🔒Ex-date Wednesday 💰Paydate Friday $IAUI$0.5182 vs $0.4855 ⬆️ $QQQI$0.6518 vs $0.6346 ⬆️ $SPYI$0.5423 vs $0.5300 ⬆️ $IWMI$0.6373 vs $0.6250 ⬆️ $NIHI$0.4257 vs $0.4249 ⬆️ $BTCI$0.6289 vs $0.6458 ⬇️ $IYRI$0.4461 vs $0.4526 ⬇️read more
I see many beginners posting that they’re new to investing and don’t know where to start. 🤔 As someone who was in a similar situation just a few months ago and learned, here are the 4 ETF types (& ETFs) that are popular among long term investors 😃 : 1) S&P 500: US: $VOO / $SPY / $SPLG Canadian: $VFV / $ZSP / $TPU 2) GROWTH / TECH: US: $QQQ / $VUG / $VGT / $SCHG Canadian: $QQC / $HXQ / $TEC / $ZUQ 3) DIVIDENDS: US: $SCHD / $VYM / $DGRO Canadian: $VDY / $XEI 4) ALL IN ONE / BASKET / Global Exposure: US: $VT / $AVGE Canadian: $ZEQT / $XEQT / $TGRO / $VEQT / $ZGQ I noticed many people following this type of a basic / uncomplicated portfolio and are doing really well for themselves 🔥 For % allocation, you can divide evenly among the ETF categories or allocate a higher % based on your preferences. Just DCA regularly and you should be good. 😎 Some people even just put it all into an all in one etf like $XEQT. This is also a good approach - it is much simpler and it works. Ultimately, it comes to whatever you prefer 🙂 Oh and yea, there are overlaps, but I don’t think there is anything wrong in that though - it would just count as doubling down on good things. 💯 I’m sharing with you all what helped me, but don’t forget to do your own research too! 🙏🏼 read more
Rough day for a lot high beta names in the market after Trump denies talks with Iran, VIX low, 30 year at 19 year highs, etc. $CRDO -14% $AAOI -13% $CIFR -12% $COHR -12% $NBIS -8% $MU -7% $INTC -7% $ASTS -6% $IREN -6% $AMD -6% $META -4% SaaS nicely green or somewhat flat. read more
Pre-market update Wed 19th August 2026 The S&P 500 fell 0.69% yesterday, and that number is close to meaningless. Not because it is wrong, but because it is the average of two completely different markets, and averaging them destroyed the information. Here is what actually happened. The semiconductor index fell 5%. The memory ETF cratered almost 9%. Micron lost 7% ($MU), SanDisk 9% ($SNDK), SK Hynix's ADR 9%. CoreWeave ($CRWV) fell 7% after being down nearly 12% intraday, Nebius ($NBIS) closed down 5% after being down twice that at the lows, and the whole neocloud group got hit on what the coverage politely called overspend fears. And on the very same tape, more than thirty stocks printed fresh 52 week highs: refiners, pipelines, Merck, Amgen, Schwab, the entire unloved old economy. One market crashed and another broke out, and the index reported the average as a quiet down day. This is why I keep saying watch the tape, not the headline. Days like yesterday are where that habit pays off. Now the "why", because it matters for what comes next. This was a bond story wearing a tech costume. The 30 year Treasury touched 5.34% intraday, its highest in 19 years. The 10 year held above 4.7. Japan's 30 year pushed through 4% for the first time on record, which squeezes the cheapest funding on earth. The VIX was coming off a two year low, so there was no cushion when volatility woke up. And Trump said the US is having no conversations with Iran, sending oil up a third straight day with Brent above $91. Wayne Liang put it well, this is not the AI bubble selloff the bears wanted, it is bonds and war repricing everything with a long duration. When discount rates jump, the assets with the most future in their price fall the most. That is high beta by definition. The index never stood a chance of telling you that. Except there was one more ingredient, and honest reporting requires naming it. The memory rout accelerated on the WSJ's $3 trillion off balance sheet story, the same one from Monday's post, and coverage tied the neocloud damage to rising credit default swap costs. Meanwhile Anthropic's $65 billion run rate and OpenAI's $40 billion, spectacular in absolute terms, reportedly arrived under the private whisper numbers. The AI credit question has graduated from newsletters to the tape. It is now moving prices on ordinary Tuesdays. Overnight brought the sequel and it was theatrical. The KOSPI got halted limit down again, with Samsung off 7% and SK Hynix down 9% before the halt, a circuit breaker count @Heisenberg puts at roughly ten this year against five in the S&P's entire history. Then SK Hynix announced a buyback worth about $28.5 