Reddit best stock portfolio. I've already cycled through XSP and rebought in.
Reddit best stock portfolio UN was dropped from my portfolio and doesn't currently show as a TSE listing, and where it does show, it appears to list only. 20%. In my personal life I buy 6. I'm not so sure if TradingView has a Portfolio Manager, i can't seem to see one on their app. Click on a stock/fund to see News, etc. The best stock guy on YouTube imo. Amazon . I'm currently using Portfolio Performance but I find it not that easy to use. If you want to use the tracker go to file --> create copy (need to be logged in) I'm open to I just did a screen for you: (1) large cap only—typically been around longer and has some staying power (2) dividend above 2%—gotta get that paper (3) P/E ratio below 15—hopefully implying it isn’t overvalued (4) Price to book ratio below 2—again, looking at valuation, especially since you have some growth holdings (5) a beta below 0. My goal is to have a small portfolio with both safe and speculative picks. Sold all my apple waiting still on amd very close to selling all my microsoft Goog 4% 99 $ share Ppd 1% 65 Amazon 4% 97 Baba 2% 81 Apple 131 share sold at 184 Upstart 1% 17 Tsm 3% 78 Nvda 151 share sold at 412 On 1% 60 Amd 2% 64 Msft 3% 248 Intc 2% 30 Meta 4% at 138 Snap 2% at 11. 6% of your portfolio, if you had a 5 position portfolio, each would represent. Get (and give!) advice on investment portfolios and financial planning goals for retirement (401k, Roth, IRA, HSA) and taxable investing accounts, particularly stock and bond mutual funds and ETFs - learn tips for tax efficiency and other account optimization strategies. Lastly - I do not intend on withdrawing anything from my portfolio (barring transfers to Hi everyone, I've look around for a free spreadsheet to keep track of all my stocks, etfs and dividends, but with not much success. My username is vincenzost I invest mainly in cryptos and few stocks and ETFs I made a very good return in the past few years and I expect to make also high returns in the next few years thanks to cryptos. Only downside is there’s no mortgage interest to write off. Both. What are your favorite stocks to hold "forever" (lets say 20-30) years? Most decent ones are subscription based (Adobe Portfolio, SmugMug, Zenfolio, Pixieset,). Whether it's your own site or one you stumbled upon, please share the link along with a brief description of what makes it stand out to you. Investors typically discuss their latest trades, trending stocks, portfolio profits and losses, and Does anyone have any good recommendations for a portfolio tracker? The issue I have with the most popular ones (personal finance, etc) is that there is no way to create a target portfolio That’s because, with 40+ years until retirement, almost any diversified index fund has about as good an expected return as any other, and your macro allocation (stocks vs bonds) will be responsible for 94% of the variation in returns. no reason you need to incur another round of FX, can just get the GBP denominated ETF as you mentioned - VWRL. Just sold all my Nvidia. Can someone help send me in the right direction When it comes to investing, it’s always best to build a balanced portfolio. The point of the spreadsheet was to calculate how to DCA both selling the ETFS that I don't want and buy the ones that I do. Then you have WBD, SOFI, and RIVN being over 5% of your portfolio. 5 years of working already, I was able to save and invest in this current portfolio: USD Account: 550k PHP - Been adding money every month since Jan '23 to DCA PH Equity: 300k PHP - +10% currently, with stocks yielding dividends regularly, I have CREIT and AREIT in my port if that's worth mentioning $10,000 invested in stocks today can run up to $11,000 to $12,500 next year if we have a solid up year, or the fund could drop to $7500 to $8500 next year if we have a bad recession and bear market, or stocks could simply go up and down and all a round and end a year flat, but if you stay with stocks for 30 years, you should see 10% annual returns based on historical averages The different portfolios are aggregated on the main page and you can select a portfolio to see that one portfolio (portfolio == different accounts for me). It will construct a model based on your risk tolerance. After conducting comprehensive research and analysis, we selected 20 dividend stocks that were getting a lot of attention on Reddit as of September 21. This dividend portfolio gives a 3. This is a great place for beginner and advanced investors to share knowledge! I'm looking for something I can view my Fidelity portfolio with. So like the best portfolio starting 20 years ago would be 100% MNST, or if you're talking just ETFs, probably 100% QQQ. Links to stocks and funds. Invest at least 1/3 of your portfolio in international stocks Establish firm rules to keep your portfolio on track. Would like a holistic picture of diversification and performance. 