Posts
ETF after-tax returns on Morningstar or ?
Where can you find after-tax return information on ETFs? I realize that it will depend on your tax bracket, and published adjusted returns would probably assume one is in the highest tax bracket. I'm in an intermediate tax bracket, so I would do a little better but I could live …
Space X stock: whats your plan?
Hi all, i was lucky to have bought 10k usd worth of space x stock at a 120 billion valuation (im an accredited investor). I plan to sell all at ipo launch as already now it would be a x12-x14 on my investment. Anyone one doing the same or whats …
China's domestic AI chip market just hit 41% share and nobody here seems to be talking about it
Everyone's watching Nvidia hit new highs and debating whether AI capex is sustainable, but there's a parallel story unfolding in China that I think deserves more attention from an allocation perspective. Jensen Huang himself said it at Citadel Securities back in October: "We went from 95% market share to 0%." …
“Bullish arguments sound like someone is trying to sell you something. Bearish arguments sound like someone is trying to help you.” - Morgan Housel
We are naturally drawn to bearish arguments because warnings feel protective, while bullish perspectives seem self-interested. Fear often encourages people to wait for the *right time*, even though history shows that time in the market beats trying to time the market. I have DCA:d every month since I started working …
Bitcoin does not store value but destroys it
You have probably heard the argument that Bitcoin stores value because its price goes up. But that is not what storing value truly means. Price is simply what the last buyer paid for an item. Storing value, in a true sense, is the capacity of an item to provide something …
Rookie! Need help with investing
Hello Everyone, I am 29 years old and recently started investing! I brought Scalable Xtrackers Msci all world and also bought some shares of one of the top companies in the US. I want to know how I can diversify my portfolio. The current ETF has no EM or small …
Over diversification problem
For a 5-year investment portfolio, I've identified 40 stocks that I believe have a very bright future based on my research, and I plan to buy them using the dollar cost averaging (DCA) method. Let's say, in the best-case scenario, I expect each of these stocks to outperform the Nasdaq …
EV and autonomous driving: ADAS Software is becoming the real moat
Looking at 2026 delivery numbers and the sudden leap in ADAS adoption make me think about are we hitting that value inflection point? We've moved from pre-revenue was valued at $10B and now we are at in the industrial scaling where the data on L2+ and L3 integration is really …
I need your help... I have 200k.
Good morning. I'm a 62-year-old European retiree and would like some advice on my invested assets. Currently, in addition to a monthly income of €2,000, I have approximately €200,000 divided into 30% Treasury bonds, 20% very short-term bond ETFs, and 50% dividend-bearing equity ETFs (VHYL, TDIV, EUDV, VWRL, JEPQ, JEPI, …
Nvidia just snapped its longest winning streak since 1999 after a strong 10% run
Nvidia just snapped its longest winning streak since 1999 after a strong \~10% run. It looks like a pullback, but honestly feels more like a pause than a shift. What’s important is that this came after breaking the $195 resistance that capped price for months. That usually signals real demand …