Mo Al Adham @maladham
Founder and CEO of Frec. Reach me at [email protected] Frec disclosures: https://t.co/QMfm2vK0fl frec.com San Francisco, CA Joined February 2023-
Tweets77
-
Followers292
-
Following239
-
Likes73
We do this all the time at Frec for customers coming in from expensive direct index providers. Create a low cost direct index on Frec and move in your ACAT’d stocks. Here’s our demo page: frec.com/app/demo/direc…
We do this all the time at Frec for customers coming in from expensive direct index providers. Create a low cost direct index on Frec and move in your ACAT’d stocks. Here’s our demo page: frec.com/app/demo/direc…
This is a really nice overview of Direct Indexing, and how it works: frec.com/resources/blog…
Frec now lets you add more than one direct index. It intelligently tax loss harvests across indices and avoids wash sales when there are overlapping positions. We only offer the S&P 500 and S&P 500 Info Tech today, but more choices to come soon
Frec now lets you add more than one direct index. It intelligently tax loss harvests across indices and avoids wash sales when there are overlapping positions. We only offer the S&P 500 and S&P 500 Info Tech today, but more choices to come soon
Blind spots are real, even after investing for 24 years, I'm still surprised. See, I've been actively picking winning/losing stocks forever. Recently at the pressure of @thesamparr and @ValKatayev , I decided to hang up my side gig and go fully passive, ie buy the Index. As I…
This past weekend, we published a piece on the benefits of direct indexing with @frecfinance, a passive investing strategy that lets investors track market performance while generating significant tax savings Check it out here: execsum.co/p/sunday-deep-…
If you've ever wondered what a Direct Indexing account looks like, you can see the real-time progress of a S&P 500 portfolio funded in December. Owning the underlying stock instead of a piece of an ETF gets you index-like performance while harvesting tax losses that you can use…
If you've always wanted to try out Direct Indexing (& who hasn't?) then now is a good time to drop $20k on it, because a) it's near the start of the tax year so you can build losses to offset and b) if you use this referral link we both get a bonus. frec.com/referral/KKMAA…
STARTUP PRODUCT STRATEGY 101 Position your product around a single thing. At Frec, we position ourselves around direct indexing even though we have all of the capabilities of a fully fledged brokerage. This positioning helps break through the noise and deliver our core value…
Today Tesla is -10% and VTI / SPY are +0.4%. If you are tax loss harvesting at the ETF level, you’re missing out on capturing capital losses at the individual stock level Direct indexing captures 2x the losses of ETF/ETF harvesting for exactly this reason
Some under-appreciated facts about the S&P 500 1) An estimated 40% of all S&P 500 revenue is international. You get international exposure through US domiciled companies governed by our legal system 2) The market cap weighting is an incredible feature - it naturally rewards…
This is a fantastic review of Frec 🙏
This is a fantastic review of Frec 🙏
Trading stocks today is antiquated. It’s like driving a manual transmission car. Instead, buying and selling stocks should be automated. Tell the system what % of your portfolio you want a new stock to be, and the system buys it for you in the most tax-efficient way possible,…
🙌 excited to have you on Frec!
wait why did none of you mention direct indexing and tax loss harvesting?? do any of you do this? someone dm’d me about @frecfinance and they are giving me a DI account to try out
wait why did none of you mention direct indexing and tax loss harvesting?? do any of you do this? someone dm’d me about @frecfinance and they are giving me a DI account to try out
To see how your portfolio, across all your brokerages and asset types, performed relative to the S&P 500, please DM me. My team will run a detailed analysis on your portfolio
To see how your portfolio, across all your brokerages and asset types, performed relative to the S&P 500, please DM me. My team will run a detailed analysis on your portfolio
This is why we built @frecfinance . Better off direct indexing the S&P 500
This is why we built @frecfinance . Better off direct indexing the S&P 500
Slausithew @Slausithewu5h
0 Followers 93 Following
Sitosti @sitosti46289
0 Followers 216 Following
PrimaJudd @o6Zi9vj9HjC0A
1 Followers 182 Following
Theathor @Theathor392142
1 Followers 219 Following
Neasmearr @NeasmearrMHIi
0 Followers 20 Following
Pamela @pamela80forbes
140 Followers 3K Following
Alice @yamasak86875592
8 Followers 846 Following
Rose Reed @RoseReed27603
3 Followers 538 Following
Alice @BellShaqua29504
5 Followers 666 Following
Lucinda @murayaf79419356
18 Followers 723 Following
Derek Anderson @Wolf_Kola
166 Followers 2K Following
Shane Sideris, CFA @shane_sideris
839 Followers 700 Following Financial Planner at Synchronous. Co-founder of Nectarine. Content creator for Personal Finance Club. Ex-@BlackRock
Shiv Sharma @shivsharma_5
7K Followers 2K Following President & GM @Stocktwits @StocktwitsIndia. Former @AWSCloud, @Cisco_Invests, Fidelity International, @RBCCM
Abigail Belleza @AbigailBel19228
8 Followers 625 Following
Safeer Mohiuddin @SafeerInvests
2K Followers 519 Following Co-Founder, Guardrails AI and Cordoba Funds. Author, https://t.co/QA6U42QhGm. Avid investor across public markets, real estate and anything with a P&L.
