INDEX
S&P 500 EQUAL WEIGHT NO LOAD SHARES
Mentions (24Hr)
-100.00% Today
Reddit Posts
$AYA needs $11.25 to make the S&P/TSX index. All MAJOR institutions have to buy AYA on inclusion. Full note from Desjardins (one of Canada’s largest banks)
Need help with 401k - Why am I allowed to choose investments
Can I invest "separately" from within my Vanguard account for child's college?
PEA (plan epargne action) index funds SNP 500 + WORLD INDEX FUND FRANCE
On Fire: Top Artificial Intelligence Penny Stocks
Keep Wealthfront allocation or move to 3 fund portfolio?
My employer just started offering a 401k. Which find should I invest in as a 45y old
24 year old with a new IRA. Hand tailored by CFP. I don’t know hardly anything but shouldn’t an IRA consist of more than 4 stocks an index fund and a ETF
What’s The Chance That INDEX Will Hit 5 Cents
Can someone explain how to determine the coupon rate of an Interest linked obligation with my real example
Gold as a hedge and why you should and also should not use it.
Majority of global stocks under perform treasuries. 2.4% of firms account for all of the $US 75.7 trillion in net global stock market wealth creation from 1990 to December 2020.
How do I breakdown the flaws with Structured Variable Annuities to my spouse?
Dow Jones index , Futures, Trade Ideas 03/31/23
The Consumer Price Index for All Urban Consumers (CPI-U) rose 0.5 percent in January on a seasonally adjusted basis
Federal Reserve Releasing their Fed Funds Rate Decision on 2PM, Wednesday, 02/01/2023
Trying to figure out the google sheets formula I need for current and past prices of AVALANCHE AVAX crypto
Where do you guys allocate your retirement contributions? And how bad are mine?
Latest from Nomura/McElligott on Flows -> Macro/Micro, Broad exposures, CTAs, Vol & Skew
Nomura/McElligott Cross Asset Vol Note - From Macro to Micro, Inconvenient Truths Ahead (CTA, Vol/Skew) Jan13th
NDX options - supposed expiration price not the same as the actual index
Who here likes to drive a convertible? DD on everything from FTDs to the 2008 crash to AMC and APE coin
What does everyone think of this historical $SPY chart on the log scale?
USA Consumer Price Index for June 2022 year-on-year is 9.1%
WITH POWELL'S TESTIMONY BEHIND US, THIS IS WHAT WE HAVE COMING UP (PREDICTIVE ANALYSIS & SOFT GUIDANCE)
Mexico's Housing Market is on the brink of collapse. Is Big Oil holding the bag?
Month of May CPI data as per Bureau of labor statistics. What do you think about the data.
DOLLAR INDEX. It still has some buying interest. A close below the trend line this month may trigger sell alert
I wanted to make a Long Bets prediction but it cost $50 and I need that for YOLO calls on Monday
$NDX Nasdaq INDEX is displaying interesting positive divergences on daily MACD.
MMTH: The easiest way to determine when the market is near the bottom
USD Inflation rose an additional 0.3% in the month of April (according to newly released CPI Report)
USD Inflation rose an additional 0.3% in the month of April (according to newly released CPI Report)
Petition against FINRA attempting to regular leveraged + inverse funds + TONS more!!!
Wall Street Journal doesn't understand the concept of Beta
What would you suggest would be a good Aerospace & Defense ETF?
I could use a little guidance with a mutual fund changeover.
Could use some advice for switching mutual funds.
It is Valentine’s Day, Ukraine war cancelled. Russia pulls out military
Who is losing money when triple leverage ETFs go up?
Mentions
And put the money in an S&P 500 INDEX fund with reinvested dividends (like FXAIX, or the etf VOO).
my accountant after seeing my portfolio: WHY CAN'T YOU JUST INVEST IN INDEX FUNDS?? me, locking in options as he speaks: https://i.imgur.com/En3yt23.png
https://preview.redd.it/j6gguw67y71g1.jpeg?width=1290&format=pjpg&auto=webp&s=e208ddaa000ea431c962a89e9cd692eac18b4244 FEAR AND GREED INDEX KEEPS DROPPING!!!
TL;DR Future 401k plan: 70% VINIX VANGUARD INST INDEX 20% PNAIX TRP ALL-CAP OPPS - I 10% FIKHX Thoughts? Hi everyone, I'm 22, graduated in May, with my first job making 62k a year. I started my 401k through T. Rowe Price a couple months ago. I want a lot of growth with some risk while I'm young and from my understanding this will accomplish that. Since I started I have just been putting everything into my TRP targeted retirement fund for 2065 (RO9). I'm new to investing but I love learning about it. Please let me know what you think about this. Is this a good setup? Should I keep some in the target fund? Do I do any international or anything else. I'm open to all feedback.
FEAR and GREED INDEX IS 23-EXTREME FEAR!!! the more FUD the more VIX gonna rocket
It's an INDEX with 500 CONSTITUENTS The failure to understand this is the most striking retardation indicator on this sub
any equal weight INDEX REQUIRES the fund to DAILY rebalance their share count to maintain the equal weight requirement. It will incur HIGH trading costs which will measurably lower Net Returns.
