Page 10 of 10

Re: Investment advice

Posted: Sat Nov 18, 2023 4:26 pm
by The Sybian
sancarlos wrote: Sat Nov 18, 2023 4:09 pm
mister d wrote: Sat Nov 18, 2023 11:45 am Tell her she can give you $17K annually untaxed. $34K if she’s still married.
I get that you said this tongue-in-cheek, but that gift wouldn't affect her taxes, since the gift wouldn't be deductible or affect her income.
Shhhhh!

Re: Investment advice

Posted: Mon Nov 20, 2023 8:57 am
by Baloney
wlu_lax6 wrote: Fri Nov 17, 2023 6:51 pm Great tool to understand the cost of mutual funds and etfs. My favorite features is you can look at how the fund compares to similar funds (morningstar categories, investment objectives, etc) that are priced cheaper.

https://www.finra.org/fundanalyzer
I also find this useful for looking at fund overlaps

https://www.etfrc.com/funds/overlap.php

And this for back testing portfolios

https://www.portfoliovisualizer.com/backtest-portfolio

Apologies if anyone linked these previously.

Re: Investment advice

Posted: Mon Nov 20, 2023 11:45 am
by wlu_lax6
Baloney wrote: Mon Nov 20, 2023 8:57 am
wlu_lax6 wrote: Fri Nov 17, 2023 6:51 pm Great tool to understand the cost of mutual funds and etfs. My favorite features is you can look at how the fund compares to similar funds (morningstar categories, investment objectives, etc) that are priced cheaper.

https://www.finra.org/fundanalyzer
I also find this useful for looking at fund overlaps

https://www.etfrc.com/funds/overlap.php

And this for back testing portfolios

https://www.portfoliovisualizer.com/backtest-portfolio

Apologies if anyone linked these previously.
Morningstar X-ray was my goto for this.