Fractional shares are here at TD! What does it mean to you? Maybe you want to own some of Apple or Berkshire Hathaway, now you can! You can trade in dollars not shares so setting aside for the future just became easier! Read more here! https://lnkd.in/gp9Tdg-3
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Founding Partner at A. Stotz Investment Research & Co-Founder of the Valuation Master Class
Is Apple as financially strong as it seems? See how Andrew Stotz breaks it down using our FVMR cheat sheet! Watch the full video now at https://lnkd.in/gCWAKekY and download the cheat sheet for free! DISCLAIMER: This is not investment advice or a recommendation. #valuationmasterclass #financialanalyst #AppleValuation #AppleAnalysis #AAPL #Investing #WarrenBuffett #Valuation
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“Banks Always Make Money, But at What Cost to Their Clients?” Christopher DeVocht, a former carpenter from Vancouver Island, learned a hard lesson in wealth management — banks always make money, but it’s not always in the best interest of their clients. DeVocht’s story began with early investments in Tesla, which propelled his portfolio from $88,000 to an incredible $415 million by late 2021. Along the way, DeVocht was advised by RBC Dominion Securities, who, instead of recommending diversified and safer financial strategies, encouraged heavy concentration in Tesla and helped him with margin loans. When Tesla shares began to decline in 2022, DeVocht faced massive losses, ultimately losing his entire portfolio. Now, he’s suing RBC for inadequate financial advice, arguing that they prioritized their fees and incentives over his financial health. This case reminds us that banks are often more focused on generating profits from their clients rather than safeguarding their wealth. Whether through loans, commissions, or fees, the bank always wins, and investors must be vigilant, ensuring they get independent, well-rounded advice. Diversification and risk management aren’t just buzzwords — they’re crucial to protecting hard-earned wealth. Remember, banks may be there for the ride up, but it’s often the client who pays on the way down. #InvestmentRisk #WealthManagement #FinancialPlanning #Banks #InvestingWisely
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What makes Apple unstoppable? Dive in to see how it sets the standard! DISCLAIMER: This is not investment advice or a recommendation. #valuationmasterclass #financialanalyst #AppleValuation #AppleAnalysis #AAPL #Investing #WarrenBuffett #Valuation
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And back to all time lows with the volatility – or are we? Apple Tree Fund’s latest “What if…” (incl. May). Want to know more? Let us know via www.appletreecp.com. #appletreefund #safe #liquid #profitable #investing #fund #money #2024
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An interesting read if you bought anything through Treasury Direct but especially I bonds back when the rate was jacked up. The vibe I get from talking to a few cohorts who bought I bonds when then rate was 9%+ is that they are "repositioning" the money. And Treasury Direct isn't exactly the most user friendly website.
You Bought Blockbuster I Bonds. Here’s What to Do With Them Now.
wsj.com
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Quiet nights and no worries about investing… Apple Tree Fund’s latest “What if…” (incl. March). Want to know more? Let us know via www.appletreecp.com. #appletreefund #safe #liquid #profitable #investing #fund #money #2024
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The shaky start of September triggered fears of Déjà vu of a month earlier. Fortunately, all calmed down soon. Apple Tree Fund’s latest “What if…” (up to 15 Sep). Want to know more? Let us know via www.appletreecp.com. #appletreefund #safe #liquid #profitable #investing #fund #money #2024
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Good → Great Investing. From a former $700 Mln Portfolio Manager & Value Add Real Estate Investor.
I used to manage money for extremely wealthy people. Some of the investments consisted of ETFs. Why? 1. Direct exposure to major stock markets 2. Automatic diversification 3. Low cost Millionaires and billionaires alike invest in the broad ETF markets. It is the easiest way to earn solid returns of 8-10% in the stock market, as long as you have a long time horizon (i.e. >3-5 years) Set up an investing account on your iPhone, invest a % of your monthly pay check, do this every month for your career, and you will retire wealthy. Not sure where to start? Send me a message and we’ll see if my Simply Investing Masterclass might be a fit for you. —Eddie Follow for more 🙌
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Apple Inc. | Discounted Cash Flow (DCF) valuation model What's inside: - Comprehensive historical analysis encompassing Income Statement, Balance Sheet and Cash Flow Statement - 5 year forecast of financial statements - In-depth Ratio Analysis - Detailed revenue schedule, working capital schedules, waterfall depreciation schedule & debt schedule - Scenario analysis - Discounted Cash Flow (DCF) Model for valuation Updated: 15 May, 2024 Correction - EV is $1.88 T In the WACC calculation the weights of capital are swapped for each other. #Finance #FinancialModelling #Apple #DCF
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I help mid-size family businesses double profit in 12 months (without overwhelming their team)
Is Apple as financially strong as it seems? See how I break it down using my valuation cheat sheet! Watch the full video now at https://lnkd.in/gvt25EQu and download the cheat sheet for free! DISCLAIMER: This is not investment advice or a recommendation. #valuationmasterclass #financialanalyst #AppleValuation #AppleAnalysis #AAPL #Investing #WarrenBuffett #Valuation
I help organizations turn data into information for analytics, insights, and reporting!
4moThis is a cool new feature! Some of those stocks with lofty evaluations, even when well-deserved, are out of reach for many. This provides new opportunities for building wealth, and getting rich, pragmatically speaking, slowly. Wealth often doesn’t build overnight. Hoping luck only goes so far for many of us.