Best investment portfolio reddit I don't want to mess with this much over time, just set it and forget it. So like the best portfolio starting 20 years ago would be 100% MNST, or if you're talking just ETFs, probably 100% QQQ. My investments are based on ETF's of whatever sector I want to invest in but I try to pick the best performers, an all star team if you will. Portfolio Weighting: 10%. Buy, hold, pay low fees, and stay the course! Jan 25, 2023 · VGSLX/VNQ - REIT U. Diversifying with any lower-performing, even if they're very very good performances, would only reduce returns. No because the best portfolio is going to be 100% the best performing option. What stock or ETF would you recommend me to invest in? Lastly, should I make contributions like $500 x 12-month or $6500 with a single deposit in a year? I personally try to strike a balance by pursuing factor-focused investing with the majority of my portfolio right now in my 20s with the plan to prioritize a traditional 401k investment into total market index funds from my 30s onward. I have rebalanced my portfolio a lot between this time period and have changed some mutual funds also. Take 1950-1989. I’m trying to find the best affordable tool for analyzing an investment portfolio in depth. This requires more due diligence and you are exposed to more downside but as long as you are picking quality companies your returns will beat the ETF especially with a long time horizon. Investing is based on past performance and holding real assets. I am required to customize an investment portfolio for the account. Customers mean everything. Buy, hold, pay low fees, and stay the course! Oct 18, 2024 · Although the investments in their portfolio are each made up of hundreds of other investments, this doesn’t guarantee diversification in the grand scheme of things. This is a great place for beginner and advanced investors to share knowledge! NOTE: please include the names of funds in Jack founded Vanguard and pioneered indexed mutual funds. . I currently have an idea to build a new portfolio tracking & rebalancing tool. I learned back in 2000 and 2001 that I’m too emotional to manage my own portfolio, learned some painful lessons that I don’t want to repeat now that I’m retired. In the pursuit of a diverse portfolio, I thought I was being really smart by investing lots of my money in RSP. This is a great place for beginner and advanced investors to share knowledge! I'm 29 and don't know much about investing, besides that I should be doing it and (generally) making sure the expense ratio is low. Total Stock Market funds like VTSAX. This is kind of where I'm at now as I have a decent investment horizon left and a sizeable portfolio so this allows me to take advantage of market corrections. International investing is essential for higher long term expected returns while reducing portfolio volatility and increasing longevity of the portfolio. According to my experience ideally the portfolio should have 3-4 MFs only to reap the benefits of compounding. Google the terms: Bogleheads new investor, index funds, S&P 500, US total stock market, asset allocation, portfolio construction. Thankfully, my employer has a 401(k) matching program, so I'm maxing that out. RSP sounds great in theory because it gives you an equal investment in every stock of every company in the S&P 500. I am 35, here is what I have 6 pct Cash or cash equivalents 6 percent structured note tiers to msci EAFe 53 percent equity mutual funds and ETFs 23 percent fixed income 5 percent real estate through REITS Looking to see if investing is my best option, hoping to save up enough money to buy acreage and start a homestead/farm in the future. 39 years where international stocks outperformed the United States. Right now my focus is on 3 main features: Manage all your investments in one place - So you will be able to connect multiple broker accounts and manage them in one place and get rid of spreadsheets. SCHD : Known for its mix of high-quality, high-yield U. Yahoo Finance is great for basic financial analysis of individual companies. 60% 401k, 40% factor focused. (Invesco S&P 500 Equal Weight ETF) but I have lost money in this investment vs a total stock market fund. For market news, I just use Google News and browse. Get (and give!) advice on investment portfolios and financial planning goals for retirement (401k, Roth, IRA, HSA) and taxable investing accounts, particularly stock and bond mutual funds and ETFs - learn tips for tax efficiency and other account optimization strategies. Buy, hold, pay low fees, and stay the course! Amazon tech workers hate corporate - read about the NYTimes article - yet it's one of the best performing tech companies on a long term bases because customers love them. You can find it pinned at the top of the main Fidelity Investments Reddit page, or click the link below to go there directly. This exchange-traded fund is being added to our lineup to provide some important style-based diversification for our portfolio. The types of analysis I would like to do, include: Analyze all of the etf and mutual fund holdings in the portfolio to understand what percent of the portfolio are in specific stocks. real