William Weishuhn @WilliamWeishuh2
771 Followers 616 Following Founder of Banksey & Biosight Technology | Author of "The Financial Blueprint" | Shaping the future of tech & finance.
Albert Chuang @yonajune
1K Followers 244 Following Wandering in the mind. CEO @rizecompany prev CEO at OneShop (YC S21)
Georges Harik @gharik
4K Followers 3K Following early google employee. worked on ai, gmail. like to invest and think about ai.
Ralph Harik @ralphimo
493 Followers 3K Following
H. Ward @hedgewardcom
324 Followers 5K Following H. Ward - Brand Reputation Bureau. We are experts in reputation management, providing comprehensive solutions to protect and enhance your brand's image.
AuxanoGlobalServices @AuxanoGlobal
2K Followers 855 Following Auxano Global Services is an ISO-certified and CMMI Level 3 accredited IT consulting and product engineering company offering custom-tailored digital solutions.
RahulnB @RahulnB
4K Followers 709 Following Founder, Investor, Product Engineer. Experience Designer. Mental Assassin. Life Hacker. Student of the Universe.
Shosleson @shosleson85405
142 Followers 4K Following I'm new to Twitter accounts so I tried the messaging feature and it's great to meet you.
McShete @SheteMc46368
46 Followers 2K Following
Greg McCarthy @gmoneydurango
28 Followers 108 Following Beer drinker, Meat eater, Cheesesteak hoarder, Sports watcher, Shot taker
Americaninjawarrior1 @SharksGiants
43 Followers 1K Following
Derik @deriksutton
941 Followers 686 Following CMO at @autobooks_ | Formerly Product @BannoJHA & @CSIsolutions. | https://t.co/TkjeP2kEKV
Ashwin Krishnan @ashwin
1K Followers 876 Following Working on something new. Ex @Airbnb, , @Dataminr. @MIT Alum, Sports Obsessed married to @lavkrishnan #BillsMafia
Muhammad Suleman Asif @msulemanas57411
257 Followers 6K Following Current :-Senior Analytic Consultant @wellsfargo. Previously :-Founder of WIFC (Without Internet free Call). I go by Muhammad.
Ricardo TN @ricardotrevizo
46 Followers 157 Following
Alejandro Caldera @acaldera95
3 Followers 87 Following
ZP @Zack_P034
264 Followers 425 Following
Jason Hann @UncleiceeHann
507 Followers 1K Following Partner @Riviteam focused on Growth stage Eng Leadership opportunities. Household full of ladies. Loving father and Part-time athlete.
Yosef @wfraga
114 Followers 443 Following Portfolio Manager Equity, Indexes, Bonds, Stock, Derivatives, Commodities and Vol. (here views only. No Investment advice)
Jay Marconi @marconi_jay
39 Followers 284 Following
Soteratay @soteratay44071
5 Followers 331 Following A fusion of two passions: fashion and investing. I own a U.S. stock portfolio and find beauty in tracking it day after day.
Cortez Burns @cortez41914
122 Followers 3K Following
Shineigh @Shineigh116842
56 Followers 2K Following
Ryan M Craver @ryanmcraver
2K Followers 746 Following Retail junkie for @lego_group, @newbalance, @fruitoftheloom, @3doodler, @phadestraws, @mooseknuckles, @filausa at @commercecanal
Unstacked Startups @unstackedpod
144 Followers 291 Following A new kind of community championing startups and talent. Tech founders, early employees, leaders, and VCs uncovering the ‘secret sauce’ of startup growth.
