investrly 9.0
New Logo, New Partner, New Month
investrly Partner of the Month (Public.com - Everyone’s an Investor)
investrly Thought of the Week (Importance of a plan)
investrly News of the Week 📈 (Quality Stories)
investrly Ideas of the Week (Term, Quote, Opportunities)
Start investing early in yourself now. Join the next investrly zoom call and have your questions answered live.
investrly Partner of the Month
We’re excited to share our first partner for our quickly-growing newsletter! Public.com is a platform we’ve personally been using and enjoying for the past several weeks.
If you're interested in investing but don't want to be alone with your charts and numbers, Public is the place for you. They've essentially put a social layer on the stock market, so you can own the companies you believe in and share ideas with a community of investors. Think of Public, like Venmo meets Twitter. And you can even follow us there and join the @investrly chat group.
Free mobile app, no account minimums, and $0 commissions on standard trades
Ability to join chat groups with friends; I even host one you can join
Long-term focus: 74% of the community are primarily long-term investors, and the company doesn't encourage day-trading
PFOF-free: They recently decided to stop earning revenue from Payment for Order Flow and instead route your trades directly to the exchanges.
investrly community members can start with $10 in free stock by downloading the app here.
*Offer valid for U.S. residents 18+ and subject to account approval. Free stock for new accounts only and is redeemable upon account approval. See Public.com/disclosures/.
investrly Thought of the Week
(The importance of a plan)
When your investments are going up, it may be hard to see it. However, when your investments are going down, the need for a plan becomes very apparent. Following a volatile week in markets which saw a violent tech sell-off, a spotlight shines on the importance of a diversified portfolio plan.
This is a great time to reset and recheck. If you’ve formulated a solid investment plan, have confidence and conviction in it. If not, start formulating now. From the initial newsletter, we’ve instilled the need for a plan built around diversifying opportunities whether referring to high-interest savings, real estate, stocks or cryptocurrencies. These opportunities are made better when utilizing specific strategies such as initial investment and portfolio weighting. Now mix in a mindset that practices patience, perseverance, and perspective.
Recognize as a long term investor there will be short term bumps in the road. Going forward we plan on presenting new ideas to enhance overall portfolio diversification. All in the common goal of helping you invest early in yourself.
Six Asset Allocation Strategies That Work (Investopedia)
Nasdaq Notches Worst Week In Four Months (Yahoo Finance)
investrly News of the Week
A new section with links to our top investing articles of the week
Stocks do very well during periods of rising rates. Facts, not opinions (Reformed Broker)
DeFi mainstays headline Grayscale’s list of new products under consideration (Cointelegraph)
5 practices to improve your financial health (Business Insider)
investrly Term of the Week
Direct Public Offering (DPO)
A direct public offering (DPO) is a type of offering in which a company offers its securities directly to the public to raise capital. An issuing company using a DPO eliminates the intermediaries—investment banks, broker-dealers, and underwriters—that are typical in initial public offerings (IPO), and self-underwrites its securities.
IPO vs. Direct Listing: What's The Difference? (Investopedia)
Coinbase Files To Go Public Via Direct Listing (Axios)
investrly Quote of the Week
investrly Clubhouse collaboration with subSPAC
Clubhouse is all the rage and we’ve teamed up with Bill SPACman and Spac Guru. Join us Friday after market close at 1:20 PT/4:20 ET in the Clubhouse App for Happy Hour. We wrap up the week interviewing an industry insider talking SPACs and breaking down the investing scene.
3/5 - Industry Insider, SPAC_Warrants
investrly Opportunities
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Weekly stock commentary recap and monthly long form weekender
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investrly is written by Michael Rippe and edited by Danny Bopp with design elements from Peak Creative Design. Share this newsletter with a friend so they too can invest early. Get more investrly everyday on twitter. See ya next week.
Not financial or tax advice. Investrly the newsletter is 100% educational and is not investment advice or a solicitation to make any financial decisions. This newsletter is not tax advice. Talk to your accountant and do your own research.