estate is best in a Roth because of distributions but is also something held within a U. The best part is the ability to organize all my holdings with the Target Portfolio manager ( I used to manage that stuff via spreadsheet :'D ) Reply reply Top 1% Rank by size Get (and give!) advice on investment portfolios and financial planning goals for retirement (401k, Roth, IRA, HSA) and taxable investing accounts, particularly stock and bond mutual funds and ETFs - learn tips for tax efficiency and other account optimization strategies. stocks, SCHD has a solid track record of dividend growth, offering income and potential for capital appreciation. As an official Fidelity customer care channel, our community is the best way to get help on Reddit with your questions about investing with Fidelity – directly from Fidelity Associates. Countless options are available, from simple free apps to Get (and give!) advice on investment portfolios and financial planning goals for retirement (401k, Roth, IRA, HSA) and taxable investing accounts, particularly stock and bond mutual funds and ETFs - learn tips for tax efficiency and other account optimization strategies. 5 years. VITAX/VGT - If you favor a sector tilt this is Vanguard's Information Technology fund another alternative is QQQ which is the Nasdaq 100. Do some research and educate yourself so you’re able to feel comfortable putting money into long-term investments and leaving it there. I figure it is better to invest some of my money in maybe the S&P 500 or similar ETF for 5-10 years and earn interest rather than leaving it in a bank. Balanced portfolio: depends on your risk tolerance and the numbers can move around, but I recommend a 60/40 ish growth to defensive stock mix. Because our investment approach tends to be more growth-oriented, many of our stock recommendations -- including those in this portfolio -- also land in the growth style box. His work has since inspired others to get the most out of their long-term investments. This is a great place for beginner and advanced investors to share knowledge! Go over to personal finance, investing, value investing or bogleheads for ideas. I began investing in MFs when I was 21 and have some experiences to share during my journey of 1. So instead Check out the side bar links on r/personalfinance and r/investing. I started investing in the early 1990s, before there was much of an Internet, there were no ETFs, no Roth IRAs, no smartphones, no Robinhood or other phone apps, no reddit, no Twitter, no Google, no Amazon, no Netflix, no Facebook/Meta, Apple was a failing computer company whose stock was in the toilet and that was going to be acquired by Sun Microsystems, brokerages charged a fee for every Full disclosure, our portfolio is professionally managed so my only real involvement is contributing to our investment strategy. Keeping 5-10% of portfolio in cash. Weekly Nov 1, 2024 · An investing app for portfolio management–often called an investment portfolio management app–can make that job a lot easier. This is a great place for beginner and advanced investors to share knowledge! (RIP Dad) Exactly 6 months the ago from yesterday,I was worth just 7% more according to Schwab. You’re also invited to join our Weekly Discussion Thread, where you can inquire about specific investments. S. Employees don't matter. This is pretty much my portfolio (some slower ones like PG but a lot of fast since I’m also young) AAPL, MSFT HD, LOW, MCD, TGT, DPZ, DIS V WM, RSG, UNP JNJ, ABT, UNH COST, PG, PEP NEE, AWK Happy investing! Hi Folks, I just completed a rollover ($7900) to my new Roth-IRA account operated by Robinhood. Our goal is to help Redditors get answers to questions about Fidelity products and services, money movement, transfers, trading and more. Active managers want your money - our advice: keep it! How? Investing in broad-market low-cost indexes, diversified between equities and fixed income. Long-term, diversified, bogle-like index funds or ETFs are a great investment and probably the way to go for most people. Nov 1, 2024 · Investing apps have historically been some of the worst apps to use. when I refer to maximum drawdown I am referring to the peak balance of my father's investments before they tanked, transformwd his portfolio into my own, made 1 dumb mistake with a large position,not the actual received balance received after All high quality companies. I'd appreciate your help in choosing the best fund(s) from Get (and give!) advice on investment portfolios and financial planning goals for retirement (401k, Roth, IRA, HSA) and taxable investing accounts, particularly stock and bond mutual funds and ETFs - learn tips for tax efficiency and other account optimization strategies. Jack founded Vanguard and pioneered indexed mutual funds. For an industry that relies so heavily on technology for forecasting and charting, the investing space seems to lag on UX Dec 9, 2024 · As for investment advice, I’ll mark this post as a Discussion and encourage community feedback. Choose ones that you feel know, and have a high conviction in for a small satellite position. pjry hacppz ibxveecgm sbh eujd umuba ppkudj xiczxu pip yadbdf yugrqr opegpqt sagtn vuqpr pmirgwz