billion and its ADR ripped 8% overnight, dragging the memory complex back up with it. Sit with that sequence, halted down, rescued by a buyback, all before New York had coffee. When management teams start defending their stock price with capital the way traders defend positions, volatility is no longer a side effect. It is the operating environment. The bulls are not without ammunition. Goldman's prime book showed hedge funds buying equities every single session last week, their second largest weekly purchase in a year, per @Kobeissi. Cathie Wood's answer to collapsing token prices, down from $2.07 to $1.02 per million since May is that volumes are exploding and demand elasticity is enormous, which is the entire bull case in one sentence, the cheaper intelligence gets, the more of it the world buys. And for the bears, Druckenmiller told Bessent the quiet part: corporate debt went from $6 trillion to $10 trillion while interest costs rose just 23%, zombies everywhere, no bankruptcies, because the bond market has not been allowed to send a signal. Yesterday, at 5.34% on the 30 year, it started sending one. Today is not a day to sleepwalk. FOMC minutes land this afternoon, VIX expiration hits the same session, the window we flagged Sunday as the week's volatility pocket. Retail earnings roll on. And Nvidia is now seven days out, with the whole argument of the last month waiting on one income statement. Yesterday the index whispered while the tape screamed. Listen to the right one.read more
Want to respond to @ronan's feedback yesterday (and the feedback in the comments) with my own post so my response doesn't get lost in the thread Will start my saying I hear the concerns and am taking them very seriously and this is something I take personal responsibility to fix. I really appreciate everyone taking the time to write out their thoughts and see a ton of passion from everyone in solving these issues. As @ronan mentioned, Blossom has always had a spark and uniqueness and it's our job to make sure that spark doesn't go away as we grow. Here's my summary of the top problems I'm hearing and my plans to fix them: 🤖 1. The rise in AI slop posts crowding quality content - This was the #1 problem raised across the comments and is one we're actively working on. We're following @jacobb's suggestion of an 'AI detection' feature with the ability to see less posts like this. This is set to go live in 3-4 weeks, will see if we can accelerate this 😢 2. Us vs them mentality, hostility especially to new creators - This one is a bit tricky as we don't want to overly police what people say. But there's one example someone gave of a new user being called a loser that are blatantly against our community guidelines of respecting one another. I think the same way we've built in spam/scam detection, we need to do the same for these kinds of comments so we can uphold these guidelines better 🏆 3. Too many milestone posts crowding out quality content - I think there is an important place on Blossom for this kind of content as the milestones are encouraging to other investors in their journey (including myself). I think the issue more so is the volume of them. Curious for folks feeling this issue whether they've tried clicking 'see less posts like this' as that should fix this issue. If not I'll investigate and perhaps not a lot of people know about this feature. I think #1 and #3 stem both stem from the feeling that quality content isn't being rewarded... let me think deeper about how to solve this problem more broadly as I definitely see this too and I don't think fixing AI slop will fully solve this. One commitment I have is to spend much more time connecting with and chatting with Blossom's creators, I want to solve this problem as much as you guys do. One good news is we recently hired our first product manager (who is a Blossom shareholder and creator) who will be fully dedicated to helping me solve this and together we'll have much more time to chat with your all and think about how to solve these problems. 🙏 Let's get Blossom back to the glory days of this community!read more
Cathie Wood's ARK disclosed a $765 million position in SpaceX, bringing the private space company to nearly 5% of the portfolio. This comes as Wood cuts Teradyne by 48%, banking a 347% gain on the semiconductor testing stock. Visit Wood's profile to see her full portfolio and recent trades this last quarter from her 13F filing.