FEAR & GREED INDEX FALLS TO 14, LOWEST SINCE APRIL 2025. “Extreme Fear” with the S&P 500 up +38% since April 7th. Textbook bull market activity.
LET ME REPEAT THIS ITS AN INDEX FUND THAT TRACKS THE BRAZILIAN STOCK EXCHANGE. jfc
Stick with the INDEX and go back to sleep for 50 years. You are guaranteed to lose if you keep trying to game it.
bought spy puts! DIVE SPY DIVE! KILL YOURSELF YOU STUPID INDEX!
S. KOREA'S KOSPI INDEX DROPS 4% AMID GLOBAL AI VALUATION FEARS these fucking rhetorics about valuations change
“*S. KOREA'S KOSPI INDEX DROPS 4% AMID GLOBAL AI VALUATION FEARS” It is, in fact, happening
🤦🏻♂️ So much misinformation and misinterpretation of actual facts. Hedge funds underperform THE INDEX. What is the index composed of? Stocks. If they could time the market, why wouldn’t they? Are you listening to yourself? I own stocks because I buy pieces of businesses. I don’t trade pieces of paper. But hey, go ahead and try to time the market. Let’s see how it goes for you. I tell you again; if you could time the market, you’d be a billionaire. It’s that simple.
everyone wants to predict the next crash and they point out something like "LOOK THE GOBBELDYGOO INDEX IS AT 9.57!!!"
TOP IS IN GREEDY INDEX TO THE MOON AAAA \-Schizo
OPEN is a meme stock. If we go in a recession, then OPEN will be one of the first stocks that tank hard. Big Money will go cash or buy MAG6/ETF/INDEX/GOLD.
These are good options. Target date funds are totally fine. The only downsides are that a) the expense ratios are a little higher than pure index trackers (although still typically not egregious) and b) they mix asset classes and so have returned a bit less over the last 15 years than the large cap US index that people typically use as a benchmark (i.e., the S&P 500). That latter point is not actually a problem. A fund with multiple asset classes is always going to underperform the best performing asset class. In the last 15 years, that's been large cap American stocks. Going forward, who knows. Look at the expense ratios of each fund. Filter out anything that's too expensive, or too exotic (e.g., there's no reason to hold a junk bond fund in a 401k). You'll want some international exposure. Note that some funds with "international" in the name, like FID INTL INDEX, are only developed markets, so exclude China, Brazil and so on, which may not be ideal. You would need to add an "emerging markets" fund to get access to those. You may want bond funds too depending on your age. Personally, I'd go with something like 40% FID 500 INDEX, 40% FID INTL INDEX, 20% DFA EMERGING MKTS if you're youngish and can stomach some volatility.
If you bought SPY like people said you'd be up 33% on an INDEX FUND in 6 months
*US SEPT. DALLAS FED MANUFACTURING INDEX -8.7; EST. -1.0 The collapse is happening in front of our very eyes and nobody does absolutely anything to do something against it
The answer I think he is saying he buys a deep ITM INDEX call option and sells a OTM call option. Whatever happens at expiration the position resolves to cash because it is an index option.
Sure. Then there is this......guess I'm regarded. # Top Mutual Fund Holders |Holder|Shares|Date Reported|% Out|Value| |:-|:-|:-|:-|:-| |VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund|22.82M|Apr 30, 2025|3.10%|245,701,056| |VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund|19.83M|Jun 30, 2025|2.69%|213,471,550| |T. Rowe Price Small-Cap Value Fund, Inc.|11.1M|Jun 30, 2025|1.51%|119,538,783| |VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund|10.25M|Jun 30, 2025|1.39%|110,354,429| |VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund|7.57M|Jun 30, 2025|1.03%|81,490,320| |\-Price (T.Rowe) U.S. Small-Cap Value Equity Trust|6.49M|Jun 30, 2025|0.88%|69,911,001| |SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF|5.39M|May 31, 2025|0.73%|58,073,355| |VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund|4.22M|Jun 30, 2025|0.57%|45,461,349| |VANGUARD FIXED INCOME SECURITIES Fd.S-Vanguard Real Estate II Index Fd|3.95M|Apr 30, 2025|0.54%|42,477,787| |Fidelity Concord Street Trust-Fidelity Extended Market Index Fund|3.51M|Jul 31, 2025|0.48%|37,794,021|
So it looks like you have the options available to go either total market (US EQ ALL CAP), or S&P 500, our even some international (NON-US EQUITY INDEX).
US EQ ALL CAP BLEND, US EQ S&P 500 INDEX, US EQ SMID CAP BLEND, US EQ SMID CAP INDEX, NON-US EQUITY BLEND, NON-US EQUITY INDEX, then fixed date retirement funds.