Toockestay @toockestay682
188 Followers 3K Following
Restructuring__ @Restructuring__
10K Followers 317 Following MF PE Investor sharing my lessons on Public, Private Investing, and Rx - Check out my newsletter! Want to advertise on my newsletter? Click “View More” below
Kalani Tissot @KalaniTissot
746 Followers 1K Following Principal @ Tissot Solutions — Political Fundraising Firm for Nevada & Utah 💌 https://t.co/9NbabzjqBQ 📧 https://t.co/ggIAA3HHTy
Terra_FL_ @TerraF52110
3 Followers 333 Following
Sujana Suresh @sujana_1996
27 Followers 63 Following
luv luv @luvluv363855
90 Followers 915 Following
Michael (मुके.. @MParekh
16K Followers 16K Following Tech & AI Focused.🇺🇸 Born Mukesh मुकेश 🇮🇳. Tech Investor/Advisor/Builder. LT Tech optimist on 🌎AI Software ‘Reset to Zero’. Ex-GS Partner/Internet Ax.
Peter Walker @PeterJ_Walker
9K Followers 369 Following Head of Insights @Cartainc | prev: @COVID19Tracking, @PublicRelay, @CovidWh Using data visualization to illuminate our world
Mark Cecchini, CFP® @markcecchini
5K Followers 699 Following 11 yrs serving HNW/UHNW clients & building RIA firms⬩Principal Advisor @Compound⬩Instructor Tax & Ethics @UCLA PFP⬩Tweets ≠ Advice⬩Views are my own 👨🏻💻 💵
Sam Parr @thesamparr
282K Followers 499 Following Owned The Hustle https://t.co/cUOYQasCri. Acquired by @HubSpot. Tweet weekly about cool business ideas. My First Million podcast. @hamptonfounders
Shane Sideris, CFA @shane_sideris
839 Followers 700 Following Financial Planner at Synchronous. Co-founder of Nectarine. Content creator for Personal Finance Club. Ex-@BlackRock
Eoghan McCabe @eoghan
21K Followers 576 Following CEO and founder at @intercom. "Tell me, what is it you plan to do with your one wild and precious life?"
Shiv Sharma @shivsharma_5
7K Followers 2K Following President & GM @Stocktwits @StocktwitsIndia. Former @AWSCloud, @Cisco_Invests, Fidelity International, @RBCCM
Blake Scholl 🛫 @bscholl
25K Followers 1K Following Founder/CEO @boomaero. Life is short so if you want to do a lot, it helps to move fast. Alumnus @Amazon and @CarnegieMellon
Albert Chuang @yonajune
1K Followers 244 Following Wandering in the mind. CEO @rizecompany prev CEO at OneShop (YC S21)
Ralph Harik @ralphimo
493 Followers 3K Following
Joe Speiser ⚡️ @jspeiser
104K Followers 318 Following Built & scaled 3 startups to $70m+/yr in ad-tech, ecomm & digital media. Now run @HamptonFounders
Ashwin Krishnan @ashwin
1K Followers 876 Following Working on something new. Ex @Airbnb, , @Dataminr. @MIT Alum, Sports Obsessed married to @lavkrishnan #BillsMafia
Jason Hann @UncleiceeHann
507 Followers 1K Following Partner @Riviteam focused on Growth stage Eng Leadership opportunities. Household full of ladies. Loving father and Part-time athlete.
Rob Petrozzo @robpetrozzo
7K Followers 1K Following Co-Founder, Chief Product Officer @OnRallyRd // A designer of things from an era when iPhones didn't exist.
Packy McCormick @packyM
189K Followers 3K Following Not Boring || Not Boring Capital || Age of Miracles || Advisor @a16z crypto Techno-Optimist
Mark Moriarty @MbyM
1K Followers 1K Following Listener. Positive sum. Corp Strategy @stripe. Founded @AwesoundApp, helping audio creators. YC Fellow. Ex @McKinsey. Quotes @WellPhrased. SLA: 98%+ good vibes.
Sarah Hinkfuss @SarahHinkfuss
4K Followers 1K Following Bridge builder, dreamer, mom, wife, sailor⛵️. Former APT, @Mastercard. Partner @BainCapVC. Cheesehead for life 🧀
Jay Ganatra @JayRGanatra
2K Followers 2K Following Co-founder and Managing Partner of @Infinity_VC. Former Partner @PayPal Ventures. Trying to make every day the best day of my life. You should try it too.
