Tag Archives: stocks

It depends on what the goals are and what level of revenue you are generating. Small business can also become large businesses.  First I would have you calculate your worth per hour in your current field.  Let’s use the classic example of a laundry mat. A laundry mat may generate a 50% profit. On average it is 30% to 40%. They have low overhead and maintenance costs but expensive utility bills. Thought to be resistant to poor economic conditions. You would need to watch out for competitors moving in to the area. The population of the area may reduce or move. More to consider….. The purchase of a laundry mat can occur with owner financing, business loan, or other funding. Business loans can have large interest rates eating away the profit you may obtain. Some would argue to get business partner funding or owner funding. Owner funding usually requires some…

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Options trading and stocks  Please read about the Greeks before reading further. Options trading is another way of earning income. This is a similar strategy to just buying and selling stocks which you could also do. If you are risk averse I would avoid options and individual stock trading. Only play with 10% or less of your money.  Stock trading you buy a stock at what should be a lower value and sell at a higher price later making income. For example you buy apple stock at $140 per share and sell at $150 a share. Say you buy 10 shares. That cost you $1400. You then sell that 6 months later at $150 a share. You get $1500 or a net profit of $100. Now that is only a 7% yield for that time frame. If you had similar success this could be 14% yearly. If the stock drops…

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Exchange traded funds vs mutual funds What they have in common: They can be in cash accounts or retirement accounts. They hold a variety of stocks/bonds/commodities etc. Where they differ: ETFs: Generally follow the trend of earnings of an index such as S and P 500. Can be actively managed or passively.  Have lower costs.  Have lower taxation only when sold. Transactions are between stockholders and buyers not managers of the fund. Traded on the exchange.  Options can be done.  More liquid investment. Can be traded quickly.  Have leveraged etfs that perform better than the index fund by using margins.  Can specify investment industries.  Have not been around as long as mutual funds.  Mutual funds: Generally managed.  Higher cost. Not always follow indexes.  You buy in and it is not as liquid.  Takes longer to get cash out. Gets taxed by capital gains. Not traded on exchange.  No options. No…

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Why the generic bank account is a bad investment Banks will only give you a low interest rate and at times may even charge fees. It is much more beneficial to invest extra money outside of your emergency fund into some type of higher yielding account. Banks may yield 5% if you are lucky and even some stocks will only get you 1%-8%. What I don’t understand is why people are fine with this low growth when you could be making 10% or more. Even the SP500 itself yields about 10%. Cash example: You have 10k in either the bank or in a mutual fund making 5% in the bank and 10% in the mutual fund. Bank per year=$500. Mutual fund per year=$1000. The only advantage to having money in the bank is that you have a guarantee of 250k from the government if the bank is robbed.  Liquidity should…

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Stock market versus real estate  A common question that comes up is the stock market yields versus the real estate market yields. Honestly they have similar yields and both increase in value over time. You just need to invest and not take it out during a dip. They will both fluctuate up and down. Time invested is the most important factor.  Similarities are: Yields  Go up over time Fluctuating  You could lose if you pick wrong You will be taxed in some way Both outpace inflation  Better to be in sooner for longer  Ride out dips Could loose investment if value goes to $0 Differences are the following: Stocks: More fluid (quick to get cash back) Taxed as income and as gains each year Many different types  Many different ways of making income (ETFs, options, individual stocks, mutual funds, bonds, mixed securities, commodities, REITs, etc) Real estate: Less fluid (takes…

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If you have seen my other post about real estate you know the benefits of investing in it as well as the negatives. In my opinion the way we live is backwards. We should be buying property first when we are young not renting and we should be renting when we are older. Example: Young adult: You are 22 years old and just finished college. Starting your first professional career in banking. You earn $50000 per year. You do all the right things maximizing retirement, emergency fund, doordash on the side, making some extra money, start SEP ira, have a Roth IRA, and have an HSA account. You have $0 for a home down payment and you don’t have a lengthy job history for the bank to give you a home loan. You will be stuck living in a rental. You end up paying $1000 per month. You are spending…

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