Daily Advice Thread - All basic help or advice questions must be posted here. Investing

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• Daily Advice Thread - All basic help or advice questions must be posted here.
• DOJ fines Boeing over $2.5 billion, charges it with fraud conspiracy over 737 Max crashes
• If you had invested in railroads in 1830's Britain you would have lost money
• Tesla passes Facebook in Market Cap, becoming 5th largest publicly traded company in the world.
• My 2021 Portfolio
• Bitcoin rally without hype is making me nervous
• U.S. considering adding Alibaba, Tencent to China investment ban
• Would it make sense to invest in Bitcoin right now? What are some reasons I should/ shouldn't do it?
• If you only get 3 stocks to buy and hold for the next five years, what are they?
• Hedging a portfolio for tail-risk in 2021
• Fed may taper bond purchases earlier than expected, Bostic says
• Let me tell you why Tesla isn't a bubble
• Beginner invested
• Roblox Switches to Direct Listing From IPO
• Stock Tip! Know of Founder-led companies with LOTS of fans?
• How to evaluate SPACs? Looking for ways to evaluate SoFi beyond their investor presentation.
• $MOGO - A Different Play On Bitcoin
• Temptation to sell stocks that are doing very well because I'm interested in other ones
• Thoughts on newcomer CTEC for global renewable energy vs. ICLN
• Is DCA'ing into gold/crypto a better idea than lump-summing?
• My next buy
• If you know you want to buy a stock once the market opens, what time do you like to pounce for it?

Daily Advice Thread - All basic help or advice questions must be posted here. Posted: 08 Jan 2021 02:00 AM PST If your question is "I have $10,000, what do I do?" or other "advice for my personal situation" questions, you should include relevant information, such as the following: How old are you? What country do you live in? Are you employed/making income? How much? What are your objectives with this money? (Buy a house? Retirement savings?) What is your time horizon? Do you need this money next month? Next 20yrs? What is your risk tolerance? (Do you mind risking it at blackjack or do you need to know its 100% safe?) What are you current holdings? (Do you already have exposure to specific funds and sectors? Any other assets?) Any big debts (include interest rate) or expenses? And any other relevant financial information will be useful to give you a proper answer. Please consider consulting our FAQ first - https://www.reddit.com/r/investing/wiki/faq And our side bar also has useful resources. 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! submitted by /u/AutoModerator [link] [comments]

DOJ fines Boeing over $2.5 billion, charges it with fraud conspiracy over 737 Max crashes Posted: 07 Jan 2021 01:15 PM PST https://www.cnbc.com/2021/01/07/doj-fines-boeing-over-2point5-billion-charges-it-with-fraud-conspiracy-over-737-max-crashes.html The Department of Justice on Thursday said Boeing agreed to pay more than $2.5 billion to resolve criminal charges stemming from crashes of its best-selling 737 Max airplanes. submitted by /u/mutecocoon [link] [comments]

If you had invested in railroads in 1830's Britain you would have lost money Posted: 07 Jan 2021 09:43 AM PST If you had invested in railroads in 1830's Britain you would have lost money. If you would have invested in the East India Company you would have lost money. If you had invested in tech in 1999 it would have at best taken over a decade for you to make money, if ever. Just because something is the future doesn't mean it's a good investment. Just keep this in mind if you plan on investing in EV's. submitted by /u/qsxfthnko [link] [comments]

Tesla passes Facebook in Market Cap, becoming 5th largest publicly traded company in the world. Posted: 07 Jan 2021 11:22 AM PST As of writing this, per Yahoo Finance, Tesla's Market cap stands at $765.5 bil and Facebook's is $765.0 bil. Now only Apple, Microsoft, Amazon, and Alphabet are larger than Tesla by market cap. This may or may not hold for long, but in my opinion it's significant either way. submitted by /u/BubbyginkESO [link] [comments]