Rsi for qqq AN INDEX is over 70 on like every time frame, completely natural
Hi everyone. I am new to finances and I have been trying to diversify by Roth IRA portfolio. I recently purchased $500 in VGT but this is what I have so far. What else should I invest in to diversify my portfolio? I’m also looking into VOO, OKLO, QQQ at some point. VFFVX VANGUARD TARGET RETIREMENT 2055 INVESTOR $13,914.93 VFIAX VANGUARD 500 INDEX ADMIRAL $8,419.39 VTSAX VANGUARD TOTAL STOCK MARKET INDEX ADMIRAL $8,682.77
He don't even use GOOGL, HE STILL USES THE LIBRARY INDEX
checked SPX options, they are trading now ? am i tripping ? GAHH DAYUUMM GOOD BYE NON-INDEX OPTIONS TRADERS RETARD not all market is closed, huh ?! (insert laughing spanish guy)
Target funds are usually just made of INDEX funds. Any index fund should track the "index" in a passive manner. So the question is WHAT is your target fund holdings and the % of each component. Large cap stocks has done exceptionally well for a LONG TIME. If you asked the same thing in 2000-2009 you would have been disappointed being all in Sp500. That would have given you a flat zero return for the decade. UNLIKELY, as you would have bailed at some point so worse then that. As Roger Gibson wrote in his book, "Asset Allocation" (paraphrased)... "The diversified investor will always be unhappy. He will always wish he owned more of the winners and less of the losers". That is the price you pay for diversification, i.e. not holding all your eggs in one basket.
25% s&p 500 like FXAIX, 25% total market INDEX, 12.5% QQQM which is the NASDAQ, 12.5% VGT, 12.5% IQM and 12.5% into dividend growth. I like DGRO. FDVV might be safer with its stake in utilities, which is a growing and in demand sector. You can reinvest the gains to grow your income or skim them off and use them to pay bills. This is a solid plan. If you want safer lean more towards dividends.
25% s&p 500 like FXAIX, 25% total market INDEX, 12.5% QQQM which is the NASDAQ, 12.5% VGT, 12.5% IQM and 12.5% into dividend growth. I like DGRO. FDVV might be safer with its stake in utilities, which is a growing and in demand sector. You can reinvest the gains to grow your income or skim them off and use them to pay bills. This is a solid plan. If you want safer lean more towards dividends.
It's hard to get many within 2-3 weeks, and this week obviously the market, particularly tech is not very confident. I just did my normal conservative run and got WMT, TEM, FUTU. I don't even know who any of those are. If I loosen %BE bid, and OTM Prob, I also pick up WULF, UBER, RIOT. I'm about to run to dinner. Wife challenged me to a romantic date at Elzar's. Therefore, I'm not exporting these and doing scrutiny on them. If I go out to 35 days, I get 33 hits. Went back and tightened things back to norm, I get 15 hits at 35 days. I had Claude transcribe this for you. **STRIKE PRICE:** less than 500 **14-DAY RELATIVE STRENGTH INDEX (RSI):** greater than 50% **5-DAY RELATIVE STRENGTH INDEX (RSI):** greater than 14-Day Relative Strength **5-DAY RELATIVE STRENGTH INDEX (RSI):** less than 95% **200-DAY EMA %CHANGE (SLOPE):** greater than 0% **DAYS TO EXPIRATION:** Range 1 to 35, Monthly Expirations and Weekly Expirations checked **% TO BREAK EVEN (BID):** less than -7% **IMPLIED VOLATILITY:** Range 15% to 95% **SECURITY TYPE:** Stock and ETF checked **OPTION VOLUME:** Range 350 to (blank) **OPTION OPEN INTEREST:** Range 550 to (blank) **OTM PROBABILITY:** is greater than 70% **MONEYNESS:** Range -40.00% to -1.00% **BID PRICE:** greater than 0.22 **DELTA:** Range 0.11 to 0.35
Assignment is ZERO concern when trading vertical credit spreads on an INDEX. People usually sell like 20 to 30 delta on the short leg. You can do any delta you gotta figure out what works for you and your overall strategy.
Are you trading options or shares ? Seems like your watching YouTube idiots tell you what to "invest in" and buying random stocks in the market.. that's a losing strategy. A winning strategy is this BuY the INDEX! Buy SpY Qqq ThOSe are the only 2 you need IN YOUR PORTFOLIO. EVERY PAYCHECK Buy spy Buy qqq. Don't buy at alltime high wait for a RED day when you see spy or qqq down 1% or more Buy it.. if it's down another 1% buy more Spy and qqq = guranteed money over a few years
in C2 enter =INDEX(GOOGLEFINANCE(A2, "close", B2, B2), 2, 2), then copy it it down. or, better, delete all the data in column C and enter this into C1: ={"PRICE";BYROW(A2:A, LAMBDA(r, IF(INDEX(A2:A, ROW(r) - ROW(A2) + 1) = "", "", IFERROR(INDEX(GOOGLEFINANCE(INDEX(A2:A, ROW(r) - ROW(A2) + 1), "close", INDEX(B2:B, ROW(r) - ROW(A2) + 1), INDEX(B2:B, ROW(r) - ROW(A2) + 1)), 2, 2), "N/A"))))}
The same thing that happened in 08 is now playing out (different but similar), and the Fed refuses to budge despite tariffs being DEFLATIONARY and housing now sliding into deflation. Unfortunately they use Case Shiller for 33% of CPI and Case Shiller is a LAGGING INDEX. I do not understand WHY they refuse to acknowledge real-time data like Zillow and Redfin re: housing, and they are both showing national prices now in decline. Combine a demand shock with a frozen / falling real estate market across most areas and you can see why we are hurtling towards a liquidity crisis and the return of 0% rates / QE.
