all on all your tickers of choice.

Wireless_Helpplz

There is a solid chance here given the weight of evidence in both TA and FA that ASPI is about to take off on its next leg up

RipperX4

going by your posts you should leave the FA to professionals as well.

JustJustinInTime

I have multiple family members who refuse to see that paying an FA to buy and move around a bunch of stocks that basically end up tracking the SP500 and yield the same is not worth it financially.

Kemilio

If you don’t laugh, you’ll go nuts. Just play the TACO odds and enjoy, it’s FA at this point.

johnnyshots22

No not over. Only the beginning. More PR and good news expected this week. This is just paper hands panic selling. This is a real stock not a pump and dump.Not FA. Due your own DD. Just my honest opinion.

RamBamBooey

I'm buying shorts with a 6 month window. Last year was FA. If FO still exists, it will happen this year

DorianSoundscapes

Super reassuring. I guess we FA and now it’s time FO.

Ok-Thought-9960

I read an article yesterday from some big bank saying they put FA for tsla on the back burner.... like aren't you guys fiduciaries dont you have to care about that shit. To me that was top indicator if I have ever seen one 

Ok-Thought-9960

Yeah I was gonna say. This shit has been horrible to try and navigate any TA or FA is honestly a waste of time. U find any edge and its gone because of a something said during a meeting about milk. Like anything and everything cam fuck with the market because of that asshole. 

DeeDee_Z

As I phased into retirement, my FA and I started "redistributing" (not really rebalancing) my assets from Few to Many, such that I now have **separate** funds for Large Cap Growth, Large Cap Value, Mid Cap G & V, international Developed Markets, international Small/MidCap, still have some Emerging Markets, one EAFE, a few bond/fixed-income funds of different types (corporate, govt, hi-yield), and so forth. So, for my 3- or 6-month allowance, it's pretty easy to sell **ONLY** the sector that has outperformed / is overweight, and NOT sell anything else. It's also a pretty painless way to keep your Asset Allocation balanced, even though that's not the primary goal.

AllCapNoBrake

Too bad you didn't do it back on 10/2 w/ me (and anyone else that took my FA).

Guy_PCS

Not for your benefit except your FA, time to find another fiduciary.

kwest84

Funny you would say that; I've been migrating my Gmail and Google Drive to Proton Mail and Proton Drive. And I already switched to Linux on my laptop. I'm in the process of moving my 2FA from Authy to Aegis as well. It's already happening; we're leaving American tech.

zxc123zxc123

>OpenAI implementing ads in ChatGPT- Finally time for Puts on GOOG/GOOGL >>OpenAI requiring verified email log in and 2FA to use ChatGPT- Finally time for Puts on GOOG/GOOGL >>>OpenAI requiring verified email log in and 2FA to use ChatGPT with ads unless you pay $20/month- Finally time for Puts on GOOG/GOOGL >>>>OpenAI requiring verified email log in and 2FA to use ChatGPT with ads unless you pay $35/month- Finally time for Puts on GOOG/GOOGL >>>>>OpenAI requiring verified email log in and 2FA to use ChatGPT with ads unless you pay $35/month and only works via APP and not web-browser- Finally time for Puts on GOOG/GOOGL >>>>>OpenAI requiring verified email log in and 2FA to use ChatGPT with ads unless you pay $35/month and only works via APP and not web-browser unless you run it on your own processing power but they still keep all your data- Finally time for Puts on GOOG/GOOGL I only wish OP had told me this earlier and I would have personally sold those GOOG $200 puts to them.

johnnyshots22

I also think this one will explode soon just a matter of when not if . Good entry i think. Not FA.

Sharp_Willingness230

i'm a serious doubter that a buyout will come on a blinded trial, based on the very basic results we have been fed over the course of the trial. yes, it has a near can't fail rate at this point but there's still the FDA approvals and actual FA results that companies would want to see to make informed buyout offers.

2016KiaRio

This would have been a mini reversal of Liberation Day. FA uncertainty is only good for defense stocks.

johnnyshots22

Resistance at $1. Once this breaks , it flies imo. Not FA

TheLongestLake

So worst case scenario they lost 180M? How much would a one time cost of 180M even hurt the stock? But still very interesting ha. Seems very easy to prevent with 2FA or just tying points to a particular flyer

Raliga

Why wouldn't them adding 2FA fix that issue and render the whole thesis moot?

Any-Love-6016

But not FA of course

PK-MT

For me, and this gets completely shot down in all sub-Reddits, I have about 80% in securities and I would guess about 80% is in individual companies. I think, if you are going to go this route, then a FA is required unless you are unemployed and able to break down corporate financials. I am not either of those. They have the resources and backroom doing the deep dives. I own a number of companies I would have never, and I mean never picked myself, Cummins Diesel? Not a chance, but it's up 143% since they bought it on my behalf.. That portfolio has 14 separate shares and few ETFs targeting other sectors. There are just so many companies, of course there is the big 7, but after that, it's kind of a crapshoot.

