Can anyone suggest good free tools to manage and analyze my portfolio? Doesn't even have to be free if it's good and paid for.
Currently use yahoo finance.
Sid
Under what conditions would you consider investing in an actively managed fund ? It is clear they are no better than market average longer term. Are they really just for people who don't know how to find cheaper expense ratio funds ?
When do you decide to sell? I am still holding almost all my individual stocks to reach long term capital gains limit. Which would you sell from list below ?
UAL
SNE
ATVI
RCL
SQ
NIO
ALNA
UBER
NET
QCOM
ZNGA
ETSY
WKHS
NKLA
OSTK
PLTR
PLUG
BLNK
XPEV
AMD
VLDR
CRSR
NIU
FCEL
LI
DNMR
Yeah thanks for the comments chaps, I have much to think of. I suspect this is a alternative to trusts and gifting depending on circumstances but not where I want to put too much money into it
The portfolio of investments by the above companies qualify for business relief as per the brochure as they are AIM listed and renewable, etc.
Gifting is not always possible based on circumstances.
Does anyone have any experience with IHT exempt investments (after 2 years) with companies such as octopus/ deep ridge/ time /foresight ?
From what I gather, they invest in specific portfolios of companies which qualify for BPR.
These were recommended by an IFA but are there caveats? Seems a...
Sure
I think we are playing a similar game just you are investing 10x more in stocks alone where as I have gone down funds route but there isn't much money to be made on the 5 year timescale.
They have been in freefall since the short seller report by hindenburg. Then the ceiling resigned.
I see its rallied a bit today. They don't have any real product and I'm still down 25%
Corsair has gone up a fair bit...should have got in when gibbo said so
I think I'm looking for investments more than trading though. I agree no one is going to sell or give away their algorithms and technical analysis indicators if they work. Its the goose that lays golden eggs.
For longer term holds, I think it's more opinions and growth opportunities in the...
I agree to an extent for random blogs and people peddling advice on Instagram etc but I was specifically referring to respected websites which have been in business for a while such as zacks, Morningstar.
I read their suggestions and check the charts /numbers myself but there are thousands of...
Where do you do your research ? Does anyone pay for stock picking websites like motley fool, zacks , seeking alpha ?
Its hard to get in before everyone else does
Than
Thanks Ninja
I've also got into it since July and up a bit but almost all my money is in mutual funds which are long holds, thr small amounts in shares are in a taxable brokerage so hesitant to liquidate positions.
Also in the US, you pay lower tax if asset is held longer than 1 year
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