1) Make a budget I like the 50/30/20 50% Housing / utilities / living costs 30% wants / clothing / entertainment/ hobbies / Etc 20% Saving / investing 2) starting investing / paying of debit / emergency fund 3) Get to 10k invested ASAP Why are more people not doing this ? 👇read more
Actually of what happen to $BIGY now is a healthy move. Cutting distribution is a smart choice protecting longterm price. Whats your opinion bout that? Followme
Walmart posted $177.4 billion in revenue. The number that matters is buried three lines down. Revenue grew +4.8%, solid but unremarkable for a retailer this size. The real story: advertising revenue grew +46%, with Walmart Connect up +31%. That business carries roughly 70% gross margin and now contributes a third of operating profit. Walmart isn't a retailer with an ad business anymore. It's an ad business with 4,600 warehouses. This is precisely the playbook that transformed $AMZN. Sell physical goods at thin margins, monetize the traffic data at fat ones. $TGT is trying the same thing at smaller scale. The retailer with the best first-party purchase data wins, and nobody has more than Walmart. The chart is at a decision point: $WMT at $115, pressing the $115–118 purple resistance zone. The descending wedge from the $134.77 ATH is converging with the ascending trendline from 2024. The vértice is here, resolution is imminent. $118 breaks the wedge bullish and opens $121. Lose $109 and the trendline breaks, $104 is the next real support. Is Walmart's ad business enough to re-rate the multiple, or does weak retail traffic cap it here? 👇read more
I’ve been running a very boring and conservative Balanced portfolio with a variety of ETFs (Index, Factor & a bit of CC) for the last few years. 😴 Since markets have been strong the past few years it’s given me more than enough to cover our expenses. 🙌 But with the popularity of CC/High Yield ETFs and so many finfluencer videos to learn from I thought I’d check a few out and see if it makes sense to jump on the ‘yield train’ to take advantage of these big monthly pay days! Before pulling the trigger though I thought I’d run the theory through a few scenarios using @karyungtom Retirement Spending Calcultor to gauge the probability of my money lasting 30yrs. https://karyungtom.com/retirement-spending-calculator/ We can’t know future return paths but we can run various assumptions based on past market performance and other tools like a Monte Carlo simulator. So let’s see what happens… CURRENT PORTFOLIO/APPROACH Plugging in my hypothetical $2M and setting my spending strategy to ‘Fixed Inflation Adjusted’ with the Withdrawal Rate = 4% starts me off with $80k for spending. Not bad! 👍 Let’s say my time horizon is 30yrs and Inflation = 2.5%. Using the ‘Historic Backtesting’ option (which pulls full history of SP500 data) I can see this Model was a near 100% SUCCESS RATE through all time periods (5-30yrs). [pic#1]✅✅ But… Unfortunately I’m not comfortable running a 100% equity portfolio. Since im running a 60/40 portfolio I need to see what that looks like. THE BALANCED MODEL ⚖️😴 The only way to see the 60/40 Model using the tool is to change my simulation model to the Monte Carlo option. From there - I can keep the 100% equity option or change to a Global, 60/40, Conservative or even a Custom option by entering my own Return/Volatility assumptions. Before moving to my current 60/40 model I hit ‘Run Simulation’ on the SP500 (all equity) just to get a BASELINE result to compare other Models against. This showed a probability of 90-100% for the shorter timeframes but 88%-84% for the 25/30yr periods [pic#2]. Still - odds would be in my favour that our money would last! ✅ Moving to my Balanced (60/40) option I expected a lower success rate due to being more conservative but surprisingly the 25/30yr success rate jumped to 95-90% [pic#3]. A bit surprising - but I’ll take it!!👍👍 That said - I WANT A CASHFLOW MACHINE! 🏧 Even though above result showed that bonds improve my probability of success one PI Finfluencer suggested ‘bonds are useless’ and from all the CC ETF portfolios I see on Blossom I have to assume that 100% equity is much better for the CC ETF approach. Another Finfluencer suggest I need to ‘create a yield at least 3x bigger than my spending needs’. This would let me receive big monthly paydays to cover my expenses and the excess could simply be reinvested! I would ‘never have to sell a share’. Sounds great! Luckily - @karyungtom calculator lets me model all of this out and link to Return/Volatility assumptions based on the preferred asset allocation. So let’s take a look at… THE CASHFLOW MODEL 💰💰 Following the guidance of the Finfluencers I switched the model back to 100% Equity/SP500. This showed Expected Return = 10.5% and Volatility = 19.7% (both seem reasonable and inline). I guess I’ll just have to accept more volatility if I want to benefit from the high yields. 🤔 I referred back to the ‘Rules/Guidance’ I saw online for CC ETFs and saw I should have a mix of 15%+ and 30%+ yielding products. Based on that I set my models Distribution Yield = 25%. YES!!! On the Model’s $2M value a 25% distribution would mean a $500k per year PAYDAY! Now we’re talking! 