My 2021 Portfolio Posted: 07 Jan 2021 03:37 PM PST Albeit a week late, I want to share my 2021 portfolio for documentation purposes and for whoever is interested. I aimed to balance risk in this portfolio with some growth names and legacy plays. Down to brass tacks, I am putting my money in the highest quality companies (in my view) across a diverse set of industries I find attractive. Some of these names are overvalued in the short term. However, I have realized I am not in the business of beating Wall Street's pricing, but would rather hold high-quality companies that I believe will grow faster that the market in the long term. In other words, I am totally fine paying a short-term premium for growth and quality. Below is a summary of the portfolio and big picture reasoning behind each investment. I'm definitely open to any feedback. Company Ticker Entry Price Exposure ARK Genomic Revolution ETF ARKG $93.26 6.60% CrowdStrike CRWD $211.82 11.78% Disney DIS $181.18 10.53% Enphase Energy ENPH $175.47 7.98% Evolution Gaming Group EVVTY $101.02 12.77% Facebook FB $273.16 11.05% Redfin RDFN $68.63 10.41% Teladoc TDOC $199.96 9.60% Sea Ltd SE $199.05 14.09% Waste Connections WCN $102.57 5.19% ARK Genomic Revolution ETF (BATS: ARKG) - Invests in companies advancing genomics. The companies held in ARKG may develop, produce or enable: CRISPR, Targeted Therapeutics, Bioinformatics, Molecular Diagnostics, Stem Cells, Agricultural Biology. Innovative industry. Since 2003 the cost to sequence a human genome has dropped from nearly $3bn to less than $1,000. ARK believes that as costs continue to drop, genomic sequencing will become a standard of care in oncology. It will introduce more science into healthcare decision making, enable personalized medicine, and accelerate drug discovery. ARK estimates that genomic sequencing revenues will grow 43% at an annual rate, from $3.5bn last year to $21bn in 2024. Cathie Wood. She's a beast stock picker. Out of all the ETFs she runs, her closest competitor trailed by 60%. Her worst ETF still doubled investors' money. Her strategy is to make investments into companies that she considers incredibly transformational and she has seen success doing it. CrowdStrike (NASDAQ: CRWD) - Cybersecurity technology company that provides endpoint security, threat intelligence, and cyber attack response services. Best in class technology. Remember about a week ago a bunch of Russian hackers breached SolarWinds? The same hackers also tried to hack CrowdSrike at the same time but were unsuccessful. I've wandered on to a bunch of cybersecurity forums, and the general consensus is CrowdStrike has developed the best cybersecurity solution by miles. CRWD is the undisputed leader in cybersecurity. "Pick-and-shovel" investment into the world's increasing digitization. Even in the absence of COVID, cybersecurity remains a key component of the world's increasing digitization as cyberthreats have been an ongoing issue from the onset of the internet. In the last decade we have seen a bunch of hacks where companies have exposed sensitive customer information. It seems companies are just starting to realize the importance of cybersecurity. Disney (NYSE: DIS) - Worldwide entertainment company that you all are probably familiar with. Reopening trade. In 2019, parks generated 45% of total operating income for DIS. Full reopening and attendance in parks will be slow, but certainly benefit DIS when it happens. The company has been executing on several other segments in the meantime (i.e. streaming). It has proved competitive, increasing the margin of safety if parks take longer to reopen. Fast-growing streaming division. DIS has proved agile as it successfully launched a streaming service, Disney+, that has already gained 86mn+ subscribers which was the company's original 5 year target. This is promising as it shows management can adapt to rapidly changing technology trends. Enphase Energy (NASDAQ: ENPH) - Designs and manufactures software-driven home energy solutions that span solar generation, home energy storage and web-based monitoring and control. Shift to clean energy; ENPH emerging as market leader. Going into 2021, sentiments towards solar have been at an all time high. This trend is expected to continue, especially after the Georgia run-off results. Solar firms are expected to benefit from extended tax incentives on both the consumer and producer ends. Technological advantage. ENPH has developed the industry leading solution and is rapidly taking market share from its primary competitor, SolarEdge. Pricing reflects this, but it's expected to continue. Among key competitors, Enphase has been one of the lowest cost producers. Its low-cost structure is a major contributing factor to its improving margins. Evolution Gaming Group (OTC: EVVTY) - Swedish company that develops, produces, markets and licenses integrated B2B live casino solutions for gaming operators. Early mover advantage. Evolution's lack of competition enables it to rapidly grow in new markets and create a loyal customer base, with high switching costs. The company has effectively grown EBITA margins from 41.6% in 1Q18 to 64.8% in 3Q20. Margin expansion is expected to continue. Massive untapped markets. Europe is estimated to be around $2.5bn (EVVTY has 50% market share), Asian market is ~15x the size of Europe (150% YoY growth for EVVTY in Asia). North America's market is ~$210mn, a 42% increase YoY, with NJ and PA the only states currently operating (NY looks promising). Management thinks the US will be the largest in the long-term. Undetected from Wall Street. Evolution has almost no analyst coverage