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Kevin Slater

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Everything posted by Kevin Slater

  1. Kevin Slater
    US stock have significantly underperformed international stocks ytd. Kevin Slater
  2. Kevin Slater
    Ticker symbol GSEW with a .09% expense ratio for those interested. Kevin Slater
  3. Kevin Slater
    I hate that they're considering altering the rules for S&P inclusion to get SpaceX in earlier than it otherwise would be. Kevin Slater
  4. Kevin Slater
    In general, it's not a great idea to take part in IPOs. Wait at least until the lock-up period is over (when all the insiders are allowed to sell their shares, which often tanks the stock). Kevin Slater
  5. Kevin Slater
    ...or that the longs lock in their profits now? Kevin Slater
  6. Kevin Slater
    More precisely, whatever your donation, the first .5% of your AGI is non-deductible. Kevin Slater
  7. Kevin Slater
    Also, you only get to deduct the full appreciated value of the stock if you've held it a year or more, and you itemize rather than taking the standard deduction. Kevin Slater
  8. Kevin Slater
    Reminder: this is a forum to discuss the markets and finance, not other posters.
  9. Kevin Slater
    I would find that very hard to believe. Kevin Slater
  10. Kevin Slater
    Every five to seven years, people forget that the Dow has a correction every five to seven years. Kevin Slater
  11. Kevin Slater
    Inflation numbers will be suspect until we get a year away from the (previous) government shutdown. While the BLS wasn't collecting data throughout the shutdown, they simply assumed the same price as last time they checked. It'll take a full year for those acknowledged bad numbers exit the equation. Kevin Slater
  12. Kevin Slater
    There's a good argument to be made that gold is now just a meme stock. Kevin Slater
  13. Kevin Slater
    The formula is quite simple: a million more than you have today. Kevin Slater
  14. Kevin Slater
    I believe it's the converse, actually. Non-retirement (i.e. taxable brokerage) accounts get the stepped up cost basis (as of the date of death). Distributions from traditional pre-tax accounts are taxed to the beneficiary as ordinary income, regardless of what the investments were worth at death. For Roth accounts, there is no tax consequence. Kevin Slater
  15. Kevin Slater
    I exited my position when the first deal was announced. Wish I had your dilemma instead. Kevin Slater
  16. Kevin Slater
    Looking at the chart, those top three clients. Kevin Slater
  17. Kevin Slater
    Per annual tradition: Revenue increased 6% in 2025. 57% of 2025 revenue came from the year’s top three clients, down from 62% in 2024. Last year’s top two clients retained their spots. As I’m only seeing a small number of repeat clients, revenue per client has more than tripled in the last three years. Kevin Slater
  18. Kevin Slater
    What are they? I'll be happy to remember them for you. Kevin Slater
  19. Kevin Slater
    And it's not clear how this will impact one's state taxes, depending on which state he lives in. Kevin Slater
  20. Kevin Slater
    nytimes.com WWW.NYTIMES.COM Kevin Slater
  21. Kevin Slater
    That strikes me as the one upside: you basically are renting, but with a rent cap. After a while, that would be huge. Kevin Slater
  22. Kevin Slater
    Yup, I believe that to be the case. If he wanted the socials tied to his work life, he can be the one to do it. Kevin Slater
  23. Kevin Slater
    Yeah, we're not doin' politics here.
  24. Kevin Slater
    Assuming you have investments that track the S&P or similar, you already hold quite a bit of NVDA (and the rest of the Mag 7). Kevin Slater
  25. Kevin Slater
    What gets my goat is the article seems to put all the blame on the institution that received the shares, not on the institution that gave the assets away. I think Fidelity's 'money transfer lockdown' would prevent this scenario, though. Kevin Slater

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