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Invest & Retire Community

3.6k members • Free

1109 contributions to Invest & Retire Community
Congrats to the Top 10 Contributors for June 2026 and announcing July 2026 Prize
In Investing Accelerator, we are starting a new monthly prize pool for top 10 most active members Congratulations to the following 10 people for being the most contributing members of the community: 1) @Monica Bernard 2) @Rong Zhou 3) @Rose B 4) @Lindsay Talbot 5) @Sukhwinder Dhanoa 6) @Leon K 7) @John Meaney 8) @Sharon Yuen 9) @Kim Huynh 10) @Cris Bob I (Michael) will contact you in the chat to provide you with the gifts. You will receive: 1 share of IBIT $33.14 USD To show proof of purchase, you must post in the community that you received the share. For next month July, the prizes will be: NFLX Investing Accelerator Incentives: Get Richer by Helping Others Succeed 1. 🎁 Join Investing Accelerator for Free: Share the "How to Join Investing Accelerator for Free" guide with a friend. If they join, you both earn the referral fee. Learn More (https://www.skool.com/invest-retire-community-1699/how-to-join-investing-accelerator-for-free) 2. ⏱️ Speed & Success Bonus: Complete the program within 90 days and pay off the remaining balance to get 10% off the balance. 3. 📈 Trading Milestone Rewards: - First 30% Return from a Single Trade: Share your success in the community to receive a free stock. - 30% Portfolio Return in One Year: Achieve a 30% annual return to earn another free stock (once per year). 4. Student Referral Program: Refer a friend to join Investing Accelerator and you both earn $1,000 USD + a free stock each. Learn More (https://5mininvesting.com/free-case-study/)
2 likes • 6d
@Rose B thank you and you are so kind!
1 like • 2d
I got my Amazon gift. Thanks @Eric Seto & @Michael Leung!!!
EXCHANGE FUND - Tax-Efficient Solutions for Diversifying Concentrated Stock
I recently came across this strategy and want to share with you in case you have any particular concentrated stocks which have greatly appreciated and may be facing large tax liability if you were to sell it. AN EXCHANGE FUND (not ETF which is "exchanged-traded fund") Purpose: Allowing you to defer capital gains taxes while diversifying away from your appreciated positions. Definition: A tax-efficient private fund owned by investors who exchange their individual stock for shares in the fund. Exchange funds only accept “in-kind” stock contributions, not money. Also, shares in the fund cannot be bought or sold on public exchanges. I personally do not have this issue so be sure to do further due diligence if you are interested in exchange funds source: https://usecache.com/companion/what-is-an-exchange-fund#toc-1
1 like • 6d
@Rose B good to know. If I ever have this need, I will do a deep dive. Thanks
1 like • 6d
@Rose B understand. Will deep dive when I need to use it.
6 likes • 9d
Not much going on next week. Interest to see if NKE is turning around?
1 like • 6d
I sold a few csp on NKE @39 strike with 7/2/26 expiration. Premium ranging from $82 to $100 for 2 days. Let’s if I end up owning them. Dividend is 3.95%. Pretty decent.
1-10 of 1,109
Monica Bernard
8
24,547points to level up
@monica-bernard-3805
Love to learn and explore the possibilities in financial freedom.

Active 2h ago
Joined Nov 8, 2023
United States
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