Finally added Broadcom to my portfolio. I’ve had this one on my watchlist for a while, and I kept coming back to it. I like the company’s exposure to AI, networking and custom chips, but what really made me want to own it is that it gives me another way to play the AI growth story without putting everything into the same type of company. Starting with a smaller position and will see how it goes. 📈
I’m a new investor just getting started with a little help from AI and online research. I’m interested to know what more experienced investors prefer or if I’m missing the mark altogether!
Thirteen days ago I wrote that $LLY had cooled and I was waiting, not chasing. The demand had dried up, its leadership slipped, the cycle turned to caution. The base was intact, but the moment was gone. Here is the follow-up, because the tape had the final say. $LLY did not come back. It got weaker. On my scanner it went from a wait to a skip. The demand still has not returned, the buying volume is flat on the floor. Its relative strength slipped further, it is still not leading. It is still sitting in the caution zone, not strength. The one thing holding firm is the same as before, the ownership, the institutions still hold it. So the foundation is intact and everything on top of it is still soft. It closed near 1138, and the clean entry I said I was waiting for never formed. That is the whole point. A great company whose moment has not arrived is not a trade, it is a wait. Chasing $LLY two weeks ago would have been chasing a memory of strength, exactly what I said. Patience was the position, and it still is. Not investment advice. 🐝
Apple owned the keynote week: the first foldable, the new Pro line, a fresh Watch, iOS 27. And the tape answered, closing Friday at 332.3. Here's the read, both lenses: $AAPL shows relative strength at the very top of my scale, a clean leader, momentum favoring the long side, volume building through the event. That's the long watch, not the weakness side. Wall Street carries a buy with a target barely above the price, yet one widely followed model pegs fair value near 225, about a third below where $AAPL trades. Near 38 times earnings. The Street likes the story and is paying up for it. Two levels I'm watching: the overhead at 342.4 is where the leadership extends. Lose the floor at 316.0 and the premium is catching up. Earnings land October 29, after the close. That's the test. The full map, every level and how I read them together, is in the newsletter. A great company and a full price can both be true at once. I watch both. Not investment advice 🐝read more
A month ago I flagged $AMAT as a great company at the wrong moment: record revenue, raised guidance, and a stock that still would not move. Here is the update, because price answered, not the headlines. $AMAT fell from its highs near 700 to 426.1 in early September, bounced, and is steadying in the mid-450s, closing Friday at 456.5. But it is still under its weekly pivot at 460.4. And the tell: on Friday, when all four indexes closed green, $AMAT closed red. Relative strength is on the floor, a true zero, and volume ran below average all week. So which list does it belong on? Not the long watch, not yet. This one sits on the short watch, the weakness side. What would flip it: a reclaim of 460.4, then 470.2, held on volume. Below 446.7 it reopens 436.9, and a loss of the 423.2 to 426.1 zone puts the downtrend back in motion. $AMAT the business is excellent. $AMAT the stock stays on the weakness list until the levels say otherwise. Not investment advice.🐝 read more
My best month so far! This is now the return to beat. No pressure just a goal. This is a lot more rewarding than just DCA on mutual funds! How was your month?
My Canadian portfolio evolved 🦋 🌼 Original: $CNCL, $HDIV, $HMAX, $HPYT, $HYLD, $LIFE, $NVHE, $QMAX, $UMAX and $YTSL. 🌹 Today: $BANK, $CANY, $EBNK, $HDIV, $HHIS, $HMAX, $HYLD, $NVHE, $UTES and $YTSL. I focused on diversification, underlying exposure and income sustainability. A little over a year ago, I started my investing journey buying 20 high-income covered-call ETFs: 🇺🇸 U.S. ETFs $QQQY $IWMY $USOY $ULTY $RDTE $LFGY $CONY $MSTY $AMZY $PLTY 🇨🇦 Canadian ETFs $CNCL $HDIV $HMAX $HPYT $HYLD $LIFE $NVHE $QMAX $UMAX $YTSL Since then, I’ve changed my strategy quite a bit. 🙅♀️I sold all 10 U.S. income ETFs: QQQY → sold IWMY → sold USOY → sold ULTY → sold RDTE → sold LFGY → sold CONY → sold MSTY → sold AMZY → sold PLTY → sold I used the proceeds to buy VT, replacing the U.S. covered-call ETFs with a broad global equity growth position. The result today is roughly: $60K in 10 Canadian income ETFs ➡️ my income experiment The rest ➡️ growth-oriented investments with a 10+ year investment horizon: 🇨🇦 $XEQT 🌎$VT 🇺🇸$VTI ‼️Looking back, this was an exceptionally favorable 12-month period for many of these funds. Several produced very strong total returns. I need to see what happens during a bear market, and this portfolio hasn’t experienced one yet. read more
Recently, @emanuelepgd and I attended a few finance events and connected with so many great people in the community. Almost every conversation turned to our strategy—how we invest, how we engineer yield, and how we track our cash flow. Over and over, people kept telling us: “You two need to start a YouTube channel.” So here we are. We just uploaded our very first video on our channel, The Passive Growth Duo: 5 Years of Investing: Our Entire $319K Portfolio Revealed https://www.youtube.com/watch?v=LhsXkjnn1zU When we started investing five years ago, we were not clear on the path. It took years of trial, error, and tweaking to build a clear approach centered on cash flow and long-term stability. Today, we consider ourselves hybrid investors: most of our portfolio is allocated to passive income-generating assets, balanced by a strong growth core to keep the base stable. Rather than just talking about abstract concepts, we decided to show everything from day one—100% real numbers, slides detailing our strategy, and the custom trackers we coded to log all our distributions. What we cover in the video: - Household Strategy: How we split our portfolio between passive income generation and growth assets. - Account Deep Dive: A complete view inside each individual account. - Distribution Logs: Exact monthly distributions received and total cash flow to date. Check out the link above or search The Passive Growth Duo on YouTube to watch the video, and subscribe to follow along as we share more of our system. What did your strategy look like when you first started out compared to where it is today? Let's discuss in the comments. read more
