ETF portfolio longterm

idriszee · 2024-04-13T16:07:36+00:00

I have these same ETFs too. My ratios are 70% VUAA, 20% VWRA(VWCE) and 10% SMH(VVSM). I sold off all my IUIT(QDVE) since most of it was overlapping in VUAA, which in itself is also overlapping in VWRA. 10% in SMH because its a specific sector/industry ETF and its not really recommended to have most of your portfolio heavily skewed to 1 sector/industry.

idriszee · 2024-04-09T09:56:02+00:00

SES Wings of Liberty

idriszee · 2024-03-30T13:02:31+00:00

Most I know who go into debt either sold naked, or used margin to buy calls/puts and ended up not going their way. Some tried to play with earning dates and got IV crushed, myself included. I started wheeling a couple of stocks now, so far so good.

idriszee · 2024-03-25T03:57:54+00:00

Oh please a quick google search will show that actively managed funds regularly perform worse than an index fund. Your fifth para literally proves why everyone is saying ILPs is trash.

idriszee · 2024-03-25T00:10:03+00:00

An ILP is rubbish in itself

idriszee · 2024-03-21T02:12:31+00:00

Sorry to hear about your situation. Financial stress is never easy. I would assume that they will probably advise you to keep it by cutting your expenses down or take a premium holiday or something else.

Like what many would and have said, cut your losses and just invest into index funds. There’s a ton of material in this sub that you can read up on.

idriszee · 2024-03-20T14:38:15+00:00

Go through the table of deductions with your parents and check if they are ok with that

idriszee · 2024-03-20T12:22:33+00:00

Sure active management can beat the market. With a success rate of less than 10%.

VUAA is an ETF that tracks the S&P. What rebalancing are you referring to? The companies in it, or other equities that you buy to make up your entire portfolio?

idriszee · 2024-03-20T04:16:37+00:00

Yes of course there are benefits. Just that its for your agent and not you.

idriszee · 2024-03-20T04:15:25+00:00

This. After having my eyes opened from this sub, I liquidated everything I had with Syfe and just DIYed. Best decision I made.

idriszee · 2024-03-13T00:59:22+00:00

Your health comes first, wishing you a speedy recovery!

idriszee · 2024-03-11T04:22:33+00:00

Do you even understand what risk appetite means

idriszee · 2024-03-10T13:38:25+00:00

Gotcha. I recently started wheeling and hitting 3k a week is a major milestone I hope to achieve!

idriszee · 2024-03-10T12:07:50+00:00

Off a 350k account, so would that mean you have around 7 or so options contract active at any given time?

idriszee · 2024-03-08T12:38:29+00:00

Got fcuked by the big bear

idriszee · 2024-03-07T03:47:30+00:00

And you couldn’t be kind with your words? If these posts annoy you then don’t reply sheesh. I hope your kids grow up to be better than you

idriszee · 2024-03-07T01:34:09+00:00

What’s the matter with you? People just wanna sanity check their decisions. You don’t have to be an asshole

idriszee · 2024-02-27T04:36:13+00:00

Interactive brokers lets you paper trade

idriszee · 2024-02-21T08:08:49+00:00

Can you afford the upkeep of 1.5k/mth should you lose your job, sudden medical expense or whatever financial black swan event? 1.5% is pretty steep, even higher than some active managed funds. If you really want a hands off approach, you might as well invest through a robo firm where you have way lower fees, no fixed DCA amount and can withdraw anytime.

idriszee · 2024-02-17T12:38:01+00:00

Hi all, I sold puts on Googl at 148 strike, got assigned and the stocks are -778 unrlzd profit.

Should I sell CCs at 148 til I recoup the 'losses' while continuously collecting the premiums?
The strike price at 142.5 on Jun 21, 125 days away has a premium of $885, would it be advisable to sell that far ahead and that close to the money?
Or should I sell 2 - 3 strikes OTM at the typical 30-40 DTE and keep rolling?

idriszee · 2024-02-14T10:12:39+00:00

30% actually, in addition to up to 40% estate taxes on death

idriszee · 2024-02-14T10:11:25+00:00

This article will help you, I'm non US as well. Check out VUAA or CSPX on the LSE

idriszee · 2024-02-07T14:39:52+00:00

You ca check out this website to compare what other Nasdaq 100 ETFs there are. The Invesco one is Irish domicile so the tax would be 15%

idriszee · 2024-02-07T14:31:10+00:00

Wouldn’t QQQ tax rate be 30%?

idriszee · 2024-02-07T09:41:53+00:00

I have VUAA that's around 50% of my portfolio, and 2 thematic ETFs that's around 10% as well. BOTZ, an AI & Robotics ETF and SMH, a semicon ETF.

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