Master Thread Stonks/Options/Investing - come build your tfsf yolo stock portfolio

[quickfeet]

Tryin to get this thread back goin

 

[quickfeet]

Also trying very much to hedge against inflation.

If everyone could invest 300k with having no mortgage what would they do (at my age with no kids or intent to have them)?

How's the hedging been goin?

 

[quickfeet]

Are we buying DWAC (Trump's social media) and CFVI (acquiring Rumble) who are supposed to be partnering together?

 

[ChicagoFats]

Are we buying DWAC (Trump's social media) and CFVI (acquiring Rumble) who are supposed to be partnering together?

I own both. Not anticpating a pop until Trump starts using the new platform. Last i heard that was going to be feb or mar.

 

[quickfeet]

I own both. Not anticpating a pop until Trump starts using the new platform. Last i heard that was going to be feb or mar.

It's speculative, but if they come out with a useful product those investments will explode. I'll prob YOLO a bit in there. I'm hopeful because at least right now Rumble is functional.

 

[Rusty Student]

I've been buying AUPH and MYOV

 

[ChicagoFats]

It's speculative, but if they come out with a useful product those investments will explode. I'll prob YOLO a bit in there. I'm hopeful because at least right now Rumble is functional.

I try to visit Rumble daily just to give them traffic. Its actually a decent platform that i like using. They are slowly getting some talent to regularly use the service also. At a bare minimum it is a worthy alternative to the big tech.

DWAC i like because its a vote for freedom over big tech. Trump is going to drive the left wild when they can't muzzle him and he will drive traffic with some mean tweets. Its just what he does.

 

[quickfeet]

I try to visit Rumble daily just to give them traffic. Its actually a decent platform that i like using. They are slowly getting some talent to regularly use the service also. At a bare minimum it is a worthy alternative to the big tech.

DWAC i like because its a vote for freedom over big tech. Trump is going to drive the left wild when they can't muzzle him and he will drive traffic with some mean tweets. Its just what he does.

Thoughts on overall market? Any moves you are making right now?

 

[quickfeet]

If the Motley Fool releases a rare "All In" buy alert every day, how is it still rare? (sarcasm intended)

 

[ChicagoFats]

Thoughts on overall market? Any moves you are making right now?

Right here i am very bullish. I think we will retest new all time highs here in the next few days continuing into a bull market beginning next year.

Long-term i am very pessimistic about the financial future of our country. However, short term there is too much money floating around that must come through the system. This will allow risk assets such as the stock market to propel higher.

I believe the covid news is way over blown but will be a drag on the economy for a bit. But spring will be around the corner and Covid will pass by the wayside at least for a little while. The economy will continue to heal form the covid wounds. Moving past covid will be another propulsion for the market.

I like ADPT long term and think its a buy under $30. Its a long term hold in my portfolio, think it could run into the $50's next year.

I think Kathie Woods funds are probably a little oversold. Some of the meme stocks tht were bid up over the summer have been absolutely hammered and some might be oversold now. Looking at you PENN, JMIA, SFIX, HOOD.

Also like oil long term. Think omicron is overblown and as long as the democrats are limiting supply with all the climate regulation i think oil is going higher.

Oh, and im trying to buy more HBAR as we speak as a lottery ticket and ETH as my long term investment. Throwing about 5% of my portfolio into the blockhain space.

 

[quickfeet]

Right here i am very bullish. I think we will retest new all time highs here in the next few days continuing into a bull market beginning next year.

Long-term i am very pessimistic about the financial future of our country. However, short term there is too much money floating around that must come through the system. This will allow risk assets such as the stock market to propel higher.

I believe the covid news is way over blown but will be a drag on the economy for a bit. But spring will be around the corner and Covid will pass by the wayside at least for a little while. The economy will continue to heal form the covid wounds. Moving past covid will be another propulsion for the market.

I like ADPT long term and think its a buy under $30. Its a long term hold in my portfolio, think it could run into the $50's next year.

I think Kathie Woods funds are probably a little oversold. Some of the meme stocks tht were bid up over the summer have been absolutely hammered and some might be oversold now. Looking at you PENN, JMIA, SFIX, HOOD.

Also like oil long term. Think omicron is overblown and as long as the democrats are limiting supply with all the climate regulation i think oil is going higher.

Oh, and im trying to buy more HBAR as we speak as a lottery ticket and ETH as my long term investment. Throwing about 5% of my portfolio into the blockhain space.

Dang man, really appreciate the feedback. I know you have always been good for a financial perspective.

