Stock market thread

Over the past year if evenly 25% in each stock:

+30% Dividend Yield
-4.4% Growth

Versus:

SCHD - 33%
VGT - 33%
VOO - 33%
+1.92% Dividend Yield
+13.2% Growth

1 Like

Fuck drinking, didn’t realize you didn’t have it broken up evenly…

I’m kind of drunk, but I think it’s a 6.47% Dividend Yield.

I can’t do a yearly Stock Price return on it easily since you didn’t break it down evenly. I could do it, but I’m too fucking drunk, lol.

2 Likes

While I would agree that comparatively not that bad when measured against a basket of currencies which were being similarly devalued during that period. But when you compare USD to a more stable currency like the Swiss franc it starts to look a little more grim.

But the USD is actually on track for it’s worst year in modern history.

If I had more experience forex trading I’d actually consider shorting the dollar and going long the Swiss franc through CDF futures/options or whatever. I think it’s a good trade.

1 Like

even though you are drunk you make more sense than a sober libtard

1 Like

You mean a libzard.

True, the Swiss franc is one of the strongest currencies globally, and yes, the USD has been sliding against it. But that’s kind of the point.

CHF is a safe-haven currency. USD losing ground to it during a softening cycle is expected, not catastrophic.

And sure, USD may be on track for its worst nominal year versus a broad basket, but context matters. The Fed held rates high longer than most central banks, which propped up the USD for two years straight. This pullback is a normal reversion, not a collapse.

If this were a real currency crisis, you’d see explosive commodity spikes and capital flight. That’s not happening.

1 Like

We’ll just have to agree to disagree. You can think it’s real earnings and tech strength driving ATHs, I think it’s currency devaluation and inflated p/e ratios. I would honestly prefer if you were right.

Don’t get me wrong, it’s far from a crisis. But I’m not exactly buying into the new ATH hype.

1 Like

https://x.com/leadingreport/status/1941174903484613013?s=46&t=FLZFNK48qQmgTR5xeZ6i9A

3 Likes

Dips are great when you are still buying. Money is not made until you sell. This 6 month stretch worked for me.

2 Likes

Now the game begins again on August 1… lol

I’m finally done with my DCA now from the condo sale, and just decided to keep four ETF’s which average to a 3.57% Dividend Yield. Seems like a good balance of income, growth and stability.

25% - GPIX - Goldman’s S&P Income ETF - 8.50% Dividend Yield
25% - SCHD - Schwab DOW 100 ETF - 3.97% Dividend Yield
25% - VGT - Information Technology ETF - 0.52% Dividend Yield
25% - VOO - Vanguard S&P 500 Index ETF - 1.27% Dividend Yield

Just going to DCA these four ETF’s and not do anything crazy with trades until I retire. Good luck to you guys and thanks for the guidance and insight over the years. Keep making that money!!!

2 Likes

Good luck, mang.

1 Like

Thanks to you I learned about VGT. My tech ETF go to has been QQQ for a couple of decades. VGT performs better in the long term so though I’ll keep what I have in QQQ, I’ll be buying VGT instead of adding on to QQQ.

And thanks to this thread I’ll prob start buying TQQQ as well when a good dip happens.

1 Like

History in the making.

https://x.com/KobeissiLetter/status/1942980269373284835?ref_src=twsrc^google|twcamp^serp|twgr^tweet

1 Like

That chart doesn’t look good. Seems like 2000 and 2007 led to problems and now we’re more extended by double that. What could go wrong?

1 Like

The BBB and tariffs will bring riches to each of us beyond what has ever happened before

1 Like

this was an easy play
pltr only gapped down due to the russell rebalancing and institutions selling a bunch of pltr to reindex - nothing changed for the worse in pltr

it was a free gifted rebate

1 Like

Looks like the market wants to rip..

1 Like

Nvda steadily increasing, and pltr testing $150 again
Long.holds on these 2

1 Like