Posts
Are you doubling down on losing stocks if fundamentals still look good?
Let’s say you bought a stock because the fundamentals looked solid, but then it dropped 10%, 20%, or even 50% over the next few weeks or months. What would you do in that case? In theory, if nothing has changed fundamentally, averaging down makes sense. But sometimes it’s hard to …
Hey guys I just turned 18!
I just turned 18 and want to solidify my monthly investing plan, keep in mind that i’m still in high school and working part time and getting around 40 hrs every 2 weeks so my budget is kinda low, i get around $1,000 a month right now. I wanna open …
Considering what Trump just did in Venezuela and things that have been said and written Europe is going to have to fully arm itself independent of America. How should we invest?
With Monroe Doctrine 2.0 America is abdicating global hegemony and the post WW2 rules based order for something more like 19th century spheres of influence. With threats against Canada and Denmark the trans Atlantic alliance of NATO is dead in its current form. Europe is going to have to spend …
infrastructure giant with a $40B backlog
AI is hungry. It needs power, lots of it. But the US power grid is old. It wasn’t built for data centers that drink electricity like water. That’s the bottleneck. Quanta Services (PWR) is the uncorker. They don’t build the AI chips. They don’t run the servers. They build the …
The futures are open and it looks like Venezuela doesn't matter.
There was a lot of fear that the markets would take tomorrow because of Venezuela. People were thinking there would be a major sell off. So how best to position. Maybe it would be a buy the dip situation again. But oil, bonds and markets so far are reacting, or …
Question regarding extra Roth allocations
I’m 26 years old in grad school. My portfolio is made up of a weekly ROTH contribution that looks like this: 1. SCHG - 26$ 2. Tesla - 19$ 3. Amazon - 10$ 4. QQI - 10$ 5. Microsoft - 9$ 6. Visa - 9$ 7. Palantir - 8$ 8.Microstrategy …
Help with 401k investments
Hello all. So I am currently staring my financial literacy journey and am learning quite a lot. I recently opened a Roth IRA account for 2026, as well as a HYSA. I also contribute 3% to a 401k with my employer where they match 3%. What I did not realize …
Stocks and Shares ISA Discussions
What do you guys think about stocks and shares ISA? Is it good for longterm investment like 20 years? I have been investing in it for a year now should I continue to keep investing? And also my returns are not taxed right? It does have a limit of 20k …
What is your megatrend thesis for 2026?
What relatively high beta megatrends to do you see continuing from 2025, materializing for the first time or dying in 2026? Do you think defense will continue to grow? will Space start to stagnate as several companies have grown significantly already? Will batteries/energy transition tech make significant strides (finally)? And …
Sold out of all my covered call funds today
Feel I really dodged a bullet here. Put about 100k into several high yield covered call yield traps in my IRA. Luckily no tax implications. Knew better. If it’s too good to be true….. Started May 1 and was doing ok for a while. Nice distribution, but along with it, …