Posts
~$650K Portfolio Review (Age 27)
I want some honest advice on holding this portfolio for 20+ years. My thesis is basically that these larger tech companies will consume their unfair share of value creation over the next decade, especially as AI, Robotics and Space become more established industries. I also think they are safe long …
Hit 550k NW at 24, should I continue being conservative or start taking some risk
Hi everyone, Looking for some advice on my portfolio. I’m 24 and just hit 550k net worth. I have been pretty disciplined so far, saving a lot and mainly investing in VOO with a little bit in other tech but was wondering after passing the 500k milestone given my age …
FIL gifted us silver for Christmas. Sell now or try to time to market?
I know the right answer is sell now. Timing the market is a fool's errand. I haven't been following the recent silver craze. We're invested in traditional stock market funds, notihng else really. No crypto or metals besides what we just received. I'm not bullish on it personally. I prefer …
Producer Michael Rolex Visit Desk Clock etc.
Fun little visit to AD @ Bellagio. He was shown 2 gold with diamond pieces for sale. Ad explained you need purchase history at specific store to build relationship :). [https://youtu.be/3\_lemC5laM0?si=xSXSMhEiQeB5PfCt](https://youtu.be/3_lemC5laM0?si=xSXSMhEiQeB5PfCt) Visit starts at 5:52
My portfolio allocation as 27(M) looking for high growth return
GOOGL – 15.82% META – 15.51% NVDA – 14.80% AMZN – 12.83% MSFT – 12.02% ALAB – 11.00% TKO – 3.56% ASTS – 3.55% RKLB – 3.46% RDDT – 2.45% TSM – 1.45% NBIS – 1.29% ONDS – 0.80% QXO – 0.73% SYM – 0.49% KRKNF – 0.23% I'm looking …
Gold and Silver bull rally..
Gold and silver don’t usually move like this unless something deeper is stirring. Across the world, people aren’t buying metals for excitement, they’re buying them for sleep. For reassurance. For something that doesn’t need a central bank press conference to explain its value. When gold shines and silver follows, it’s …
Oracle is giving me 2023 META vibes
In 2022 META dropped 75% seemingly having misallocated massive CAPEX on an overhyped tech (VR). Then it rallied 750% in 2023-2025. Oracle seems to be equally punished for a bad foray into AI, but their core business is probabpy as robust as ever. I'll definitely be keeping an eye on …
Do you think the AI bubble will pop in 2026?
I've got quite a bit in the S&P 500 and have enjoyed the gains, however I feel like diverting a large portion of that into some ETFS that avoid so much exposure to the tech sector being that AI is still far from profitable. It's a pretty obvious bubble, there's …
RSUs as a foreign resident (but US citizen)
The situation is having RSUs as a US citizen, while working in the EU as an EU resident. I have one personal brokerage account that I started before moving abroad and use this for my long term investing (I still have access to a US address and this is what’s …
Capital Gains tax question for income and gains.
So my income will be below 47k so according to the bracket for capital gains it says 0%, but I sold a property and the gains on it is 150k, will I have to pay the 15% or because my regular income will be less than 47k and according to …