>JAPAN CONSUMER CONFIDENCE INDEX JUL: 33.7 (EST 35.0; PREV 34.5) 2 more weak long bond auctions till collapse
Why is (index funds/ETFs/mutual funds), that tracks indexes like the (S&P 500 Index/FTSE GLOBAL ALL CAP INDEX) —> why is it better to invest in these assets VS “investing in INDIVIDUAL COMPANIES? —>Index investing: Markets are better at (adapting to changes in the long run). Geopolitical changes/domestic political changes/etc. Although, (index investing = does not achieve maximum capital appreciation in the “short term/mid term”). That would be associated for (individual companies). —>Individual companies: Most individual companies are capable of (adapting to changes in the SHORT TERM/70% are capable). Moderate amount of individual companies are capable of (adapting to changes in the MID TERM/50% are capable). Fewer amount of individual companies are capable of (adapting to changes in the LONG TERM/30% are capable). Only a few amount of individual companies are capable of (adapting to changes in the VERY LONG TERM/10% are capable). But, individual companies can be greatly associated with MAXIMIZING CAPITAL APPRECIATION. —>However, most (retail investors), are not going to be capable of “picking the right individual companies to invest in, and these will become good solid long term holds.” Most (retail investors), probably do not even think about the phrase — (an old industry dying, and being replaced by a new industry). —>Ex: ->Hundreds of years ago. The (WHALING INDUSTRY was a very lucrative industry to invest in). Whaling industry = hunting whales for: (1)blubber, to convert into oil/(2)meat/(3)etc. Whale hunting, to obtain (blubber — and then oil), was the main reason why the sport was so popular. Very lucrative industry. ->Then, there was the invention of (FORD MODEL T car). Lots of people bought this vehicle, because it was very affordable. More people owning vehicles = more demand for (oil + gas + diesel). To meet this demand, there was a new industry that was emerging. This would be the (oil refinery industry/Cheveron/Exxon Mobil/other popular individual companies). When the “oil refinery industry,” was well-fine tuned —> and oil became very abundant. It caused this to happen. The (WHALING INDUSTRY collapsed very quickly) and (OIL REFINERY INDUSTRY was the new winner). (OIL REFINERY INDUSTRY vs the ELECTRICITY INDUSTRY for vehicles). PS: (WHALING INDUSTRY) and (OIL REFINERY INDUSTRY) and (ELECTRICITY INDUSTRY for vehicles) — would all be classified as falling under the umbrella of the (ENERGY SECTOR). Over the many decades, no one thought about the aspect of: (1)ENERGY SECTOR losing its dominance, in terms of “capital appreciation growth”/and (2)TECHNOLOGY SECTOR gaining immense popularity, and becoming the most dominant in terms of “capital appreciation growth.”
The S&P 500 has increased 14% the last 3 months, so just investing in an index would have been more lucrative and saved you more time. Something like the Amundi S&P 500 Screened INDEX AE Acc would have yielded you 14.21% gains.
Open a 529 account on Fidelity or Vanguard and pick the PASSIVE INDEX fund for children born 2025. Not actively managed. Ideally this will be a large sum of fixed income assets in 18 years, and education is still a thing
What INDEX fund manager is gonna sit on his hands tomorrow and not buy? Does he wait and pay more? Tell me...
You are probably referring to the INDEX quarterly rebalance. Not the ETFs
You really suck at investing... Let me make it easy for you... IF you start with $500 and you make 2% per day every day you will have about $60,000 in profit at the end of the year. Keep that in mind allt of time you can make way more the 2% on a trade correct? Now get this what if you limit you loss to 2% and let your wins go for more then 2 % 10% even 20% Thats how option trading amd inveting should be done.. Stock trading is about holding assets that will appreciate over time... companies that actually will make money Don't pick 1 stock PIck an INDEX these index add and remove companies after they meet or fail to meet requirements. SpY - top 500 companies in usa VoO - same sp500 just managed by dif peeps QqQ - big tech stocks Every paycheck you get buy 1 of those or even partial of 1 of those and you will be rich in 10-20years put 20% in and forget it just live regular life and let the 20% add every paycheck robinhood has this feature... you make 1k a check put $200 in qqq or spy don't ever touch it. Force yourself to live like that 20% does not exist Keep plowing you cash into garbage and you will lose your hard earned money
I love that so many Redditors are waiting for the TSLA collapse but being in the mag 7 it's the same dweebs that are buying TSLA over and over and over with every ETF purchase, every INDEX purchase lmao
Those were some of the biggest swings. These are INDEX results btw, so SPY could be slightly bigger in each direction daily. 1-2% SPY swings intraday is amazing for traders if timed right.
