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| Both sides previous revision Previous revision Next revision | Previous revision | ||
| knowledge_base:investing:investment [2023/12/19 21:41] – [Investing Due Diligence] Normal User | knowledge_base:investing:investment [2023/12/27 00:59] (current) – [Questions] Normal User | ||
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| ===== Questions ===== | ===== 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? | - 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? | - Access to investments that are not available to general public? | ||
| Line 12: | Line 13: | ||
| - How is that different from a mutual fund? | - How is that different from a mutual fund? | ||
| - Covered calls? | - Covered calls? | ||
| - | - Fee structure? | + | - Fee structure? |
| + | - macro/micro environment, | ||
| + | - tax optimization | ||
| + | - estate planning | ||
| + | - retirement planning | ||
| + | - | ||
| + | - Logistics (Fidelity/ | ||
| + | - Cost base reporting | ||
| + | - Win-Win-Lose | ||
| + | - Buy-Borrow-Die | ||
| ===== Links ===== | ===== Links ===== | ||
| * [[knowledge_base: | * [[knowledge_base: | ||