Posts filtered by tags: Investing[x]


Vanguard VEQT All-in-One 100% Equity Portfolio ETF

In recent weeks, I’ve been writing a lot how it’s . For example, if you have long-frame until retirement, rather than buying multiple ETFs/mutual funds for equities and bonds, or a balanced fund that charges 2%, you can now buy a single ETF like iShares XGRO (80% equity/20% bond) at an MER of 0.21%. Vanguard, iShares, and BMO each offer their own products and all of them very similar.   For example, Vanguard’s version of XGRO is VGRO, and BMO’s version ZGRO.    But what if you are just startin...
Tags: Marketing, Investing, Canada, Vanguard, BMO, Index Investing, VEQT, Vanguard FTSE Canada All Cap Index ETF VCN U S, North America Index ETF VIU Emerging Markets, VGRO VBAL

My Money Blog Portfolio Asset Allocation and Performance, March 2019 (Q1)

Here’s my quarterly portfolio update for Q1 2019. Most of my dividends arrive on a quarterly basis, and this helps me decided where to reinvest them. These are my real-world holdings, including 401k/403b/IRAs and taxable brokerage accounts but excluding our house, cash reserves, and a few side investments. The goal of this portfolio is to create sustainable income to cover our household expenses for the next (hopefully) 40+ years. We are currently “semi-retired”, meaning we both work part...
Tags: Retirement, Goals, Marketing, US, Investing, Vanguard, Holdings, US China, WisdomTree, US Small Cap Value, US Real Estate REIT Bonds Breakdown, US Treasury Inflation Protected Bonds, US Small Value and Emerging Markets, Foreign Developed, Vanguard LifeStrategy Growth Fund

6 Things To Look For When Buying A Buy-to-let Property

Before 2007, the buy-to-let market was booming. But, after the credit crunch, many investors lost money or had to sell their properties quickly. Nonetheless, we trust in purchasing bricks and… Read more » “6 Things To Look For When Buying A Buy-to-let Property” The post 6 Things To Look For When Buying A Buy-to-let Property appeared first on
Tags: Business, Investing, Tips, Real Estate Investing, Landlord Business, Buy A Property

Back To Basics: Top Reasons Why You Should Buy Gold In The Digital Age

The digital age. An age when even those things that are intangible hold a lot of value. Information is the most defining resource in the digital age. Tech giants like… Read more » The post Back To Basics: Top Reasons Why You Should Buy Gold In The Digital Age appeared first on
Tags: Business, Investing, Cryptocurrency, Gold Investing

Bio Roundup: Golumbeski’s Legacy, CRISPR Moratorium, Rebate Week & More

While all eyes in the biopharmaceutical world are currently trained on Bristol-Myers Squibb’s proposal to buy Celgene for $74 billion, it wasn’t that long ago that another company’s gaze was fixed on the Summit, NJ, drug maker.In the early 2000s, before the FDA approved Celgene’s flagship multiple myeloma drug lenalidomide (Revlimid), Novartis (NYSE: NVS considered buying the company. It passed, unwilling to risk billions on an unapproved drug. Those details came from biopharma dealmaker George...
Tags: Deals, Startups, China, Ipo, Cancer, Trends, Investing, Merck, Colorectal Cancer, Multiple Sclerosis, Harvard University, Health Insurance, Astrazeneca, Center For Medicare And Medicaid Services, Fda, National

Tax efficient saving for children and grandchildren with JISAs and SIPPs

I am at that age where children start magically appearing in my friends’ and families’ lives. And while I wait in vain for anyone to ask for football tips or fashion advice for the next generation, their parents – and grandparents – often ask me how they can provide financial help for their youngest loved ones. It’s great to start saving and investing for a child as soon as possible. In fact as a sad cool accountant, I feel it’s the best gift you can give them! (Barring a copy of My First G...
Tags: UK, Children, Marketing, Investing, Kanye West, Fca, Warren Buffett, IHT, JISA, CTF, Ibiza, Sipp, Monevator, The Details Man, Jonathan Gemima, Oval Office Particularly

Should You Invest in a 401(k) or Roth 401(k)?

