Good blog on how the 3 big #AI IPOs will impact investors in index funds and #ETFs

RE: https://bsky.app/profile/did:plc:xyzlbocbcny36mjw53wuzxh4/post/3mo3ozaqtpk2w

People always say, "make sure your investments are diverse." But honestly, MSCI All-World and FTSE All-World are so incredibly limited. You’re literally getting exposure to just ONE planet's economy. Talk about extreme home bias!

Where is the real diversification? I want an MSCI Milky-Way! Give me that FTSE All-Universe! I need Andromeda emerging markets, Alpha Centauri real estate, and Martian terraforming infrastructure to balance out my terrestrial risk.

Until my broker figures out interplanetary asset allocation, my portfolio remains dangerously concentrated in "Earth."

#FridayThoughts #Finance #Investing #Diversification #SpaceEconomy #ETFs

🚀 #Bitcoin sube un 3% tras la tregua con Irán, pero los flujos de los #ETFs siguen huyendo. ¿Es el alivio geopolítico suficiente para revertir 13 sesiones de ventas institucionales antes de la decisión de la #Fed?
When Mega-IPOs meet Index Investing (Findependence Hub via Franklin Templeton ETFs) #stocks #SpaceX #investing #ETFs #indexing #PFcan #CanadaSky findependencehub.com/when-mega-ip...

When mega-IPOs meet index inve...
When mega-IPOs meet index investing - Financial Independence Hub

By Dina Ting, CFA, Franklin Templeton ETFs (Sponsor Blog) For decades, public markets were where companies grew up. Investors could watch young firms move from small-capitalization (cap) to mid-cap level and, for the rare few, into the ranks of the largest companies in the world. That journey today happens increasingly in private markets. We’re seeing […]

Financial Independence Hub

How to Read an ETF Factsheet: The Numbers That Matter

Two ETFs on the exact same index can quietly diverge by thousands over a working life. The factsheet tells you which one is silently eroding your returns. Few investors open it.

#Etfs #Investing #IndexFunds #UKPersonalFinance

https://freedomisntfree.co.uk/articles/how-to-read-an-etf-factsheet?utm_source=mastodon&utm_medium=social&utm_campaign=how-to-read-an-etf-factsheet

How to Read an ETF Factsheet: The Numbers That Matter

OCF, tracking error, alpha, beta, Sharpe ratio - what the numbers on an ETF factsheet actually mean, and which ones matter most when choosing a fund.

Freedom Isn't Free
🇯🇵 Japón cambia las reglas del juego: las #criptomonedas pasan a ser 'acciones'. Menos impuestos, #ETFs al horizonte y un marco legal que por fin las trata como inversión. ¿El inicio de la madurez asiática? #Bitcoin

A new post, with better, more explained math, was posted, and I want to edit this post so folks who saw the first one get a chance to see the edits. TLDR: It's not quite as bad as we all feared. It ain't good, but it's not quite as bad as initial maths suppositions assumed.

https://no01.substack.com/p/honest-recount

h/t @Axomamma for pointing out the followup.

Here is a pretty good, albeit technical, explaination of why and how this is so absolutely absurd and corrupt.

https://no01.substack.com/p/honest-graft

#SpaceX #IPO #MutualFunds #ETFs #SandP #Dow #FTSE #Nasdaq #SPY #VOO #SPCX

Honest recount

Mind the exit

Gold and Geopolitics

So… the #SpaceX #IPO is tomorrow, and y’all, the wealth transfer is gonna be a bumpy ride.

Due to recent emergency rule overhauls enacted in May 2026, passive #MutualFunds and #ETFs tracking specific indices will be legally forced to buy tens of billions of dollars of SpaceX stock in a highly compressed timeframe. To fund these mandatory purchases, fund managers must sell down their existing holdings in other companies, creating artificial downward pressure on those stocks.

#SandP #Dow: Zero immediate risk. Funds tracking these indices do not have to sell a single share to buy SpaceX.

#FTSE Russell: *5 Trading Days* (Fast-track entry for top 500 cap firms) *High* immediate risk. Massive forced selling across non-SpaceX components will occur next week.

#Nasdaq: *15 Trading Days* (Accelerated entry for top 40 market caps)*High delayed risk*. Concentrated tech and growth components will face selling pressure.

S&P 500 vehicles (such as #SPY or #VOO) are entirely insulated from #SPCX.