in the US and very minimal coverage in Europe, presenting opportunity for additional growth as institutional money managers recognize this opportunity and draw attention to the stock. Additionally, Evolution has a founder-led management team that is highly aligned with shareholders (mgmt owns over 30% of the stock). Facebook (NASDAQ: FB) - Enables people to connect through devices. It's products include Facebook, Instagram, Messenger, WhatsApp and Oculus. Zuck. It's not a question of who is the next Jobs/Bezos/Gates/Zuck, because Zuck is super young. He has a history of being able to execute: IG acquisition / transition from desktop to mobile / denying multiple acquisition opportunities in his twenties. Undervalued. FB is the cheapest among the FAANG stocks, yet has some of the highest growth rates. This is mainly because of its continuous political scandals. With Trump out of office, I think FB has a chance to stay out of trouble and start to realize higher multiples. The antitrust lawsuit is not a threat imo, it is actually an opportunity. If the govt forces FB to break up, we would get shares in the spin-offs, which would be valued at a higher multiple than FB. For example, if Instagram spun off from FB and traded at the same multiple as SNAP, Instagram's market cap would be larger than FB's. Redfin Corporation (NASDAQ: RDFN) - Provides residential real estate brokerage services. Digitization of Real Estate (i.e. "iBuying"). Technology in RE is moving from being informational to transactional. Redfin's iBuying service is dubbed "RedfinNow." The service basically buys homes from sellers looking for a quick and convenient sale (close deals within 10-30 days). This segment isn't profitable yet as it is just getting started, but promising as the management adapts to technology trends. Inter-US Migration and housing outlook. People are moving out of the cities because of COVID / trying to avoid taxes / etc. which increases demand for Redfin's services. With interest rates extremely low (and no expectation for them to increase), homebuying demand should continue to grow. RDFN most attractively valued compared to Z and OPEN, with the most upside potential given its market cap ~$7bn. Some are predicting RDFN might start offering rental services as well. RDFN has the best LT margin potential. Teladoc Health (NYSE: TDOC) - Provides virtual healthcare services on a B2B basis to its clients and provides services to consumers directly and through channel partners. Competitive positioning in industry ripe for disruption. Healthcare is a huge market yet to be significantly disrupted. COVID has accelerated this disruption. Providers who were once opposed to telemedicine now realize its benefits and several regulatory changes are promising for telemedicines growth potential. Medicare and other government-sponsored coverage is expected to include telemedicine benefits, increasing TDOC's TAM. Livongo acquisition. From the consumer POV, this will increase access to healthcare at a lower cost. Teladoc will have access to a larger amount of data it can interpret to refine its services and monetization strategies. Sea Ltd (NYSE: SE) - Digital entertainment, electronic commerce, and digital financial services. The Company operates three business segments: Garena, Shopee, and SeaMonkey. The Company's digital entertainment business, Garena, is a global game developer and publisher with a presence in Southeast Asia, Taiwan, and Latin America. Garena provides access to mobile and personal computer online games. Shopee provides users with a shopping environment that is supported by integrated payment, logistics, fulfillment, and other value-added services. SeaMonkey business is a digital financial services provider. SeaMonkey offers e-wallet services, payment processing, credit related digital financial offerings, and other financial products. Diversified consumer internet company with market-leading position. Sea caters to Southeast Asia and Taiwan, providing its online gaming, e-commerce, and payment platforms. Shopee has overtaken competitors, it is widening its market share lead. ESports is a rapidly growing market (15.7% YoY to $1.1bn in 2020) and Sea is outpacing market growth. Pay for quality. The best companies keep going up for years in a row, and I think Sea is in the early stages of being classified as such a company. It's worth $100bn but has effectively proved its ability to identify opportunities and expand business lines. Still early stages of developing its consumer banking business, so we get the security of a bigger, established company with upside for an additional, lucrative business line such as fintech. Waste Connections Inc. (NYSE: WCN) - Waste services company that provides non-hazardous waste collection, transfer, disposal and recycling services. Recession resilient; re-opening trade. The waste management industry is recession resilient, it will always be around. Non-hazardous waste collection. With a progressive government likely to push climate initiatives, recycling and non-hazardous waste collection are likely to benefit on the back end. WCN has a large moat; there isn't much of a competitive threat the way the industry operates. Management's strategy is to generally only spend what FCF is available. This enables the company to make acquisitions while handling its debt load. Great for stable growth. ​ P.S. I have two other accounts - one with about 40 growth stocks and another with about 10 big names / ETFs. However, this portfolio has the largest allocation for 2021. My first time trying a more concentrated approach. submitted by /u/bull_doze [link] [comments]

