I’m investigating alternative strategies for my 401k. In the prior post I demonstrated investing in the full S&P 500 provided better returns (both cumulative and annual) than just the top 100 companies in the index.Continue reading
Category: Investing
Does This Specialized ETF Beat the S&P 500?
I came across the iShares S&P 100 ETF (OEF) during some research for my 401k. OEF is an ETF for the top 100 largest US companies, it includes mega cap companies like Apple, Microsoft, JohnsonContinue reading
Oh SNAP! Don’t Be an IPO Sucker
An IPO (initial public offering) is a great day for company’s founders, early investors, company employees and investment bankers – they usually walk away with millions upon millions of dollars at the close of theContinue reading
Don’t Let Numbers Fool You
As I share in my About section I don’t have a degree in Finance or Accounting, I don’t have a MBA, I’m not a Certified Financial Planner, I’m just a guy who loves to crunchContinue reading
Why the Tech Selloff Gets the Kanye Shrug
This past Friday, over the weekend and then into Monday far too many financial pundits and analysts were harrowing the coming breakdown in Tech stocks. Authoritative articles were written about it, CNBC and Bloomberg dedicated entertainingContinue reading
FCPEX: Drop It Like It’s Hot!
Today I performed an analysis of Large Cap, Mid Cap and Small Cap returns and recognized that Small Caps have been the weakest performer in 2017 both in YTD returns and average monthly returns. This causedContinue reading
Tech Gets Spanked
The Nasdaq took a beating today, down almost 114 points or 1.8%. Ouch. All the favorites like Apple, Netflix, Amazon, Google, Facebook, Tesla, Snap (not a favorite of mine) are all down. I’m not tooContinue reading
Stock Market Shrinkage
No one believes the shrinking US middle class is a good thing for the country’s future. Highlighting the increasing inequality has been all the rage over the past few years and rightfully so. The top 1%Continue reading
Financial Advisers Lose US Investors $17 Billion Annually
Personally I don’t trust that anyone will care as much as I do about my financial well-being, not even a paid financial adviser. I’ve only met with a financial adviser once in my life moreContinue reading
Shook Ones: Schwab Enters the War on Fees
No doubt if you’ve been inside of any of the major investment firms like Fidelity, Vanguard, Black Rock, etc. you’ll hear Mobb Deep’s 1995 Survival of Fittest on constant repeat if you listen closely enough.Continue reading