I’ve held this fund for 17 months now, so how has it been holding up? I’m going to share my numbers, but remember these are my personal returns, not the return of the fund itself. I started buying HHIS on April, 2025, and I have continued adding shares over time. I did not invest all of the money in one lump sum, so a standard CAGR does not really tell the full story of my experience. That is why I am going to include XIRR. Since I bought shares at different times and received distributions along the way, XIRR gives me an annualized money-weighted return that takes the timing of those cash flows into account. If we look at HHIS itself year to date, Stock Analysis currently shows a total return of around 11.28%. If you compare that with something like VFV or XEQT, HHIS has underperformed. But that is the return of the fund. That is not necessarily the same thing as my return, because I bought my shares at different prices and at different times. So let’s jump into my numbers. I have purchased a total of 259.5562 shares for a total cost of $2,651.14. That is the actual capital I put into this investment, which gives me an average purchase price of about $10.21 per share. Now if I look at my brokerage account, it shows a book cost of $2,398.31, or about $9.24 per share. Why don’t those numbers match? Because this is a taxable margin account and the broker has adjusted my cost base for the return of capital I received in 2025. Return of capital reduces the adjusted cost base of the investment. This is one of the reasons I like tracking my own purchases separately. I can still see exactly how much money I actually put into the investment instead of only looking at the tax-adjusted book cost. Using my actual purchase cost of $2,651.14, the current value of $2,904.43 represents a price return of about 9.55%. If I used the broker-adjusted cost base of $2,398.31, the price return would look much higher at about 21.1%. The adjusted cost base is mainly a tax number that matters when I eventually sell the fund and calculate my capital gain or loss. It is not the number I want to use when measuring how the investment has actually performed for me. To measure how the investment has actually performed, I want to look at total return, and to do that I need to include the distributions I have received along the way. Since April 2025, I have received a total of $900.33 in distributions. So my results, using my actual book cost rather than the tax-adjusted cost basis, look like this: Price return based on what I actually paid: 9.55% Total return including distributions: 43.51% XIRR: 48.70% annualized That is a pretty big difference between looking at the share price alone and looking at the actual economic return I have received from the investment. And that is exactly why I think you need to look at more than just the chart when evaluating an income investment. Now knowing what I know today, I would have liked to have put a lot more money into this investment because it has worked out quite well for me. But I didn’t know that going in. It could have performed better or it could have performed worse. No one has a crystal ball when they make an investment. For me, HHIS has worked out well on a relatively small amount of money. For someone else who bought at different prices or at different times, their experience could look very different. And these numbers only show my personal results. They don’t tell you what is happening inside the fund itself. They don’t tell you how well the portfolio is being managed, how much income the underlying holdings and strategy are actually generating, or whether the distribution is fully supported or the fund is paying out more than it is economically earning. Going forward, no one knows what HHIS will look like. The return could be better, it could be worse, and the distribution could stay where it is or eventually be reduced. That uncertainty is part of investing. You make the best decision you can with the information you have at the time, and then you see how it plays out.read more
The next AI bottleneck is POWER ⚡️ — and these stocks have recently pulled back. If you were at blossomcon I’m sure you heard me emphasize how important power , electricity and grid upgrades will be in order for ai and physical ai to move forward. This is one of the reasons why I continue to increase exposure to electrical infrastructure Power is the next AI bottleneck because chips now arrive faster than electricity, transformers, and grid connections. Jensen Huang calls electricity “the bottleneck,” not GPUs. Energy sits at the base of AI infrastructure: factories turn electrons into tokens, so revenue is tokens per watt. He expects small nuclear reactors beside data centers and says computing may need ~1,000× more energy as agents run continuously. Elon Musk says the limiter moved from chips to transformers to generation. The U.S. will soon make more chips than it can power; he cites ~15 GW of 2027 compute sitting idle. China scales solar faster. His fix: on-site turbines now, solar satellites later. Gavin Baker frames two constraints—watts and wafers. Power shortages slow overbuild and make tokens-per-watt decisive. Watts ease around 2027–28; zoning remains a choke. Chips take months. Gigawatts take years. $VST — Generates massive amounts of electricity from nuclear and natural gas. Has 20-year nuclear power deals with AWS and Meta, giving it direct exposure to Big Tech’s growing power needs. $CEG — America’s largest nuclear operator. Supplies huge amounts of reliable 24/7 electricity, with long-term power deals tied to Microsoft and Meta’s growing data-center needs. $GEV — Builds the gas turbines and grid equipment needed to create and move electricity. AI data centers need huge amounts of new power generation, making turbines increasingly important. $VRT — Builds the power and cooling infrastructure inside data centers. Think liquid cooling, power management, UPS systems and increasingly microgrid infrastructure. $BE— Provides onsite fuel-cell power, allowing data centers to generate electricity closer to where it’s needed instead of waiting years for new grid connections. $CCO— One of the world’s largest uranium producers. Uranium is the fuel that keeps nuclear reactors running, giving Cameco exposure to rising nuclear power demand. $ETN — Makes the electrical equipment that gets power into and around the data center — breakers, switchgear, transformers and power-distribution systems. read more