🤑🤑 Let’s run it! …… WTF! The SUCCESS RATE stayed the SAME. 🤷♂️🤷♂️ The 25yr = 88% and 30yr = 84% is same as baseline [pic#2&4]. So no advantage. The portfolio generated way more cashflow but since I only need 4% to cover my spending I now have to reinvest the excess to make sure I get the same result. Hmm. I guess Distribution Yields don’t influence actual longevity. ‼️ What’s nice is the calculator actually shows this in the ‘Portfolio Path Table’. It even shows a hypothetical share count if you’re interested. Under this approach I guess I at least don’t have to ‘sell my shares’ right away since I’m receiving such big distribution. I guess that’s a bit of a convenience - but kind of offset by fact I have to figure out my reinvestments. 🙃 And wait - CC ETFs have much HIGHER FEES than the Tradtional Index/Factor ETFs I was using for my Balanced Model. 🤔 My model has a total cost of 0.5%. When I calculated the MER/TER of a CC ETF Model it was closer to 1.7%. I wonder if I should lower my Return to reflect the higher cost? I wonder if that makes a difference over 30 years? After all - 0.5% on $2M is $10k per year in fees and 1.7% is $34k per year in fees. Whatever 🤷♂️ - so I’m paying a bit higher in fees ($24k/yr). I can go check out @smallbird.financial website later for his Fee Calculator to see total impact. Let’s ignore fees for now and get back to my options for boosting my MONTHLY CASHFLOW… So far I have the same expected success rate and I’m just receiving cash instead of having to sell my shares but I’m paying a $24k/yr more fees and have to make sure I reinvest all the excess cash that’s coming in. That hardly seems like much of a benefit but since I’ve seen these CC/High Yield investors pay for vacations, kitchen renos and new hot tubs with distributions I can probably afford to take a bit more out for spending right? So let’s see what happens… HIGH SPEND MODEL 🏧🏦 With $500k per year or over $40k per month coming in and a $2M portfolio I can probably just reinvest 50% and take 50% or $250k for extra spending. An extra $250k of spending buys a lot of living!! Let’s go!!! Since my Yield = 25% I can set my Withdrawal Spend Rate = 12.5%. After all - I got some ‘juicers’ now! I’m not sure what a ‘juicer’ is (seems like a made up term for higher risk products) - but I’ll buy them anyway if it means I get an extra $250k! Let’s run it ….. AGAIN - WTF??? My first 5-10yrs looks fine - but by year 15 (when I’m only 65) it shows I’d have a 70%+ chance of hitting $0!! Year 25 = 88% and Year 30 = 90% chance of running out of money [pic#5]. ‼️🤬 So based on this success/longevity is NOT ‘impossible’ it just seems to be a lot ‘less probable’. Especially since this result is the exact OPPOSITE of my Balanced Model and 4% withdrawal that had a 90% SUCCESS RATE. So if I change - I get big paydays each month and don’t have to sell units but I have to take on more risk, pay higher fees, reinvest all the excess cashflow and accept that there’s only a 10% chance that my portfolio may still have some money by the time I’m 80?? Geesh - this is getting to be a lot to swallow. ⚠️😬 Maybe I missed something. Maybe this is better for SMALLER ACCOUNTS. I can change the portfolio value from $2M to $500k and maybe we can use it for our smaller accounts? Let’s run that… FML!! Changing the portfolio value did nothing. That’s also just a 10% chance of our money lasting 30yrs and a 90% chance that it runs out [pic#5]. ⚠️⚠️ Honestly - What’s going on? Ohhhh! You know what - this tool and calculator is probably wrong and just more ‘FUD’ because @karyungtom is one of those ‘growth’ investors. Maybe I should do what the other PI guys do and just block these growth guys. 😂 Then again - I guess the Finfluencers that I watched - despite their videos, spreadsheets, followers & sponsorships - may also just be learning and trying to figure this stuff out. So maybe I should take what they’re telling me with a grain of salt? 🤔 Either way - I get that these tools and calculators are all based on historic data (since future returns are unkown) - and they rely on a variety of assumptions and inputs - but just to be on the safe side and in case this analysis/approach is NOT totally wrong - I better take some more time to think and learn about portfolio construction, distributions and withdrawal strategies before I make a change to my actual portfolio. 🎯CONCLUSION As tempting as $40k / mth looks - given the trade offs seem to lead to a less certain/positive outcome I’m going to stick to my boring Balanced Model with 4% withdrawals because this data shows it has a higher probability of creating more sustainable longterm wealth. ✅✅✅ From these results - distribution yields DONT impact longevity. Only returns and withdrawal rates do. Letting high distributions lure you into bigger spending that is unsustainable is a real risk. 