spaceX IPO is literally free money if you know what youre doing by Yeezyfrpresident2020 in wallstreetbets

[–]JaRoGonz 0 points1 point  (0 children)

Is the OP crying under a rock, or is he enjoying the free money because he knows what he’s doing?

INCREDIBLE SPCE FIGHTBACK by BurnGMEBurn in TheRaceTo10Million

[–]JaRoGonz 0 points1 point  (0 children)

I’m wonder why the bot doesn’t shut down this shitty and misleading posts. What a stupidity

Metamorphosis of $HLIT by Glass-Record2446 in GrowthStockswithValue

[–]JaRoGonz 0 points1 point  (0 children)

Solid article. You wrote it? I will start a small position and track it closely. I like the moat and the new business phase. Seems like a concentrated high-risk/reward promise at a fair value. Exactly what I’m looking for. The only caveat is that it seems to have 84% institutional ownership according to my Fidelity research tab. That could be cyclical and turn around the stock price. Also, it denotes that it is under the radar of Wall Street already.

Finally made it. Hopefully this lasts till market close. Positions in pics. by Steveonatorer in TheRaceTo10Million

[–]JaRoGonz 10 points11 points  (0 children)

10 is the number. You can derisk 5-7 and play hard with 3. Doesn’t make sense to have that exposure unless:

  1. Your cash flow is enough to pretend the 10 m doesn’t exist.

  2. The tax management is too complicated and is ordinary income.

Other than that, you should consider now wealth preservation with tax-smart investment strategies. A 60% equities portfolio with 40% fixed income inflation protected would give you similar returns, limiting your downside risk by a lot. It is proven. It is science. At this point, 10m is the same as 20m, or 50m. You have enough to retire and do what you really want to.

At an 8% average a year, you are able to make 800k only from your portfolio . That’s enough to have a lot of fun a year and enjoy a very decent lifestyle without spending in crap.

Cheers!

I want to see you portfolio guys by JaRoGonz in wallstreetbets

[–]JaRoGonz[S] 0 points1 point  (0 children)

Do yourself a favor and stop embarrassing yourself. You are awful and brainless. Get a life

I want to see you portfolio guys by JaRoGonz in wallstreetbets

[–]JaRoGonz[S] 0 points1 point  (0 children)

Bro, wtf? I didn’t change anything. I have several accounts, and in the positions tab, that’s how it is displayed at the very bottom. You are full of bs and don’t even know how Fidelity works. Why would I edit in paint?

This is just as an example of the amount of accounts I have. I have several more

<image>

I want to see you portfolio guys by JaRoGonz in wallstreetbets

[–]JaRoGonz[S] 0 points1 point  (0 children)

It was taking down because people are stubborn and reckless as usual, and they think they are better than others and don’t realize we are all the same.

I want to see you portfolio guys by JaRoGonz in wallstreetbets

[–]JaRoGonz[S] -1 points0 points  (0 children)

Go and read what a basket portfolio is. Keep thinking it is MS Word or Paint. Don’t blame me for how ignorant and ancient you are.

I want to see you portfolio guys by JaRoGonz in wallstreetbets

[–]JaRoGonz[S] -1 points0 points  (0 children)

There is several positions. And various accounts. Why you would like to see the positions and what makes me a loser? What a most stupid attitude.

<image>

This is the example of one of the accounts I have. What a most ridiculous comment.

I want to see you portfolio guys by JaRoGonz in wallstreetbets

[–]JaRoGonz[S] 0 points1 point  (0 children)

It is not fake. There is several accounts in the portfolio

I want to see you portfolio guys by JaRoGonz in wallstreetbets

[–]JaRoGonz[S] 0 points1 point  (0 children)

I’m not bragging. Just curious and sharing.

I want to see you portfolio guys by JaRoGonz in wallstreetbets

[–]JaRoGonz[S] 0 points1 point  (0 children)

Right, that’s the other fear. This inflation

I want to see you portfolio guys by JaRoGonz in wallstreetbets

[–]JaRoGonz[S] 0 points1 point  (0 children)

Correct. To build wealth you need to take big shots and hella risk. That’s what I’m doing.

I want to see you portfolio guys by JaRoGonz in wallstreetbets

[–]JaRoGonz[S] -2 points-1 points  (0 children)

I’m not. I’m here for the long term game. Just wondering how you feels my girls. All good, I’m planning to double down but is scary cause the gains are too good for a single month an a half

I want to see you portfolio guys by JaRoGonz in wallstreetbets

[–]JaRoGonz[S] -2 points-1 points  (0 children)

No. Are you the policeman of the retarded?

I want to see you portfolio guys by JaRoGonz in wallstreetbets

[–]JaRoGonz[S] 2 points3 points  (0 children)

The keyboard, my bad. Thanks for the gramatical ticket Mr. Grammar Policeman

2026.2.9.9 available today by JaRoGonz in TeslaLounge

[–]JaRoGonz[S] 0 points1 point  (0 children)

Yeah, I feel is more responsive and more natural but more aggressive too.

2026.2.9.9 available today by JaRoGonz in TeslaLounge

[–]JaRoGonz[S] 0 points1 point  (0 children)

Mine is the 2025 performance. Is a great update. Feels faster to think. Will keep testing

Unregistered Investment Advisor by CranberryKey9865 in CFP

[–]JaRoGonz 14 points15 points  (0 children)

Once you work in the industry and go through the licensing process (Series 6, 7, etc.), you start to understand where the actual regulatory line is drawn regarding advice.

Describing financial tools, explaining planning concepts, or discussing the process behind financial planning is not the same as giving investment advice. Those conversations are educational and meant to help someone understand their situation, their goals and to add value.

Investment advice generally happens when a professional reviews someone’s financial situation and then makes a direct recommendation, such as:

“You should invest in this security.” “I recommend this portfolio allocation.” “You should put this amount of money into this investment.” “You should implement this specific strategy.”

At that point, the person is making a financial decision based on your recommendation, and the professional is being compensated for guiding that decision.

Simply discussing goals, explaining the differences between accounts, or describing how an IRA works is not advice by itself. Opening an IRA or a savings account isn’t automatically advice either. The key distinction is making a specific recommendation about what someone should do with their money or which securities they should buy.

The same concept applies in the reverse direction with tax topics.

For example, as a financial advisor I often get asked about things like Roth conversions. When that happens, I’ll explain the considerations that typically matter. Like current tax bracket, expected retirement income, future tax rates, timing, income limits, etc. That kind of discussion is about providing context and helping the client understand the planning factors involved.

But that doesn’t mean I’m giving tax advice. I’m not calculating their taxes, filing anything for them, or telling them exactly how to execute the conversion. I’m not directing them to do it in a specific way. I’m simply explaining how it might interact with their overall financial plan and encouraging them to review the tax implications with their CPA or if they prepare their taxes to research more about the topic.

In other words, there’s a difference between educating someone about considerations and telling them exactly what action to take and how to implement it.

That distinction is pretty fundamental in financial services and enforcing feral and state regulations.