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--- knowledge_base:investing:investment [2023/12/19 21:27] – [My Due Diligence List] Normal User
+++ knowledge_base:investing:investment [2023/12/27 00:59] (current) – [Questions] Normal User
@@ Line 1: / Line 1: @@
 ====== 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 =====
   * [[knowledge_base:investing:gone_fishin|Gone Fishin' Portfolio]]