Author: pluginever

  • Should I sell all of my individual shares?

    A few years ago I signed up for a bunch of FinTech investment apps which gave me some free shares after meeting certain criteria. Recently I have consolidated all my assets in Fidelity and I'm working on simplifying my portfolio. My 401k, IRA, and HSA are all invest in total market mutual funds which is…

  • If you are with Schwab and trade Section 1256, check your gains/losses!

    Guys. I never imagined a major broker could be this bad. I was looking at the gains from my section 1256 contracts this morning and realized that Schwab recorded all gains as short-term gains. I contacted customer support and the representative told me that “when you short a position, it's always short-term gain”. Which is…

  • Does anyone have data on the historical returns of top Hedge Funds?

    The data I'm looking for mainly includes: % Returns both before and after fees since inception of the best historically performing hedge funds. (top 20 would be great but I'll take anything) $ amount of returns generated for investors at these funds Yearly AUM numbers if available. Inflows and outflows of capital (not necessary but…

  • Moving all SGOV into MGK/VOO

    Hi all Would it make sense to move all my bond funds into MgK/VOO? The way I see it this looks like a sustained run where only a black swan event would stop this run? The economy is doing great, rates are likely to come down, defaults are not out of whack. Is there any…

  • Costco $COST

    This was one of Charlie Munger's favorite stocks but im wondering if he would take profits at these levels. -Trading at 52x earnings https://www.marketplace.org/2024/05/16/walmarts-newest-growth-market-more-affluent-shoppers/ -More high income earners are shopping at Walmart. People only have X amount of dollars to spend each week. Seems more people are choosing $WMT/Sams Club, $TGT, $BABA, $AMZN, TEMU, and…

  • Will the cannabis industry (MSOS) ever take off?

    Someone please give me a reason to be excited. I'm not. Going from Schedule 1 to Schedule 3 will take months. Even afterwards, weed will still be illegal federally so every grower will have to sell in the state where the weed was grown since it can’t cross state lines. All states that get legalization…

  • As Tesla layoffs continue, here are 600 jobs the company cut in California

    As part of Tesla’s massive restructuring, the electric-vehicle maker notified the California Employment Development Department this week that it’s cutting approximately 600 more employees at its manufacturing facilities and engineering offices between Fremont and Palo Alto. The latest round of layoffs eliminated roles across the board — from entry-level positions to directors — and hit…

  • Should I cut my losses?

    I have a a play account that I opened a couple of years ago, where I made a serious mistake in buying a meme stock (CEI) on 3/8/2022 somehow thinking I’d make a quick buck or two. To be specific, I bought $15K of CEI and it’s down 99.78%. Literally a day later that stock…

  • Why not disclose Chubb investments but disclose Oxy

    Brk did not disclose that they are buying Chubb from last 3 Qs. They did not want prices to shoot up if they disclose (as it happens with any investment Brk buys). This makes sense. But then why did Berkshire disclose Oxy investment though? Shouldn’t the reasoning be same to not disclose considering they are…

  • after 10 years of leading the company and triple their revenue, Barak Eilam, the CEO of NICE systems left and stock plumped 15% in one day

    not a great day or week for the TA125 and especially for one of TASE biggest players. The CEO of NICE system who is a world leader behind technologies for customer services system Barak Eilam has unexpectedly left the company saying he will accommodate the company until 2025 Q1. This unexpected notes comes after a…