Jack Raines @Jack_Raines
66K Followers 1K Following journalist/writer @sherwood_news • Cowboy hat aficionado • Deported from Norway • check out my blog: https://t.co/VsjxOThmH3
Ryan M Craver @ryanmcraver
2K Followers 746 Following Retail junkie for @lego_group, @newbalance, @fruitoftheloom, @3doodler, @phadestraws, @mooseknuckles, @filausa at @commercecanal
Ilan Saks @ilansaks
1K Followers 1K Following Founder at @StackedSP & @Unstackedpod I back founders and help them hire elite talent.
Ethan Lu🦄 @ethanlurk
7K Followers 6K Following 🇹🇼🇺🇸🇦🇪 | Partner @zodhico scaling 100+ businesses | Data Scientist, CFO and investor in growth-stage biz | family office operator (NOT VC) | @Forbes ✏️
Denis Barushev @barushev
201 Followers 204 Following
Doug Heimburger @dougheimburger
236 Followers 472 Following Finance dork. Traveler. Chaser of plastic discs. Pilot. VP of Worldwide Operations Finance at Amazon. (Opinions are my own.)
Jason Mikula @mikulaja
18K Followers 3K Following Fintech Business Weekly publisher: subscribe👇| Doodles, fintech/banking & food pics | Ex- Goldman Sachs, Enova, LendUp, Peace Corp Vol.
Marius Stroe ☁️ @Marius_Stroe
654 Followers 96 Following
Abhijit Mehta @AbhijitCMehta
1K Followers 930 Following Engineer, Physicist, and Dad | ex-@Twitter, @Google, @Akamai, @DukePhysics | Founding Eng @TwitterBlue | currently consulting, teaching, learning and tinkering.
Don't follow Shardi B.. @ShardiB2
233K Followers 989 Following Crypto/Equity/Options trader- $BTC $ETH $SOL HODL'er. Opinions only, NOT ADVICE! DYOR - Sponsors: @bingxofficial @primexbt My Indicator is @Tradingalpha_
Wick @ZeroHedge_
132K Followers 685 Following Full time option trader of 18 years. Alpha Dots Indicator: Alpha Bundle from https://t.co/8yBNyfmuAC (25% off code = 25OFF)
Gary Lin @garymlin
3K Followers 3K Following currently @tryexplo || formerly @palantirtech || cs @columbia
stew langille @slangille
4K Followers 1K Following Investor at Digital Twins Capital, VP Marketing @mint, Founder @Visually, @domotalk @nusingapore - I enjoy building & helping other founders succeed.
Rohit Mittal @rohitdotmittal
11K Followers 1K Following Built and sold a fintech startup for 8 figures. Immigrant. Co-founder/CEO @stilt_inc (acq by JGW). YC W16. Raised $350M in debt. Fintech and debt finance guy.
andrewdudum @AndrewDudum
11K Followers 33 Following Founder & CEO $HIMS. Tweets on Human Rights & Climate
kunle.app @ay_o
7K Followers 2K Following making things @carbonhealth // made things @cashapp // write things at https://t.co/Mli97Zp1T1
Zach Verdin @zachverdin
1K Followers 971 Following vitalist. fourth generation LA Jew born on Texas soil 🇺🇸 @kfutures + @iwrgroup keep my read receipts on.
Marcel Molina @noradio
44K Followers 3K Following CTO & Co-founder, Particle. Previously Tesla and Twitter.
Research N Design Fin.. @RNDFinance
537 Followers 167 Following Tech Enthusiast 🌐 & Finance Veteran 📈 | Empowering smarter financial choices & uncovering investment gems 💎 | Your guide to financial freedom 🚀 #SmartMoney
Jared Saks @JaredSaks
139 Followers 566 Following Managing Partner at StackedSP - I build dynamic teams for emerging growth technology companies.
Liney Arnorsdottir @LineyArnorsd
47 Followers 112 Following Product Marketing @Pocketgems; @StanfordGSB MBA; former Icelandic tourism sensei @Iceland
Ophir Gottlieb @OphirGottlieb
151K Followers 215 Following Unpaid Verified. CEO @CMLviz. Contrib @Reuters @Factset @Refinitiv. Stanford Trained Mathematician. Former Option Market Maker; Hedge Fund Manager. AI/ML.
immad @immad
48K Followers 2K Following CEO @Mercury. Investor: @RappiColombia, @Airtable, @Rippling, @SubstackInc, @AppliedInt, 300+. Cohost of Curiosity Podcast.
