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Your at a point were you need torethink how you invest. You can keep in investing in growth index fund (all the fund you listed are growth index funds) like you are now. Growth index fund are very tax efficient. I would suggest investing you money in the taxable account …
For the future I would start investing the money bonds and dividend funds. That way your investment will gradually earn you cash. And over time the passive income from your investments can start taking care of your bills. It takes years to build it but the rewards are with it. …
I did that and I am now retired at 55 and living off of my dividneds. Currently at 5K a month of income. Enough to cover my living expenses. I would like 100K in retirment and I estimated my tax for regular dividends with no other income and found my …
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Total Off-Exchange Volume: 580917
Values over 50% Short often indicate hidden bearish pressure from institutions.
Capitol Trades
| Date | Politician | Amount |
|---|---|---|
| No recent trades found. | ||
Insider Trades
| Date | Insider | Value |
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Institutional Holdings (Whales)
| Institution | Shares | Value | % Held | Date |
|---|---|---|---|---|
| Sound Income Strategies, LLC | 4,131,430 | $37.9 million | 0.0416% | Sep 30, 2025 |
| Van Eck Associates Corporation | 2,533,205 | $23.2 million | 0.0255% | Sep 30, 2025 |
| Marshall Wace LLP | 2,057,399 | $18.9 million | 0.0207% | Sep 30, 2025 |
| UBS Group AG | 1,296,070 | $11.9 million | 0.0131% | Sep 30, 2025 |
| Invesco Ltd. | 1,262,880 | $11.6 million | 0.0127% | Sep 30, 2025 |
| Qube Research & Technologies Ltd | 1,093,973 | $10.0 million | 0.0110% | Sep 30, 2025 |
| Altshuler Shaham Ltd | 916,039 | $8.4 million | 0.0092% | Sep 30, 2025 |
| Blackrock Inc. | 687,155 | $6.3 million | 0.0069% | Sep 30, 2025 |
| Millennium Management Llc | 680,700 | $6.2 million | 0.0069% | Sep 30, 2025 |
| Morgan Stanley | 642,704 | $5.9 million | 0.0065% | Sep 30, 2025 |
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