Phortoes

My FB that I had snce 2007 was suspended in Feb-25 due to an Instagram account I don't know being linked to my FB by a hacker in Vietnam and violating community rules or something like that. Their system didn't do 2FA as I should have got a text with authentication codes for a new login. Their AI didn't recognise my phone that I'd always used to access FB or my laptop nor all my credentials that I downloaded from my profile to reset my account. I hope they're not successful with their AI as can't imagine Meta being awarded a contract for important stuff using their rubbish AI. So arrogant they aren't bothered to stop and review complaints.

zrsyyl

This looks super slick man. Automating DD is honestly something I’ve dreamed about since I started trading. It’s just such a time sink digging into balance sheets and 10-Qs every time you find a ticker that looks promising. The last few months I’ve been trying to streamline my own process and noticed once I started using AskEd⁤gar, pulling together the fundamentals and SEC data became way less painful. It kinda made me realize how much of my “analysis time” was just searching for consistent info. I’m curious how Lazy⁤FA handles less common metrics or custom data points like EV/EBITDA or debt ratios over multiple years. Like, does it chart those trends or just dump the raw data? Either way, this could be huge for anyone doing serious value or long-term investing, especially if it integrates cleanly with stuff we already use for tracking positions. Mad props for actually building it out instead of just talking about it.

Rynory79

So you think I should buy some? Sounds good thanks for the FA, I’m buying some now.

derprondo

License plate said `FA DRTR` and it had dice in the mirror.

Revfunky

I do use TradingView for day trading and swing trading which I use the TPS system taught to me by Nate Bear. I use Yahoo Finance, Earnings Whispers, FinViz. I learned FA and now tend to ignore it. I also subscribe to financial newsletters and attend a couple financial conferences ( Vancouver in July is the next one) a year. At a certain point I had more money than time and it was easier to pay someone else to do the research. More important than the picks are having a strategy. I can give out picks for days but when to sell is usually the hardest question for investors to answer. Without a strategy you are left in the lurch.

slow_news_day

That’s assuming this admin is in total control. He already almost lost control when the bond market spiked during tariffs 1.0. Not saying it’ll happen, but if he FA long enough, odds are everyone else will FO.

RatherBeRoadtripn

Hi I'm new to SGOV, and if I understand it correctly then from what you've said above, I want to just buy an outright SGOV, I do not want to buy an ETF SGOV correct? I didn't know government bonds were ETFs... I'll keep learning!! I have bonds incl Muni ETF out of brokerage. I don't understand them at all because I inherited them and per FA who says to do nothing, But let them sit there for now doing their thing, while at the same time urging me to invest in stocks. I do understand about the interest rate increasing has an adverse effect on bonds, and that the decreasing interest rates generally speaking, increases the bond price, Because the lower interest rate on new bonds makes older bonds with higher fixed rates more attractive than newer issued bonds if I understand all of that? Because the newer bonds have the new lower interest rates which is why the older bonds are in more demand and increase their market price. I think I just repeated myself! Of course the value of my bonds seems to be decreasing so...

judge_mercer

Our FA finally put us into PLTR, so we must be nearing a peak. https://preview.redd.it/rl9bo3nqeybg1.jpeg?width=1450&format=pjpg&auto=webp&s=1ef434e578d537d0bb2e45de3608a8e524e1826d

15Sierra

Had a call with my FA today, he wants to add some AMD into my Roth. Currently hold NVDA, RTX, and NOC as well. His 24mo PT for NOC is just shy of $700 FWIW.

Useful-Regular9992

This is a tough situation. The biggest risk with a Custodial Roth IRA is that the Custodian has full legal control until the minor turns 18 or 21. If you don't trust the father, **do not** let him be the custodian. You can absolutely be the custodian yourself as an aunt/uncle/partner’s relative at brokerages like Fidelity or Schwab. The 'Guardian' role in the bank's eyes doesn't always have to be the 'Legal Guardian' in a court of law. Just ensure that the daughter's email and phone are the ones linked for 2FA, so the father can’t reset the password if he gets a hold of her device.

10xwannabe

Investing is as simple as tying your shoe laces. I've read countless books over nearly 20 years, read peer review articles, and been on bogleheads website for 10+ years (best website for finance). Here is what investing comes down to: 1. Save as much as you can so you can invest as you can. 2. Asset allocation is king. 3. Active management is a losers game. 4. Fees, taxes, and inflation eat into long term returns. 5. Stay the course so you don't mess up your long term plan. This thread hits on no. 5. I can't tell you HOW MANY TIMES I see threads talking about how "this time is different". "Oh VZ attacked this time is different" is them most recent. Last couple years it is the political leanings showing through "Trump this or that". The older I get the more I believe Dr. Bernstein (author) saying most folks SHOULD have FA to prevent themselves from messing everything up.