Welcome to The Statement, Lifehacker’s new weekly personal finance newsletter. I’m Alicia Adamczyk, Lifehacker’s money writer, and every Wednesday I’ll cover the most pressing money issues of the week and answer reader questions about any aspect of your financial lives.Read more...
Tags: Personal Finance, Money, Retirement, Investing, Lifehacks, Housekeeping, Welcome, Alicia Adamczyk Lifehacker

Stash Review | Investing with an Impact

Are you looking for an app that gives you the freedom to maximize your investments? Maybe you want an app that will help you put your money in investments that resonate with personal interests? Then, you might consider giving Stash a try. Let’s explore what Stash has to offer, so you can see if its the best solution for your investment needs. Stash Overview Launched in 2015, Stash was developed with the aim of making the process of finding and choosing investments easy for beginning investors....
Tags: Apple, Amazon, Marketing, Investing, Stash, Apps/Software, IRA Roth IRA Stash

The Investments Cisco, Samsung, Toyota, and Chevron Are Making in AI

Austin—If you’re a startup talking up your artificial intelligence chops in your venture capital pitch, you’re not alone.For Cisco Investments, the venture arm of tech giant Cisco, artificial intelligence is no longer one of the key trends to watch for during pitches in 2019. That’s according to Noah Yago, a director at Cisco Investments, who said the firm did list it as a trend to watch in 2017 and 2018. Part of the issue is saturation, he said.“Our view is that we’re sort of at peak oil for A...
Tags: Google, Auto, Startups, Facebook, Texas, Technology, Trends, Startup, Tech, Investing, Cisco, Car, Vc, Artificial Intelligence, Software, Austin

Charlie Munger CNBC Interview 2019 Full Video, Full Transcript, and Notes

Here’s another Charles T. Munger interview (last one for a while, I promise!) for those of you that share a peculiar fondness for hearing someone encourage rationality, patience, and self-discipline. After the Daily Journal 2019 annual meeting, Munger did a 30-minute interview with Becky Quick of CNBC. (See similar Buffett CNBC interview.) I guess they forgave Munger’s jabs at Jim Cramer, as they posted the entire interview online along with a full transcript. I’m going to be honest, I d...
Tags: Marketing, Investing, Inspirational, Cnbc, Buffett, Charlie, Jim Cramer, Munger, Charlie Munger, Becky Quick, Charles T Munger, Becky Quick of CNBC

Real estate execs charged in massive college fraud scheme

Several real estate developers and executives are among the dozens charged in federal court today, in connection with an alleged massive scheme to facilitate cheating on college exams, bribe admissions officials and college varsity coaches to get their children into elite colleges and universities.
Tags: Facebook, Crime, Investing, Regulations, Radio, Usc, Industry News, Felicity Huffman, Select, News Brief, Lori Loughlin, Andrew Lelling, William Singer, Bruce Isackson, Dragon Global, Robert Zangrillo

Stockpile Review | Stock Up on Gift Cards

Not every investor wants to actively trade in stocks and other options, preferring to limit the time and fees associated with the market. That narrows the field down some, but there are still a ton of apps which offer automated investing at affordable rates. There is a vast selection of investing apps available to choose from, but if you want something truly unique—try Stockpile. Stockpile allows you to purchase a stock gift card instead of buying stocks directly. Let’s take a look at just how t...
Tags: Marketing, Investing, SIPC, Apps/Software, Security Investors Protection Corporation SIPC

Investing app Stash raises $65M, launches banking and ‘stock-back’ rewards with Green Dot

Stash, the fintech startup and app that aims to introduce new people to the world of investing, is unveiling some interesting new services while also announcing that it has raised more funding to expand its business. The company is introducing mobile-based banking accounts from Green Dot Bank; and alongside it, a new rewards program it is called “Stock-Back”: when users spend money using their Stash accounts, they get “points” — which are either stocks in the companies where they are buying g...
Tags: Fundings & Exits, Startups, TC, Finance, Funding, Investing, Banking, Stocks, Fintech, Stash, Breyer, Jim Breyer, Breyer Capital, Ed Robinson, Green Dot Bank, Netflix T Mobile and Chipotle

Charlie Munger Daily Journal Annual Meeting 2019 Full Video, Full Transcript, and Notes

