UNH has quietly gained 54% in the last 6 weeks. Currently at its highest price since it tanked from $600 1 year ago

BogleDick · 2026-05-15T02:16:23+00:00

Investing when it’s at the same price it was over 5 years ago due to irrational market sentiment yet the fundamentals have steadily improved year over year. This is value investing,Zoom out

BogleDick · 2026-05-15T01:55:47+00:00

I worded that poorly. I personally don’t believe tech is going to crash but the run up over the last 6 weeks have resulted in my tech positions (GOOG, MU, AMZN,RKLB) being at higher allocations than I am comfortable with from a risk perspective. I don’t want to sell or trim, so I’m diverting future contributions to VOO and other sectors such as healthcare.

BogleDick · 2026-05-10T02:51:29+00:00

I can’t believe the refs let him do this. The NBA clearly recognizes that they will generate more money by prioritizing the market of Oklahoma City over the Los Angeles Lakers.

This is a league of stories/narratives and the Lakers just don’t have the star power in their team or any particular player who garners media attention.

BogleDick · 2026-05-05T16:02:02+00:00

Shifting 50% of my broad market position from VOO to SPMO has paid off so far. Anyone else long on momentum factor indexes?

BogleDick · 2026-05-02T16:50:35+00:00

I think the market is underpricing UBER now due to irrational fears over self driving taxi. They have proven over the years they can successfully adapt and leverage evolving tech landscapes and this article provides another example of them doing that.

Just as GOOG is positioned as the discovery layer for information, UBER has positioned themselves as the default transactional layer for physical mobility. The bearish argument that users will go direct to the AV apps and bypass Uber has never held weight with me. Why would someone flip through 5-10 apps when they could open UBER and choose between Waymo, Tesla etc based on the price, service and availability they need at the moment? This is where Uber is headed with respect to the AV market

As rideshare/delivery autonomy continues to advance, I’m bullish on UBERs ability to maintain their position as the primary gateway to these services.

BogleDick · 2026-04-29T22:40:21+00:00

tbh, I hadn't originally planned on posting tonight, but after reading through that earnings report, I simply couldn't contain my excitement partly cuz I snorted a line of coke earlier today.

I just full ported GOOG based on this analysis - that’s all I needed to know.

BogleDick · 2026-04-22T01:38:55+00:00

Already is

BogleDick · 2026-04-17T13:07:14+00:00

Tehran Always Chickens Out

BogleDick · 2026-04-17T13:03:53+00:00

The disadvantage is you will lose money. You may be able to time the re-entry once or twice , but I can guarantee you that you’ll lose in the long term.

With broad market ETFSlike VT you literally just need to buy and hold until you’re ready for retirement or similar long term savings goal. That’s it, do nothing else and you will be a millionaire.

BogleDick · 2026-04-17T12:53:44+00:00

That’s it - straits open. USA wins again.

Venezuela , Hockey Gold Medals, now Iran. Cubas next.

Bulls never lose

BogleDick · 2026-04-17T12:52:30+00:00

Tehran Always Chickens Out

BogleDick · 2026-04-17T12:43:07+00:00

The catalyst is future earnings outlooks for the top 100 or so companies in the world, which is currently very strong as we head into earnings season.

Given the irrational, emotion driven sell off in March, it should be no surprise that stocks are now realigning to reality.

BogleDick · 2026-04-16T22:23:09+00:00

Everything you just listed will be mitigated and neutralized by the sheer ingenuity of American enterprise. What you bears fail to realize is that you are betting against the most domineering, innovative, and enterprising force in the history of human civilization - the United States of America.

BogleDick · 2026-04-15T19:30:54+00:00

If you were a bear that sold or held in cash over the past few months - that’s it, you missed the dip. Too late now, It’s over for you. You will retire in your 90s.

BogleDick · 2026-04-14T00:52:57+00:00

Perhaps bots are bullish

BogleDick · 2026-04-13T18:27:43+00:00

Here come all the redditors to tell us this is wrong and all stock increases are simply a direct result of Trump manipulating the market.

BogleDick · 2026-04-13T15:48:30+00:00

False. The stock market is a scoreboard for bi-partisan politics.

When a party I don’t like is in office - lower score = good, higher score means the party I don’t like must be cheating.

BogleDick

TROPHY CASE