Posts
Thoughts on core + thematic satellite portfolio
Looking for thoughts on a long-term portfolio I’ve been thinking about a core and satellite approach for a 20+ year horizon: * 55% XEQT as the broad global equity core * 15% VHT (healthcare) * 15% QTUM (quantum / AI / machine learning theme) * 15% UFO (space economy) No …
Sell my inherited bond holdings? Dead money?
Hi there, I inherited a Traditional IRA Account via Vanguard. I am not looking for official financial advice here, just any general info regarding this situation. The account will need to be empty within 10 years. I am planing on working on a financial advisor for that portion of this, …
Thoughts on India as a long-term investment?
Curious what people think about the Indian stock market over the next 10–20 years. Does it have enough long-term potential to be worth allocating some money to, even if that means putting a little less into something like the S&P 500? Mainly interested in how people view India’s growth prospects, …
Are the mega profits and record revenues in AI companies real?
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I exited Celh after a day looking for reasons not to
Small CELH position at 5%. I wrote the exit condition when I entered, sell if the core CELSIUS BRAND declines again or if Alani nu goes flat to down a fourth consecutive quarter. Q2 landed Wednesday l, CELSIUS brand revenue down \~12% YoY, retail sales for the brand down 2% …
Do you think US national debt is actually going to impact our portfolios in a long-term?
I saw sth about the US debt climbing higher and higher pretty much every week. Normally I try to filter out these kinda news cycle, but with numbers getting this huge, it’s hard not to wonder what the long-term play is here, in 5 years, in 10 years? The classic …
CAPE is at 42.4. The 1999 peak was 44.2
[Shiller PE RATIO](https://imgur.com/a/kRDmizj) Saw this chart and the number surprised me. CAPE is at 42.4. Peak in Dec 1999 was 44.2. Not saying that means a crash. CAPE has been pretty awful for calling tops and people have been saying stocks are too expensive for years. Still, 42 is 42. …
The market cheered on the jobs report that showed the economy losing jobs, Wednesday's CPI is about to confirm the trajectory
Friday's July jobs report was genuinely weak, and the market rallied to record highs on it. This is one of the more interesting macro setups in a while because the usual bad news is good news reflex is running straight into an inflation backdrop that could break it. Nonfarm payrolls …
Daily General Discussion and Advice Thread - August 09, 2026
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