📊 Long-Term Investing: The Power of Thorough Analysis When it comes to long-term investing, understanding the fundamentals of a stock is crucial. It’s not just about jumping on trends; it’s about making informed decisions based on solid data. This chart breaks down the essential financial statements—Balance Sheet, Income Statement, and Cash Flow Statement—that every investor should analyze before committing to a stock. 🔍 Balance Sheet: This tells you about the company’s financial health, specifically its assets, liabilities, and equity. A healthy balance sheet is a sign of stability and resilience. 💸 Income Statement: This shows the company’s profitability by detailing revenue, expenses, and profits. A strong income statement indicates a company that’s generating profits, a key factor for long-term growth. 💰 Cash Flow Statement: This reveals how the company manages its cash, from operations to investments and financing. Positive cash flow is essential for sustaining operations and fueling future growth. By mastering these fundamentals, you can make smarter investment choices that stand the test of time. Remember, successful long-term investing isn’t about timing the market; it’s about time in the market, supported by thorough analysis. $VGT$TXN$QQQ$AAPL$META #InvestSmart #LongTermInvesting #FinancialLiteracy #StockMarketAnalysisread more
Nine months into 2026, it has been a volatile year in the markets. Tariffs, trade wars, actual wars, and the constant talk of an AI bubble bursting have given investors a lot to think about. Given how many DIY investors are on a platform like this, I’m curious: do you actually measure your portfolio’s performance? And if you do, what do you compare it against? A broad-based index like VT, XEQT, or the S&P like VFV, or SPY? It is easy to log in to your broker, look at your portfolio, and see how much income it generated or how much the account balance changed. But that does not necessarily tell you how well your investment strategy actually performed. A benchmark helps answer the question: Did all the decisions I made produce a better or worse result than simply putting the money into a broad-market index? That does not mean every part of your portfolio needs to beat an equity index. Most portfolios are built with different pieces for different reasons. You may hold fixed income or cash because you want lower volatility or liquidity. You may have an income sleeve designed to generate cash flow even if you know it could give up some upside. Someone in retirement may care much more about protecting their nest egg and producing dependable cash flow than squeezing every last percentage point of return out of their portfolio. Many investors will say they are willing to accept a lower total return if they are getting something in exchange for it. But how much lower are they willing to take? If your portfolio trails the benchmark by 1%, you may look at everything your strategy gives you and decide that is a very reasonable trade-off. If the gap is 3%, 5%, or more year after year, you may start looking at it very differently. Saying you are willing to give up some return is easy. Knowing exactly how much return you are giving up is what tells you whether the trade-off actually makes sense. If you never compare your results against anything, you do not really know how much you are giving up to get it. So for the DIY investors here, I’m curious: do you track your performance, and what benchmark do you use? read more
Well, I “bought the damage” as the Ninepoint Shares newsletter would say lol. Just added 955 shares of MSTE at $2.50 and brought my average cost down to $8.38. Really betting on the Clarity Act vote on September 15th — if it passes, I think it could help kickstart the next crypto bull run. The Digital Asset Market Clarity Act is the most significant U.S. crypto market-structure bill to reach this stage. It aims to end years of regulatory ambiguity by creating a statutory framework for digital assets. My second bet is that 🟠 Strategy 🟠 (MSTR) gets added to the S&P 500 sometime this fall. One of the reasons they’ve been selectively selling some of their Bitcoin is to help clear the path for inclusion. Under GAAP rules, Bitcoin is marked to market, so big unrealized losses can wipe out profitability and keep them ineligible. By selling a small portion of their holdings, they’re building cash reserves (to cover preferred dividends and reduce dilution risk) and shrinking the size of those mark-to-market swings. That makes their earnings look more stable and “operating-company-like,” which is exactly what the S&P committee wants to see. Happy Investing Everyoneread more