So minimum wages have gone up so it pulls the lower class up closer to the middle class. But equities have just exploded so the lower class is completely getting crushed and they don’t even realize it.

 

[ChicagoFats]

Dang man, really appreciate the feedback. I know you have always been good for a financial perspective.

So minimum wages have gone up so it pulls the lower class up closer to the middle class. But equities have just exploded so the lower class is completely getting crushed and they don’t even realize it.

I agree. Inflation hurts the lower class much more than the upper class.

The upper class will pass through their costs as their asset prices rise while the lower class must continue to work at the lower end of the wage scale.

The best defense against inflation is your ability to earn a new dollar. The lower class has the least ability to earn a new dollar and i would argue that they are hurt the worst by inflation.

 

[America 1st]

How's the hedging been goin?

Solid.

Inflation hasn’t been nearly as bad as eye expected.

 

[ChicagoFats]

Right here i am very bullish. I think we will retest new all time highs here in the next few days continuing into a bull market beginning next year.

Long-term i am very pessimistic about the financial future of our country. However, short term there is too much money floating around that must come through the system. This will allow risk assets such as the stock market to propel higher.

I believe the covid news is way over blown but will be a drag on the economy for a bit. But spring will be around the corner and Covid will pass by the wayside at least for a little while. The economy will continue to heal form the covid wounds. Moving past covid will be another propulsion for the market.

I like ADPT long term and think its a buy under $30. Its a long term hold in my portfolio, think it could run into the $50's next year.

I think Kathie Woods funds are probably a little oversold. Some of the meme stocks tht were bid up over the summer have been absolutely hammered and some might be oversold now. Looking at you PENN, JMIA, SFIX, HOOD.

Also like oil long term. Think omicron is overblown and as long as the democrats are limiting supply with all the climate regulation i think oil is going higher.

Oh, and im trying to buy more HBAR as we speak as a lottery ticket and ETH as my long term investment. Throwing about 5% of my portfolio into the blockhain space.

We are through the all time highs in the S&P 500 today with futures trading around 4783 at the close.

Many of the meme stocks did not particpate in the rally with there somewhat being a flight to quality.

 

[shiv]

We are through the all time highs in the S&P 500 today with futures trading around 4783 at the close.

Many of the meme stocks did not particpate in the rally with their somewhat being a flight to quality.

Love the @ChicagoFats financial updates

 

[shiv]

I just keep trying to separate the idea that the stock market is not a measure of success of the economy.

I’ve still got a decent percentage in bonds (maybe 30%) but I’m looking to move into 90%+ stocks. I guess at this point I’m really hung up over small potatoes

 

[ChicagoFats]

I just keep trying to separate the idea that the stock market is not a measure of success of the economy.

I’ve still got a decent percentage in bonds (maybe 30%) but I’m looking to move into 90%+ stocks. I guess at this point I’m really hung up over small potatoes

The market is going higher until inflation is brought under control.

You are way too young to own any bonds. I don't think I have ever owned a bond. The good news is that you are still young and have plenty of time left to invest.

IMO your main holdings should be the SnP 500 index fund. Something like 90% of your holdings and then use 10% to play around with other investments. That mix can change as market conditions change or your age changes. Most retirements accounts you can't touch until aged 60, so investments made when you are 40 need to be viewed with a 20 year time horizon.

No matter how overvalued you think the market may be today, do you think it will be higher in 20 years? Additionally, you will recieve dividends over that time period. Right now, you get 2% a year so that is 40% taken over 20 years before compounding. Basically, if you compound, you are guaranteed to make money over 20 years just from dividends, plus you have all the upside of potential growth.

So mathematically, i just don't think it makes sense to be invested in bonds before age 45 or so especially with rates as low as they are today.

If you truly believe that our system is overvalued and going to collapse, id suggest purchasing some BTC.

 

[shiv]

bumpy

 

[America 1st]

The market is going higher until inflation is brought under control.

You are way too young to own any bonds. I don't think I have ever owned a bond. The good news is that you are still young and have plenty of time left to invest.

IMO your main holdings should be the SnP 500 index fund. Something like 90% of your holdings and then use 10% to play around with other investments. That mix can change as market conditions change or your age changes. Most retirements accounts you can't touch until aged 60, so investments made when you are 40 need to be viewed with a 20 year time horizon.

