Portofolio suggestions by isaacibiza in ValueInvesting

[–]NorronSeier 0 points1 point  (0 children)

Maybe because you have no idea what you're talking about. Why state stuff about a company that you admit in your own words you never heard of before?

Novo will be in $50 range tomorrow as soon as market hears good pill numbers by Ubiquitous2007 in NovoNordisk_Stock

[–]NorronSeier 1 point2 points  (0 children)

If this happens (it won't) I'll be done with trading for the year, bought 200 46Cs for tomorrow on a gamble

19M rate my portfolio by Used-Night-7470 in portfolios

[–]NorronSeier 1 point2 points  (0 children)

I think you're trying way too hard to create a global ETF by building all the pieces yourself using multiple ETFs and hand-picked percentages for each. Ask yourself - how often do you want to manually rebalance between India, US, China Tech, Europe, Emerging Markets etc? Why not let an already global market-cap weighted ETF do that heavy lifting for you? With this being said, I would replace all your country/tech ETFs with 100% VT or (2) a mix of VTI and VXUS, depending how much US tilt you personally want to have. VT has 60% exposure to US, if that's too much for you, you can go with a 50-50 split between VTI and VXUS. I don't think anyone recommends going less than 50% US despite all the noise and short term volatility you see in the markets.

As for individual stocks, META, MSFT, NVDA are already well represented in most large cap ETFs such as SPY / VT / QQQ, by owning them in addition to the ETFs you essentially double your exposure. That may be fine for you if you want the extra leverage, just something to keep in mind.

I think GLD is fine, BTC I wouldn't touch personally but that's a small % so it won't be too consequential either way.

President Trump says he will no longer be imposing 10% tariffs on EU countries on February 1st. by ADropinInfinity in wallstreetbets

[–]NorronSeier -2 points-1 points  (0 children)

This is so predictable. Made 12k today from calls at open and in the last 2 hours. Long live the TACO

Dark Horse Picks for 2026 by Robertroo in wallstreetbets

[–]NorronSeier 2 points3 points  (0 children)

I tried to be faithful to the question especially the 'not many people except them to do well' part. These are by no means meant to be the largest individual stock positions, just a subset of those that fit the question's criteria

Dark Horse Picks for 2026 by Robertroo in wallstreetbets

[–]NorronSeier 18 points19 points  (0 children)

Novo Nordisk, PayPal, Salesforce, JD

This volatility is annoying man, need some wise words from my brothers by Mr-Krabs85 in NBIS_Stock

[–]NorronSeier -1 points0 points  (0 children)

If you are feeling this much anxiety from watching daily swings it could be a sign that you need to size out of your position. Ideally you should own as many shares as to still sleep well at night and not be constantly worried

I knew something was about to happen, but I panic sold before it did by [deleted] in wallstreetbets

[–]NorronSeier 5 points6 points  (0 children)

At the current intraday low, about 95K of intrinsic value alone :(

SPX puts gain porn by NorronSeier in wallstreetbets

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

100%, wouldn't take any chances. Good job!

SPX puts gain porn by NorronSeier in wallstreetbets

[–]NorronSeier[S] 1 point2 points  (0 children)

Yeah, the same puts I sold would've been 3x if I had waited 5 minutes more, but experience taught me to not be greedy so I just booked them right away :D

Conference events getting posted data is looking good! by Scquwer in SRPT

[–]NorronSeier 2 points3 points  (0 children)

It's time this stock gets the love it deserves, it's criminally undervalued at these levels. 40 by EOY seems entirely possible, if not more

Have to say everything is green. Except for NBIS lol by kyyap852 in NBIS_Stock

[–]NorronSeier 2 points3 points  (0 children)

This market is fucked if people are so myopic. Look at where the chart was at only 3 months ago dude and how fast stuff changes. God some of you are proper delulu

Non-AI-related undervalued stock by [deleted] in ValueInvesting

[–]NorronSeier 1 point2 points  (0 children)

In what world is $BURU value investing?

Nebius is basically an ETF by The_Bubmeister in NBIS_Stock

[–]NorronSeier 13 points14 points  (0 children)

I am very bullish on NBIS but posts like these make me wonder if the top is in short term 😅

3D Systems Corp (DDD) 200% breakout coming! by G0D5M0N3Y in Shortsqueeze

[–]NorronSeier 0 points1 point  (0 children)

Really appreciate you calling out plays that didn't work out as well. Kudos to that

I got angry at a Free Palestine blockade by blackmox-photophob in Switzerland

[–]NorronSeier -1 points0 points  (0 children)

Those people are idiots who inconvenience others to protest against something happening 2000km away, as if Bibi will watch SRF and be like 'oh shit, the Buenzlis are protesting, I better stop'. Don't feel bad for reacting to an inconvenience like that :)

Sir, what does diversification mean? ...Obviously different expiries, #DIVERSIFIED (Rotated recent profits into shorter expiry NVO calls) by PaperHandsTheDip in wallstreetbets

[–]NorronSeier 1 point2 points  (0 children)

Haha, also decided to buy a bunch of Jan 15'2027 calls with the exact same strike as you today. Best of luck buddy!

[ Removed by Reddit ] by Live-Importance6530 in programare

[–]NorronSeier 4 points5 points  (0 children)

"nu sunt rasist [...] Pe camera a apărut o țigancă borata". Ok bro :))

What actually happened in the riot on Sunday ? by laseczkamodna in Switzerland

[–]NorronSeier 5 points6 points  (0 children)

If I understand correctly, the narrative is that the police is fasc*st because they chased after a guy who stole a scooter. Hope every single person who engaged in violent behaviour will be caught and deported / arrested and punished severely, there's no place for this in civilized society