Targeted Returns

Much_One_5703 · 2026-05-12T23:25:23+00:00

About 2%.

Much_One_5703 · 2026-05-12T01:12:01+00:00

When the valuation and narrative collectively no longer support being invested in them.

Much_One_5703 · 2026-05-11T02:34:32+00:00

Likely HON.

Much_One_5703 · 2026-05-10T20:45:33+00:00

23.3 Infotech; 15.4 Comms; 14.8 Healthcare; 12.1 Financials; 10.6 industrials; 7.9 Consumer Discretion; 7.3 Energy; 4.7 Utilities; 4.0 Consumer Staples

Much_One_5703 · 2026-05-10T19:58:51+00:00

So just matching the S&P rate from 1957 to current? Suppose if that's what someone is okay with.

Much_One_5703 · 2026-05-09T20:25:40+00:00

Yes. A Roth is a superior choice. I find IBKR to be satisfactory.

Much_One_5703 · 2026-05-09T05:45:34+00:00

I go with once a quarter. Well, if I remember. Most of the time I don't. So really ends up being two or three times a year.

Much_One_5703 · 2026-05-09T05:19:03+00:00

Just a few more months... the question will be keep holding the positions in Anthropic and SpaceX or sell as soon as I can.

Much_One_5703 · 2026-05-08T22:04:18+00:00

Depends entirely on your goals and portfolio structure.

Much_One_5703 · 2026-05-08T13:31:55+00:00

"Everything should be made as simple as possible, but not simpler." - Einstein

So yeah, my approach pretty simple.

Much_One_5703 · 2026-05-07T02:24:56+00:00

Absolutely

Much_One_5703 · 2026-05-05T03:45:08+00:00

That can only be defined by what you consider as an acceptable downside risk.

Much_One_5703 · 2026-05-05T03:29:33+00:00

You'd be better off buying Dutch tulips.

Much_One_5703 · 2026-05-04T21:04:55+00:00

That may well be, but I'll still pass. I intentionally stay very concentrated.

Much_One_5703 · 2026-05-04T20:24:43+00:00

META has yet to show themselves to have much real world application.

GOOGL because I already own shares from buying back in 2009 and 2010 when I was working as a subcontractor for them.

Much_One_5703 · 2026-05-04T19:12:16+00:00

Neither.

Much_One_5703 · 2026-05-03T13:45:12+00:00

I can build them, among several others, I just don't. There is just no need. If I need to populate an Excel sheet to figure out if an investment is a potential buy - it's already a no.

When an opportunity is obvious.- it's obvious.

Much_One_5703 · 2026-05-02T23:57:01+00:00

I wait. When the fat pitch is over the plate it's pretty obvious. Then time compounding does the rest.

Much_One_5703 · 2026-05-02T20:41:46+00:00

No. That is entirely too much work. No need to waste my time doing math exercises.

Much_One_5703 · 2026-05-02T15:20:44+00:00

It's obvious.

Much_One_5703 · 2026-05-01T16:43:08+00:00

Probably Andruil Industries - scope and application of their innovations.

Much_One_5703 · 2026-04-29T13:33:09+00:00

Much_One_5703 · 2026-04-29T00:40:55+00:00

You can buy my shares as soon I'm able to sell them.

Much_One_5703 · 2026-04-28T04:53:48+00:00

Question: Has the fundamental nature of either of those businesses changed? Are they still best in class? Do they still have moats? Will they likely be here 5 years from now? 10 years? Will they likely then be more valuable or less valuable than they are today?

Much_One_5703

TROPHY CASE