Some of Wall Street’s most bullish price targets on $AMZN right now: Goldman Sachs: $375 Barclays: $365 JPMorgan: $365 Evercore ISI: $355 Citi: $350 KeyBanc: $350 TD Cowen: $350 And I agree with them. AWS is accelerating again, AI demand continues to explode, advertising keeps scaling, retail margins have improved dramatically, and Amazon still has multiple massive businesses under one roof. I continue to believe $AMZN is one of the best long term opportunities in the market. I think this is stronger without trying to give your own exact price target at the end. read more
..... and counting.........using one single KTS #2 Tool. 😂🤣 And I told you exactly how to do it about two years ago. Seriously. Go check for yourself. Open your favorite accounts on this app right now and look at their all-TIME returns. I’ll wait. Nobody’s close. Most portfolios on this app? 😂🤣 In March 2024, I shared a simple ETF approach that could be used to READ, LISTEN to, and TIME the markets to achieve double-digit annualized returns. (KTS #2 – Follow the Sector.) On April 29, 2024, I bought one share of $XME and one share of $XES as part of the “This Is the Way” series to demonstrate the application of KTS #2. Here's yesterday's RE-POST of the original March 2024 post sharing the KTS #2 tool: https://www.blossomsocial.com/posts/KTS-2-Follow-the-Sector-RE-POST__POST-1788528588432-2Vw4Cx2V_qoQV3QbaHcPIAvML And here's the link to the "This is the Way" Series post: https://www.blossomsocial.com/posts/This-is-the-Way-Series-1-KTS-2__POST-1714389509714-79HySrJi_qoQV3QbaHcPIAvML Since April 1, 2025, these two subsectors have returned: $XME: +110% 🏆 $XES: +75% 🏆 While $SPY returned only half of XES and one-third of XME for a measly +38%. 🤢🤮 You could have simply followed my second KTS post and outperformed…….everyone. 🤑🤑🤑 Think about all the TIME you’ve spent building your portfolio since that date? 🤔 Think about how you are juggling the daily ups and downs of economic data, concerned about whether you should be in …. or out of the SpaceX IPO. Is the semiconductor rally over? Is Crypto a buy again? Is the Fed going to raise or cut rates? The country’s debt is unsustainable!?!?!? Silver & Gold are back???? What’s Michael Burry thinking? What’s BlackRock buying? Are software stocks back for good? What’s going on in the Middle East? China and North Korea!?!?!? Russia-Ukraine??? Whatever happened to the ESG movement? Is TRUMP just saying shit to keep markets propped up until the midterms? And is the SpaceX IPO – at the highest level of understanding – just Elon Musk selling a new crypto coin to the Teachers’ Unions??? 🤣😂 You think this helps you. But does it? Does half of what you read really matter? Maybe it’s interesting. Maybe you’d rather be catching every financial news development because it’s your passion. But is it necessary for portfolio outperformance? 🤔 The answer is no. No, it’s not. That should be music to your ears! 😀😃😄😁🙂😊 There are even popular members of this community who preach spending 50–100 hours researching a single company before investing 😂🤪🫨😳🤣😆. And their profile shows an all-TIME return of……………-1.65%! WTF!?!?? In the greatest bull market of their life 😂. Oh geez. Keep it up basement boy - maybe you’ll get there one day? 😂🤣 Meanwhile……. successful investors step back to see the big picture. They read the plan and the strategy we laid out. They see it playing out in real-TIME and are reaping the rewards of their intelligence – and got their weekends back. 😎 Answer this honestly. It’s April 29, 2024, and you get to run it again. Door 1: Buy XME and XES, close the app, and go live your life for two years. Door 2: Your “sophisticated” portfolio, your watchlist, your 100 hours of research, your swing trading. Blah, blah, blah, blah, blah!!! 😂 Which door do you walk through? 🤔 I’ll give you 5 minutes to digest that……even though it should only take you 5 seconds. 😂 Or maybe you’re buying XEQT, VFV and other passive funds? Do you even know how just ONE measly percent of outperformance impacts your retirement age? 🤔😅 If not, read this: https://www.blossomsocial.com/posts/Why-Outperforming-the-SandP-500-Index-Matters__POST-1712844746313-WeQtSmOp_qoQV3QbaHcPIAvML Look at the chart attached and tell me which sector you would have wanted to own over the last 18 months. I’ll tell you what: my first pick wouldn’t be the line at the bottom (S&P 500), but that’s just me. Wanna know the best part? $XME and $XES have chopped sideways for most of this year (2026) building potential energy….and STILL beat virtually everyone on this app. Now wait until that coiled energy converts to kinetic energy! 🚀👩🚀😅😂🤑🤑🤑 And the party isn’t over. I told you when I bought it..…and you had a 2-year window to enjoy my content for free and learn an alternative approach designed to outperform any type of market. The ones who could recognize the true value and listen are now members because they understand that they can outperform for the rest of their lives by stepping back and reading the market instead of the news within the context of the real estate/banking crisis cycle. They’re also the only ones who’ll know when $XES and $XME aren’t favored sectors anymore. Always remember that I want you all to win! But I can’t do it for you. You have to recognize for yourself that conventionalist propaganda will never allow you to outperform… and take the steps to change that. Learn about membership here: https://www.beskarcapitalkts.com/ Natural selection is alive and well. I always give you my best. 🏆 This is the Way! 🏄🌊 read more
Going to start building a small position in $CEG by the end of the month. AI infrastructure can keep growing but only at the pace of energy suppliers. Nuclear energy is by far one of the safest and most efficient energy sources we have today and is now surpassing previous energy sources such as coal. $GEV & $VST are others I wouldn't mind holding but maybe in the future.