ForeverInTheSun82647

Fidelity brokerage account in SPAXX or FZFXX pays the same 3.7 and you don’t have a FA taking 1 percent of it annually in fee. I’m highly against a CD as the money is locked up for the time duration. If it were me, I’d dump the cash into the broker account. Collect the interest on the money market. While that is happening, learn/read about investing. Maybe put some cash into the market. Your short and long term goals will define your strategy.

LiquidSquids

Typically BO occurs after results. Results were expected in Dec. Company had promised FA was likely in Dec. Company provided update that we are actually a ways away from trial completion. (80 events) 60 events Dec 2024, 72 events Dec 2025, 1/month. Once you understand the trial timeline and typical outlook for CR2 AML patients you start to realize it's probably lasting longer for a reason and that is their drug is working very well. Big Pharma can put this timeline together too. Big Pharma can typically only convince their board of say a 300% premium on stock price for a BO. If they're willing to take a risk on this timeline math (technically anything could happen bc the trial is still blinded but they know it's a likely success) they could extend a BO offer before trial completion (expected in August at earliest.) If the company has a concrete buyout offer that's say way more than 300% premium at current value, the powers that b COULD leak some info to the market makers and walk the stock price up to a buyout offer worthy price at any time.

Maalic

Overnight increases in value and decreasing during the market is a known broad market action. There's a paper found out of SDSU that cited it among others. I researched it enough to try to put live $ into. Buy at close, sell at open. The algo we used to pick the stocks did t work and my firm (yes, I work in the industry as an FA) shut me down for day trading. I still think there is something there, though. I found an old video of a hedge fund guy talking about it on cable TV awhile back. So what you're seeing is not just NVDA. And from that experience I also believe that day trading doesn't work over time. Momentum over previous days and holding till things changes works better, imho.

enigmas59

European Defence Stocks are priced in largely. I have concerns that their prices are largely based on the presumption of future contracts, but thus far the firm contracts placed are nowhere near the commitments by nations. Therefore, I see a risk that on the conclusion of the Russian/Ukraine war some spending commitments are dialled back. You can see this in how European defence stocks drop everytime a ceasefire comes close. I think there may be some value in picking the right stocks after a post-war drop, and some uplift in defence spending will be maintained. Atm I have a couple of US defence stocks. I placed 8% of my port into HII this time last year on the basis of an overblown reaction to earnings and Trump pivoting to China where the USN is the primary combat arm. However I think it's verging on overpriced now. NOC has been slept on a little. I bought last summer when there was speculation over B2 strikes in Iran, which did happen. I like the fact they have a few catalysts coming up (B2 order increase, Sentinel contract restructuring, FA/XX). Some space involvement too. I have LMT and RTX on the watchlist, maybe if another shutdown happens end of the month. I'm sure 10 people will mention ONDS. I like and I've been in and out of the stock, but I expect dilution this year. Will buy in if it dips to $7.

Glam34

clearly we are back in the FA phase

Happy_Discussion_536

>One day we might just run all of the Americas u/ThatChrisGuy7 The goal is not to "run" the western hemisphere. It's to make sure no one here exclusively trades oil and allies with the Russian axis. If Maduro hadn't FA, he wouldn't have FO.

tallerdetecnologia

Hello everyone. I am currently working on the development of a new cryptocurrency project completely independently and with a lot of motivation, but I want to be honest and transparent: I do not have the financial resources needed to cover the initial technical and operational costs required to get this project off the ground. For this reason, I am reaching out to the community with humility to ask for voluntary support. Any contribution, even a very small fraction of ETH, can make a meaningful difference and help me continue moving forward. My goal is to raise the equivalent of $50 USD in ETH, which will be used solely to take the first concrete steps of the project on the network. I sincerely appreciate anyone who can contribute or help by sharing this message. Wallet address: 0xE451Cb1FA187680c3C8a8E122f6FA00b1dEf1172 Network: BASE Thank you for your time, your support, and for believing in decentralized innovation. 🙏

