Posts
Do you actually believe the “future returns will be lower” narrative?
Everyone always says the U.S. stock market averages \~10% long term (thinking S&P 500). But now it feels like every “expert” (capital market forecasters) is suddenly calling for 4–6% returns going forward because of valuations, interest rates, etc. At the same time, people in the past didn’t exactly predict the …
Consulta sobre mi estrategia de inversión a largo plazo
Tengo 17 años y mi objetivo es invertir para cuando tenga entre 47 y 50 años (un plazo de unos 30-33 años). Actualmente vivo con mi familia, mis gastos fijos son de unos 200 € y cobro 1.100 € al mes gracias a mis prácticas, aunque espero que mi sueldo …
Best broker for Moroccans to invest in US ETFs?
Hey everyone, I’m based in Morocco and I’m looking to start investing in US ETFs (like S&P 500 or Nasdaq). I’ve been researching brokers like Interactive Brokers, XTB, and others, but I’m not sure which one works best specifically for Moroccan residents. My main concerns are: \- Ease of funding …
What do you think of these stocks?
I have the following in my portfolio, many are still down and I’m deciding what my next move should be. \- salesforce -16 \- sentinel one -3 \- snap -43 \- soundhound -2 \- teladoc \- workday -25 \- baidu -30 Curious what your view is on these stocks and …
With commodity prices rising, massive government deficits, high tech unemployment, and AI displacing work what is the end game here?
I’ve maintained the course of contributing and maxing my wife and I’s 401k, but the headwinds seem insurmountable and someone is going to have to pay for all of this. Is there anywhere safe or are we all on the roller coaster to the poor house and we haven’t fallen …
Partial Owner of a Business
I want to become a partial owner of a business and own a stake within it but i’m not sure exactly how i can do this nor where and how much capital is needed. i have been searching through the internet and haven’t found anything of much help. does anyone …
Insight on both a Roth IRA and Trad IRA?
I have a 401k at work that I have been putting 20% of my check in for at least the last 15 years, 5% in work Roth 401k and then a separate brokerage account with Fidelity for rainy day money. I was thinking about changing some of those %s to …
Thinking about selling out of a core position to add more $CEPT
I love $ICE as a compounding hold (I hold six positions total). I feel like it’s always at a discount. Earnings are damn near guaranteed to beat on damn near every measure and the div is growing. As a long term investor this is a no brainer to me. On …
Finding investments using Value Score
I've posted several times that I evaluate stocks by comparing a company's Projected Revenue Growth plus Operating Margin (Value Points) to its Enterprise Value/Projected Operating Profit multiple (Value Score). I'm up 30% YTD with this technique holding MU, NVDA, GOOGL, MSFT, META and LLY with 50% leverage. Last year I …
Predicting stocks and commodities
It’s actually possible with high probability. It’s not that strange. Take a commodity that’s sensitive to weather, for example. Weather follows mathematical laws. Larger forces, like the movement of the sun, determine smaller ones, like cloud formation. It’s complicated, but ultimately it’s just mathematics. And since it’s a market, if …