Bitcoin rally without hype is making me nervous Posted: 07 Jan 2021 11:57 AM PST Back then it was clearly a bubble. Even your taxi driver knew all about crypto. Now I feel barely anyone talks about bitcoin let alone is aware of this insane rally. Is my impression right? That makes me believe that it must be institutions that are pumping the price this time unlike retail investors last time. Why would they do that? Are they worried / know something about traditional currencies going down the drain? Add to that the insane valuations of some companies on the stock market (TSLA, DASH, SNOW... I'm looking at you) it makes me really nervous something is about to go down. Anyone else feels uneasy with bitcoin around $40k? submitted by /u/mightyXi [link] [comments]

U.S. considering adding Alibaba, Tencent to China investment ban Posted: 07 Jan 2021 05:12 AM PST The Trump administration is considering adding tech giants Alibaba and Tencent to a blacklist of firms allegedly owned or controlled by the Chinese military, two people familiar with the matter said on Wednesday. Targeting Asia's two most valuable companies would be U.S. President Donald Trump's most dramatic step yet in a recent raft of measures unleashed against Chinese companies as he seeks to cement his hardline policy against Beijing during his final days in office. Defense Department officials, who oversee the blacklist designations, have not yet finalized plans and are also discussing adding other Chinese firms to the list, the sources said, speaking on condition of anonymity because the deliberations are private. Both companies declined to comment. The discussions were first reported by the Wall Street Journal. Shares in Alibaba, China's biggest e-commerce firm, finished down 3.9% on the Hong Kong Stock Exchange while Tencent, a gaming and social media behemoth, lost 4.7%. Alibaba's U.S.-listed shares closed down just over 5% on the news on Wednesday. Some investors expressed skepticism, however, that Alibaba and Tencent would face long-term restrictions - given that they are worth a combined $1.3 trillion, widely held by U.S. investors and the likely reputational and financial hit to U.S. stock markets. "It's a very bad policy and there's enough money in Asia, lots and getting bigger, that one shouldn't force these companies out of America," said Thomas Caldwell, chairman of Caldwell Investment Management in Toronto and an investor in the New York Stock Exchange. "Money and markets should be neutral." Source: Reuters submitted by /u/Dagoru95 [link] [comments]

Would it make sense to invest in Bitcoin right now? What are some reasons I should/ shouldn't do it? Posted: 07 Jan 2021 10:28 PM PST I'm still fairly new to investing and recently I've been wanting to explore the cryptocurrency territory. Bitcoin value has risen significantly in the past few years and I was wondering if it would be beneficial to invest in it now. What should I be researching/ studying to understand how the value of Bitcoin changes? I will appreciate any feedback/advice that you have to offer. submitted by /u/commonsenseless_ [link] [comments]

If you only get 3 stocks to buy and hold for the next five years, what are they? Posted: 07 Jan 2021 09:27 PM PST I'd pick the following: 1 - AAPL. Solid innovation, product pipeline, cash on hand, and consumer network. Services business will continue to grow and they could jump into other highly profitable categories as well, thanks to robust cash balances and R&D teams. 2 - TSLA. Still a lot of upside. Yes the valuation is crazy high, but they continue impress consumers and investors. They used to be mistaken as a software company that wishes they were a car company. Now people confuse them for a car company. They are far and away the worlds leading sustainable energy company and nobody is close behind them. 3 - TTD. Lots of good growth this past year, but tons of runway in the digital streaming ad space. It's TTD or Google. I like what TTD has to offer. Solid mgmt team. Honorable mentions. NIO, NCNO, UPST, ADBE, SHOP, MSFT, PYPL. submitted by /u/PeterLundLV [link] [comments]