If you like hearing Warren Buffett and Charlie Munger talk at the Berkshire Hathaway (BRK) annual meeting, you should also watch or listen to Charlie Munger at the Daily Journal (DJCO) annual meeting. DJCO is his personal pet project, and I feel like he lets loose more at this meeting than at BRK. For 2019, CNBC broadcast the entire 2-hour Q&A session online. Latticework Investing generously shares a full transcript as well. I choose to listen to this over any finance-related podcast. ...
Tags: China, Marketing, Investing, Inspirational, Warren, Berkshire Hathaway, Warren Buffett, Cnbc, Penny, Jim Cramer, Daily Journal, Munger, Charlie Munger, Morgan Chase, Berkshire Hathaway BRK, Li Lu

What Beginners Must Know About Day Trading Cryptocurrency Stocks Before Investing

Let’s start at the beginning. You may have heard many things about what a cryptocurrency is, but you may still be searching for an understandable definition. I was in the same boat for a long time. Instead of getting too technical, here’s the easiest way to think about cryptocurrencies: A cryptocurrency is basically money on software platforms. It’s important to keep in mind that the teams/companies that are behind these cryptocurrencies are not only creating a new form of currency, bu...
Tags: Startups, US, Investing, Microsoft Office, Coinbase, Cryptocurrency, Litecoin, Others, Coinmarketcap, Cryptocurrency Exchanges, Cryptocurrency Wallets

Here’s How Investors Are Adapting To The New Era Of Innovation

In recent decades, innovation has become almost synonymous with digital technology. That wasn’t always true, of course. Long before the microchip was invented, we built an industrial economy based on electricity and internal combustion, harnessed the power of the atom and developed life-saving cures. Nevertheless, lately everything seems to be digital. Entrepreneurs who create software ...
Tags: Finance, Investing, Innovation

All-in-One ETFs Battle: Vanguard vs iShares vs BMO

Up until January 2019, Vanguard had the “all-in-one” ETF market cornered offering globally indexed portfolios that automatically rebalance to maintain a set ratio of equity/bonds.  All of this through a single ETF that only charges a very low management expense ratio (MER) of 0.25%.  Genius right? With good products that have high demand, competition will follow.  Next came Blackrock iShares that has come out with their own version of all-in-one ETFs. They are just as good and even slightly chea...
Tags: Marketing, US, Investing, Canada, Blackrock, Saskatchewan, Vanguard, TSX, Index Investing, VCNS, VGRO, BlackRock Canada, XGRO, VCN Vanguard FTSE Canada All Cap Index ETF, VUN Vanguard US Total Market Index ETF, VIU Vanguard

How To Make Money Investing In Real Estate

Real estate has minted more millionaires than all of the other popular investments out there, according to Armed with a fool proof strategy, it’s quite easy for an investor… Read more » The post How To Make Money Investing In Real Estate appeared first on
Tags: Business, Investing, Real Estate Investing

WATCH: The state of the traditional business model

Hear from Spruce Holdings' Patrick Burns and Qualia's Nate Baker on disrupting the traditional business model of the real estate transaction onstage at Inman Connect New York.
Tags: Video, Investing, Radio, Agent, Qualia, Patrick Burns, Brokerage, Select, Connect Video, Nate Baker

Can You 'Over-Diversify' Your Assets?

A diversified portfolio is one of the keys to a successful long-term investment strategy. But can your assets ever be too diversified?Read more...
Tags: Personal Finance, Money, Investing, Stocks, Lifehacks, Index Funds, ETFs, Diversify

Warren Buffett CNBC Interview 2019 Full Video, Full Transcript, and Notes

I’m one of the many folks who like to keep up with Warren Buffett content to see if there is any wisdom to be gained. After the release of the 2019 Berkshire Hathaway shareholder letter, Buffett did a 2-hour interview with Becky Quick of CNBC. While I don’t like when CNBC encourages average folks to treat investing like sports betting, I do appreciate that they offer up the entire interview online along with a full transcript. Here are my personal notes after both watching (listening, act...
Tags: Marketing, America, Investing, Berkshire Hathaway, Warren Buffett, Berkshire, Cnbc, Buffett, Bertie, Becky, Munger, Ted Weschler, Todd Combs, Becky Quick, Dear Doris, Scott Baker With

