Posts
Sweetgreen Bagholder soon to become Bagholder of that Sweet, Sweet Green
I’ve been tracking the narrative around Fast Casual and Sweetgreen ($SG) for a while now, and if you listen to the headlines, you’d think this company is about five minutes away from bankruptcy. The current sentiment is that we are in a "slop bowl recession", but I thought the market …
Finding value among mega-cap stocks
Last week I sorted the stocks over $100 billion market cap by operating margin and forecasted revenue growth. I added these numbers for each stock to create what I call Value Points. A score above 40 represents the top 15% of the sample group. The next step is to determine …
At what point did volatility stop bothering you?
A genuine question that came to mind. When I first started investing, even small market moves felt stressful and made me nervous. After going through a few major drawdowns, my reaction changed more than I expected. I’m curious when that shift happened for others. Was it after a specific crash, …
Take out of Roth early for mortgage
Not sure which group to ask this in but would any of you ever take out of your Roth early to pay of your mortgage? We are 47, have about 1.1 million in our Roth accounts. We still owe about $70,000 on our home. The payments are $1000 a month …
Stocks that buffer against S&P 500 losses and cap gain a good play at this time?
Hi, I recently learned about S&P 500 Buffer ETFs from Innovator ETFs. I was mostly interested in PDEC and UDEC. It looks like they have an expense ratio of around 0.79% and cap gains at around 13% for pDEC and buffer S&P500 losses up to 15% and anything beyond that, …
Portfolio construction for 10+ years
For everyone. I’m 23 years old and I started investing 3 months ago using a pie on Trading 212. When the amount grows, I plan to transfer everything to IBKR. When I started, I decided my portfolio would be: • 85% VWCE • 15% IBIT Now, after 3 months, I’m …
Using margin + up 70% all-time should I reduce leverage or keep going? Income ~$10k/mo.
So I’ve been investing on margin on Robinhood and my account is up like 70% all time (around $49k now). I honestly don’t know if I actually did something smart or if I just got lucky and the market carried me. I make around $10k a month so in theory …
Best stock to double your money
Is anyone in $TE (T1 Energy)? They’ve risen quite a bit over the past few months, but based on my calculations, they still look fairly undervalued. After issuing new shares, the stock dipped a bit more and now looks even more attractive than before. They’re well capitalized, able to execute …