“ONCE AGAIN OUR COUNTRY IS DOING VERY WELL. CPI OR AS SOME GUYS AND POSSIBLY “GALS” LIKE TO CALL IT “CONSUMER PRICE INDEX” CAME IN LOW LOW LOW! TARIFF MONEY IS FLOWING IN FROM “OTHER” COUNTRIES AND THE AVERAGE AMERICAN IS PAYING “LESS.” “LESS” SUCH A BEAUTIFUL WORD. IF “TOO LATE” POWELL WOULD LOWER RATES TO 1 OR 2% THIS COUNTRY WOULD BE ENTERING THR GOLDEN AGE EVEN FASTER. I NEVER LIKED “TOO LATE” POWELL EVEN WHEN I APPOINTED HIM THE FIRST TIME I THOUGHT HE WAS A “TOTAL” LOSER. LOWER RATES NOW, THE WHOLE WORLD IS WATCHING AND WILL REMEMBER! DONAKD J. TRUMP, PRESIDENT OF THE UNITED STATES OF AMERICA THANK YOU FOR YOUR ATTENTION TO THIS MATTER! Oh shit did I hit send too early?
This is so easy. It's asked like 10 times a month. PUT IT IN AN INDEX FUND AND DON'T TOUCH IT FOR 20 YEARS. And for God's sake, if you're invested in Bitcoin, sell most of it.
Put it all in SP 500 INDEX FUND FOR 30 YEARS AND FORGET ABOUT IT.
DDOG IN THE INDEX !! so why the eff did cvna, hood and app pump ?
RH has no reason to exist. They try to "gamify" investing and make it "exciting." The best, and by FAR, the most successful investing is absolutely boring. There are no "apps" of any sort. You simply setup automatic deposits and purchases of the target date INDEX OR total market index, then sleep for 50 years. That is ridiculously easy in the 401k because it's automatic already. Just pick ONE fund and be sure to max the account every year. Then be sure to max your own IRA every year too. A single fund is all you need. That's it. Age your age and income, all you have to do is sleep for 50 years. You will retire FAR richer than pretty much everyone else.
Ridiculously easy in your position. Max the 401k and IRA every year. Both Roth. Zero reason for 3 target date funds. Zero reason for TDF plus other funds. 100% belongs in a target date INDEX fund, or just the total market index if you can ignore it for 50 years.
Solid foundation with the S&P 500 For a 20-30 year timeline, I’d build a ‘barbell strategy’ using just three funds from your options: 1. SP 500 INDEX (50%)– Keeps your core large-cap exposure. 2. SP MID CAP IDX CL F (30%)– Mid-caps historically outperform long-term (+9.5% annualized vs. S&P’s 7.5% since 1992). This is your upside engine. 3. MGL SM CAP VAL INST (20%)– Small-cap value is the ultimate recession hedge (outperformed S&P by 18% during 2000-2002 and 2008 downturns*). Why this works: - Growth + Defense Mid-caps chase growth while small-cap value stabilizes volatility. - Automatic Rebalancing Your 401(k) contributions will naturally buy more of the underperforming assets over time (dollar-cost averaging on steroids). Pro tip: Set quarterly reminders to rebalance back to these ratios—it forces you to ‘buy low’ systematically. (Note: Avoid the ‘blue chip growth’ funds—they overlap heavily with your S&P 500 base and charge higher fees.)
