Posts
Managing a mid 7-figure portfolio but realised I don’t have a real system
I’ve been managing a mid 7-figure personal portfolio for the past couple of years, across equities, ETFs, and some exposure to alternative assets. Recently, I’ve realised something uncomfortable: having money in the market doesn’t automatically mean you have a structured investing system. It’s easy to explain what you own. Much …
Anyone else separating the AI narrative from the actual price action right now?
the long term AI story hasnt changed. data centers are still being built, enterprise spending is up, chip demand is growing. but short term the price action is brutal. basically everything AI related got crushed last week. im trying to figure out which stocks are dropping because of sentiment vs …
question about selling a covered call
this morning i "sold to open" a single OTM call contract for a stock i own lots of. first time doing it. it's showing up in my positions summary as QTY (-1) call option at whatever date and price. i'm equally happy pocketing the premium and holding the stock for …
Different accounts under different brokerages and banks
Hi - another question as I am on this investment journey. Is it common to have different accounts all over the place? (Maybe this is standard i dont know) For example, i want to set up a Roth IRA and invest in mutual funds with Vanguard. I also want to …
If you plan to invest $350k over the next five years, which stocks do you think have the most potential?
I have $350k saved up from paying off my mortgage and car loans over the years, and I’d like to invest it in the stock market. Which stocks do you think have the most potential? I don’t want to invest in index funds; I’d like to see a return on …
$RITM mREIT -> Corp. Conversion success chances?
I did some surface exploration on this and the success of such an attempt seems like a mixed bag. ARES - success - 2018 - 210%- 5Y CXE - success - 2021 - Flat GEO - success - 2021 - Flat KKR - Success - 2018 - 188% - 5Y …
Defiance adds AI and power infrastructure ETF to European rollout
Defiance has extended its partnership with white-label issuer HANetf to three products in Europe with the launch of an AI and power infrastructure ETF. The Defiance AI & Power Infrastructure UCITS ETF (AIPO) is listed on Deutsche Börse and Borsa Italiana with a total expense ratio (TER) of 0.69%. AIPO …
A 100 year old theory about how institutions buy stock. I tested it with 20 years of data.
In the 1930s, Richard Wyckoff studied how large operators accumulated shares before major price moves. He noticed a repeating pattern. Before a stock rallies, it goes through a quiet phase where price stops falling, volume shifts, and supply gets absorbed by patient buyers. He called this accumulation. The idea is …
We are looking for people in the USA that could help us with water waste projects
- In short We have factory who produces amazing technology. Waste water treatment plants. 1. Nobody can do small projects like these. 2. Nobody has it. 3. Cleans up to 98% water. Installation is only 4hours. 4. It is not septic. 5. The USA doesn't has it. 6. It cleans …
Is anyone still just dumping new money straight into S&P 500 in 2026?
Hey all, for the last few years I’ve been automatically putting every new contribution (**Roth, taxable, etc**) into **S&P 500** and not thinking much about it With the market being a bit choppy lately, I’m wondering if others are still doing the same or if you’ve started diversifying more (**adding …