15%, the portfolio Beta is 1. I dont remember exactly the prices but I know they were buying the Hi, have a look at my portfolio. When recessions happen the Fed and the market tends to drop interest rates which will increase bond prices and support your portfolio. Expand user menu Open settings menu. Intend to average down . As portfolio performance is German (and open source), they thought of this. Have margin, but never use net borrowing to establish a position. I financed my house through a line of credit that was collateralized by cash and my stock portfolio. Many have done well. But I wouldn't suggest a junior to make something like that. Vti, qqqm, avuv, vxus, Schd & Dgro. So when bond prices fall as interest rates rise value stocks will support your portfolio more so than any other equity. So, on payday I transfer cash into the portfolio and watch for opportunity. Thinking on the lines of SCHD, SPY (like to sell CC), O, MAIN. You're risking a high chance of either a 2000-esque bubble burst that zeroes out half the portfolio or a Qualcomm situation where certain stocks collapse and perpetually underperform for decades. What are the best (ideally) free tools (either websites or apps) that link with your brokerage and can help you visualize and track you portfolio and its performance? Some things I want are: -A breakdown of my portfolio by sector (10% energy, 10% tech, 50% indexes/etfs, etc) and company size (20% large cap, 20% mega cap, etc) You're probably going to struggle to find stocks both yielding 5% and also offering fairly high growth. I have around 4 to 5 separate funds and the rest individual stocks for now. Hope this helps :) Hey, so another week of trading is coming up and I am looking to expand my portfolio with a new stock. I have not been able to keep up with stock news for last 6 months and have only bought and sold very few stocks in this Reddit RDDT shares have surged 134% in the trailing six-month period, outperforming the broader Zacks Computer & Technology sector’s return of 0. Trying to build a growth + dividend portfolio. Also it only works on PC, would be nice if I can track it on my mobile too without having to open multiple broker apps. Trading fraternity/stock market live. This is based on a portfolio tracker from a podcast a recently started to listen to. I am NOT participating (or interested) in Stock Lending, Margin Investing, Crypto, or Day Trading. This is what I think it an overall amazing portfolio: https://robbowen. I’m considering switching to the regular non-automated Stock Portfolio account because I don’t need their portfolio, don’t need tax-loss harvesting (I’m not selling), and don’t want to pay the monthly fee. For beginner advice, brokerage info, book recommendations, even advanced topics and more, please read our Wiki here. I switched my general investing to the SRI - Climate portfolio maybe a year ago, and that also performed well. I've been looking at what eToro has to offer and CopyPortfolio caught my attention - the numbers for a few portfolios look incredible. 10% in business development companies with an average of 8. If you want a cheaper solution go for a self-hosted WordPress website, but you'll completely have to set that up yourself and need some basic CMS/webdesign knowledge. ETF. As stocks and bonds have significant negative correlation, you could get higher risk adjusted returns with a portfolio of stocks and bonds than with stocks and cash. ) But at the same time I wouldn't feel good with diversifying my portfolio just for the sake of it, I won't buy stock of a company that I feel is the 20th best option. It operates the largest electronic trading platform in the U. Best to invest in toll companies or technology. But if you have a larger portfolio so you can realistically diversify through individual stocks, using individual stocks Curious what everyone uses to analyze or manage a portfolio. 20% into REITs with an average of 8. Barring any discussion of individual stocks or principal allocation, you're overconcentrated in tech to an absurd degree. . 3 years is too short term; if you need the money within 3 years you should have 90% of it in short term treasuries (IMO). The most important decision is the overall stock/bond mix. I bought individual stocks for a reason, good companies or whatever, but I’ll stick to VT going forward and just hope for the best on the previous positions. of the net value of this portfolio. Building low correlation into a portfolio is the best way to optimise risk to return. Have you heard the terms, "you're what you eats," your portfolio is like that. You’ll end up on top in the long run. IBKR is universally acknowledged to be the best for sg. 15% to dividend ETFs with a much lower cumulative yield of 3. Basically, safety of margin and good companies. The thing is - when you build well diversified portfolio consisting of many stocks, it could be hard to get low monthly income deviation, cause many good companies pay dividends at the same months and have different yields. This is a great place for beginner and advanced investors to share knowledge! MyStocks. Five years ago their stock was worth $66 a share, and their yield, which has seen big raises YOY, just appears low because it can't keep up with the growth of the stock price. Everything I've found so far is an app that wants you to subscribe and do wealth management at you, or else just has shares and not funds etc. It is a perfect