|Ratios|| |:-|:-| |TOTAL PUT/CALL RATIO|0.97| |INDEX PUT/CALL RATIO|1.18|
That will be me - I am an Self-Employed Investment Manager | Fundamental Analysis | Portfolio Management | Valuation | Risk Management where: ● The family equities investment portfolio compounded at 10.98% CAGR VS 7.83% CAGR for the Vanguard Total World Stock Index Fund (VT) ETF for the time period from 15 February 2021 to 15 February 2025. ● Family investment portfolio Sharpe Ratio of 0.299, Sortino Ratio of 0.463 ● Weighted-Average Portfolio P/E: 22.1X and Family Portfolio Beta is 0.892 VS VT Beta of 1.000. ● Additional Risk-Adjusted Metrics since 2022: ROMAD(R/D) of 0.25 VS Vanguard Total World Stock Index Fund ETF (VT) since 2022: ROMAD(R/D) of 0.22. ● Family Portfolio Overall Financial Metrics: Average 5-Year ROIC Including Everything except REITs & INDEX ETF= 19.881% Average 5-Year ROIC for WCAFP Subset= 23.665% Average 5-Year ROA Including Everything except REITs & INDEX ETF= 12.561% Average 5-Year ROA for WCAFP Subset= 15.216% ● Portfolio Sector Weightage: Communication Services = 23.74% Financials = 20.03% Consumer Discretionary = 18.1% Consumer Staples = 15.78% Information Technology = 9.97% Healthcare = 6.29% Industrials = 2.03% Real Estate = 1.39% Energy = 1.08% Materials = 1.03% Utilities = 0.55% ● Portfolio Region Weightage: North America = 48.3% Asia Emerging = 38.84% Europe Developed = 7.09% Asia Developed = 3.95% Japan =1.82% ● I am currently managing a multiple hundred of thousands SGD investment portfolio (US & Hong Kong & India & Europe Equities, REITs) for my family. The investment portfolio has been designed and implemented with the Vanguard Total World Stock Index Fund ETF (VT) as the intended Benchmark since inception. ● Employing investment strategy of buying Wonderful Companies at Fair Prices (WCAFP) originated by Billionaire Charlie Munger which is similar to Terry Smith’s Quality Investing and GARP Investing. Minority of positions in the equity investment portfolio comprise of deep value stocks selected after due diligence. ● Remuneration signed agreement with my family largely based on Buffett Partnership Limited Remuneration Agreement
VOO is an INDEX ETF. You can get higher yield/interest by buying shares of SGOV. An alternative to a HYSA is buying SGOV ETF shares which has higher yield. SGOV buys only US 3-Month T-Bills so is as safe as US government. The advantage of the ETF over a raw 3-Month T-Bill is that the ETF is 100% liquid. You can buy or sell any time Wall Street is open for trading. SGOV has a current yield of 4.7% Since the income is from US Securities, it is exempt from State & Local Incomes taxes.
🦜 ⚠️ BREAKING: US PCE PRICE INDEX YOY ACTUAL 2.1% (FORECAST 2.2%, PREVIOUS 2.3%) $MACRO came in cool cut those rates jpow
For those wondering: US PRELIM Q1 GDP -0.2% (CONSENSUS -0.3%) **Estimate update, difference is immaterial** 1Q CONSUMER SPENDING +1.2% VS ADVANCE +1.8% **Higher percentage means people are buying more, which means companies are selling more. In this case, spending was less than expected.** 1Q PRELIM CHAIN-WEIGHTED PRICE INDEX +3.7% VS ADVANCE +3.7% **Positive percentage means prices are increasing, but this % is what was expected** 1Q PRELIM PURCHASES PRICE INDEX +3.3% VS ADVANCE +3.4 **Positive percentage means prices are increasing, but this % is what was expected** 1Q PRELIM CORE PCE PRICE INDEX +3.4% VS ADVANCE +3.5% **Positive percentage means prices are increasing, but this % is basically what was expected**
**BREAKING: CONFERENCE BOARD LEADING ECONOMIC INDEX DROPS BELOW COVID LOCKDOWN LEVELS AND APPROACHES 2008 LEVEL PERCENTAGE DECLINE** >https://pbs.twimg.com/media/GrY20QYXkAAleH4?format=jpg&name=900x900 >5/27 Durable Goods Orders MoM APR Est. -6.8% Consensus -8.0% Oh look the worst print since the 2008 great recession outside of covid. Funny how that works. ☠️🔥🔜
🔴 S&P 500 INDEX SPXUSD LIVE Trading chart- Best Forex Strategy #sp500 #s&p500 [https://youtube.com/live/gQOKfi\_1lSs?feature=share](https://youtube.com/live/gQOKfi_1lSs?feature=share)
🔴 S&P 500 INDEX SPXUSD LIVE Trading chart- Best Forex Strategy #sp500 #s&p500 [https://youtube.com/live/gQOKfi\_1lSs?feature=share](https://youtube.com/live/gQOKfi_1lSs?feature=share)
Quantify the actual change in value of the SP500 INDEX the day Tesla was added to the index. The sky is NOT falling.
> *US APRIL ISM SERVICES PMI RISES TO 51.6 FROM 50.8; EST. 50.2 > US ISM SERVICES PRICE INDEX CLIMBS TO HIGHEST SINCE JAN. 2023 Recession is never going occur.
Yes, both W2 employees, but DINK by mutual choice. The investments were primarily Growth INDEX ETFs funded by maximum allowed contributions. WRT the real estate holdings, we never sold any SFR (rental) until after I retired at age 70. We'd buy a house & live in it. After have a sufficient down payment, we'd buy another house to live in & make the old house a rental. We now have 9 SFR rentals & only 1 has a mortgage; but it is Cash Flow POSITIVE.
bers really out there grasping at straws >**"BUT WHAT IF SUPERCORE CPI EX HOMEBUILDER INDEX APR 2025 DATA COMES IN 0.2% HOT RELATIVE TO ANALYST YoY EXPECTATIONS"** 
>HSBC CUTS S&P 500 INDEX'S 2025 YEAR-END TARGET TO 5600 FROM 6700 Remember what Kamala could have gotten you. Land acknowledgments and SPY$700 was not a meme
> HSBC CUTS S&P 500 INDEX'S 2025 YEAR-END TARGET TO 1600 FROM 6700 so banks are seeing the forest for the trees.
