Daily Advice Thread - All basic help or advice questions must be posted here. Investing |
- Daily Advice Thread - All basic help or advice questions must be posted here.
- How did r/investing become so low quality?
- Unpopular Opinion: The crazy run on stocks right now actually makes sense
- Private payrolls rose by 428,000 in August, coming short of expected 1.17 million
- $NVDA - Goldman raises target to $585 on Ampere Gaming launch
- Economists are warning of a market crash - is it good to sell and wait on the sidelines?
- TAN ETF Solar Investment Strat
- With interest rates basically at zero, what’s left as a hedge against stocks?
- Earnings question
- What are all the possible reasons why investing in Palantir would be a really bad idea?
- CVAC + TSLA + Bill Gates = opportunity
- Technical Analysis of the Financial Markets by John J. Murphy book. Is it outdated now, or still worth reading?
- Mobile games platform Skillz to go public at a $3.5 billion valuation
- How does the allocation of ETFs in Ray Dalio's all weather portfolio work?
- No doubt about it, it’s a bull market with strong momentum. What is your WTF moment, this is getting crazy and make you sell? Not that it seems to matter but noting that current FTM S&P500 has been cheaper than current valuations 99.9% of the time over the last 70 years.
- Finally got a stake in AAPL
- Hedging against apple downturn
- Small Cap Value VS Small Cap Blend
- Is putting all your money into USO a good idea?
- Swiss Canton Takes Taxes in Bitcoin as Crypto Goes ‘Mainstream’
- China to Plan Sweeping Support for Chip Sector to Counter Trump
- Question comparing 3X leveraged ETF versus three * normal ETF (TQQQ vs QQQ x3)
- Please evaluate my suggestion for the best IPO of 2020.
- Credit default swap
| Daily Advice Thread - All basic help or advice questions must be posted here. Posted: 03 Sep 2020 05:09 AM PDT If your question is "I have $10,000, what do I do?" or other "advice for my personal situation" questions. If you are going to ask how to invest you should include relevant information, such as the following:
Please consider consulting our FAQ first - https://www.reddit.com/r/investing/wiki/faq Be aware that these answers are just opinions of Redditors and should be used as a starting point for your research. You should strongly consider seeing a registered financial rep before making any financial decisions! [link] [comments]  |
| How did r/investing become so low quality? Posted: 02 Sep 2020 10:47 PM PDT The top ~5 comments in every other thread are just low-effort "jokes" about market always going up or stocks not equal the economy. Do people not get tired of it? There are plenty of factors that could contribute to the bull market: fear of inflation, growing number of retail investors, structural changes in economy, reduced discount rate in DCF model, etc. But the thoughtful replies seldom make it to the top. I wish the mods could do a better job blocking low-effort posters who are basically spammers at this point. [link] [comments]  |
| Unpopular Opinion: The crazy run on stocks right now actually makes sense Posted: 02 Sep 2020 09:09 PM PDT I currently have a good chunk of money that I want to invest to hedge against inflation. I have a downpayment and a manageable mortgage and just want to grow my nest egg, so I invest ~40% of it.
Doesn't it seem like the best investment these days is the stock market? I personally have been long since Jan in mostly Apple, but have started to dabble in options. The returns are great and researching companies, etc is fun. I get that he market poses a lot of uncertainity, but so does Housing, Cash, Inflation, etc. [link] [comments]  |
| Private payrolls rose by 428,000 in August, coming short of expected 1.17 million Posted: 02 Sep 2020 06:03 AM PDT I suppose this means that the market will be green today? I've been watching the premarket closely this morning and it didn't even dent it. Are such news no longer relevant? [link] [comments]  |
| $NVDA - Goldman raises target to $585 on Ampere Gaming launch Posted: 02 Sep 2020 09:05 AM PDT "The generation to generation improvement in performance, coupled with flat generation to generation pricing trends, implies an increase in performance/$ that is larger on the Ampere generation of cards than the Turing generation. Recall that based on data provided at Nvidia's various Investor Days, 98% of Nvidia's installed base was on Pascal (introduced in 2016) or older generation cards entering 2019. Based on past trends, we believe that around ~3/4 of the installed base was on Pascal or older generation cards entering 2020. We believe this is important as a) it implies that 3/4 of Nvidia's installed base is on cards that are ~4 years old, b) our view is that the typical GPU refresh cycle is around 4 years, and c) ultimately, we believe the larger performance/$ increase relative to prior generations could accelerate the installed base refresh cycle. Importantly, we also believe that the improved generation to generation value proposition (as measured by performance/$) will contribute to positive mix shift within the Gaming segment, and in turn, segment-level gross margins." "AMD read-through. We believe that the timing of Nvidia's Ampere introduction is in-line with investor expectations heading into the event and that this is unlikely to change sentiment on the relative competitiveness between Nvidia and AMD's Gaming GPU business, especially given our view that AMD is scheduled to release RDNA 2 GPUs in the 4Q20. While AMD has improved execution across its client CPU and server CPU businesses over the past several years, the company has seen less success in its Gaming GPU franchise with share flat to down since 2016. As a result, we expect competitive dynamics between the two companies' businesses to remain largely unchanged, with our estimates implying ongoing share loss for AMD in the near term." [link] [comments]  |