Hedging a portfolio for tail-risk in 2021 Posted: 08 Jan 2021 01:30 AM PST I'm trying to figure out whether it's worth considering a hedging strategy. I am invested in many of the popular funds and some stocks discussed here and in other subreddits, but I also share the common sentiment amongst many in that this euphoria is in overdrive. While I believe the additional liquidity in the market should add fuel to the fire, I also have a back of mind concern that another black swan event could occur. In the case that such an event occurs, I'm wondering whether there are any strong hedges that could perform well, similar to how some investors came out of the 2008 financial crash with outcomes that exceeded their negligible gains in the years before. How do people here build "antifragile" portfolios? submitted by /u/samjd12 [link] [comments]

Fed may taper bond purchases earlier than expected, Bostic says Posted: 07 Jan 2021 05:40 PM PST Article: Atlanta Fed President Raphael Bostic says the central bank may taper bond purchases earlier than expected if the economy exceeds expectations at midyear, he said on Fox Business. The remarks echo his comments on Monday, saying the purchases might be reduced later this year if vaccines boost the U.S. economic outlook. The economic recovery will depend on the pace of vaccine distribution. If it's slower "we will have a longer time period to really try to bridge and keep businesses and families secure," he said. Boston Fed President Patrick Harker, though, had said earlier today that he doesn't expect the Fed to pull back from its bond purchases any earlier than very late in 2021. https://www.google.com/amp/s/seekingalpha.com/amp/news/3649804-fed-may-taper-bond-purchases-earlier-expected-bostic-says submitted by /u/suckfail [link] [comments]

Let me tell you why Tesla isn't a bubble Posted: 08 Jan 2021 03:49 AM PST Tesla is now one of the most coveted jobs in computer vision if not THE most (yes, arguably even over Google). It's been gobbling up the smartest vision people around me, at least. Why does this matter? Because in 2020, selling cars is a software game as much as it's a hardware game, and Tesla has a lead that no one (not Google, not Apple) can make up for. Just like GPT3 and recently, Dall-E, are showing unprecedented results just from sheer data, Tesla's self driving AI is going to be infinitely better than anyone else's because they have too much accumulated data already, and accelerating. I actually can't stress this enough, most of you probably have no sense of just how far ahead they are in terms of self driving data - It will be impossible for you to understand what I'm talking about unless you've at least done some deep learning training on different sized datasets. Tesla has the equivalent of the Internet vs everyone else's local library. TL;DR: Tesla will solve self driving in 2~3 years, before anyone else gets even close. When it comes out it will look like magic, but under the hood it's going be driven by a disgusting amount of accumulated data. Apple and Google were the two companies with a chance to supersede Tesla in self-driving, but that boat has long sailed. Tesla is here to stay, whether you like it or not. submitted by /u/uotsca [link] [comments]

Beginner invested Posted: 08 Jan 2021 03:48 AM PST Hi I recently got into investing in stocks and so far my portfolio consists of only DIS and NIO. I'm plan on investing more in upwork, TSLA, and CRSP. Can anyone give me an advice on when I should buy these stocks? Especially TSLA and CRSP, since they are always rising these days. submitted by /u/rnjstjdgns [link] [comments]

Roblox Switches to Direct Listing From IPO Posted: 07 Jan 2021 11:29 PM PST https://www.bloomberg.com/news/articles/2021-01-06/roblox-plans-to-go-public-via-direct-listing-instead-of-ipo What do you make of this and how do you think it will affect the stock price that it is released this way? same thing happened with Palantir last year, could be interesting submitted by /u/Oidoy [link] [comments]

