knowledge_base:investing:investment

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knowledge_base:investing:investment [2022/12/02 14:53] – ↷ Links adapted because of a move operation George Wayneknowledge_base:investing:investment [2023/12/27 00:59] (current) – [Questions] Normal User
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 ====== Investing Due Diligence ====== ====== Investing Due Diligence ======
  
 +===== Questions =====
 +
 +  - What do you do, how do you make money?
 +  - Is your investing strategy different for taxable account and non-taxable account? How about IRA/401k vs Roth IRA?
 +  - Access to investments that are not available to general public?
 +  - Communication frequency and format
 +  - What can/should an investor control (cash reserve percentage?)
 +  - Turn over ratio and tax consequences
 +  - There is 1031 exchange rule to defer capital gains on real estate transactions. Is there a similar thing for investing?
 +  - How do you individualize investment for each client?
 +  - How is that different from a mutual fund?
 +  - Covered calls?
 +  - Fee structure? What services are provided?
 +    - macro/micro environment, activity briefing (monthly)
 +    - tax optimization
 +    - estate planning
 +    - retirement planning
 +    - 
 +  - Logistics (Fidelity/Vanguard)
 +  - Cost base reporting
 +  - Win-Win-Lose
 +  - Buy-Borrow-Die
 ===== Links ===== ===== Links =====
   * [[knowledge_base:investing:gone_fishin|Gone Fishin' Portfolio]]   * [[knowledge_base:investing:gone_fishin|Gone Fishin' Portfolio]]
   * [[knowledge_base:investing:income_investments|Best Income Investments Other Than Dividend Stocks]]   * [[knowledge_base:investing:income_investments|Best Income Investments Other Than Dividend Stocks]]
   * [[knowledge_base:investing:dividend_etfs|Best ETFs for Dividend Investors]]   * [[knowledge_base:investing:dividend_etfs|Best ETFs for Dividend Investors]]
-  * [[knowledge_base:WhenToSell|When to sell hot stocks]] +  * [[knowledge_base:investing:whentosell|When to sell hot stocks]] 
-  * [[knowledge_base:PropertyTax|Property Tax by States]]+  * [[knowledge_base:retire:propertytax|Property Tax by States]]
   * [[knowledge_base:investing:markowitz|Markowitz Portfolio Selection Model Excel Tool]]   * [[knowledge_base:investing:markowitz|Markowitz Portfolio Selection Model Excel Tool]]
-  * [[knowledge_base:Watchlist|Stock Watch List]]+  * [[knowledge_base:investing:watchlist|Stock Watch List]]
   * [[knowledge_base:investing:austin_housing|Austin Area Housing Market]]   * [[knowledge_base:investing:austin_housing|Austin Area Housing Market]]
  
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 ===== My Due Diligence List ===== ===== My Due Diligence List =====
   - P/E, P/S, Revenue history, Market cap, Dividend yield, Payout ratio   - P/E, P/S, Revenue history, Market cap, Dividend yield, Payout ratio
-  - Historical price+  - Historical price, P/E
   - Insider trading (https://finviz.com/insidertrading.ashx)   - Insider trading (https://finviz.com/insidertrading.ashx)
   - Institutional buy/sell   - Institutional buy/sell
  • Last modified: 2022/12/02 14:53
  • by George Wayne