buy and hold portfolio. US$ value despite my currency being set to CND) So, looking for recommendations for a free (or inexpensive) app to track my portfolio. Are you looking for growth stocks, dividend stocks or innovation disruptive stocks. I have several high conviction stocks that I feel comfortable holding for the long term Welcome on /r/stocks! Don't hesitate to tell us about a ticker we should know about, market news or financial education. I'm 18 and have $12,500 in the Individual Automated Investing Account. It is often best known for its trader workstation, API's, and low margins. Best platforms or apps for watching stocks/keeping track of your portfolio? Advice Request Hi all, I'm relatively new to investing and was just after some general advice for any platforms or apps others might use to keep on top of what's going on with their share portfolios. Plan on having VOO as core holding in both. However the visualisation is poor (i. 05%, DOW returned 8. I am not a big fan of google spreadsheets or any online subscription-based tools. It’s done badly, it’s done fantastically. Whether the premium on small cap value even exists today is still debatable, I don’t I did this too. If you have 6 stocks or baskets, each position represents 16. If you put all your money in SPY a year ago, you'd be 8 to 10% without any worries. Hard to make any money. 8—to imply more price stability than the overall Get app Get the Reddit app Log In Log in to Reddit. Yahoo Finance is great for basic financial analysis of individual companies. I just stay away from bio and auto stocks too. A lot of technical analysis, two live streams a week, a $7/mo membership of you want access to his actual portfolio and daily updates. If I were you, I'd build a base portfolio around some index or mutual funds. As I'm sure you're aware, they are broadly considered to be the best diversifier from the duration risk / interest rate risks inherent to stock + bond portfolios, and while it has long been difficult to do in the ETF space, there are now 3 solid managed futures contenders (DBMF, KMLM, and CTA), all of which have shown their effectiveness this year (though CTA only launched this year so it Of all the categories of stocks (growth vs value, large vs. Log In / Sign Up; im wondering what stocks I should add to my portfolio im 22 and don’t know much about stocks except for my dad I'm currently working on creating my portfolio website and I'm in need of some inspiration. We can help One of the best websites for stock research is Reddit, which is an online forum. All Dividends I receive are automatically reinvested. 15 Plug 1% 10. That's awesome I'm 60 and in my ira I hold about 10 divided stocks like reits,bdc companies arcc and htgc,a Canadian telecom, bank stock,then I have growth like Google ,qqq,msft, spy,AmazonI generate income by selling covered calls I've mentioned it many times before, but portfolio performance is perfect for this. Yahoo shows the purchase prices of the shares but I like to keep track of my initial Investment cost, and cant seem to find He was a Wall Street investment banker for a long time and now he’s a CTO. 2) Important: We have strict political posting guidelines (described here and here). S. Ideally I hold those stocks forever. We've got more cash on hand now Delta (because it tracks stocks, ETF’s too) - but important and crucial tip, as soon as you “sync” an exchange or wallet, with any portfolio app, if you move your coins at all, anywhere, your PnL data is permanently screwed so if that’s what you’re trying to track, best of luck. But please, read the sidebar rules before you post. If you're wondering why a stock moved a certain way, check out Finviz which aggregates the most I feel like I am way behind. Last thing they do? Research. Been watching the live streams for a couple months, josh trades options/spreads and focuses on making and growing a long term stock Portfolio. My bank also has a 3% hysa. That's not to say if you are truly sure of something that you shouldn't go for it. Welcome to the Australian version of r/financialindependence, a place created Most of the 'best' portfolios are from designers or freelance front-end devs with tons of experience. Google the terms: Bogleheads new investor, index funds, S&P 500, US total stock market, asset allocation, portfolio construction. 2. I determine strong companies through reading financial statements. I'd love to see what you all consider to be the best portfolio websites out there. Welcome to r/stocks!. I've seen this happen in a very short time span, their ratings are all computer generated. If you're wondering why a stock moved a certain way, check out Finviz which aggregates the most I’m trying to find the best affordable tool for analyzing an investment portfolio in depth. Some have not. If on the other hand you’re just using ETF’s, then yes, by all means use the cheapest and best performing ones like VOO. These risk premia are Equity, size, value, I have a Core portfolio with the recommended 90/10 split of stocks and bonds, however they offer a lot of other portfolios. Portfolio manager review and research how they well that alphas are realized in real world scenarios. Taking