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YAY! Charles Schwab IRA / Roth investors can now directly buy my fund
WOW - this morning - I got an email from Charles Schwab. For the last few weeks, we have been applying to make our private US fund custodian by Charles Schwab platform. Charles Schwab is famous for holding alternative investments like private funds, hedge funds etc. But it is not easy to get on their platform. After completing their due diligence process, we are finally ON! This means qualified investors can now use their Schwab IRA / Roth accounts to hold my fund's units directly in Charles Schwab. This also means distributions can be directed deposited into the Charles Schwab IRAs as well. This will save a step of setting up a new IRA account with AltoIRA, which makes our lives a lot easier.​ (US Accredited investors: For people who want me to invest for you, you can learn about my private fund here: https://branchpointfunds.com/) Cheers, Eric --- Eric Seto Chartered Professional Accountant (CPA) Chartered Investment Manager (CIM) Founder of 5MinInvesting.com Whether you're retiring with $50K or $500K, the right strategy depends on how much capital you're working with. Investors with millions can often live on conservative investments like GICs or CDs. But if you're trying to generate meaningful monthly cash flow from a few hundred thousand dollars, you'll likely need a more capital-efficient approach. That's exactly what we teach inside Investing Accelerator. You'll learn how we combine long-term investing with an options strategy designed to generate recurring cash flow from companies like Apple, Microsoft, Visa, and Mastercard—using just one trade per week. Our goal is to design strategies that use $20,000 to $300,000 to reach your retirement income goal. If you'd like to see whether it's a good fit for your situation, you can schedule a call here: https://bit.ly/48mJlgR Disclaimer: This communication is provided for educational and informational purposes only and does not constitute investment advice, a recommendation, or an offer to invest in any fund or strategy. No advisory relationship is formed by receipt of this content. Any references to strategies or markets are general in nature and do not reflect the performance of any client account or investment product.
3 likes • 16h
Congrats! 🍾
What should I subscribe to for real-time market data on IBKR?
Hi everyone, I just started using IBKR and noticed that all U.S. and Canadian stock quotes are delayed by about 20 minutes. I see there are quite a few market data subscription options available, and I’m not sure which one(s) I actually need to get real-time data. Could someone please recommend the appropriate subscriptions for trading U.S. and Canadian stocks and ETFs? Thanks in advance for your help!
5 likes • 4d
@Shin Ono Thank you so much for your reply. Their real-time market data subscriptions are so complicated! 😂
1 like • 2d
@Sukhwinder Dhanoa thbaks a lot!
2 likes • 3d
@Shin Ono 😂😂😂
Is AMD done dropping?
AMD just announced its earnings with double beat - revenue and profit. However, investors are expecting bigger beats Hence, the stock is down more than 6% after earnings This is the site I use for earnings and revenue:https://www.estimize.com/amd/fq3-2026?metric_name=revenue&chart=historical The key here is to understand The earnings reaction of what you see today is not so much about the specific quarterly earnings as that is already historical news But rather, the market is forward looking. This means you should focus on the two earnings after the current earnings. With AMD's revenue and profit projection, the uptrend will likely continue So the secret comes down to timing. Right now, AMD is forming a classic technical analysis top ​and it is quite far from its EMAs. This means there's more room for AMD to drop and you can buy at adeeper discount than the price today.​​​​​​​​​​​​​ In other words, we can wait.​ Cheers, Eric Eric Seto Chartered Professional Accountant (CPA) Chartered Investment Manager (CIM) Founder of 5MinInvesting.com Whether you're retiring with $50K or $500K, the right strategy depends on how much capital you're working with. Investors with millions can often live on conservative investments like GICs or CDs. But if you're trying to generate meaningful monthly cash flow from a few hundred thousand dollars, you'll likely need a more capital-efficient approach. That's exactly what we teach inside Investing Accelerator. You'll learn how we combine long-term investing with an options strategy designed to generate recurring cash flow from companies like Apple, Microsoft, Visa, and Mastercard—using just one trade per week. Our goal is to designed strategies that use $20,000 to $300,000 to reach your retirement income goal. If you'd like to see whether it's a good fit for your situation, you can schedule a call here: https://bit.ly/48mJlgR
Is AMD done dropping?
4 likes • 4d
Thank you for sharing !
6 likes • 7d
Thank you very much for sharing. Busy week. Good luck everyone !
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Liv L
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@liv-l-6220
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Active 5h ago
Joined Feb 14, 2023
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