Andrew Lokenauth | Th.. @FluentInFinance
366K Followers 281 Following • I write https://t.co/mkgnr1Cb9H for 50,000 subscribers • Follow to get smarter with your investing, finances, money, career & life
🧠 David Lobo @realdavidlobo
2K Followers 2K Following Building AI Teammates | @betterbrainai @beondeck @fdotinc 🛠️🏃♀️💨 Move FAST and MAKE things
Suhail Ansari @SuhailAns
128 Followers 710 Following
Katie Perry @katieeperry
15K Followers 2K Following Fractional marketing/biz dev ✦ Co-host of @afterearnings show ✦ Not the pop artist but an absolute menace in the presence of a jukebox.We're joining our friends @austinhankwitz and @realrobertcroak from the Rich Habits podcast for a webinar & live discussion on Direct Indexing happening on April 24th. Sign up here 👇👇 crowdcast.io/c/directindexi…
@sweatystartup AFTER TAX RETURNS ARE ALL THAT MATTERS! I used direct indexing (similar concept to bonus depreciation) to knock off $50k of cap gains this year
Today I’m excited to launch my video podcast, The Sachin Rekhi Show! Don't worry, it's not another interview podcast. Instead it's an opinionated lecture series on all things product. Every episode is designed to teach a skill, framework, or share an insight that you can use to…
I stopped buying active investments (individual stocks, etc.) when I realized that they monopolized most of my attention. Despite being a small % of my portfolio, I watched them all the time. This is why I went passive and you should too. You can't put a price on mental freedom.
To make simpler: if rates are kept high because we have full employment, that’s a good thing.
Contrarian take that shouldn’t be: we want fed rates to be higher for longer. That the Fed sees no need to cut can only be true if the economy is adding jobs at a good clip and still growing even in constrained borrowing, aka the soft landing. Higher for longer!
💙
I've got @kayvz (beloved ex-Twitter head of product, co-founder of Periscope which he sold to Twitter, hit 100+ million users) coming on the podcast next week. Any juicy questions you'd want me to ask?
GO DIRECT: THE MANIFESTO I. TRADITIONAL PR IS DEAD. For too long, founders have yielded control over their narratives to media and middlemen. Before the internet, it was by necessity. The way to reach large audiences was through the media, and the way to get media coverage was…
Early stage founders, find patient capital. - Notion took 3 years to PMF - Airtable took 4 years to PMF You need early VCs who are up for a long adventure. Feel lucky to have VCs on board who didn't give up on us when we didn't hit PMF right away. It makes such a difference.
You and your ragtag team of engineers likely won’t be able to create something that is competitive with any big incumbent product. However, you can build features, seed content, and brand it in a way that is so obnoxiously relevant for a particular group of people that their…
When we got the idea for Box in 2004, we researched all the ways you could store and share files online and found literally none had a modern approach. It was like discovering a secret hiding in plain sight. When you find one of these, throw everything you’ve got at it.
Worked with @ericzelikman @EchoShao8899 @vpj @nickhaber @noahdgoodman on this awesome paper to train LLMs to reason before they speak, from data at large. arxiv.org/abs/2403.09629
Illiquidity creates wealth the way burning the boats forces you to fight: there is only one way out which is through. Build with grit, steel yourself, be vigilant and compound your wins. There is no other way.
@JerimiahLee @thesamparr @ValKatayev I did it 2 different ways: For my Russell 2000 exposure, I went through Morgan Stanley (Parametrics product). and for my SP500 I went with frec.com for their .1% fees, couldn't beat that anywhere, and I checked Fidelity, wealthadvisor, etc.
People who have bought every iPhone since 2007 have spent around $20,600. If they invested that same $20k into #AAPL stock, it would be worth $3.7M today. Invest in assets, not liabilities.
From 2002 to 2023, a 50/50 Private Equity/Venture Capital portfolio performed about the same as the S&P 500 (net of fees). Why spend the time and effort investing in these alternative asset classes when you can get basically the same return from public markets?
Fresh - Trends With Friends The Degenerate and Speculative Economy would be wise to Direct Index as well The @frecfinance founder and CEO @maladham discusses the origin of Frec, how direct indexing works and why it's the future of passive investing youtube.com/watch?v=ei6s0r…
@howardlindzon @frecfinance @maladham Very awesome. I will give it a watch later!
I would invest in a Desi-ETF cc @frecfinance
As the saying goes, you either die a startup or live long enough to appoint a desi CEO
Feature update 🚨 You can now edit your S&P indices at any time. If you want to index invest but are overly concentrated in a tech company or simply don't like pharma -- you can add or remove stocks and sectors. This is, of course, not possible if you invest in an ETF like SPY…
Trends for United States
You might like
