I invest in ETFs for my investment portfolio. Some of my current ETF holdings are CPSM, SPGP, TLT, SCHD, SCHY and I use a tool by ETF Research Center to check my holdings. SPGP vs SCHD As an example, below is a screen shot checking the overlap between SPGP vs SCHD. As of the time…
Our Plan To Will Assets Equally, Not So Easy
My wife and I periodically update our Will and we’re getting close to having to update it again. The major changes over the years were who we designated to have as custodian for our kids but now that all our kids our adults, we’re planning on updating it again. To that end, I started watching…
I Bought Starbucks Stock
It is ironic that I wrote a post about Starbucks not too long ago and I picked up shares of the stock given the huge negative reaction to the recent earnings miss. Keep in mind that I only bought 30 shares to open a position and I will accumulate if it goes down further and…
I Bought $15k of CPSM Today
This is NOT financial advice so don’t do something because someone on the internet did it. Do you own due diligence on investments that meet YOUR needs not someone else’s need. Having said that, I bought $15,000 of CPSM this morning. I wrote about CPSM here if you want to learn more about it from…
Are You Part of the Millennial Crisis?
Yesterday I wrote about the boomer retirement crisis and on the other end of the spectrum there is a millennial housing crisis. The Wall Street Journal has an article entitled, “Young Americans Are Getting Left Behind By Rising Home Prices, Stocks” and here is a key quote from the article. For those looking to embark…
ETF CPSM: A 9 Percent Return & Guaranteed Capital Protection?
There’s a new ETF sheriff in town and it’s promising to pay a 9 percent return with full capital downside protection. If you want to watch an explanation of how this works check out the video clip below from CNBC. If you prefer to read about the new ETF, there is a great article here…
Are You Part of the Boomer Retirement Crisis?
MSN has an article out calling out the peak boomer crisis that seems to metastasizing into a very ugly future for millions of potential retirees. On Wednesday, AARP released the results of a January survey delving into retirement outlooks for Americans aged 50 and above. It found that many of them are not feeling confident with their finances. Particularly,…
Investing From A Taxable Bucket
It’s complicated. I wanted to start this post with the phrase ‘it’s complicated’ because if you don’t like complicated things then this post isn’t for you. In my post, “How I’m Investing My Buckets of Money: Taxable” bucket I gave an example of how I’m investing funds from my taxable bucket but I merely scratched…
Zepbound: My Health Journey – April Edition
It’s time for an update on my Zepbound weight loss journey for end of April. This is month 3 of my journey (see links below for other editions) and I am happy to report that I’ve lost 16 pounds total in 3 months. I actually had to redo the math several times since I didn’t…
I’m Buying PUTS on the S&P 500
This isn’t financial or trading advice so don’t do something just because someone on the internet is doing it. Having written that disclaimer, I am buying put options on the S&P 500 for September although May is very tempting too. One of the things I do to protect my investment portfolio is to occasionally buy…