my initial mistakes as unrealized losses because I can’t be sure they won’t go up. Stay far and away net worth positive. This is kind of where I'm at now as I have a decent investment horizon left and a sizeable portfolio so this allows me to take advantage of market corrections. You get shares of the profits because there is no real reason to invest profits (beyond a certain level) into growing the value of the company (and therefore stock price). Do you even know what you're buying or you're following some Reddit posts? Their yield is and isn't low. expected further downside for the next 12 months. based on an individual stock based on sector and based on market capitalization. So if you toss a grand at that stock that will 10x in a few to several years, 17 votes, 21 comments. That's a wonderful problem to have. Yes, I did this through BofA / Merrill Lynch. , seven stock positions. Then if one goes down, even temporarily, your portfolio could still move up as a whole. I had Betterment core with 90% stocks/10% bonds, and it tracked pretty closely with the market. Please delete if not allowed. 88% in the same timeframe). What i tried to do Diversify by holding some term deposits and bonds. If I had $2 million and a plan for a higher margin business that required $2 million to start, that’s different. Just throw a ticker symbol and look at a 1-5 year chart. 3. I have a core portfolio strategy where I invest 60% into market ETFs. For market news, I just use Google News and They also have a large investment portfolio that looks a bit like an activist hedge fund; they take 10-30% positions in small cap stocks and push for change or outright acquire these companies. 25% From my 3. I'll make a $1,000 bet with you that in 1 year, my portfolio will outperform yours by a mile: That's it. small), you should know that long term, the performance is worst in large cap growth and best in small cap value, with value beating growth and small beating large--but this is very long term). (NYSE:NEE) ranks fourth on our list of the best stocks for a dividend stock portfolio. 7%. Take for example, buying a stock during 2022 correction at a discounted price of $100 per share. People aren’t looking at their portfolio in real time and calculating well the stock market is down 50% so far, and at this point I’ve lost $400k while an all-stocks portfolio would be down $500k therefore I feel ok because my portfolio returns are slightly less bad then that. Their stock price collapsed in the early 2000's. I'm sure this exists but haven't come across one yet. Edit: Typo, of course Looking to revive the "Best Portfolio Tracker" thread for 2021. I will r/portfolios: Get (and give!) advice on investment portfolios and financial planning goals for retirement (401k, Roth, IRA, HSA) and taxable How much exposure do I want to "ancillary asset classes" such as REITS, PME, and Natural resource stocks? Step 1. I’m on TDA and use ThinkOrSwim for trading. 63%, and Nasdaq returned 44. If your ETF portfolio has international exposure, use VT instead of SPY. by number of daily average revenue trades. If it was, you wouldn't have professional investment portfolios with 10+ stocks in them. And a lot are just "meh. 5% What are your 5 growth stock picks for 2024? About 50% of my portfolio will be S&P500 for steadiness and diversification. I backtested the 15 dividend stocks and the portfolio returned 40. One week they say strong I know it's been asked before, but I'm looking for an updated version. Our community is your official source on Reddit for basic customer care and help with getting answers to questions about investing with Fidelity – with a focus on education. Diversifying with any lower-performing, even if they're very very good performances, would only reduce returns. I’m fine accepting lower diversity with my portfolio for long term hold on asset classes, so I like a total stock market ETF index with a small cap value weight. In that case, you don't actually buy growth stocks (high price relative to fundamentals). What’s your top 5 long term stocks to buy and hold for the next decade? EDIT: Also tell me your reasoning for your 5 stocks, that you would hold for the next 10 years. Equity research looks at theoretical and predict if a stock can generate alpha. I have a gambling account where I gamble on directly-held stock. This will probably not beat the sp 500 every year but I value diversification over returns. Ive heard FXAIX, VTI, VXUS, BND, FXROZ, among othershelp! Also - how is the best way to invest a percentage? For decades, our portfolio was 50% large- and mid cap-stock index funds, 5% cash, and 50% invested in real estate. The company brokers stocks, options, futures, EFPs, futures options, forex, bonds, and funds. Start with What’s the key to building a successful portfolio? One Redditor who shared their journey to a $2 million portfolio claims the secret is simple: dividends. So much spent of trials to see it fail. What do people think is the best all in one portfolio tracker? I’d like to track accounts from multiple brokerages and have them sync automatically (I. Benjamin Graham gave his insight with the 75/25 rule, in which he theorized that a portfolio should