No matter how overvalued you think the market may be today, do you think it will be higher in 20 years? Additionally, you will recieve dividends over that time period. Right now, you get 2% a year so that is 40% taken over 20 years before compounding. Basically, if you compound, you are guaranteed to make money over 20 years just from dividends, plus you have all the upside of potential growth.

So mathematically, i just don't think it makes sense to be invested in bonds before age 45 or so especially with rates as low as they are today.

If you truly believe that our system is overvalued and going to collapse, id suggest purchasing some BTC.

These past few weaks have been really solid for me.

I’m using the dip to gobble up INTC.

If T goes back down anytime before the split I’m gonna get more there too

 

[ChicagoFats]

All about stocks and your next moves. This is not meant for long term mutual funds. Let's find the good plays on options and rising stocks. I follow r/wallstreetbets, as it's funny as hell and has helped me gain 200% during this covid market, but lets get something going here. I'm sure it's only a matter of time that sub will get banned because someone gets offended. Would enjoy people posting their DD, loss/gain porn, and what your next moves are.

What’s every body feeling? Market doesn’t know what it wants to do, but I’m still bullish.

Everyone seems to be hedged for a market downturn and it feels like the pain trade is higher.

ARKK funds have been hit super hard so far this year, might be a high risk high reward play.

Also, still love the coins. Think you can pick some up on sale here.

 

[milktoast]

What’s every body feeling? Market doesn’t know what it wants to do, but I’m still bullish.

Everyone seems to be hedged for a market downturn and it feels like the pain trade is higher.

ARKK funds have been hit super hard so far this year, might be a high risk high reward play.

Also, still love the coins. Think you can pick some up on sale here.

Details on ARKK funds?

 

[milktoast]

I’m loaded up on QQQ and buying every opportunity I have

 

[ChicagoFats]

Details on ARKK funds?

Run by Kathy Wood. Largely influenced by Tesla but also other high growth companies too.
Price went really high with the easy money policies during Covid. But they have gotten hammered so far this year, retreating some %50 off it’s high.

 

[ChicagoFats]

I’m loaded up on QQQ and buying every opportunity I have

Not my favorite sector, think qqq and technology may be a bit overvalued compared to SnP 500, especially in a rising interest rate environment.

 

[milktoast]

Not my favorite sector, think qqq and technology may be a bit overvalued compared to SnP 500, especially in a rising interest rate environment.

I’m long QQQ because I don’t have much faith in anything else right now. I don’t really trade, just invest

 

[shiv]

What’s every body feeling? Market doesn’t know what it wants to do, but I’m still bullish.

Everyone seems to be hedged for a market downturn and it feels like the pain trade is higher.

ARKK funds have been hit super hard so far this year, might be a high risk high reward play.

Also, still love the coins. Think you can pick some up on sale here.

I’ve just gone full blown boring. I have moved mostly out of a stock/bond mix into mostly all stock (broad market ETF)

Don’t really have the funds to do anything fancy.

BTW, wife and I are gonna sit out of Charleston in the spring. With the parents taking the kids, we are gonna take the opportunity for some very rare time home alone. However we do plan on making a trip there before the end of the year

 

[t_money86]

Anyone know why AUPH took a shit? Thought this shit was supposed to get bought out for like $60/share not tank back to $15

 

[America 1st]

What’s every body feeling? Market doesn’t know what it wants to do, but I’m still bullish.

Everyone seems to be hedged for a market downturn and it feels like the pain trade is higher.

ARKK funds have been hit super hard so far this year, might be a high risk high reward play.

Also, still love the coins. Think you can pick some up on sale here.

If folks bye the right dividend growth stonks on the dips, as we taper, there is sum Sirius money two bee made this cumming year.

Maybe we’ll get lucky with Ukraine and Taiwan sumwhere inn their as well?

Anywon holding energy is feeling pretty good right about now. If ENB takes a hit four sum reason on a taper or something before Ukraine that could be a major jumper after all the talk about shutting down line 5. Same goes for CVX & XOM butt those aren’t as attractively valued currently.

Texas Instruments and Intel are good plays for anywon worried about hedging against Taiwan. Intel could be the he next breakout stonk if there Intel 20A & Intel 3 end up close to on schedule and 1/10 as good as advertised.

Intel's $20 bln Ohio factory could become world's largest chip plant

Intel Corp said on Friday it would invest up to $100 billion to build potentially the world's largest chip-making complex in Ohio, looking to boost capacity as a global shortage of semiconductors affects everything from smartphones to cars.

www.reuters.com

 

[Rusty Student]

Anyone know why AUPH took a shit? Thought this shit was supposed to get bought out for like $60/share not tank back to $15

Good question...the only thing I've heard is the whole bio sector is getting slaughtered. Still a top pharma buyout candidate, but timing is unpredictable. Lots of people dislike the CEO.