Stock Tip! Know of Founder-led companies with LOTS of fans? Posted: 07 Jan 2021 06:26 PM PST Congratulations to those that invested in SQ and TSLA and the like in 2019/2020. I'm crowdsourcing ideas on what to "invest" in 2021. Could you guys name publicly traded companies that match the following?: Preferably, founder-led publicly traded company (required) The company's product(s) and service(s) have SERIOUS / LOTS OF fans. Fanatic investors, consumers, or supporters - or all of the above. (required) The founder has a cult-like following/ garners respect and hate from investors and users alike. If the non-founder CEO has a cult-like following, that counts, too. Preferably, a consumer tech company; open to B2B tech as well and other non-tech consumer-facing companies. Preferably, founded after 1999. Can be Japanese, Chinese, American or European listed companies. Context: I want to bet on companies with halo effect derived from hype. From retail investors to institutional investors to customers alike. Going to leave financial fundamentals behind a bit in 2021. No SPACs, unless the target is a company that fits the above criteria. Here are one that I think fits the above: Examples that many ppl can likely agree on: TSLA, SQ, AMZN, SNAP Arguably: ROKU (personally don't know why ppl still use ROKU), NVDA, FB, TWTR Maybe: LYFT, W, CRM, ABNB, SPCE (since not many have gone to space yet lol) Please share your thoughts! Would be very grateful. Can comeback to the post later with detailed transaction history on how this thesis performed in 2021. submitted by /u/SleeplessHaunt [link] [comments]

How to evaluate SPACs? Looking for ways to evaluate SoFi beyond their investor presentation. Posted: 07 Jan 2021 09:09 PM PST I think that SoFi is a fascinating opportunity, and could be a terrific investment. However, there are limited resources on which to review to understand the company well enough to feel justified in making a real investment in the company. Beyond the investor presentation and limited financial data given by the company, what resources are there to evaluate the company and its performance? Much of what I find appealing about the company is the management and involvement of Chamath, as well as the significant growth potential in the personal financial market. Customers seem to be thrilled with the product, and they have been successful in bringing them into buying into their range of products. It would be helpful to know where I can learn more about the company, and what you all have come to know about SoFi. Thanks! submitted by /u/hj46899 [link] [comments]

$MOGO - A Different Play On Bitcoin Posted: 08 Jan 2021 02:16 AM PST Mogo Inc. operates as a financial technology company in Canada. The company provides finance app that empowers consumers with solutions to help them get in control of their financial wellness. It offers users a free MogoAccount and provides access to various products, including free credit score monitoring, identity fraud protection, digital spending account with Platinum Prepaid Visa Card, digital mortgage experience, the MogoCrypto account, a product within MogoWealth that enables the buying and selling of bitcoin, and access to smart consumer credit products through. The company's platform delivers digital experience with various products all through one account. ​ A relatively small company / Small market-cap 150M$~ 30M Shares Outstanding / 20M Shares Float ​ Last week MOGO Reported over 100% Increase in new Bitcoin Accounts in December ​ Preliminary Highlights Include: A 108% increase in new bitcoin accounts in December compared with November A 60% increase in the dollar value of bitcoin traded on the Mogo platform in December versus November Accelerating new member growth, with net member additions up over 50% in Q4 2020 versus Q3 2020 ​ ful article https://finance.yahoo.com/news/mogo-reports-over-100-increase-124000648.html ​ MOGO is about to present Needham Virtual Growth Conference on January 15th, 2021 https://investors.mogo.ca/events/mogo-to-present-at-23rd-annual-needham-virtual-growth-conference ​ Company Website https://www.mogo.ca/ submitted by /u/remilevo [link] [comments]

Temptation to sell stocks that are doing very well because I'm interested in other ones Posted: 07 Jan 2021 08:05 PM PST My title might sound terrible, bear with me: ​ My stocks currently are CRSR, DKNGS, LGVW, NNOX, PLTR, TSM, THCB, and I have ICLN, along with SWPPX. I'm up 20% in at least everything except for NNOX since I just got into it, and I am loving my gains. I believe all of these (except for maybe ICLN and PLTR) are going to continue to rise, but I am interested in other stocks that may become bigger in the future. Here is my dilemma and my question to you all: how do you determine when you want to leave a profitable venture, and join another? Is it just off of hype from what others discuss? Your own research? Your belief that your current investments have hit their peak(if you can call it that) I only actually invest new money when my VA disability comes in, so I tend to either) hold investments for longer than I should, or) sell to try my luck in something new. Things I'm looking into include: switching SWPPX to SCHWG or SWTSX, ICLN into ARKG or LIT (very doubtful because this is my first ETF and I don't want to get too deep into something I don't understand), NET, and EVVTY. ​ Thanks friends let's lose more money together in 2021. ​ Edit: I am VERY bullish on CRSR, but that could be bias from them making me 88% profit since they went public, until they lulled to 39. Am I a fool for staying in? submitted by /u/Imadethistoinvest [link] [comments]