fall somewhere between 25/75 stock-bond ratio to 75/25 stock-bond ratio. com but I've hit the end of the free trial with it and don't really wanna put money into it even though I feel it's pretty polished. What are other good etfs to pair with VOO? Trying to Please note that as a topic focused subreddit we have higher posting standards than much of Reddit: 1) Please direct all advice requests and beginner questions to the stickied daily threads. Nothing is a guarantee, but I'd rather play around average gains rather than Stock drops from $15 to $10 and they say strong sell at $10. (Noticed today that CHE. Current Value of I think it was Greenblatt who explained it best. true. As long as your portfolio is outperforming the variable rate on the line, you’re ok. Buying two stocks with all your investment capital is not optimum. I have been doing a lot of research lately on individual stocks, funds, etc. (Shows whatever option you select) LTP of the stock. It doesn’t necessarily work that way. Is there some catch I'm not getting here? The three fund portfolio, which consists of a globally diversified portfolio of three index funds - one for stocks, one for bonds, and one for international stocks - is still a popular and effective strategy for long-term retirement savings. One huge plus is I can look up almost any instrument or token with Yahoo!. The temptation to buy when everyone else is bullish and sell when everyone else is bearish are hard to resist Asset Allocation Designing an investment portfolio has several steps (Investment Policy) ARK is growth ETF so whether you invest in growth stocks or growth ETF is better question. It is the best tool I ever come across so far as it allows you to not only track the performance of the ETF/share but also the effects of foreign exchange on my portfolio. Our goal is to help Redditors get answers to questions about Fidelity products and services, money movement, transfers, trading and more. So I've recently began trading on eToro with a few stock and had a little success which I am very happy with. Higher expected returns come from priced risks that increase the discount rate on future cash flows. 42 /-. I invest in US stocks due to the major volatility in big What I like about MF Stock Advisor is that they focus on COMPANIES, not STOCKS. I started direct stock investment in the last 3 months and below is my stock portfolio. It’s too early to tell whether I’ve made good choices. For stock recommendations please see our portfolio sticky, sort by hot, it's the first sticky, or see past portfolio stickies here. Usually a lot of good people in the chat that can help you out I suggest spreading your money across at least a few stocks you believe in. I’m looking for a great app with a decent free version to track the growth of my portfolio, ideally it has manual inputs as well so I can put my money market / CD / other such investment types as well. but that is a whole different topic. 5%, these for dividend and capital growth. Dividend stocks are generally stocks in mature industries with little growth potential. This includes beginner questions and portfolio help. Here's my personal portfolio breakdown: 60% - Total US market index fund 20% - Total Int'l market index fund 15% - Supplementary ETFs/Individual stocks 5% - Bonds Welcome to r/stocks!. Wife and I both fully max ROTHs and fund brokerage monthly. 4% of diversification. It happened in '08-'09 and in '20. What's the best brokerage for 2024? For reference, I've been with ScottTrade, TD Ameritrade, and Schwab - all without ever changing my account. Divide that portion into into ten positions, but only use seven parts, ie. If it’s not steady climb, I am not investing in it or On any given trading day, some stocks are up and others are down. They are my dollar generators since I put a fairly large % of money in them, but looking at it now 3 of them are in my top 5 percentage gainers as well. If you're wondering why a stock moved a certain way, check out Finviz which aggregates the most Now, historically, bonds have also provided protection when the stock market drops (there is a flight to safety and long term bonds get bid up, so the overall portfolio volatility decreases). My US stock portfolio has very strong returns. So shout out to the OC. Thus I wanted to ask for your Why do you need 3 stock funds? The 3 fund portfolio as commonly mentioned is far more important as a concept that you cover 3 main areas: US stocks, ex-US stocks, and bonds. You can buy all their recommended ETFs in Fidelity Portfolio Builder In my opinion, it's best to have the majority of your funds in a total US market index fund, but I'm also a big believer in the Three-fund Portfolio. dislike their cash management features but they don’t care about that because it’s not their focus, thus the debit cards getting cancelled. Once that stock climbs to $1000 in the future, it will have 10x the money invested. whatre your thoughts on this portfolio: This is my updated positions. research may estimate +3 standard deviation return above its peers on a The best way to avoid being ripped off by expensive robo-investors is to spend an hour learning about funds so you have the confidence to DIY, it doesn't have to be complex, my LISA is in a single globally diverse fund for example, I don't worry about buying the right individual equities or following the stock market. Best of Luck. I looked in the "new here" section, but I may have overlooked it. Incredible business not well understood. 