As title says. I’m continuing to DCA into the market and curious what individual stocks you are bullish long term based on fundamentals and confidence in their leadership? Note - to the VTI and chill gang before you preach / I’m 80% DCA’ing into index funds and remanning 20% I’m looking at dipping into strong individual stocks that might return more than wider market in coming years. My current picks are NVDA, AAPL, Walmart and SoFI.
Didn’t know AMZN was hiring fortune tellers. Hey.. do you know what the next powerball numbers will be?
I would be asking for multi baggers in short term if I’m into fortune telling. Investing long term based on sound fundamentals isn’t fortune telling. It’s basically boomer investing 101. Read my post again, maybe slowly.
Invest amazon then
I might add AMZN to the could-outperform-spy list, but only if you don’t work there anymore. Good portfolio construction though. 👍
Yea, fair point on amzn. Personally I’m not that confident long term given our leadership right now. And don’t want to put all my eggs in one basket.
You need that extra dose of self-delusion to think that you can beat the market while some of the best hedge funds continuously fail to beat the market in the long run.
Jnj, pfe, hd, cost, bac if you are looking for non tech juggernauts. Most of them don't crash like tech
HASH, NET
Airbnb is on a good run and seem to own the short term rental market. I'd bet on them for two years.
I will try again, but being nice this time. It doesn’t matter if you are picking stocks for 100% or 20% of your portfolio. You will still miss your target. In the end you will have 80% of your portfolio returning at the market average, and 20% below the market at a poor sharpe ratio. There is a better way of pursuing higher returns at higher risks. You do that by factor weighting your portfolio. Rather than dump 100% in VTI, you tilt your portfolio towards small, value, foreign assets, and other factors. You can do all that through ETFs, capturing higher expected returns at the efficient frontier of risk return ratios. It is your money, you do what you want, but literature is clear on picking stocks. You are just leaving money on the table.
TLDR Google can't tell the difference between literature and IRL
TLDR 2: Google buys S&P 1-250, I buy S&P 251-500, both of us will underperform SPY
The tech companies that will get AI will do well. Others will be replaced by AI companies.
TOST - I like their vertical integration strategy for restaurants and I see their terminals a lot in the wild. Many restaurant owners aren't business savvy so this will help them stay in business. Not profitable right now though but the low share price makes up for the risk imo
I am dca ing into shop,nvidia,roku. Also buying some affirm and hubspot. To me past performance is a big indicator
WISH Affirm Jumia Carvana
Not sure if you’re trolling here. I did invest in JMIA but pulled out after 5x my investment. They don’t seem to be making the right decisions and stagnating. Don’t know enough about the other three.
Nice bags 😂🤡