Things on this page are fragmentary and immature notes/thoughts of the author. Please read with your own judgement!
REIT
Syndication
US Housing Investing Theme on Charles Schwab
See Schwab Investing Themes for details.
Low Risk Investments
Things on this page are fragmentary and immature notes/thoughts of the author. Please read with your own judgement!
Some (Almost) Risk-free Investments
- Money Market Fund and ETF alternatives
- CDs
- Treasury T-Bills, TIPS, Notes, Bonds, Savings Bonds
- I-bonds is desirable
- High-yield Savings Accounts
Some Low Risk Investments
- Structure Notes
- Index …
Tips on Fidelity
Things on this page are fragmentary and immature notes/thoughts of the author. Please read with your own judgement!
- Fidelity is a good choice for managing retirement accounts.
Cash Sweep Program
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Fidelity has cash sweep programs, which is supported by the concept of "core position". Core position is the default …
Tips on Wash Sale
Things on this page are fragmentary and immature notes/thoughts of the author. Please read with your own judgement!
Some Tips on Tax Consequences of Wash Sales
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Make sure the last trade is a "buy" and avoid buying the same stock/security in Dec and Jan (next year). Assuming the …
Tips on Lumibot
Things on this page are fragmentary and immature notes/thoughts of the author. Please read with your own judgement!
References
Calculate the Price of Stocks
Things on this page are fragmentary and immature notes/thoughts of the author. Please read with your own judgement!
Tips
- You can certainly learn and try to calculate stock price by yourself. However, there are good existing services such as ValueInvesting.io and AltIndex that you can leverage.
References
https …