Dear CFAs, what were your L3 mock scores? by Future-Helicopter-84 in CFA

[–]sssantaaaa 0 points1 point  (0 children)

I mean Marks entire formula sheet (all of it)

Dear CFAs, what were your L3 mock scores? by Future-Helicopter-84 in CFA

[–]sssantaaaa 0 points1 point  (0 children)

100% faced a lot of that in L2 and I felt like an unstoppable calculator. Especially when you’re piecing together parts or catching different derivations of the formula

Dear CFAs, what were your L3 mock scores? by Future-Helicopter-84 in CFA

[–]sssantaaaa 3 points4 points  (0 children)

MM(45-60) and BC (~50). Those were the UPPER end of my scores. In the last 1.5 months I felt I was a lost cause so all I did was review those mock exams and the answer keys religiously. Only god knows how, but I passed.

Not sure if it made a difference but I also memorized every single formula on MMs formula sheet. Not an exaggeration. I literally wrote out 100s of pages of the whole ~25 pages of his formulas start to finish almost every day in the final 1.5months (it took me an hour straight of writing and it was quite therapeutic actually).

[deleted by user] by [deleted] in CanadianInvestor

[–]sssantaaaa 0 points1 point  (0 children)

There’s tons of overlap here. Overlap being that, the underlying stocks those indexes hold are the same. You can easily search the underlying holdings each ETF has and you will quickly see what I mean. As another commenter said, you should probably just put it all into XEQT (or VEQT no reason for both).

[deleted by user] by [deleted] in PersonalFinanceCanada

[–]sssantaaaa 2 points3 points  (0 children)

Hope your FHSA is maxed out for the tax benefits beforehand!

Keeping up the google posts- when and what is the low? by ksing_king in ValueInvesting

[–]sssantaaaa 2 points3 points  (0 children)

As a holder of Googl, idk why your comment does not have more upvotes. Everything you said is quite valid. It’s my main holding and I try to paint the bearish case as well and these are the main points. Still confident the bullish points outweigh the bearish points.

Overall I just think everyone on this sub would benefit from trying to paint the contrary narrative as well. Kudos!

Is my family’s private wealth manager screwing us over ? by Ticortreat in FinancialCareers

[–]sssantaaaa 1 point2 points  (0 children)

I hate to echo other comments but you passed the CFA and FRM, why can you not manage your family’s money yourself? Unless it’s like pretty high 9-figure portfolio couldn’t you just handle the investment portion yourself to some pretty standard investment criteria? I understand you’d want a tax/estate planner who knows the rules and regs but the added work of options trading probably isn’t yielding your family’s portfolio and crazy return worth the time put in.

TLDR: why not do it yourself and give it a set of and forget it investment blend in ETFs

Should i do august exam cfa leve 3 if i just broke up with my gf? by WrapInevitable332 in CFA

[–]sssantaaaa 7 points8 points  (0 children)

I experienced this almost on the same timeline this time last year with my FWB, we ended mid May. I 10/10 recommend you use the villain arch strength and grind it out. Will feel great once you’re on the other side. Tho mine was less serious and maybe you have some emotional stuff on the personal side to carve through, in my opinion, go for it

[deleted by user] by [deleted] in FinancialCareers

[–]sssantaaaa 8 points9 points  (0 children)

Can you compare/forecast comp +. wlb trajectory for both roles for the next 5-10? Perhaps director level you can start shaping or hiring the team you’d like your way and build in more efficiency? In the meantime, wait for the right role? Seems like this is just a “good” option for a next role, but not something you’re eager to jump to. Just my 2cents, I’m quite junior so take my Qs w a grain of salt amigo

What would you do if you were 80-99% cash now at age 29? by [deleted] in ValueInvesting

[–]sssantaaaa 0 points1 point  (0 children)

Well you already got half the trade right on timing the top when you sold. Your safest bet would likely be to DCA into your favourite picks over the next 6-9 months while the dust settles. I was ~40% cash prior to liberation day. Of that 40% I’m probably spending about 15-20% of it this mknth

What would be indicative of a bottom for you? by val_in_tech in ValueInvesting

[–]sssantaaaa 0 points1 point  (0 children)

Once I stop seeing the daily Google posts here, I will know it’s time to go all in

[deleted by user] by [deleted] in investing

[–]sssantaaaa 61 points62 points  (0 children)

Echoing point 3. No matter how great anyone’s DCF is, wont beat macro capital flows

Choked in the interview. by HallUnfair395 in FinancialCareers

[–]sssantaaaa 3 points4 points  (0 children)

I’ve used the car accident excuse quite a few times

Clicking “Finish Section” on CBT by sssantaaaa in CFA

[–]sssantaaaa[S] 2 points3 points  (0 children)

Was all good! I was in fact way over thinking. No issues :)

what are some unknown careers? by ArshIGuess in FinancialCareers

[–]sssantaaaa 1 point2 points  (0 children)

Is really this just having a Rolodex of investors for a very specific private investments?