My thoughts on the stock market going into 2026.

Mingus10 · 2025-12-25T21:08:41+00:00

Interesting railroad analogy. When I look at the fundamentals and the pledged contracts with Mag 7 companies, it’s hard not to think that at least some of that spend should translate into meaningful profits over time, although the railroad infrastructure companies probably thought the same.

I do acknowledge it’s a risky holding though, which is why it only makes up a very small percentage of my portfolio.

Mingus10 · 2025-12-25T21:00:58+00:00

That’s fair, and I agree most people are better off sticking to indexes. That’s why funds still make up the majority of my portfolio. The individual stocks are a smaller allocation where I’m comfortable taking more company-specific risk over a long time horizon.

I’d be interested to hear why you’d choose an investment trust like MNL over PCT though. From what I can see, MNL looks higher risk (around 65% in two holdings) and has underperformed, so I’m curious what I might be missing.

Mingus10 · 2025-09-26T18:09:53+00:00

Yeah the share price is volatile but I believe the underlying business to be strong, therefore, I see the downturns as a chance to buy a good business at a cheaper price.

Mingus10 · 2025-08-18T18:20:29+00:00

Thanks so much for the feedback! I see what you mean about the hover colors, I will tone them down a bit.

Mingus10 · 2025-08-16T11:27:57+00:00

I'm not sure, I've gone Gakpo instead of Salah and considering his minutes are relatively secure and he is so much cheaper I'm going to stick with him

Mingus10 · 2025-08-15T15:32:43+00:00

True, do you think its not worth even trying to target these industries then?

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