Trump wants the stock market to go up; Trump says it is "crazy" that the stock market fell after the August jobs report. “We’re living under false reality… The market should be going UP like a rocket ship.” Seems like someone bought calls!
Sold everything 😒🤦🏾♂️ I love dividend investing like no other !!! But after reading another book 📚 (simple path to wealth) I now am a VOO (S&P500 etf) 📈📉& chill guy !!!! 😎 Especially in my taxable account and my individual Roth. I will no longer watch the market outside of my trading account lol just gonna feed this puppy bil-jac daily !!! $500 invested a month is my goal !!! I’ll get it up to 1k after more debt paid off . Wish me luck !!!! 🫡 #vooandchill ….Oh yea … AND BITCOIN!!!
Trade what's happening, not what you think is gonna happen." - Doug Gregory. Price action trading is the process of reacting to the current price to make entry, exit, and holding decisions. It is replacing opinions and predictions with valid signals. A signal is a quantified reason to enter a trade, stay in a trade, and exit a trade. A signal should either be based on backtests of historical price data showing a past edge or on price-action trading, which can be used to create good risk/reward ratios by setting stop losses and profit targets at entry. Both approaches can be valid: backtested strategies tend to be more mechanical, while using risk/reward ratios tends to be more discretionary. 1. An entry signal can be based on price alone or a technical indicator. An entry signal should give you a better chance of making a profit than randomness. Where you get in should have an edge; whether you are buying a breakout or a dip, there should be a good reason for the entry. 2. A stop-loss should be placed at a price level that signals the trade is not going to work out. A stop-loss is a way to keep your losses small, so you have a better chance of being profitable. A stop-loss helps you assess the risk in your risk/reward ratio. The biggest cause of unprofitable trading is large losses; stop losses prevent them. A trailing stop can be used to tell you when it may be time to take profits because a winning trade may be reversing against you. It is also useful to maximize gains. When a trade moves in your direction, you turn your initial stop-loss into a trailing stop by raising the price level you will exit at to a higher price, both to avoid giving back too many open profits and to have an exit strategy for when the trend bends. 3. A profit target can be the technical level at which your trade begins to have a bad risk/reward ratio due to the extension of price into overbought territory or an extension from a normal trading range. A profit target for price helps you determine if the risk is worth the potential reward. Trading price action requires a quantified system that you create when the market is closed to use when the market is open. Your system has to be one you believe is profitable based on your data. It must align with your risk tolerance and potential return goals.read more
I’m a Millionaire. It Doesn’t Feel Like I Thought It Would. Here’s something that feels strange to say. By the traditional definition of net worth what we own minus what we owe our household would technically be considered millionaires. I’m not saying that as a flex. In fact, that’s kind of the point. When I was younger, a millionaire meant big houses, fancy cars and expensive vacations. Basically, Lifestyles of the Rich and Famous. If you just heard Robin Leach’s voice, congratulations …..you’re probably my target audience. But being a millionaire at 53 looks surprisingly… normal. We have investments and equity in our home. We also have a mortgage, and I still get up and go to work. What got me thinking about this was my friend @williamwang23 Will’s recent post about becoming a millionaire in his early 30s. That’s an incredible accomplishment. But what really stands out to me is that Will became curious about money early. He learned, saved, invested and, most importantly, gave his money time. I didn’t start DIY investing until I was 50. We saved and built home equity, but I didn’t become curious enough about investing and money until much later. And I have to give @moementumfinance Moe credit for the word curious. He talked about it during our panel at BlossomCon, and it really stuck with me. Over the last three years, I’ve asked more questions, learned more and become much more financially literate. I’ve also made mistakes. I’ve posted things that weren’t quite right, and people here have corrected me. I’m good with