or Connect
Styleforum › Forums › Culture › Business, Careers & Education › Talking stocks, trading, and investing in general
New Posts  All Forums:Forum Nav:

Talking stocks, trading, and investing in general - Page 630

post #9436 of 11190
Better be from my invite link or I'll be pissed!

I dunno...it seems pretty solid (although I am a little skeptical of them staying in business, but even if they shut down, it is easy enough to transfer funds out). No fees for the robo-investor service. Deals in fractional shares, so they can keep their ideal asset allocation even with small amounts of money. Doesn't give you a lot of control (but that's sort of the point), just fill out a survey, tweak your desired level of risk as necessary, and let them do their work.

As an early member, I got some of their tax loss harvesting service for free--and in the recent market volatility, it really does seem to have paid off. Downside is that you have to be really careful about what is being bought/sold in your other accounts. If they try to harvest losses on an S&P 500 fund, but you are inadvertently re-buying it in another account (like an automatic 401k purchase, or dividend reinvestment), you lose the benefit.

I set my GF up with it for her IRA, and I think it is a pretty good solution for that--turn on auto deposit, set a risk score, and then just let it go. Doesn't matter if you only deposit $50 a paycheck at first, because of the fractional share thing.
post #9437 of 11190
Someone is having a really shit day on that Pfizer deal not going through. Years worth of efforts in the tank.
post #9438 of 11190
Quadrupled my VRX position AH.
post #9439 of 11190
I could increase my VRX position by #DIV!
post #9440 of 11190
In other words you don't have any shares? Or you're short devil.gif
post #9441 of 11190
Quote:
Originally Posted by GreenFrog View Post

In other words you don't have any shares? Or you're short devil.gif

 

#DIV! only shows up when you divide by zero.  Dividing by a negative number yields a negative quotient.

post #9442 of 11190
Quote:
Originally Posted by chogall View Post

#DIV! only shows up when you divide by zero.  Dividing by a negative number yields a negative quotient.

icon_gu_b_slayer[1].gif
post #9443 of 11190
I'm at about 35% cash overall now. Just nothing on my watch list at the right prices to buy. Any sectors or specific companies you guys are looking to open or add to at this time? I was sort of looking at airlines again but they're not low enough yet.

Sold off my TSLA stock a little early at 250 but I'm ok with those gains. will start picking it back up from 230 down to 200 if it can get to that range.

Also sold off my SCTY position at about 26-27 and will buy back in from 24 slowly down to 22 and 20 pretty hard and see if I can ride that range back up again. Also opened a position on FSLR since they just did a big drop and seems like a good place to start. Looking at more than the 3 month history it's still riding rather high but I'll risk it and hope it goes from the 61-62 range up to 69 again, take my 10-15% return and walk.

Opened a position finally on SWHC around 23 since it just dipped pretty hard and would buy more if it came closer to 20-21. Not an industry I've dabbled in but one of you guys mentioned it way back when I think it was like 17 or something a share and it seems to make pretty good upward jumps here and there so will hang on for a little while and see what I can squeeze out of this one.

Oh and I mentioned this one before, OZM, seems like it's just been going down and down and down, so while I like buying low, I prefer companies that are good that had an overselloff or good companies in bad overall market turns, but it seems to me that this one doesn't show signs up recovery just yet...
Edited by Master-Classter - 4/7/16 at 3:32pm
post #9444 of 11190

You guys gotta IRERROR those calculations.  Ain't nobody got time for poorly setup workbooks.

 

Also how did everyone do Q1?  I need to check myself.

post #9445 of 11190
Quote:
Originally Posted by jbarwick View Post
 

You guys gotta IRERROR those calculations.  Ain't nobody got time for poorly setup workbooks.

 

Also how did everyone do Q1?  I need to check myself.

 

I avoid IFERROR unless I am expecting returning errors.

 

Flat for both robo book and investing book, except robo book is 97% invested and went live in March and investing book is cash atm.

post #9446 of 11190
Quote:
Originally Posted by jbarwick View Post

You guys gotta IRERROR those calculations.  Ain't nobody got time for poorly setup workbooks.

Also how did everyone do Q1?  I need to check myself.

Quote:
Originally Posted by chogall View Post

I avoid IFERROR unless I am expecting returning errors.

Flat for both robo book and investing book, except robo book is 97% invested and went live in March and investing book is cash atm.

Always IFERROR my formulas on summary tabs of reports. If not, I run across issues of my subtotals and totals by region, division, etc returning #ERROR.

Vanguard tells me our IRA return (2055 TR Fund) is 0.0% YTD.
post #9447 of 11190

Looks like our return for Q1 was 1.12%.  We are lagging slightly behind my projected goal for the year but with last year flat and this year not looking much better, it is to be expected.

post #9448 of 11190

I'm up about 20% this year if I exclude VRX, CHK and TDW.

 

Excluding just VRX I'm still up about 15%.

 

If look compared to last year though in total I'm down like 20%. 

post #9449 of 11190
I beat the median US annual household income. My mom is confused when I tell her my salary is $1 a year at my startup but still afford a somewhat decent life due to other ventures. #great_finacinal_advisors
post #9450 of 11190
Tell us moar about dat other ventures!
New Posts  All Forums:Forum Nav:
  Return Home
  Back to Forum: Business, Careers & Education
Styleforum › Forums › Culture › Business, Careers & Education › Talking stocks, trading, and investing in general