DR Podcast 310: Listener Q&A

P odcast 310 is in the bag… the mailbag! We’re discussing four questions from readers focusing on investing for retirement. First, is 40 basis points a high fee for 401k funds and is it worth the expense? Rob breaks down the math and tells us why investing fees are like kryptonite and what are some other options for finding low cost funds. Next, what is the recommended percentage of salary a person should allocate towards retirement vs. taxable accounts? Is there a perfect number? Also, say ...
Tags: Podcast, Marketing, Investing, Rob, Vanguard

Free Morningstar Premium Mutual Fund Reports via Public Library Card

Updated 2019. Let’s say you are a DIY investor and doing some research on some mutual funds. You decide to learn more about the Vanguard Intermediate-Term Tax-Exempt Fund. You pull up the Morningstar quote pages (ticker VWITX and VWIUX) and find some useful numbers, plus an analyst report hidden to the public as a “premium” feature. You see a 14-day free trial and after some more clicking around, you discover that a premium membership to Morningstar costs $199 a year or $24 a month. Now, ...
Tags: Marketing, Frugal Living, Investing, Library, North Carolina, Morningstar, Mecklenburg County, Deals & Offers, Charlotte Mecklenburg Library, Public Library Card, Morningstar Investment Research Center, RB Digital, New York Monroe County Library System, Morningstar Premium

Robot angels: Automated seed investing on the Seedrs crowdfunding platform

Note: I’m a shareholder in Seedrs. Also, if you follow my links to Seedrs and subsequently invest on that platform, you can get £50 for free towards an investment and I may receive a small marketing bonus. L ike dating a soap star, putting money into venture capital might seem fun, sexy and potentially rewarding – but it can be expensive, unpredictable, tricky to get into, and hard to get out of. My previous article on the pros and cons of venture capital explained why. I also looked at how yo...
Tags: Facebook, Marketing, Investing, Hmrc, Venture Capital, Starbucks, Crowdcube, Jason Calacanis, Seedrs, Eis, Vanguard, IRR, Pizza Express, VCTs, Robo-investing, Basically Auto Invest

No Statistic Will Help You Beat the Market 

There’s a statistic for everything, especially in investing. Writers and financial experts love to pick out minutiae from the markets and posit that they mean something BIG and EXPLOSIVE about the state of the economy—and now that you know it too, you have some sort of investing edge. (If you were paying attention to…Read more...
Tags: Personal Finance, Money, Investing, Markets, Statistics, Lifehacks, Factoids

Apply This Investing Principle to Your Everyday Life

To form habits, financial or otherwise, you have to put in the work. Often that means making small changes or tweaks consistently over a long period of time. Days, weeks, months, years—if you really want to change your behavior, you have to commit yourself to something for a long time.Read more...
Tags: Habits, Investing, Skills, Lifehacks, Growth, Compound Interest

When 'Now' Isn't the Best Time to Invest

Ask a financial professional when the “best” time to invest is, and they’ll tell you: yesterday. Assuming you didn’t start yesterday, the next best answer is today.Read more...
Tags: Credit Cards, Debt, Investing, Student Loans, Student Loan Debt, Lifehacks, Emergency Fund, Compound Interest

Personal Finance on a 3×5 Index Card: Classic and New Young Adult Version

A few years back, Professor Harold Pollack quipped that everything you really need to know about money fits on a 3×5 index card. Folks asked him to prove it, and the resulting handwritten card went viral. Eventually, the idea became a book cowritten with Helaine Olen called The Index Card: Why Personal Finance Doesn’t Have to Be Complicated. Here is the original photo: Via Abnormal Returns, I learned that Dr. Pollack recently created a new index card targeted at young adults under 30. Her...
Tags: Marketing, Frugal Living, Investing, Pollack, Harold Pollack, Helaine Olen

A Strange Strategy that Works Wonders

A little known, yet uniquely effective, strategy to propel breakout growth for a lot of companies is to just...   ... put it up for sale .   Whether or not the company or its owners are truly ready for it.   The reason why starts with that fundamental entrepreneurial dream of building a company successful enough to attract a buyer.   So as to reap a financial windfall - sometimes in the millions, sometimes in the billions of dollars, and at all points in between.   While this is certa...
Tags: Startups, Entrepreneurship, Business Planning, Management, Investing, Venture Capital, Financing, Jay Turo, Company Scenario