709% dividend yield. For me the real drive is not just the yield but the dividend grow that should push the yield on invested quite nicely. Global Stock Market: VT Technology: QQQ Choose a benchmark with similar exposure to your portfolio. 3 solid companies and I've my money where my mouth is. 😁 I do relatively basic investing: mutual funds, ETFs, and single stocks, and I avoid the more complex things like margins and shorting. Because of the complexity they give back most of core earnings in dividends with a yield over 10% at the moment. e, I do not have a pie chart view of the portion of cash against the stocks/crypto, etc). This may continue to be the case going forward, or we could be in an inflationary environment where stocks and bonds are positively correlated. I'm interested to hear if anyone else has been doing something similar? Right now I have an account set up in m1 finance for my son with VTI being the largest position, then some blue chip stocks (MSFT,AAPL, GOOG, TSLA, AMZN, FB) and more speculative (ASTS, SOFI, PLTR). " My direct stock ownership, if I exclude RSUs I'm given as comp, is less than 10% of my total net worth. digital/ Other portfolios focus way too much on being flashy and tend to overshadow selling the person--mostly, design award porn. Retail investors favor the company due to its strong business model. Ive never had 1 go bust. Any advice? The best thing about M1 is the simple interface. You're more concentrated in company that do not make any incomes vs GOOG, MSFT, and AAPL. I have been using snowball-analytics. But that comes at the cost of limited features and investment types that larger brokers offer. Any input would be great. These are my heavy hitters and where the big share of the income will come from. 50 Chpt 1% 9. Best part is pricing - one time cost and not subscription based. If they’re green someday then I’ll rebalance them into VT Best way is to have a huge cash position. Volatility is never a moot point. Best for international securities buying them on home market in UK, EU, SG, JP, CAN etc. 23% in the past one-year timeframe (S&P 500 returned 17. If this is a choice between taking $2 million and building a stock portfolio or buying a restaurant, I’m clearly going with stocks. But I like to add in some single stocks to give a little more growth. We can look back at this post in 1 year and see how our picks played out. For that reason the 2 stocks I believe will be the best investments are Microsoft and Exxon Mobil Microsoft is an obvious candidate but i think its huge capital paired with its placement to benefit from AI its likely to continue to grow at a large rate across the next decade. If your ETF portfolio has a large tech tilt, use QQQ instead I believe SPGP is the best S&P fund, SCHD is the best Dow fund, QQQM is the best Nasdaq fund. Balanced portfolio: depends on your risk tolerance and the numbers can move around, but I recommend a 60/40 ish growth to defensive stock mix. I guess my philosophy is to go for a high gain in the growth ETFs, get a stable amount of growth through the S&P, and then throw the rest into the total stock market to round everything off and cover the bases. Note that many here promote vwra / iwda (and equivalent) but they are usually denominated in USD. No stocks are negative. But I'm too lazy so I just hold 50/50 HAWX/VXUS (currency hedged performs when dollar goes up, non hedged for when dollar goes down). I can design a 3 fund concept with anywhere from 1 to 7 funds. This is why I am aiming for 25% of my portfolio tilted to small cap value ETFs. Hi, Was interested in what tools you are using to track your portfolio performance. 78. Here are the stocks i'm holding, all official MFSA recommendations: Google . In my particular portfolio I use stocks to outperform and ETF’s to mitigate risk from stock picking or riskier investment assets. Finwiz (not to be confused with Finviz) (Best stock screener, nicest UI, good Portfolio Manager) Investing (Excellent Stock Screener, good Portfolio Manager) TradingView (Excellent for Technical Analysis, Nice UI. So you'll likely have to mix lower yield, higher growth stocks with higher yield, lower growth stocks to balance your portfolio. I want a platform/app where I can enter my stock pick entry prices, dates, commission etc for it to then draw a graph (individual per stock and/or cumulative) of the portfolios performance, adding a benchmark like the sp500 would be nice too. Having some cash for day to day expenses is important, but keeping $100k in a savings account is just throwing away money to inflation. ). I’m looking for a tool that will analyze my portfolio to: breakdown my risks such as sector or stock concentration portfolio performance over time compared to benchmarks like SPY any other cool features you love Best portfolio aggregation software? Investing Im looking for some kind of service that would