💡💡💡 MY TAKEAWAY ‼️ Despite everything I’ve seen online about the high yield strategies I’ve always seen distributions as a ‘feature’ of a portfolio - not an actual strategy on their own or a reflection of quality or indicator of future returns. This exercise more or less would support that view. 🤷♂️ I can see the use case for some CC ETFs in certain situations but it’s important to consider all aspects. Currently I’m happy with the small % that I own (more as a way to capture volatility vs for the yield) so maybe I don’t need to ‘go all in’ on them and take more risk or pay the high fees across my entire portfolio? 🤔 Since we can’t control markets or returns - withdrawing too much too fast seems like one of the surest way to damage a portfolio’s longevity and we’re probably better to control what we can - asset allocation, strategy selection, fees and withdrawals/spending. ✅ Still happy to have gone through the exercise. Hope this helps and you consider doing the same type of analysis for your portfolio. 🤓 Perspective ≠ Prediction Stay open to learning and do what’s best for you! 😉👍 ————- PS. Whether you agree with my take away and analysis or not - it’s worth exploring @karyungtom tool and entering your own models/assumptions. It’s a good one! 🤓 . read more
Unlike many who will read this, I think we're in an 'AI bubble' and see similarities in the buildup to the "DotCom Crash". I recently read something Vitaliy Katsenelson wrote that really got me thinking... What if the AI bubble has elements of not only the 'DotCom Bubble', but also the '2008 Financial Crisis'? In simple terms... DotCom bubble was an overvaluation of certain market segments (tech, some retail, telecom, etc.), caused by irrational exuberance and an over-investment in internet infrastructure. You might not see similarities here, but I do... Financial Crisis was essentially caused by a collapse of 'opaque housing-linked financial instruments'. Much of today's AI CAPEX is being funded through closed loop circular financing, which I'd say are ''opaque financial vehicles' in their own right. Much like the Financial Crisis, the trillions being spent on AI will have implications far and wide 'IF' things go awry. To be clear, bubbles can last a long time and I'm not suggesting it'll pop this week. Who knows? To be doubly clear, maybe there is no AI bubble at all and I'll be proven wrong. Time will tell... I'm not trying to be an alarmist as that's not my thing... In fact I'm still heavily invested in AI related names. AI is going to transform our way of life forever, much like the Internet's done over the past few decades. Doesn't mean there can't be a bubble tho'. While I'm not an alarmist, I'm also not one to keep my head in the sand and think this is at least worth thinking about, which is why I'm sharing. If you made it this far, thank you for reading... Whether you think this has any merit or not. Happy investing!read more
Legal risk stopped being a footnote in Meta's filings today. Multi-state litigation over harm to minors opened this week, with plaintiffs' attorneys putting potential damages as high as $1.4 trillion. That figure is an opening position, not a settlement estimate, these numbers almost always compress dramatically through litigation. But the headline number is what moves the stock, and $META fell -4.70% to $545. What the market is actually pricing: not the $1.4T, but the uncertainty. Multi-year litigation means legal provisions, discovery risk, potential product changes, and regulatory attention that spreads beyond this case. For a company running a $125B capex cycle, an open-ended legal overhang complicates every capital allocation decision. The chart broke: $META lost $600 support decisively, MACD accelerating negative at -8.35, RSI falling toward oversold at 36. The stock is now heading toward the $540-$520 purple zone, the same level that has acted as structural support since 2024. $520 is the line that matters. Hold it and this is a legal-headline dip on an oversold chart. Lose it and there's little technical structure until $480. Overreaction to an opening legal claim, or the start of a real multi-year overhang? 👇read more
I am currently 47 years old. Unfortunately in that time frame I have lost a lot of family members. Some (most) were accidents, some to age, some to cancer, and one to suicide. That’s 11 deaths total. Only 1 person out of 11 had a will. When you are grieving the last thing you want to do is close an estate up. It’s even harder if nothing has been prepared in advance. After the initial shock of the death settles (the phase where everyone is usually nice), greed comes through in a most alarming manner. I’ve watched people turn into monsters. Make sure you have a will!!!! or people will fight.  I know most people hate thinking about their death or their spouses death but honestly it’s just a fact of life. I’ve personally been the executor of 2 estates now. This is my advice: 1. If your young get life insurance. If you’re retired it’s not worth it. 2. Make sure you have a will. 3. Make sure you have a personal directive. 