Money Investing megathread extravaganza - Page 946

**DaFace** · 06:35 PM

A place to talk about investing stuff.

**Buehler445** · 01-08-2025, 11:20 AM

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

RunKC · 01-08-2025, 11:24 AM

Sticking with the big 7 and my 2 favorite ETF/Buffett stocks.

Apple
Microsoft
Google
Meta
Tesla
Amazon
Nvidia

FZROX-if you have Fidelity get this. No expense ratio!
BRK-B

ReynardMuldrake · 01-08-2025, 03:36 PM

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.

UteChief · 01-08-2025, 05:31 PM

I don’t think that’s what free means.

**DaFace** · 01-08-2025, 05:47 PM

Quote:

Originally Posted by UteChief

I don’t think that’s what free means.

Pretty affordable, though. I spend $120/year on Quicken. (Granted, that also includes some invoicing features that my wife uses for her consulting work.)

UteChief · 01-08-2025, 09:19 PM

Quote:

Originally Posted by DaFace

Pretty affordable, though. I spend $120/year on Quicken. (Granted, that also includes some invoicing features that my wife uses for her consulting work.)

I was only joking.

06-27-2016, 11:23 AM
DaFace Kind of a mod Join Date: Aug 2005 Location: Donkey Land Casino cash: $-743101	Investing megathread extravaganza A place to talk about investing stuff. Last edited by DaFace; 02-19-2021 at 06:35 PM..
Posts: 52,955

01-08-2025, 11:20 AM	#14176
Buehler445 Supporter Join Date: Apr 2007 Location: Scott City KS Casino cash: $-455266	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: 59,431

01-08-2025, 11:24 AM	#14177
RunKC Andy Reid Supporter Join Date: Apr 2012 Casino cash: $-500389	Sticking with the big 7 and my 2 favorite ETF/Buffett stocks. Apple Microsoft Google Meta Tesla Amazon Nvidia FZROX-if you have Fidelity get this. No expense ratio! BRK-B __________________ 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: 50,635

01-08-2025, 03:36 PM	#14178
ReynardMuldrake 2 Legit 2 Colquitt Join Date: Sep 2010 Casino cash: $2905754	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.
Posts: 4,827	1 1

01-08-2025, 05:31 PM	#14179
UteChief Veteran Join Date: Jan 2005 Location: SLC, UT Casino cash: $7182450	I don’t think that’s what free means.
Posts: 2,361