Investment Portfolio

Atlassian / Eng
calm&code

Atlassian Eng

PRE
Amazon, Dell EMC
calm&codemore
Jun 13 16 Comments

Hello Blinders,
Im currently looking for options to start an Investment portfolio. I am considering speaking with Charles Schwab and JP Morgan. Can you guys provide me with any reviews, suggestions, other options to take this forward.

Thanks in advance.

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TOP 16 Comments
  • SAP / Mgmt
    ImposterX

    SAP Mgmt

    PRE
    SAP
    ImposterXmore
    Vanguard, 3 fund, low cost?
    Jun 13 0
  • Apple ijyA68
    How much money?
    Jun 13 2
    • Atlassian / Eng
      calm&code

      Atlassian Eng

      PRE
      Amazon, Dell EMC
      calm&codemore
      OP
      planning to start with 100k
      Jun 13
    • Apple ijyA68
      You will probably pay at least 2-3%, and potentially get assigned to someone junior. You may want to consider one of those automated online investment services, although the problem is that they don’t necessarily trade in and out of positions as the market moves up and down. Another alternative is just to buy a low cost S&P 500 mutual fund. Tough to beat the S&P. You will get a better deal in a personal wealth manager when you have $500K plus.
      Jun 13
  • Disney ikTf00
    Don’t fuck around with individual stocks. Or advisors. VTI 100%. Low cost index. 3 fund stick with it. Coz every fund will have its day and rebalance
    Jun 13 1
    • Amazon GoGoJ
      This. I spent 35K in stocks and have 70 individual stocks in that hot mess of a portfolio. Wish I had gotten some guidance earlier.
      Jun 13
  • Facebook / Eng vlMg30
    I’ll manage it for 2% a year
    Jun 13 0
  • LinkedIn rTxv02
    Fidelity has ETFs that have expense ratios of zero—totally free investments. Vanguard Admiral Shares charge a few basis points and Schwab charges about the same. Create a diversified portfolio using these with an allocation that works for you, depending on age, risk tolerance, etc. (i.e. more equities and tech if you’re ok with riskier investments and volatility). Rebalance every quarter or so, and try to move out of stocks and into Treasuries if you think a recession is coming.
    Jun 13 0
  • Microsoft no-sql
    So Vti seems like a stock with value 147 which can go up or down. Why put all savings in it? Dividend is 2% which is not great
    Jun 13 2
    • Facebook / Eng idnr
      Diversified. Dividend are highly taxed. Do you need the cash flow now or okay with it 10 years later as long your portfolio grows?
      Jun 14
    • Disney ikTf00
      Basically you’re betting on real USA growth rate. It’s all stock market. All segments. All companies. market cap weighted
      Jun 16
  • Intuit 7htio98
    80% stocks/etfs/funds, 5% weed stocks, 5% crypto and 10% cash for short term investments as they come
    Jun 16 0
  • Oracle / Sales
    Avocad🥑

    Oracle Sales

    PRE
    Google
    Avocad🥑more
    VFIAX. Done
    Jun 15 0
  • New Bob2992
    YieldStreet.com
    Jun 14 0
  • Google / Eng hоcuspocus
    Max out 401k. Then 100% VTI or VT. Forget advisors. Search/ask on bogleheads for more advice if you need it
    Jun 13 0
  • BYTON trialrr
    r/wallstreetbets
    Jun 13 0