Commit d968b1

2026-03-26 11:45:40 Viraj Alankar: -/-
finance/investing.md ..
@@ 28,7 28,7 @@
These in sum do not exceed about 8% of my portfolio. I reduce my bonds allocation by 8% to make room for these. The reasoning is to keep some investments non-correlated with stocks/bonds. [Portfolio Visualizer](https://www.portfoliovisualizer.com/asset-correlations) can be used to investigate correlations.
- Schwab ETFs do not have much option liquidity. For such cases, I might use different ETFs or futures to represent the same category. Sometimes it is also cheaper to purchase ETFs with a higher price due to trading fees being based on number of shares. I also may use mutual funds if I don't plan to do much active trading. Some equivalents:
+ Schwab ETFs do not have much option liquidity. For such cases, I might use different ETFs or futures to represent the same category. Sometimes it is also cheaper to purchase ETFs with a higher price due to trading fees being based on number of shares. I also may use mutual funds if I don't plan to do much active trading. Index options are also sometimes preferable due to European settlement (i.e. cannot be exercised early). Some equivalents:
| Category | ETFs/funds | Options | Indexes | Futures |
0 1 2 3 4 5 6 7 8 9 0 1 2 3 4 5 6 7 8 9 0 1 2 3 4 5 6 7 8 9 0 1 2 3 4 5 6 7 8 9