Category: Equity Investing
I am a CPA Candidate sharing my experience building my portfolio while in my 20s. During this process of sharing information online I hope to increase free financial literacy access for all.
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Growing a 100K Boglehead Portfolio to $1M Net Worth
Growing your net worth from $100K to $1M may seem challenging, but by starting your 100K Boglehead portfolio and continually investing, you will be on the path to $1M. This investment philosophy emphasizes simplicity and a long-term perspective, making it an excellent choice for new investors. By focusing on a diversified portfolio and minimizing costs,…
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How to Diversify Your +100K Dividend Portfolio
When managing a 100K dividend portfolio, diversification is key to mitigating risks and ensuring steady growth. You want a mix of high-yield dividend stocks and reliable growth companies. By diversifying your +100K dividend portfolio, you protect your investments against market volatility while securing consistent income through dividends. This strategy requires a careful selection process to balance…
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Private Equity is not Ruining America, it is Running It
Private equity (PE) has long been a misunderstood player in the world of finance, often vilified as a destructive force that prioritizes profits over people. Critics argue that private equity firms are responsible for the downfall of businesses, job losses, and economic disparities. However, this narrative fails to account for the significant value PE creates…
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How does an Ex-Dividend Date Work?
When it comes to investing in stocks, understanding the ex-dividend date can be crucial for making informed decisions as a dividend investor. The ex-dividend date is the day when a stock starts trading without the value of its next dividend payment. If you buy the stock on or after this date, you won’t receive the…
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How to Use DRIP to Build a Dividend Portfolio
Building a dividend portfolio using a Dividend Reinvestment Plan (DRIP) is a smart and efficient investment strategy. By automatically reinvesting the dividends you earn, you can purchase more shares without any manual intervention. The compounding effect of a DRIP can significantly boost your dividend portfolio’s growth over time. Investing with a DRIP strategy allows you…
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How Does Option Wheeling Work?
Understanding “Option Wheeling” can be tricky, but it doesn’t have to be. This strategy involves selling put options to possibly buy stocks at a lower price. Once you own the stocks, you sell call options to generate income. This cycle continues, creating a wheel of potential profit. Option wheeling allows you to earn income from…
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How to Reach $100K Invested in 3 Years?
The first $100K invested is a b*tch! Reaching $100K invested within three years requires a solid plan and consistent effort but I know you are willing to do it. Start by setting clear financial plan and assessing your current financial health to understand where you stand and what you need to adjust. It’s important to…
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Portfolio Update: September 1st, 2024
I want to share my portfolio to provide a learning experience for others based on my failures and successes, to be transparent about my personal financial interests, and to gain feedback from others. The plan is to make these portfolio updates on a somewhat regular basis. I will include snapshots of my portfolio from Google…
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Family Office Portfolio Allocation Data
When it comes to managing significant wealth, a family office has become the gold standard for the ultra-wealthy. These entities, often private firms established to manage and preserve the wealth of affluent families, are known for their tailored approach for the family’s goals. One of the critical aspects of their operations is asset allocation, a…
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I Just Graduated College, How Do I Build Wealth?
Congratulations on graduating from college! Stepping out into the world can feel overwhelming, but it’s also a great time to start thinking about achieving your goals in life and how to build wealth to achieve those goals, after all money is only a tool for you to live the life you want to live. Thankfully,…