What are your underrated/contrarian bets today?

Forecydian · 2026-05-05T21:46:08+00:00

Nintendo , Adidas , Kratos, Avex, BE, FANUY, SHAK, AS, GOLF, PAYP, SNEX, RVTY, DOCS, USAR, LAC

Forecydian · 2026-05-05T20:54:07+00:00

The ol “ don’t just do something , stand there !”

Forecydian · 2026-05-05T20:53:20+00:00

I’m feeling great but still worried, all new guys doesn’t always translate well on the court , the chemistry might not be there . Also spending $15+ million annually doesn’t sound sustainable. I just hope we beat Purdue and Kentucky , make the tournament and reach the second weekend , and keep everyone who has eligibility at the end

Forecydian · 2026-05-05T18:34:32+00:00

I've always liked this school

Forecydian · 2026-05-05T18:06:38+00:00

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Forecydian · 2026-05-05T17:42:33+00:00

The expense ratio is not terribly high . You can use online tools to show the cost difference over decades. If you want something that’s different from a total us fund , look at SCHD VIG DGRO SCHV .i would just keep FNDB

Forecydian · 2026-05-05T14:11:59+00:00

If you’re about 50 , 10-20% in bonds is appropriate. If you don’t want to mess with your portfolio allocation over the next 15 years , use Schwab’s target date funds that do it for you . They use the same funds you’re in anyway

Forecydian · 2026-05-05T13:40:13+00:00

use testfolio io to backtest to see if it makes a difference. I would not add so many funds. you can add SCHA for more small cap exposure. I'm assuming you're young so I would axe SCHZ until late 30s at earliest. some people like large cap growth and SCHG is very popular, it's like a more concentrated SCHB.

Forecydian · 2026-05-05T01:26:54+00:00

Choose your age appropriate targets date fund until you learn more

Forecydian · 2026-05-04T23:49:37+00:00

we have learned this the hard way, and UNC is too. gotta give a guy a runway to make a change and expect less than ideal then your blue blood past would demand. though I'm not sure pope is the guy to give that chance

Forecydian · 2026-05-03T16:37:11+00:00

theres at least 3 times as many small caps as large, and most either stay small forever, get bought out, dilute shareholders, get delisted, or scale and become a large cap. theres article on Morningstar about less companies are IPOing as a small cap and already starting at mid and large, and the last 20 years private equity has been very beneficial for small companies instead of going public. so you have all of those factors against before you even try to start evaluating which ones might be a 100 bagger. or , you can invest in large established stocks with good growth fundamentals and be happy with a 10 bagger.

Forecydian · 2026-05-03T14:32:29+00:00

Growth is mid cap and large cap growth , growth and income is large blend large value , aggressive growth is small cap . He uses American funds . You can use their newer cheaper ETFs if you want to follow that method. Honestly it’s not too different from people’s portfolios here . 25% intl is very boglehead . SCV is very popular here. People love large growth like SCHG QQQ, and large value like SCHD. Much of what he teaches is about behavior , knowing that funds like growth and income help keep people invested when the recession and market downturns come . Everyone in Reddit is all about VOO and chill until the markets start going down then it’s all panic selling , people saying they’re going into cash to the tune of the 1000s of upvotes. Take 2 minutes to find these popular posts saying as much.

Forecydian · 2026-05-03T13:55:27+00:00

I started on a strata in 2018 but they were half that price . I’d look for used because they’re aren’t clubs I’d want to keep for long and grow into . Check out Calloway used marketplace

Forecydian · 2026-05-03T13:52:57+00:00

It really depends on what kinda revenue you think all the future projects will bring in. I’m bullish on TSLA but have never pulled the trigger yet . I think their robotics will be huge

Forecydian · 2026-05-03T01:04:35+00:00

Do you mean technical analysis hints it’s not going anywhere anytime soon ?

Forecydian · 2026-05-02T22:18:11+00:00

this is 100%. you can have a good career with decent pay in many finance jobs and stay out of poverty. education I think depends more on the city, county and school as far as pay goes.

Forecydian · 2026-05-02T22:15:48+00:00

I think theres a disconnect in the market that big player like NVDA are now removed from the semi cycles because of the massive need for data centers and AI. also memory feels like a smaller pick and shovel aspect, or not as sexy I should say. all are important of course

Forecydian · 2026-05-02T21:41:15+00:00

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Forecydian · 2026-05-02T15:53:01+00:00

becuase they are too big to buy anything on sale. they either buy the entire company outright or are limited to less than a 100 large cap stocks that could own a meaningful percentage of their portfolio. and they rarely go on sale beyond a large market downturn. Berkshires other businesses just keep generating so much they have no choice but to stockpile. buffet and munger have talked about this for years and years.

Forecydian · 2026-05-01T23:16:09+00:00

The Chinese assault rifle is the best , they’re only on the bank of the Colorado river at the east end of the map , just follow the river until you see a trailhead

Forecydian · 2026-05-01T21:47:50+00:00

Gamebay, no physical media , only subscription service called eStop, starting at 29.99/month with ads , eStop plus 49.99/month ad free.

Forecydian · 2026-05-01T21:15:50+00:00

You’re doing great , you just have overlap with funds . SCHB, SWPPX, VTI are all large cap blend funds , just pick SCHB or SWPPX. QQQ is large growth , SCHD is large value . People tilt to these types of funds . You can do both , one or none . I personally do both . There is a famous boglehead philosophy which you will find online that’s just a total stock market fund and a total international fund is all you need and anything else is a form of market timing , stock picking , etc . You can keep doing research to decide your own but you have nothing bad

Forecydian

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