| Economists are warning of a market crash - is it good to sell and wait on the sidelines? Posted: 02 Sep 2020 10:28 PM PDT 💣Whats your take on the article that while markets are going higher and higher they are just waiting for an excuse to come down 20% and the large institutional investors are positioning themselves to take advantage of the smaller mom-and-pop investors. The article suggests take a option out for such an event - is it a good approach? or is it better to take the profits and sit on the sidelines till the end of the year. Here is the original article: The pros are getting ready for a market crash - retail investors, no so much, top economist warns [link] [comments]  |
| TAN ETF Solar Investment Strat Posted: 02 Sep 2020 08:43 PM PDT I've seen huge gains through TAN. I'm curious to know though, why don't people invest based off the possible technological applications instead of the current ones? For instance with solar, I see that as a solution going forward in so many different industries whether it's automobile related, energy related, etc. I feel like there are so many applications. That's why I buy ETF's, because it's easier to see the value of an industry/technology as a whole rather than a company's single application of that technology. Currently I'm up almost 60% on TAN and it looks like it's gonna keep going up. Not to mention, with Biden being predicted by Alan Lichtman, the gov't is going to make a huge move towards clean energy. All these point towards clean, renewable energies, including but not limited to solar, having a bright future. [link] [comments]  |
| With interest rates basically at zero, what’s left as a hedge against stocks? Posted: 02 Sep 2020 10:17 AM PDT For someone looking for a low risk investment with higher return than savings accounts I always thought bonds were the place to go. But with interest rates basically zero, is there any point left in bonds? What does a modern investor keep their cash fund in as a hedge while they dollar cost average in to equities? [link] [comments]  |
| Posted: 02 Sep 2020 07:32 PM PDT Why do stocks react so differently to similar earnings reports? For example, Zoom crushed their earnings and their stock skyrocketed while Rocket also crushed their earnings and immediately plummeted. Is it a matter of the expected earnings being priced in? I guess my question is what are the indicators to look for because I don't really see a difference between these 2 stocks/earnings. They are both benefiting from current situations which will be temporary. Once a vaccine is released zoom should fade and once interest rates increase or the housing market cools Rocket will suffer. I previously thought things like price run up prior to earnings, expectations of earnings being priced in, etc would lead to a sell off. Is it really just a coin toss of how the market will react or is there a way have somewhat of an idea? I mean will DocuSign or Peleton pull a zoom or a Rocket? Thanks in advance guys! [link] [comments]  |
| What are all the possible reasons why investing in Palantir would be a really bad idea? Posted: 03 Sep 2020 04:01 AM PDT I am really tempted to go into Palantir as a long term investment. I have already come up with a list of all the good points FOR investing in it. Now... What could be list of all the reasons why investing in Palantir is a bad idea? To me one reason would be that stock market is extremely frothy and it might make more sense to wait for a dip or simple DCA into Palantir over the next months before and after elections instead of rushing into a potentially overvalued IPO. What other fundamental reasons could there be for this being a bad bet? [link] [comments]  |
| CVAC + TSLA + Bill Gates = opportunity Posted: 02 Sep 2020 03:23 PM PDT CureVac (CVAC) is a German company backed by the Bill and Melinda Gates foundation and is developing a COVID19 vaccine that is ready to enter testing. Elon has agreed to consider dedicating a portion of Gigafactory Berlin to production of vaccines (this and future vaccines). On one hand, this story has an all star cast of players. On the other hand, competition is stiff, overhead, time to market is paramount. https://electrek.co/2020/08/30/elon-musk-germany-tesla-vaccine-printer-venture-gigafactory-berlin/ [link] [comments]  |
| Posted: 03 Sep 2020 04:26 AM PDT The book is from 1998, a very different time. The markets don't work logically anymore. Teenagers and their 98 year old grannies are pumping money in and out of Tesla. However reviews of the book are good, and I've seen it recommended on some posts here, however they are a year old or more. Is the book still relevant today? I'm interested in buying it. [link] [comments]  |