 

[ChicagoFats]

Good question...the only thing I've heard is the whole bio sector is getting slaughtered. Still a top pharma buyout candidate, but timing is unpredictable. Lots of people dislike the CEO.

Yeah, biotech has gotten just annhihlated this year.

Rising Interest rates are bad for growth stocks because people would rather invest their money in Investments that have a yield.

Also, people have been betting against ARK which invests heavily in growth and that is hammering the whole sector too.

 

[ChicagoFats]

I’ve just gone full blown boring. I have moved mostly out of a stock/bond mix into mostly all stock (broad market ETF)

Don’t really have the funds to do anything fancy.

BTW, wife and I are gonna sit out of Charleston in the spring. With the parents taking the kids, we are gonna take the opportunity for some very rare time home alone. However we do plan on making a trip there before the end of the year

What you have done is the statistically correct thing to do. It's what John Bogle, Warren Buffet etc would advise you to do. You will be happy in 25-30 years when you retire, keep that long term focus.

I was looking forward to the visit but can't blame you one bit!

 

[shiv]

What you have done is the statistically correct thing to do. It's what John Bogle, Warren Buffet etc would advise you to do. You will be happy in 25-30 years when you retire, keep that long term focus.

I was looking forward to the visit but can't blame you one bit!

Kids are still going with my parents. Aunt and uncle are going as well. Once it started morphing into a 15 family member in an AirBNB thing I started to change my mind.

 

[ChicagoFats]

At&T down on news that it will slash dividend. A good example of why a high dividend is not always a good thing.

 

[America 1st]

At&T down on news that it will slash dividend. A good example of why a high dividend is not always a good thing.

View attachment 75790

We knew they were slashing their dividend since the split was announced. Likely going to be 55% of original.

It is an extremely attractive investment if people want the HBO stock as a stand alone.

It will actually unlock the value of T after the split two. The dividend will still bee notable but the face should finally sea rise as well.

The HBO should be a nice grower over the coming decade and will also pay a dividend. People that are willing two bye while their is “blood in the streets” are going to look wise 5 years from now.

 

[shiv]

Bookface (meta) down 22% in after hours trading. Damn!

FB Stock Price | Meta Platforms Inc. Stock Quote (U.S.: Nasdaq) | MarketWatch

FB | Complete Meta Platforms Inc. stock news by MarketWatch. View real-time stock prices and stock quotes for a full financial overview.

www.marketwatch.com

 

[ChicagoFats]

Bookface (meta) down 22% in after hours trading. Damn!

FB Stock Price | Meta Platforms Inc. Stock Quote (U.S.: Nasdaq) | MarketWatch

FB | Complete Meta Platforms Inc. stock news by MarketWatch. View real-time stock prices and stock quotes for a full financial overview.

www.marketwatch.com

Because Meta-verse is going to be a flop?

 

[ChicagoFats]

What does everyone else think is the cause of FB missing earnings so badly? Other than the obvious that its a drain on society?

 

[shiv]

Because Meta-verse is going to be a flop?

Feels to me like we are coming to a huge crossroads in the internet as we know it

 

[shiv]

What does everyone else think is the cause of FB missing earnings so badly? Other than the obvious that its a drain on society?

Their income is based around mostly advertising right? And you got to think that most of that advertising has moved to Instagram (still owned by Facebook), but maybe tik tok is starting to soak some of that market? Maybe advertising budgets around the nation have dropped? Just spitballing

A 22% drop in a tech giant like that is extremely out of the ordinary. It’s not like markets are collapsing 20% elsewhere

 

[ChicagoFats]

Seems that monthly average users and daily average users both did not meet growth targets of 5%. I dont really follow the stock that much but it must have been a big miss because the stock is getting hit. Wonder what the price action will be like. If AMZN misses after the close tomorrow watch out below. Could mean economic weakness as opposed to facebook weakeness.

That being said, I think this is more related to FB sucking than economic weakness. FB is losing its coolness quickly it seems. People are waking up to why Zuckerberg is one of the worlds richest men. Because everyone is giving them their data for free. Eventually people are going to wake up and realize that is worth something and stop giving it away for free.

Have we reached peak facebook? Probably not, dont think its going anywhere quickly but it wouldn't hurt my feelings if FB's best days were behind it.