that. Being financially literate doesn’t mean knowing everything. It means being curious enough to ask questions and open enough to learn from the answers. I wish I’d figured that out at 30 instead of 50. Because Will and I might technically carry the same “millionaire” label today, but he’s given his money decades more time to compound. That’s why the number itself is so relative. Our goal is still to build a $1 million+ investment portfolio by retirement. On paper, our net worth could eventually be well into the millions. But we’re not planning a Lifestyles of the Rich and Famous retirement. We want to travel, enjoy our time, help our kids when we can and have enough that money gives us choices. And maybe that’s the funny part. Technically, I’m already a millionaire. But we’re still working toward becoming what younger me thought a millionaire was. Not the mansion or the yacht. The freedom. The security. The choices. Maybe that’s what being wealthy really means. What does being a millionaire mean to you? read more
Here is the monthly update as promised. I apologize for the delay, I have to make this post after my 12hr shift, I couldn’t find the time earlier. Finally I have some peace now to write this post,after all my kids went to bed. Today was Harvest's payday. I recieved $2,333.22 in distributions from MSTE based on the recent distribution cut to $0.075/share. The recent distribution cut didn't feel good tbh but I understand the reasoning behind the cut, it is to protect the NAV of the fund. Harvest can write more OTM calls allowing MSTE to capture more of the upside when the underlying MSTR rips 🚀. Even with the distribution cut,the yield is still pretty high. I reinvested all the distributions back into buying more MSTE shares. Now I have 32,035 shares with an ACB of $7.97. Since all my registered accounts are maxed out for this year, I am only relying on reinvesting the distributions, to lower my ACB. So far I have been able to bring the ACB down from $19 to $7.97, thanks to the BTC bear cycle. The realistic goal for the end of this year is to get to 35,000 MSTE shares and possibly lower the ACB even further. So far MSTE has paid me $51,172 in distributions. Despite the juicy premuims, I am still 6 figure in the red 😂, it's the same old story of my life 🙈.You can see all the proof in the pics attached below. 2 months ago I was down an eye watering -$200,000 and a laughing stock of Blossom. Currently I am down -$174,500 and still a laughing stock 😂🤞 I guess. That's an improvemt of $25,500, not including the distributions. The numbers look much better if you add in the distributions received to calculate the total returns more accurately. But I am lazy and tired, ain't Nobody got time for that, lmfao😂. I am sure there are many smart people here on Blossom, who will be able to calculate the total returns far more accurately than I can. Honestly at this point I don't care, one day I will see GREEN 🟢, its been soo long seeing just RED 🔴. Recently $BTC ,$MSTR/ $MSTE have been on a 🚀 tear lately and I am loving it. Hopefully this upcoming bull run for the next 3 years will bring outsized performance to my portfolio and I get to see new ATH 🤞 My conviction in MSTE still stays the same, I am one stubborn Bull 🐂, I dont panic or budge from my conviction / decisions that easy. I have already crashed and burned, now it's time to rise from the ashes and shine bright like a Diamond💎 🙈 lmfao 😂. Fair warning 🛑🛑, never follow me, just enjoy my roller coaster journey, or you will get burned. I have no finance background to back my investing decisions. Nor will I ever ask you to buy my MSTE 101 course for a small fee / donation of $1000 lol 😂😎. You can enjoy my endless rants for the upcoming few years for free, till I am officially in the GREEN. Tread these crocodile ($MSTE)infested waters carefully at your own risk. I wonder how the portfolios of other MSTE whales of Blossom @garygill@adrian_pii@monthlymint@ccetf@anbha@onmargin and many others that I can't even recall are doing. I am just a small tuna fish compared to them. Anyways that's it for this update, I am tired now, goodnite 💤💤 See you next month with another update, till we meet again, stay Blessed and keep hustling.read more
I pay for the base ad form of Netflix, Prime, Crave, and Disney. Guess who has the shortest ads? I am a huge fan of season 2 of The Gentlemen so far. Check it out I tolerate the 1 minute+ adds on Crave, Prime, et. al. But it seems $NFLX does only 15 sometimes 30 second ads? Double the runway for advertisers. Anyone else finding a similar thing?