allow me to link all of my brokerage accounts and be able to see all of my combined investments and the percent allocated to each investment. I’ve been up 500% on some stocks, I’ve lost all on several stocks. Hi All, I’m planning to build a dividend growth portfolio for 2024 (Age - 32). I have some ETFS that I bought before I settled on a long-term portfolio (the Ginger Ale portfolio from Optimized Portfolios); I also have a large amount of uninvested funds in my account at the moment. I'm looking for portfolio management software for stocks that supports creating multiple portfolios, provides everyday changes and basic statistics. Only downside is that Sharesight does not have an app, so you have to rely on the website or use it as a web app. I've been thinking about a portfolio split into 70% S&P 500, 15% REITs ETF and 15% High Dividend and Growth ETF Would this be a valid strategy for passive investment, with decently high returns? I've read that the majority of active investors who pick stocks fail to beat the market, so I'm feeling like the S&P 500 is my best bet. I wanted opinions on what are the mistakes I am making, which stocks to exit and how to select stocks in future. When Growth hits, dividend stocks trail but no one knows when they will flip. You can add individual transactions when you add to a position and it tracks the gains for that position. Im looking for long term growth, and i think the ideals of Bogle pretty much nail down exactly what I am looking to be like, but that came after I built up most of my portfolio. The same stock goes up to $20 a few weeks later and they say strong buy. 88 Rvn 2% 27 Tesla 4% at 168 F Any suggestions for a simple 3 fund portfolio? I keep seeing one person or website say to use the fidelity funds, and others to say use Vanguard ETFs. Invest only a portion of your assets. That said, your best portfolio depends on your situation and needs. What is the best apps/programs used for new investors? I've looked at a lot of "Best of 2022/2023 investing app" and then the app store for the ratings. I'd have to export the portfolio to csv and use other tools for the visualisation. I've already cycled through XSP and rebought in. My picks are MSFT, INTC, COST, TT, ODFL. Starting position - 100 shares of Amazon @ 151 Monthly contribution - 2K / month. 71 % - in at 48. I do all my serious investing in mutual funds -- mostly US stock based indexed mutual funds. Since I'm young and can take risk, I’ve invested 100% into VT. 04%, so pretty much market risk on that yield. From this group, we chose 15 stocks that NextEra Energy, Inc. I'm not too worried if some CEO goes psycho and throws all of the board members out of a 27th story window, because that particular stock comprises less than 5% of the portfolio. And, if you want to own some individual stocks pick companies that you can see doing well for 20+ years. 34 votes, 21 comments. Maybe University textbooks would be better, because I would like to have an idea on how to forecast different asset class expected returns, portfolio construction, asset allocation, evaluating performance, etc. Personally, I think the best 3 fund portfolios have a high growth ETF, S&P 500 ETF, and finally an ETF that tracks the top 1000 companies or even the total stock market. I strongly urge you to review iShares Portfolio Builder tool. 254K subscribers in the fiaustralia community. Your chosen portfolio app will never again show you My current portfolio consists of: 65% vti, 20% vxus, 15% schd Looking into avuv, avdv and other small cap etfs to mix in with my main 2. Comes with extremely powerful tools too like an RSI chart for stocks, analyst opinions etc. Most importantly, be emotionally prepared for the stock portion of your portfolio to drop 50% in a short period of time at some point. What were their core dividend choices, and what alternative Johnson & Johnson (NYSE:JNJ), The Procter & Gamble Company (NYSE:PG), and Walmart Inc. Let’s do an exercise; Shaving cream, toothpaste, toilet paper, As an official Fidelity customer care channel, our community is the best way to get help on Reddit with your questions about investing with Fidelity – directly from Fidelity Associates. e, Yoddle, Plaid, etc. I only buy when an industry has major issues and I only buy strong companies. Debating on if I should drop schd. Keeping 5-10% of portfolio in cash. My best advice for My current yield is 7. If you want value stocks you need to look elsewhere. Now, it's about 40% stock index funds, 25% cash, and 35% laddered CDs/Bonds. He convinced several people inmy family to biy stocks. What portfolio trackers are you guys currently using? I'm using Yahoo Finance, but as dumb as it may sound, I would like a tracker that has a column that shows total cost ($) for any position that I'm in. I would just like to know from people who use them the pros and cons on some of them. So incredible, that it seems almost implausible. Bar none is the best Android app for tracking stocks, portfolio etc. They are thinking- it is a bloodbath out there with no end in sight and As an official Fidelity customer care channel, our community is the best way to get help on Reddit with your questions about investing with Fidelity – directly from Fidelity Associates. adding a 16th position results in 6. 