Revfunky

Don’t get me wrong, I cut my teeth on fundamentals. FA answers the “why”to buy a stock. I started with dividends and finding ten-baggers. Spending your days obsessing over fundamentals is not the path to better returns. I say that as someone who understands FA. Balance sheets, income statements, operating leverage. I understand how sausage is made. Barry Ritholz’s new book “How not to invest” explored what value means to investors. Barry writes, “Valuation cycles are driven primarily by psychology.” “Starting out with investor indifference and ending with investor overenthusiasm.” The bottom line is, “Cheap stocks are not always good buys, and pricey stocks don’t always disappoint.” “The major determinant of stock price returns isn’t growth in corporate profits,” Barry writes, “but rather changes in price / earnings multiples.” And he breaks down earnings growth by decade since the middle of the 20th century to prove it. The 1950s, for example, saw earnings per share (EPS) growth of 3.9% per year. But the index of stocks rose 13.6% per year. During the 1960s, EPS rose 5.5%, but stocks rallied only 5% per year. In the ’70s, EPS skyrocketed to 9.9%, but stocks barely gained 1.6%. During the 1980s, EPS rose 4.4% but gains were over 12%. In the ’90s, you saw 7.7% EPS growth while stocks returned 15% annually. During the 2000s, you saw 4% EPS gains per year but a NEGATIVE 3.8% return in the indexes. Stocks actually fell that decade. They focus too much on the denominator of the price-to-earnings (P/E) ratio. It is the price that pays. I hope that offers some nourishment.

Jolly-Parfait-7696

34% with a 1.5% fee to my FA, as everyone should have instead of trying to prove something to themselves.

Acceptable-Jacket567

Fire the shill FA

Euphoric_Box_3451

I’m looking to add to my SLS position. Going to buy more shares. Personally it looks good. Shorts are drowning trying to keep it down. I think 7-15$ pre buyout. Not FA

Michael_J_Scarn

You have lots of options. You should probably consult your FA (Footwear Advisor).

Expert-Beat-3598

You may be right depending on the year. This year my gains are over $200K and I have only a $4K taxable realized gain. My bonds are in IRA and my entire taxable brokerage account is VT. If I scale this up, it was always be a very small % of my assets to not care about. I hire a FA hourly every now and again for a health check and/or if I have a specific transaction I don’t want to screw up. That is $$ well spent. Simple accumulation though in my eyes is simple whether it’s $10K or $10M.

EnvironmentalEnd7062

I like the thought but probably further away than we think especially in cities. There’s lots of FA guidelines and restrictions that are hard to clear. I think Amazon is a good play and I would look up what companies manufacture drones or even main components for drones.

siamonsez

The terminology around investing is clear as mud, a word will have a very different meaning depending on context. Growth, for example, can refer to the proportion of equities to less volatile asset classes when referring to a portfolio or allocation. Anything over like 70% equities would be considered a growth allocation, so 100% schd would be a growth portfolio and so would 100% nvda or 100% vt. Growth can also refer to the opposite of value when classifying equities, where the grpwth/value scale refers to the current price relative to the current value of the stock. A growth stock is one that's trading above what it's currently worth. Colloquially people might use growth to mean "not dividend focused" but that's technically inaccurate. No dividend focus would be a neutral position, so any broad equities allocation, but a growth fund like schg is focused on the subset of the market that's classified as growth. If you tell a FA you want to focus on growth they'll assume you mean more exposure to equities and since that would be the default anyway after talking about your savings goals and timeline they'd take it to mean you want a greater exposure to equities relative to what's appropriate for your goals. When you see a comment that at your age you should focus on growth it's based on the assumption you're talking about retirement savings and therfore havd a very long timeline, and in that context a dividend focus is pointless since reinvesting dividends is the same as if there was no dividend. Focus on growth doesn't mean a growth fund, it means do what's most likely to lead to a worthwhile return over that timeline. Since a neutral position in the weighting of equities is more predictable it's more likely to lead to a worthwhile return in the long run. Any bias widens the range of outcomes so there potential for a higher return, but also a higher likelihood of a lower return.

Background_Body9058

Smart people cut loses at 30%, real traders like OP cut there’s at 95%.. go big or go home. Certified method from Warren Buffet. FA

Any-Love-6016

Not now ..but could be wrong not FA and do your own DD...

AngusMeatStick

I'm not an accountant or a FA, but I would sell enough to offset the 50k and no more, because I don't think you can refund more than 1500/3000 of regular income based on capital losses. Then you would conceivably owe 0 in capital gains tax.

Better_Passage2581

I'm an FA and we don't do any of this.

johnnyshots22

You're not too late man. This is only the beginning. Not FA but watch if you don't buy.

PTTCollin

I mean I think it's technically like 1.2% or something but it's still ridiculous for what it is. But the direct answer is "a friend who's trying to become an FA with Edward Jones".

PTTCollin

I mean that's one year at 1.5% FA fees. Feels like all of the services people have talked about can be bought at a high quality for less than that

CostCompetitive3597

Diablo is obviously a FA trying to defend their poor advice, even criminal at times. That has been my experience with every one of them. Client be ware!

Remarkable-Grade-108

Let me guess your FA works for JPM