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01-08-2025, 11:20 AM | #14176 |
Supporter
Join Date: Apr 2007
Location: Scott City KS
Casino cash: $-495266
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Interesting graph I ran across in a newsletter that stole it from JPM Wealth Management.
It graphs the 10 year returns after the S&P at various Forward PE levels. I'm a homer douche about the S&P500. Maybe I should be less. Problem is I'm guessing if I get too crazy, I'll have trouble outperforming the S&P materially, so maybe the answer is keeping a little bigger cash position or *gasp* bonds. (I ****ing hate bonds). Anyway, it may mean nothing, but zooming out I think has value. Newsletter I got it from - not particularly valuable, but full disclosure. https://oaktreecapital.com/insights/...n-bubble-watch |
Posts: 59,451
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01-08-2025, 11:24 AM | #14177 |
Andy Reid Supporter
Join Date: Apr 2012
Casino cash: $-540389
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Sticking with the big 7 and my 2 favorite ETF/Buffett stocks.
Apple Microsoft Meta Tesla Amazon Nvidia FZROX-if you have Fidelity get this. No expense ratio! BRK-B
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Mike Greenberg@Espngreeny I can’t fathom what it must be like to be a fan of the #Chiefs. Adopt a Chief: Jared Wiley |
Posts: 50,677
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01-08-2025, 03:36 PM | #14178 |
2 Legit 2 Colquitt
Join Date: Sep 2010
Casino cash: $2865754
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This week I set up Actual Budget for budgeting and tracking my investments. It's an open source alternative to YNAB or Mint. It's free so I only pay $1.50/month for the real time transaction API. I'm liking it so far.
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Posts: 4,830
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01-08-2025, 05:31 PM | #14179 |
Veteran
Join Date: Jan 2005
Location: SLC, UT
Casino cash: $7162450
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I don’t think that’s what free means.
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Posts: 2,361
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01-08-2025, 05:47 PM | #14180 |
Kind of a mod
Join Date: Aug 2005
Location: Donkey Land
Casino cash: $-783101
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Posts: 52,969
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01-08-2025, 09:19 PM | #14181 |
Veteran
Join Date: Jan 2005
Location: SLC, UT
Casino cash: $7162450
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Posts: 2,361
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Today, 09:40 AM | #14182 |
Supporter
Join Date: Apr 2007
Location: Scott City KS
Casino cash: $-495266
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Another round at the whipping post for the AI stocks.
Hilariously, the tiny amount of individual stocks is the only green in my portfolio. Yikes. |
Posts: 59,451
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Today, 09:51 AM | #14183 |
Andy Reid Supporter
Join Date: Apr 2012
Casino cash: $-540389
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I have 10k on the bench and am considering buying more Tesla as it’s on sale.
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Mike Greenberg@Espngreeny I can’t fathom what it must be like to be a fan of the #Chiefs. Adopt a Chief: Jared Wiley |
Posts: 50,677
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Today, 09:56 AM | #14184 |
Kind of a mod
Join Date: Aug 2005
Location: Donkey Land
Casino cash: $-783101
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I've always been leery of Tesla, and today is no different. Elon has alienated his core target market, and the current administration (ironically) doesn't seem to be particularly friendly to EVs. If you're playing the long game, it might work out, but you'd need to be in for a crazy ride.
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