| Mobile games platform Skillz to go public at a $3.5 billion valuation Posted: 03 Sep 2020 01:18 AM PDT Skillz announced that it is set to go public through an initial public offering that will value the company at $3.5 billion, 6.3 times the company's projected revenue for 2022 (which is expected to reach $555 million). [link] [comments]  |
| How does the allocation of ETFs in Ray Dalio's all weather portfolio work? Posted: 03 Sep 2020 02:27 AM PDT I read about the all weather portfolio recently and I'm wondering how Ray Dalio or his followers allocate the ETFs based on the economic situations (inflation, deflation, stagflation). A general ratio I've read is Stocks - 30% Long term bonds - 40% Interm bonds - 15% Gold - 7.5% Commodities - 7.5% But Ray Dalio is keep changing the allocation depending on the economic situation. For example, he is holding more gold based on the latest report. My question is 'Should I buy more stocks in the current market where stock prices are getting higher to maximize profit or buy more gold to prevent bigger loss when the economic depression comes?' Same question for the bonds. Lastly, what are the factors that affect the price of commodities? [link] [comments]  |
| Posted: 02 Sep 2020 11:50 AM PDT The S&P 500, on a trailing basis, now has a 27.4x price-to-earnings multiple. Only 0.4 per cent of the time in the past 70 years has the multiple been so rich. On a forward 12-month basis, only 0.1 per cent of the time has the market been more extreme than its current 23x. As for the Nasdaq, it, too, is in the top one per cent of valuation rankings ever recorded. What would it take for you to sell out of the market? Valuation, vaccine delay, correction x%, election outcome, etc. [link] [comments]  |
| Posted: 02 Sep 2020 03:18 PM PDT Thanks split! I wish I had the capital to buy a few different stocks back in March but the price was slightly out of reach and grew faster than I could buy in. I also wish I understood investing better 10 years ago in my early 20s when I had both MSFT at $30 and APPL at $50 but you learn. Bought 5 shares at $130 today, right at the price I wanted after the split. Slowly I've added it to my long term brokerage account with MSFT, DIS, and other large cap companies. Who else bought in after the split? [link] [comments]  |
| Hedging against apple downturn Posted: 03 Sep 2020 05:14 AM PDT With so many ETF's seeing APPLe as the largest single position in the fund, how are you hedging against it? Right now I have VTI, VOO, VGT, and QQQ. I also have about 5-7 % appl and TSLA, with some positions in INTC becuase it's cheap, MU, and SWBI. That being said, when appl drops, my entire portfolio takes a drop because it seems every ETF is loaded with APPL. VTI is only 5% appl, but the rest are more, with VOO coming in at around 6. Alot of these ETF's seem somewhat redundant, and QQQ has seemed to be the most "reactionary" or volatile. IS there another good solid ETF out there (besides something like SLV) that can hedge agaisnt APPL, or is VTI considered "good enough". maybe APPL is so important that the market tends to follow it, or maybe it's the other way around. I just don't like having the majority position in all my ETF stock based investments being the same stock. [link] [comments]  |
| Small Cap Value VS Small Cap Blend Posted: 02 Sep 2020 09:21 PM PDT I've been debating about switching from VIOO into VIOV to capture the size effect and the value premium. It's been shown that small cap value tends to outperform any other stock asset class over the long term. But the last 10 years or so have been horrible for value investors. I know past performance doesn't indicate anything for the future, but 10 years of underperformance is horrible if your investment horizon to really grow your wealth is 30 - 40 years. Why not just hold a blended fund to guarantee yourself you will capture the size effect and not make any effort to tilt one way towards value or growth? By holding a blended fund you guarantee yourself the average of the small caps as a whole. When growth does well, you'll benefit. When value does well, you'll benefit. But if you bet on only value and it does poorly, you'll suffer. I've heard small cap, low profitability, growth, has tended to reduce the size effect, but hasn't value done that for the last decade? Since we cannot predict the future, we should seek to capture the average return of the stock market by holding the entire market. If we wish to take on added risk by overweighting certain parts of the market to increase our expected return, why not seek the average of those areas as well? FYI, I prefer the S&P 600 funds due to them being more of a pure play in the small cap space by median market capitalization. [link] [comments]  |
| Is putting all your money into USO a good idea? Posted: 03 Sep 2020 04:45 AM PDT Hey guys, looking for investing help since im fairly new to this, im a 15 year old looking to start investing early. I currently have $1k, and im looking if I should put all of it into the united states oil fund stock. It just took its biggest hit since the rona so im thinking this could be a good time to buy. Its been going up for the past 3 months, and when more and more businesses start working full scale oil should go up, since 80 percent of oil use is businesses. Im predicting making $10-30 a month from this [link] [comments]  |