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
A simple one: Do you own at least ONE stock or ETF in the commodity space? (oil,gas,coal,uranium,gold,silver,wheat,rare earths, etc.) This is the Way! 🏄♀️🌊🏄♂️🌊🏄🌊
One thing I’ve realized from being on here: you don’t need to have the biggest portfolio or know everything about investing to start building wealth. I’m just sharing my journey, the buys I make, the mistakes, and what I’m learning along the way. If you’re also trying to grow your portfolio over the next 5, 10, 20+ years, follow along. Would love to build this little investing community together. Have a great weekend everyone! $VTI$XEQT$VOO$NVDA
Trump says the US is striking Iranian targets near the Strait of Hormuz and warns Iran not to retaliate. the “biggest attack of them all” is “waiting in the wings” Brent oil is nearly +8% on the day and the $VIX +6%
This is the second thing that I hear all the time. The one I don't agree with. I heard it with $PLTR in 2023. I heard it with $NVDA in 2022. I heard it with $AMD in 2024. NOTHING IS BAKED IN. I mean if we're talking about a week-long time frame and earnings are coming up, maybe you could say it's baked in. But I've seen people be wrong so many times. This isn't a bakery, very few things are actually "bAkEd iN". No one has any idea if a stock is going to up, down or sideways. Stocks surprise me all the time, and usually it's when I'm buying right before a run and people are always telling me it's already priced in, it's already baked in. I hear it right before Nvidia earnings. If I would have listened to those people, I never would have made any money. Have a great weekend everyone.read more
The $31 Trillion US Economic Engine, Broken Down by State 🇺🇸 This Visual Capitalist graphic puts the sheer size of the US economy into perspective. With national GDP hitting $31 Trillion, a handful of powerhouse states generate a massive share of total output. Quick takeaways for DIY investors: * The Big Four Heavyweights: California ($4.3T), Texas ($2.9T), New York ($2.5T), and Florida ($1.8T) make up nearly 35% of the entire national GDP. To put that in perspective, California's economy alone is larger than the entire GDP of the United Kingdom or Germany. * Regional Specialization: The US economy gets its strength from diversity, tech, and entertainment in the Far West, oil and manufacturing in the Southwest, finance in the Mideast, and agriculture across the Plains. * The "Trillion-Dollar Club": Only 6 states cross the $1T mark (CA, TX, NY, FL, IL, PA), yet they carry almost half of the country's economic output. When allocating across broad funds like $VOO or $SPY, you are effectively buying into a globally diversified mega-economy driven by these heavy-hitting regions. Which region's growth profile do you favor over the next 5–10 years? Would you add International and Emerging markets to your VOO/SPY, and how much? read more
Oh, I'm sorry... did that come off sarcastic? I really mean it though. I'm no pro, by any measure, but I do my best and I like to think I'm getting better as I go. I've beaten the market (whatever the hell that means) every year, since opening my Wealthsimple account five years ago... but modestly... I'm no savant and haven't found the "secret" stock that "everyone is ignoring". This year, I'm behind the market and it's become clear that it's because of some blindspots. So, the plan is to keep doing what I'm doing, which is to say, stay open and flexible and learn from mistakes (but always remember to celebrate the wins)! Here are a few tips I've learned along the way: 1. Surround yourself with people who are better/smarter than you. 🤓 Watch them closely and track their claims/trades. 2. Filter out the angry/negative people. I call mine "Bradleys", but you can call yours whatever you want. 😜 These dudes (yes, by far, mostly men), are typically stuck in their ways and get really pissed if anyone does things differently. 3. Watch videos, read articles/books, listen to podcasts. Try to avoid the "this is the next big stock!" types. 4. Take all of this and use what you've learned while you explore websites like Finviz, Tradingview, Seeking Alpha, StockAlalysis, etc. 5. Don't be a 🐱 . Learn to recognize when you have a good idea and commit. Also, recognize when you 💩 the bed and take the loss. 6. Don't be a 🍆 . Be nice and helpful to the people who know less than you, or shut the 🤬 up. So, I don't know why I felt the need to write this. Probably, I have some sort of disorder... not that there's anything wrong with that! 😜 Here are some stocks that caught my interest recently. Two of these were put on my radar by @moe_on_margin (see step 1) and one of them, I liked enough to take a small bite from. read more
