Investing megathread extravaganza

[DaFace]

A place to talk about investing stuff.

[ChiliConCarnage]

Originally Posted by Rain Man

I've come to the conclusion that a big part of this is the massive tech stocks that are so heavily weighted. The only way to beat the S&P for the past several years is to overweight yourself in the FAANGs,

A lot of US large cap funds are closet index trackers. You make money as a percent of assets under mgmt. If some portfolio manager has his client in Rainman Large Cap US fund and it's down 14% heading into their 1Q financial review, he can just point to the S&P 500 down 13%. Tough year for markets, war, inflation, etc. To beat the market, you have to deviate from it which means sometimes multi-year periods where you underperform even though your strategy is good. People move their funds

Which leads to the second problem, if you're actually consistently good then money will pour in. To continue your strategy, you may need to limit incoming money by closing your fund to new investors or even money from existing investors. That kind of goes against making more money though which most people and businesses want. I think the first active mgmt. Vanguard Primecap fund doubled the S&P 500 by it's 30 year anniversary. Can't get into them as new investors though

[Halfcan]

Originally Posted by Halfcan

This looks like a great way to diversify your portfolio and hedge inflation. Just started my account and am impressed with their portfolio.

Save on fees with this link. http://fundrise.com/r/1lev88

Very impressed so far. Already have dividends and appreciation on my investment.

They seemed to be buying new cash-flowing properties every few weeks.

[chiefforlife]

Originally Posted by Halfcan

Very impressed so far. Already have dividends and appreciation on my investment.

They seemed to be buying new cash-flowing properties every few weeks.

Interesting. What kind of fees are we talking about?

Wont the housing/real estate market take a hit with rising interest rates?

Inflation would also effect buying power in a negative manner.

It sounds good at first glance but I definitely have some questions. 2021 was an exceptionally good year for this kind of thing but big changes are on the way. Does that concern you?

[petegz28]

Originally Posted by lewdog

Most say 90%+ fail rate on individual investors beating the market.

This wasn't a success rate of beating the market. This was things like economic forecasts, market forecasts, etc. And all the experts, the ones that get on tv every day and tell us what the market is going to do and what the economy is going to do are wrong the vast majority of the time.

[petegz28]

Originally Posted by Halfcan

Very impressed so far. Already have dividends and appreciation on my investment.

They seemed to be buying new cash-flowing properties every few weeks.

I've been looking into them for a while but never pulled the trigger. You are happy with it?

[scho63]

Originally Posted by scho63

I'm going to take about 10-12K and start to nibble at small positions of good stocks that have been beaten down.

I need to run some screens...

I only put about $6,500 to work before the market took off. I did buy $3,500 worth of Meta (FB) and $3,000 of Ford (F)

I really was looking hard at Alibaba but was afraid the Russia sanctions might spillover to China and they were making a lot of bad moves up until a day or two ago.

[Halfcan]

Originally Posted by chiefforlife

Interesting. What kind of fees are we talking about?

Wont the housing/real estate market take a hit with rising interest rates?

Inflation would also effect buying power in a negative manner.

It sounds good at first glance but I definitely have some questions. 2021 was an exceptionally good year for this kind of thing but big changes are on the way. Does that concern you?

Fees are pretty low, especially for a REIT investment fund. If you click the link you get 90 days fee free.

Interest hike will eventually hurt buyers- but I don't think it will hurt their funds. They are adding new property portfolios every few weeks. They also have loans they have made on properties that pay a straight income stream.

If you need instant liquidity- then this probably would not work for you. It takes a while to cash out.

Here are the fees.

What are Fundrise’s fees?
Account fees
We charge 0.15% in annual advisory fees for managing your account through our online platform. We do not charge any transaction fees, sales commissions or additional fees for enabling features on your account, such as dividend reinvestment or auto-invest.

There may be costs associated with redeeming depending on when the request is made.

Fund fees
We charge 0.85% in annual management fees for managing the real estate funds (eREITs/eFund) that make up a Fundrise portfolio.

In addition, we could potentially charge other fees, such as development or liquidation fees, for our work on a specific project.

Dividends earned are net of any fund fees.

To learn more about fees at Fundrise, read our full blog post.

[Halfcan]

Originally Posted by petegz28

I've been looking into them for a while but never pulled the trigger. You are happy with it?

I have only been in a few weeks- but have dividends and appreciation. I set a target of 100k value for my account by 2042 (20 years) and am on track to hit the goal.

I had 1 sign-up off FB so I received 90 days without fees.

They have purchased 3 new properties portfolios since I have been on. It is pretty interesting seeing the progress and returns on all of their investments.

I have a stock account, and other accounts- but was looking for REIT's and found this. So far so good. Not a get rich quick like Bitcoin-lol

BTW- my COIN account has been total shit- LOL I wish I would have put it all into Fundrise instead.

[petegz28]

Triple Witching today....should be exciting

[Hog's Gone Fishin]

Originally Posted by petegz28

Triple Witching today....should be exciting

CNBC just said it's actually Quadruple witching today



What Is Quadruple Witching?

Quadruple witching refers to a date on which stock index futures, stock index options, stock options, and single stock futures expire simultaneously. While stock options contracts and index options expire on the third Friday of every month, all four asset classes expire simultaneously on the third Friday of March, June, September, and December.

[petegz28]

Originally Posted by Hog's Gone Fishin

CNBC just said it's actually Quadruple witching today



What Is Quadruple Witching?

Quadruple witching refers to a date on which stock index futures, stock index options, stock options, and single stock futures expire simultaneously. While stock options contracts and index options expire on the third Friday of every month, all four asset classes expire simultaneously on the third Friday of March, June, September, and December.

I thought it was just Triple.....Bloomberg had a story last night about the amount of contracts and levels being where they are that this could be a wild day.

[petegz28]

Interesting charts today...

SPYs are up against the 50 day SMA and so far are running into resistance

QQQs are up against previous price resistance and just below the 50 day SMA but are up so far today. Although they aren't looking like they are going to bust through any of that.

[scho63]

Wish I had committed more money to FB. Up huge by dollar rise but not value cause I didn't buy more

[scho63]

Originally Posted by Hog's Gone Fishin

CNBC just said it's actually Quadruple witching today



What Is Quadruple Witching?

Quadruple witching refers to a date on which stock index futures, stock index options, stock options, and single stock futures expire simultaneously. While stock options contracts and index options expire on the third Friday of every month, all four asset classes expire simultaneously on the third Friday of March, June, September, and December.

The last hour of trading you will see HUGE blocks trade. Volume could be 40-50% of total daily volume in last hour.

[petegz28]

SPYs are currently above the 50 day SMA for the first time since early January.