Thoughts on newcomer CTEC for global renewable energy vs. ICLN Posted: 07 Jan 2021 11:40 AM PST I want to invest in a broad renewable energy fund, and I'm debating between CTEC and ICLN. This will be a long-term investment, so I'm not really concerned about the small amount of assets under management for CTEC. CTEC is 39% in N America 26% in Europe and UK 29% in Asia (mostly China and S Korea) Top holdings are Enphase Energy Plug Power Xinyi Solar SolarEdge Siemens Gamesa ICLN is 38% in N America 33% in Europe (no UK) 12% Asia (mostly China) 10% in NZ 4% in Brazil Top holdings are Plug Power Enphase Energy Meridian Energy Verbund AG Siemens Gamesa At first glance, the difference seems small. But according to etfrc.com, there's only a 41% overlap in assets. CTEC is almost exclusively industrials and tech firms, while ICLN has over 50% in utilities. This is the most obvious difference, and the main reason I'm considering CTEC instead. Also the exposure to S Korea appeals to me, though I recognize that's probably a baseless bias. submitted by /u/MinnesotaPower [link] [comments]

Is DCA'ing into gold/crypto a better idea than lump-summing? Posted: 08 Jan 2021 01:56 AM PST As a Boglehead, I follow the traditional rules (no market timing, max diversification at a low fee, lump sum over DCA) of what it prescribes, but now that I have my base in VT and BNDW, I'm trying to diversify further into real estate, and a tiny bit into speculative assets like gold and crypto. With the volatility that seems to be found in these speculative vehicles, does it make sense to pursue dollar cost averaging for them, say 50 a month up to whatever total amount you are interested in holding? I've been reading about the halving issue with Bitcoin and all that, but I was wondering if DCA is something that is generally done/recommended for speculative investments, or if there is a better strategy for them? submitted by /u/AXdssd5as [link] [comments]

My next buy Posted: 08 Jan 2021 12:49 AM PST Dear Investors, I'm at the beginning of my investing path. I've been moving small amounts of money into the market in the last 3-4 months. Since I do not own large amount of money, my plan is to slowly add 500-600 bucks/month into the market. I would like to get your opinion on my next move as today is payday :). I've got about another $1500 saved up and I would like to invest them either today or early next week into the following companies, and hopefully diversify in the next months and strengthen my position throughout the year. The plan is to hold the shares for a few years while keep investing long. The companies are the following: Crowdstrike - I've done my DD, I simply like it a lot, from my point of view it is the best cyber security company with a lot of potential growth. Current price is about 222 bucks/share - I would like to get in with about 400 dollars. I feel like I would be getting in a little too high since it grew a bit in the past days, what do you think? NET - As well, from my point of view, a great company and the price of the share is about 79 bucks which, from my point of view, is quite a good price. - 400 bucks in JKS - I love green tech, I definitely think that people are going to try and get green energy in the next years, but still, lately it grew a lot and I don't want to be caught getting in high, what's your opinion? - 400 bucks to throw in Unity Tech - The future of gaming? - 300 bucks in I know it's a lot of tech stocks and that the amount is not quite big, but it matters to me, baby steps. I will try do diversify as much as possible in the following months. Thoughts? submitted by /u/outtheworld12 [link] [comments]

If you know you want to buy a stock once the market opens, what time do you like to pounce for it? Posted: 08 Jan 2021 12:38 AM PST Do you put in a limit order and get some sleep but not the best deal? Do you buy right away or wait/ hope for a dip? Wait until the afternoon when a trend has been 'established'? I am also curious when you scale in on a buy, generally do you scale over a day or weeks? I've always just bought early in the morning or right before close - but haven't had the best (or worst) luck with that, curious what y'all think submitted by /u/Other_Potential_9674 [link] [comments]

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