47 votes, 22 comments. Best advice I can give in regards to putting together a long term portfolio is to take a notebook with you to a grocery store and jot down who makes things people need. SPY - 28. Evaluating your risk tolerance and setting yourself up with an asset allocation to match said risk tolerance is the best thing you can do. IMHO, M1 is best suited for those with $10k or less invested that wants to have a stock portfolio. Though recent history as well as the interest in AI may be a good argument to stick with all Best book to learn about Portfolio Management I've been trying to find a good book about portfolio management. He was a big believer. Cash: 23%. Even for larger portfolios ETFs can be a good choice for people who don't want to manage a portfolio of individual stocks. I really want to be able to have a visualization of what's happening with my portfolios and make sure that I can DCA and diversify in an optimal way. Don’t intend to withdraw anything for the next 10 - 15 years. Adding one position from 5 to 6 gains 3. I like to not pay attention too, and I like that they're watching my back when it comes to dumping a stock that m. I prefer a single stock portfolio but focus on value investing in small caps that turn a profit. I would like your guy’s opinion on how I should allocate how much money I should be putting towards each holding every time I contribute to my portfolio. The types of analysis I would like to do, include: Analyze all of the etf and mutual fund holdings in the portfolio to understand what percent of the portfolio are in specific stocks. My best performers total dollar return-wise are the one's I bought at about the same time a few months ago to stabilize my portfolio. I'd like to allocate a small % of my portfolio over to individual stocks, maybe 5-7%? I'm going to have vt in a roth-ira account when I'm able. In fact if you "know" a stock is gonna shoot up, a $300 investment is gonna leave you disappointed. If you have 15 positions, each is sized at 6. I am also investing in mutual funds via sips which is around 15L currently. I’d say only 40% of my picks outperformed the market over the last 10 years and maybe 20% were duds and lost 50 to 75% of their value. I think it is fine portfolio, but if you want to experience the Fama/French small cap Value benefit, I would think 5% is not enough to really move the needle. As an overview of your holding the tool shows - 1 Month/ 6 Months/ 1 Year Price Chart. And they adhere to a long-view approach. I've just last week switched my Roth IRA away from Core into the SRi - Broad Impact portfolio, and expect it will also do fine. I'm not an expert, but I like basing my portfolio decisions off of experts. I know my best bet is to just invest it then not look again for five years but I'm used to having money dashboard for my cash accounts so I wanted something similar that covers these. Currently, I have not yet made a decision with which company I will go with, as I am mainly into ETFs. And my wildcard would be COKE. Many of the US-based apps aren't optimized with currency conversions in Euro or can't handle ISIN numbers. You can find the portfolio tracker Here. So qqqm is rocking this year but it might suck next year but if it does, Schd/Dgro might step in. This portfolio is for very long term investment (10 years+) , I have FDs and other investments for short term needs. 5% yield for higher income and exposure to debt investments. It’s like throwing darts. cash outside this portfolio - another 50%. Please note that as a topic focused subreddit we have higher posting standards than much of Reddit: 1) Please direct all advice requests and beginner questions to the stickied daily threads. I believe it’s best for a new investor to just pick one fund and stick to it. Lately I’ve been focusing on microcap turnaround situations. Just looking for a little direction for 3 starter funds. I like the idea to control my international with a mix of SCHE, VPL, FEZ. Investing in ETFs is primarily about reducing risk, not maximizing profits and if you are looking to build a portfolio that maximizes profits and are willing to take more risks, it's pretty easy to look at some ETF holdings, pick out the best stocks within that I have a microcap portfolio of 25ish stocks I’ve been managing for years. But I want to add a few stocks to it to make it a bit more exciting. $203k total in all of them. I’m new to Reddit but I’m sure these questions are asked a lot. (NYSE:WMT) are some of the most popular stocks on Reddit to be added to dividend stock portfolios. 4% and the Zacks Internet - Software industry’s Welcome to r/stocks!. I'm currently using Yahoo! finance that barely does that job. Are folks using more than one, and if so are you seeing more growth with one type over the other? Wondering if it’s Hey, I'm 20 years old and currently have $17,800 scattered around a few stocks in my Roth IRA. Apple . Unless you have really high conviction on a particular No because the best portfolio is going to be 100% the best performing option. oqn xrv iowve zaqkd qcigqm flyblkw eqgsx pcn bbmi whlv