>Why take your chance and select one company when you can get the entire bucket at a weighted average? This is now how that works. I think the correction needed is: >I’ve chased yields, I’ve traded options, sold covered calls and puts and the one strategy that has worked for me and helped me sleep well at night is... ~~INDEX INVESTING!~~ **Not managing my own money!** No shame in that either. It's not for everyone. >So when I see these posts about how futures are red, so we can predict how the market will perform tomorrow is crap. No, there's a very, very strong correlation between futures prices and index performance because they're the same thing. [In fact stocks overreact.](https://papers.ssrn.com/sol3/papers.cfm?abstract_id=2620955) So your position is backwards to historical reality. Honestly, not surprised.
CHIPOTLE GUAC INDEX HAS FORECASTED MORE TARIFFS... MORE BIGLY. 
Tesla doesn't follow no index. Tesla is THE INDEX! all will follow
U.S RICHMOND MANUFACTURING INDEX (APR) ACTUAL: -13 VS -4 PREVIOUS; EST -6 U.S RICHMOND MANUFACTURING SHIPMENTS (APR) ACTUAL: -17 VS -7 PREVIOUS U.S RICHMOND SERVICES INDEX (APR) ACTUAL: -7 VS -4 PREVIOUS EUROZONE CONSUMER CONFIDENCE (APR) ACTUAL: -16.7 VS -14.5 PREVIOUS; EST Is this bad? Seems bad.
this entire country is run by banks. the banks own the federal reserve. the federal reserve prints money and lends it to the government... when the fed wants... and the fed is run by former wall street employees who all have millions of dollars in JPM BAC WFC GS MS etc stocks in their portfolios bannon can talk about ending the fed because it sounds cool trump is a billionaire who would have 10x the money he has now if he invested his dads money in the SP500, instead he blew through most of it and bankrupted casinos (PLURAL) however... because of the way our country works... because the FED pushes up asset prices/ the real estate portfolio trump inherited from his daddy has gone up in value but, he still has debts, because he is bad with money. he still loves debt and wants more... because he is bad with money Trump wants lower rates more than anyone. And him and his cronies who taught him how to make TRUMP and MELANIA coin... are literally manipulating the market with tweets so they can get rich **WHAT DO YOU THINK JARED KUSHNER'S RECENT ROBINHOOD HISTORY LOOKS LIKE?** YOU THINK HES HOLDING INDEX FUNDS AND WAITING TO BUY THE DIP? OR CASHING OUT CALLS AT 2800% PROFIT?
US PHILADELPHIA FED BUSINESS INDEX ACTUAL -26.4 (FORECAST 2.2, PREVIOUS 12.5) the alarm bells are getting louder
US PHILADELPHIA FED BUSINESS INDEX ACTUAL -26.4 (FORECAST 2.2, PREVIOUS 12.5) the alarm bells are getting louder
US PHILADELPHIA FED BUSINESS INDEX ACTUAL -26.4 (FORECAST 2.2, PREVIOUS 12.5) holly shit, is that bad ?
How does a MARKET INDEX fucking move like that?
● The family equities investment portfolio compounded at 10.98% CAGR VS 7.83% CAGR for the Vanguard Total World Stock Index Fund (VT) ETF for the time period from 15 February 2021 to 15 February 2025. ● Family investment portfolio Sharpe Ratio of 0.538, Sortino Ratio of 0.955 ● Additional Risk-Adjusted Metrics since 2022: ROMAD(R/D) of 0.25 VS Vanguard Total World Stock Index Fund ETF (VT) since 2022: ROMAD(R/D) of 0.22. Weighted-Average Portfolio P/E: 27.5x and Family Portfolio Beta is 0.889 VS VT Beta of 1.000 ● Family Portfolio Overall Financial Metrics= AVG. 5 Year ROIC Including Everything except REITs & INDEX ETF: 19.881% AVG. 5 Year ROIC for WCAFP Subset: 23.665% AVG. 5 Year ROA Including Everything except REITs & INDEX ETF: 12.561% AVG. 5 Year ROA for WCAFP Subset: 15.216% ● Portfolio Sector Weightage: Communication Services 24.21% Consumer Discretionary 19.34% Financials 20.04% Consumer Staples 14.91% Information Technology 10.76% Healthcare 5.19% Industrials 1.9% Real Estate 1.38% Energy 0.95% Materials 0.87% Utilities 0.44% ● I am currently managing a multiple hundred of thousands SGD investment portfolio (US & Hong Kong & India & Europe Equities, REITs) for my family. The investment portfolio has been designed and implemented with the Vanguard Total World Stock Index Fund ETF (VT) as the intended Benchmark since inception. ● Employing investment strategy of buying Wonderful Companies at Fair Prices (WCAFP) originated by Billionaire Charlie Munger which is similar to Terry Smith’s Quality Investing and GARP Investing. Minority of positions in the equity investment portfolio comprise of deep value stocks selected after due diligence. ● Remuneration signed agreement with my family largely based on Buffett Partnership Limited Remuneration Agreement
GUYS: Jesus, SPY is an ETF. The INDEX needs to be down 7%. The index is trailing SPY by about .5-1% because of how an ETF has to balance (it's not a prefect representation of the SP500).