4. Make sure you have a power of attorney set up. 5. If your married make your spouse the beneficiary of your TFSA and RRSP(has to be done through the account not the will), they will roll into the spouses account without taxation. 6. If you’re married, and you own a house, make sure both names are on the title, joint tenant, NOT tenant in common. This activates right of survivorship on property and doesn’t have to go through the estate. 7. If you’re married, both people should have their name on all the vehicles, joint, otherwise it’s a headache after death. 8. Buy a file folding system. I have a plastic one that has a clasp and handle. 9. Put EVERYTHING in this file folder that would be needed if you died tomorrow. a) all land titles B) information on house insurance so it can either be eventually canceled or name changed over. C) your will (or the location of your will),  power of attorney, and personal directive D) the information for your car, car insurance, and registration on vehicles. E) information on life insurance. F) all current year papers needed for filing your taxes. Because the survivor will have to do it and will need that information. G) where your household bills are. ALL OF THEM, electricity, gas, Netflix, magazine, subscriptions everything you can think of that is in their name. Because you are going to have to cancel them. H) their credit card information where to contact to cancel the cards I) birth certificate, SIN numbers, marriage, license, etc. J) information on all your investments accounts, bank accounts, etc. K) anything else you can think of for your situation If you’re married, I’d have one box per person. When you die, the funeral home will issue many death certificates. And your lawyer will give you copies of the will. These will be needed to change over any accounts. Everything else goes through the estate which is taxed and the lawyers take their fees so I’d avoid this as much as possible especially if you’re married. This is why having property in both people‘s names is so important because it doesn’t have to go through probate. I am widowed now and I have my black file folder and my two remaining children know if something happens to me, all they have to do is grab the folder. Everything they need to take care of my estate will be located in this folder. At the beginning of every year, I open this file up and go through everything to make sure it’s up-to-date. If you are young and do not own much or can’t afford a will, you can draft one up but it must be handwritten to be classified as a legal document. You cannot type it out!! If you’re not worth much, everything will most likely be sold to pay your bills and cover your funeral expenses. But you can state who your executor will be in your handwritten will.  Disclaimer I’m not a lawyer or an accountant and this is not legal advice. Talk to a lawyer and talk to an accountant. Make sure everything is set up for you and your situation. These are situations that I personally ran into. Good luck Also I’ll add in. IF you have a lot of assets make an appointment with your accountant first. They will tell you how to properly set things up. Then take that information to your lawyer. read more
The MOST IMPORTANT 13Fs of the decade were just released. 🤔 Most investors will get nothing out of it. 😏 Not because the data is bad. But because they have no idea of what to ignore. And what to keep. 😉🏆 Ackman bought $UBER and $NFLX. Buffett bought BILLIONS in $GOOG. Ken Fisher still has ~50% of his portfolio in $XLK holdings. These must be good investments… right? Well, we just published our unique analysis and observations - and the undercurrents are telling us a COMPLETELY different story from where the headlines steer you. You see, stocks are either in one of these 3 phases (KTS #49): 📉DISTRIBUTION: Institutions selling to retail. 📈ACCUMULATION: Institutions buying from retail. 💤CONSOLIDATION: Little interest from institutions to buy or sell. Price movement is mostly retail and wolves (traders) trading paper back and forth. But most people can’t observe whales (institutions) in their natural habitat and see when they are accumulating or distributing. And it’s a shame… because 13F filings allow us to glean insight into what they’re thinking about the future 🔮 We have developed an approach to screening the whales to identify which ones are actually worth following …..and which stocks within their portfolios…..will yield the highest probability to make outsized returns in a barnacle2whales approach. But Beskar, how do I find the good whales to barnacle to? At Beskar Capital, we teach our members how to READ and LISTEN to the markets. We’re all about creating a community and providing the tools that allow each and every member to become better observers of the markets—and take profitable actions for outsized returns. That’s the work we do for members. We just published our work on 12 whales. What they hold, what they’re quietly building, and what it says about where this market goes next. Some of them operate within the cycle framework. Some don’t. We teach you how to see exactly which is which. Start Whale Watching now! 🐚🐳🐋 Link in bio ($$) This is the Way 🏄🌊 read more
