Posts
Holding vs selling profits
So IRA portfolio has risen 80k since January and would like profits. Is it better to DRIP the Q2 dividend and then take profits or is there a better order to do that? Hopefully the market won’t crash before then. Some of the bigger positions are 10-15% of portfolio while …
Curious what people's opinions on wealthsimple is?
For context I live in a really expencive part of Canada I make roughly 94k a year but it cost me alot to live so I dont have large amounts to invest. I have about 10k invested with my bank and like no savings but also little debt about 1400. …
Given the longer-term treasury rates increasing, is there a difference between short and long term TIPS?
For about a year I've had my medium term savings in VTIP, which is short term inflation-protected securities (<5 year duration). Now that the whole bond market yield is jumping in expectation of additional inflation and stability, am I correct in assuming the longer term TIPs (in this case, VTP) …
Rep. Tim Moore just disclosed a new $T (AT&T) buy, his Communication Services trades have been crushing it
Rep. Tim Moore disclosed a new purchase of $T today. His track record in the Communication Services sector is very strong when you copy his buy trades when publicly disclosed and sell 90 days later: * \+19.1% median return * \+15.8% median SPY-adjusted * 85.7% win rate (7 trades) Worth …
USD near ₹97 INR should investors actually be worried?
Saw this image today and it honestly made me think. Every year the rupee keeps slipping against the Dollar, and now it feels like people have just accepted it as normal. From an investing perspective, how serious is this long term for India’s economy and retail investors?
Do active fund managers just sell hope net of fees?
I have been investing for 7-8 years. I understand that’s not a very long time. Every day, I try to improve, read more, and deepen my understanding. Like many of us, I’m a big fan of Warren Buffett, and someday I hope to truly become a value investor. I see …
If you put $10k into the S&P 500 in 2000 vs. following Buffett’s “Desert Island” test, the results are humbling.
Hey guys, I’ve been spending a lot of time lately trying to strip away the "noise" from my portfolio. We’re constantly bombarded with daily tickers, quarterly earnings, and "expert" predictions that change every week. It’s exhausting, and honestly, it leads to emotional decisions. I went back to the basics of …
NVIDIA earnings, more about AI demand expectations than the headline numbers
NVDA is now trading more like a signal for AI spending and overall market risk appetite than just a single company reporting earnings. In past cycles, semiconductors tend to move based on two main things: demand expectations (especially AI-related spending) and macro conditions like interest rates and liquidity. Right now, …
ESOPs during SaaS meltdown
Bought some Chargebee ESOPs recently and now I’m lowkey spiraling. SaaS stocks are getting absolutely hammered back to back, IPO windows seem dead, and every other startup feels overvalued in hindsight. At the time it felt like a smart long-term bet, but now I genuinely can’t tell if I just …
Home Depot’s quarter wasn’t a “housing headline”. The transaction vs ticket split is the tell.
Home Depot reported Q1 fiscal 2026 results this morning. Headline numbers (from the earnings release): \* Net sales: $41.765B (+4.8% y/y) \* Comparable sales: +0.6% (US comps +0.4%) \* Net earnings: $3.289B ($3.30 diluted EPS) \* Adjusted diluted EPS: $3.43 \* Customer transactions: 391.1M \* Average ticket: $92.76 Source: [https://ir.homedepot.com/news-releases/2026/05-19-2026-110111934](https://ir.homedepot.com/news-releases/2026/05-19-2026-110111934) …