| Swiss Canton Takes Taxes in Bitcoin as Crypto Goes ‘Mainstream’ Posted: 03 Sep 2020 04:00 AM PDT Switzerland's canton of Zug, home to hedge funds, crypto firms and commodity traders, will start allowing citizens to pay taxes in Bitcoin and Ether as the acceptance of digital currencies continues to rise. "Tax settlement by means of crypto currency will be available to both companies and private individuals up to an amount of 100,000 Swiss francs ($109,670)," the canton said in a statement on Thursday. The region of about 127,000 people is collaborating with Zug-based broker Bitcoin Suisse AG, who converts the digital currency into francs and transfers the amount to the state. Note : This post is directed to those who said , when I could pay my taxes in BTC , I would consider it legitimate. [link] [comments]  |
| China to Plan Sweeping Support for Chip Sector to Counter Trump Posted: 02 Sep 2020 11:57 PM PDT China is planning a sweeping set of new government policies to develop its domestic semiconductor industry and counter Trump administration restrictions, conferring the same kind of priority on the effort it accorded to building its atomic capability, according to people with knowledge of the matter. Beijing is preparing broad support for so-called third-generation semiconductors for the five years through 2025, said the people, asking not to be identified discussing government deliberations. A suite of measures to bolster research, education and financing for the industry has been added to a draft of the country's 14th five-year plan, which will be presented to the country's top leaders in October, the people said. China's top leaders will gather next month to lay out their economic strategy for the next half decade, including efforts to ramp up domestic consumption and make critical technology at home. President Xi Jinping has pledged an estimated $1.4 trillion through 2025 for technologies ranging from wireless networks to artificial intelligence. Semiconductors are fundamental to virtually every component of China's technology ambitions -- and an increasingly aggressive Trump administration threatens to cut off their supply from abroad. "The Chinese leadership realizes that semiconductors underpin all advanced technologies, and that it can no longer dependably rely on American supplies," said Dan Wang, technology analyst at research firm Gavekal Dragonomics. "In the face of stricter U.S. restrictions on chip access, China's response can only be to keep pushing its own industry to develop." ......... How do you see this affecting the semiconductor industry? Will China just buy their own chips or is this too ambitious? SMH and SOXX seem like most affected ETFs by this. [link] [comments]  |
| Question comparing 3X leveraged ETF versus three * normal ETF (TQQQ vs QQQ x3) Posted: 02 Sep 2020 08:01 PM PDT I was thinking of the difference between QQQ x3 versus TQQQ for gains and losses. In general, from what I understand, they should produce the same per day, but TQQQ will grow faster if there are many up days in a row, and will do worse if there are many up and down days. However, interesting, if there are many negative days in a row, does TQQQ seems to do better than QQQ When I compare the values of a TQQQ versus QQQ x 3 when the 2020 crash happened it was better to be in TQQQ (-68%) versus QQQ (-28%) x 3, or -84% capital. When looking at the peak to peak levels from Feb to now TQQQ outperforms QQQ x 3, and this is the same with trough (around March 20) to peak levels. Therefore, although many up and down days would create more drag for TQQQ versus QQQ x3, in reality this hasn't panned out in 2020, where the markets were excessively volatile. I can't think of a time when the market was more volatile than now. Is this analysis correct? Or am I missing some very obvious flaw here. TLDR: Leveraged TQQQ performs better during peaks compared with QQQ x3, and does better when the market crashes versus QQQ x3. [link] [comments]  |
| Please evaluate my suggestion for the best IPO of 2020. Posted: 02 Sep 2020 09:14 AM PDT Hi! Today, I present Desktop Metal as potentially the best IPO of 2020. This is a 3-D printing company with proprietary methods for printing metals. They have impressive improvements in sintering, heating/extruding, and throughput, and they appear to be the best in the business. I became interested in this company after following one of their key scientists, and learning about the amazing work he has accomplished. I've begun diving further into the science behind the company. I'm interested if others have also looked at the science, or what this forum thinks of their financials. Rather than copy/paste the details, I'm going to link them directly. They plan on going public in Q4 of 2020 via reverse-IPO. They are currently available under $TRNE. [link] [comments]  |
| Posted: 03 Sep 2020 03:10 AM PDT I have a question about why CDS are used as a measure or to measure default spread. Like what they reflect. And when does the credit default swap rate increase and why ?. I am facing trouble in understanding this concept anyone can explain with details ? [link] [comments]  |
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