$IREN is monetizing AI infrastructure at roughly $40M per MW. The next closest player isn’t even at $30M. ~$14B contracted with Microsoft + NVIDIA on only ~350 MW ~5.8 GW secured power with ~5.45 GW still available Less than 10% of the power platform is currently monetized Full stack GPU cloud captures significantly more value per MW than powered shell colo. Best monetization in the group + massive unsold power runway. The real $IREN story is what happens when the remaining gigawatts get monetized. 📈read more
Just hit a cool little milestone in my portfolio: $90 in dividend income every single week. 💰 Although I'm not going to retire off that, I was thinking about all the different things $90 can pay for, and it's a pretty long list. To name a few: - A couple tanks of gas - 2 trips to Juan's Flamin' Fajitas with my wife - Most of our weekly groceries (those usually end up between $80-$100 per week) It's cool to see the list of things my passive income can pay for continue to expand. It won't be long (hopefully) until this portfolio is averaging $400 per month, and soon after that, $100 per week. That milestone is going to be VERY cool. How much dividend income are you averaging every week? Let me know in the comments! 👇read more
Jeff Bezos's Amazon made a massive new $1.2 billion bet on XE, an outsized move that instantly became more than a quarter of the entire portfolio. Visit Bezos's profile to see his full portfolio and recent trades this last quarter from his 13F filing.
I was investing with td before and now I’ve moved to Wealthsimple. I transferred all my assets as cash since I had to. Now I have around 50k to invest between my fhsa and tfsa. I’m thinking of doing 50% xeqt and to diversify with the other 50%. I was thinking of vfv and qqc but those are all overlapping the same big company’s. Any advice. Also is it smart to lump sump this money or DCA. I’m investing for long term and don’t necessarily need this money as I have a hysa for emergency fund. Thanks.
It’s officially been one month since I made my first post about starting my investing journey. When I made that post, I had just over $10,000 invested. Now I’m sitting at $11,575, which is about +$815 / +7.58% over the past month alongside my weekly investing. Obviously I’m happy to see the portfolio up, but honestly, the return isn’t even the biggest thing for me. I’m still learning a ton every week. I’m trying to get better at actually understanding the businesses I own, figuring out what their competitive advantages are, looking at the risks, and not just buying something because the stock is going up. I’m also realizing how easy it is to get caught up in the next stock everyone is talking about. Some days everything is green and I feel like I’m doing great. Other days the portfolio gets smashed and suddenly I’m questioning everything 😂 I’m slowly learning that one bad day doesn’t mean the company suddenly became a bad investment. A few things I’ve learned this month: • A green portfolio doesn’t mean I know what I’m doing. • A red day doesn’t automatically mean my thesis is wrong. • Stock prices can move WAY faster than the actual businesses. • Conviction means a lot more when you actually understand what you own. • There will always be another stock that looks exciting. • Trying to perfectly time everything is probably a losing game. • Consistency is going to matter way more over the next 20–30 years than what happens this month. I’m still making mistakes, changing my mind, researching new companies and questioning some of my positions. And that’s honestly why I’m documenting all of this. I’m 25 years old. I’m not trying to pretend I’m some investing expert or stock guru. I’m just trying to learn how to build a portfolio that I can hopefully hold for decades and see where it takes me. Current core holdings: TSMC Broadcom Amazon ServiceNow NVIDIA QQQM XEQT I’ve also started building some smaller positions in companies I’m still researching and figuring out whether they deserve a bigger spot in the portfolio. One month down. $11,575 invested. Let’s see where this thing is in another month. 📈 Not financial advice — just documenting my own investing journey.read more
$RKLB built 8 satellites under contract by $MDA for the $GSAT constellation and they have been deployed by $SPCX today. It’s easy to see where the money flows in the space industry!!!
If a stock (or a whole sector, like memory) that has been surging dips, and there is no change in the overall fundamentals/thesis, that's the time to buy. Everyone was saying "memory is dead" just because of a sell off that was largely caused by margin calls and leveraged trades in Korea. I'm really glad I didn't listen to them and bought the dip. Block out the noise and do your research, people. $DRAM$SKHY$STX$MU$SNDK
Ouch! Decent day of red in the portfolio to kick off the new week. Looks like the whole market is down though. What were your best and worst performing stocks today? Let me know in the comments! 👇
