Year-End Money Moves You Should Make Now

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  • Опубликовано: 22 дек 2024

Комментарии • 19

  • @daveschmarder-US1950
    @daveschmarder-US1950 15 дней назад +4

    You both are all around nice people. I have all my year end stuff done. I just have to wait for the year to end.

  • @MichaelMiller-s7y
    @MichaelMiller-s7y 13 дней назад

    Thanks for the analysis! Could you help me with something unrelated: My OKX wallet holds some USDT, and I have the seed phrase. (alarm fetch churn bridge exercise tape speak race clerk couch crater letter). What's the best way to send them to Binance?

  • @MikeBarnhill
    @MikeBarnhill 15 дней назад +1

    My losses are on PTON and all the other stuff I bought at the top. I did sell some TSLA at a crazy profit recently to derisk. Selling PTON to offset those gains and not pay crazy capital gains!

  • @b_gumm
    @b_gumm 15 дней назад

    Jill you're the best

  • @Timeus
    @Timeus 15 дней назад +1

    Year end goal: hit the daf. Doing my homework on local recipients.

  • @slytherben
    @slytherben 15 дней назад

    I cannot find a good lecture on holding over decades (compounding) vs rebalancing.

  • @midwestcannabis
    @midwestcannabis 15 дней назад

    131st like🥳🥳✌️✌️

  • @ThnkDfrnt
    @ThnkDfrnt 15 дней назад +6

    Is rebalancing essentially selling, and owning less of your winners to buy, and own, more of your losers?
    Sell Google to buy Yahoo. Sell Apple to buy Nokia

    • @Username_CC_
      @Username_CC_ 15 дней назад

      Yes except if you rebalanced into Facebook in 2022 you tripled that money. You should follow your investing prospectus.

    • @arzdiamondbacks
      @arzdiamondbacks 15 дней назад +1

      Yes, it's like cutting your flowers to water your weeds.

    • @bgoode652
      @bgoode652 13 дней назад +1

      No, to fit your analogy better, it's like selling a portion of your Google to buy some Treasury Bills that will consistently pay 4.4%. Rebalancing generally occurs between different asset classes or sometimes between equities of different types (i.e. US vs Interntional).

    • @ThnkDfrnt
      @ThnkDfrnt 13 дней назад

      @@bgoode652 Consistently, barely beating inflation. This is what the smart money does.

  • @martytayman9138
    @martytayman9138 14 дней назад +2

    Waste of time.

  • @erving123a
    @erving123a 15 дней назад +5

    I’m sorry but rebalancing is generally dumb

    • @TooAjit2Quit
      @TooAjit2Quit 15 дней назад

      Yep

    • @chetanjilhewar1669
      @chetanjilhewar1669 14 дней назад

      Please explain why?

    • @TooAjit2Quit
      @TooAjit2Quit 14 дней назад +2

      Frequently selling stocks within a long-term investment strategy can be counterproductive. Regularly adjusting your portfolio or “rebalancing”based on arbitrary ratios, like 80/20, can disrupt the potential for long-term growth by introducing unnecessary transaction costs and potentially missing out on market gains.

    • @bgoode652
      @bgoode652 13 дней назад

      @@chetanjilhewar1669 I recently read someone explain that equities are the engine and bonds are the suspension. A super fast car can be great but easier to wreck. Most people prefer a fast car that also has a smooth ride. When the engine gets too stong, rebalancing is often the mechanism to get back to a balance necessary for a fast and smooth ride.

  • @Edgar-i2d
    @Edgar-i2d 15 дней назад +1

    Love the show , but dont buy bonds it will never outperform inflation. Buy Bitcoin.