IV crush on INDEX options... What in the fuck world is this?
AT CLOSE, HANG SENG INDEX UP 0.68%; HANG SENG TECH INDEX GAINS 2.64%; SOUTHBOUND NET BUYING VIA STOCK CONNECT REACHED RECORD OF HK$35.5 BILLION Tank Seng propped up by huuge inflow of Mainland money.
The HANG SENG INDEX
GERMANY’S DAX INDEX FALLS 10%; RHEINMETALL DROPS 27% holy fuck
# FEAR AND GREED INDEX REMAINS AT LOWEST SCORE EVER, 4 - EXTREME FEAR Analysts say the index has not moved because it's the weekend so it's not updated.
FEAR AND GREED INDEX IS 6 
ATLANTA FED GDPNOW INDEX RISES TO -2.85% FROM -3.67% Tariffs already saving the economy!
[FEAR- GREED INDEX ](https://www.cnn.com/markets/fear-and-greed)
>DALLAS FED MFG. BUS. INDEX ACTUAL -16.30 (FORECAST -5, PREVIOUS -8.30) It's over.
the golden age of nobody doing any business cuz shits so retarded you just have to wait it out DALLAS FED MFG. BUS. INDEX ACTUAL -16.30 (FORECAST -5, PREVIOUS -8.30)
The SP 500 is coming up for the quarterly Rebalance. The sp 500 committee members are looking to remove Tesla out the INDEX. Only few hedge funds are the reason Tesla is alive for now.
Translation: Red bubbles (TECH) - popped Consumer cyclical - popped Industrials, Utilities, Basics - increased market share of the right* tower (remaining in black/green) NASDAQ major adjustments on the 128 INDEX fund QQQ plummets Thanks Dudes! Nice work. 🫧 🎈
I had two largish CDs mature recently, and decided to move some funds to the following to reduce my exposure to the USD and the US economy: ENOR ISHARES MSCI NORWAY ETF FLCH FRANKLIN FTSE CHINA ETF FXE INVESCO CURRENCYSHARES EURO TRUST ETF FXF INVESCO CURRENCYSHARES SWISS FRANC TRUST ETF GDX VANECK GOLD MINERS ETF IAUM ISHARES GOLD TRUST MICRO ETF SGOL ABRDN STANDARD PHYSICAL GOLD ETF VEUSX VANGUARD EUROPEAN STOCK INDEX ADMIRAL CL VTABX VANGUARD TOTAL INTL BOND INDEX ADMIRAL CL VYMI VANGUARD INTL HIGH DIVIDEND YIELD INDEX ETF We'll see how this strategy plays out, but I feel pretty confident that it's a good hedge against a USD devaluation and a tariff-induced recession. It's only about 25% of my portfolio; the rest is mostly bonds, CDs, treasuries, and high dividend stocks and ETFs. I'm hoping to retire early and get the fuck out of this country, so capital preservation is key.
BARCLAYS CUTS S&P 500’S 2025 YEAR-END INDEX TARGET TO 5900 FROM 6600 Lolll
Why do bears enjoy watching a MASSIVE V on the GREATEST STOCK INDEX in history?
My daughter was in a similar age/situation a couple of years or ago. We opened an account for her at Vanguard and set her up like this: VBTLX (VANGUARD TOTAL BOND MARKET INDEX ADMIRAL CL): 13% VTABX (VANGUARD TOTAL INTL BOND INDEX ADMIRAL CL): 7% VTIAX (VANGUARD TOTAL INTL STOCK INDEX ADMIRAL CL): 30% VTSAX (VANGUARD TOTAL STOCK MARKET INDEX ADMIRAL CL): 50% We also created a Roth for her and put it all into VSVNX-Vanguard Target Retirement 2070 Fund For everything but the Roth (since it was pretty small and would get an annual addition), we invested 10% of the total every couple of weeks until she was fully invested. I understand the appeal of bitcoin, but I really worry it will underperform going forward. It's small enough and you are young enough that it shouldn't hurt, but I'd advise that you keep good records and circle back in 5 years to see if it is doing as well as everything else.
DOW JONES INDEX will end at 41,200 today
The sell off today on the indices was essentially big money selling off their defence stocks and getting ready to rebalance into construction now peace is on the cards. Watch towards EOD as the indices rocket. Expecting DOW JONES INDUSTRIAL INDEX to rocket into the close. No one cares about tariffs on champagne and wine, it's not that.
Replying to my own post for posterity. 37 mins later the DOW JONES INDEX is up off its lows and 450 points higher.
800 point pump to the upside on the DOW JONES INDEX incoming, EOD 42,000 or higher
Get ready for 600 point bump up on the DOW JONES INDEX. Its gonna go up fast
Long and short strategy on the DOW JONES INDEX. Makes money on both directions, spikes and dips.
Crystallised gain with an auto buy and an auto take profit. It was actually to short an uptick in the DOW JONES INDEX overnight.