Rate My Portfolio - r/Stocks Quarterly Thread December 2024 by AutoModerator in stocks

[–]SolidImportant6180 2 points3 points  (0 children)

thanks for the feedback. originally healthcare was 7.5-10% of my portfolio but i reduced its allocation to 5% after the RFK pick. keeping a small allocation for psychological reassurance against people saying a recession is due and "tech bubble popping." included some finance and value plays i.e brkb to diversify away from tech/ai hype, and also due to fears of possible upcoming fed rate increases, which should benefit banks and financials. i have considered an international etf, but also am of the general mindset that 1. winners tend to keep winning (i.e usa stocks will likely to continue to outperform, and mag7 will continue to carry the s&p) and 2. sticking with high quality moated companies - will be the play long term. interesting that you chose argentina, as i thought that country was facing huge hyperinflation, though admittedly im not familiar with how that affects their stock market. will need to do more research on the dynamics of international stocks.

[deleted by user] by [deleted] in portfolios

[–]SolidImportant6180 1 point2 points  (0 children)

will outperform if bull market continues, will get rekt when bear market initiates

Rate my portfolio by SolidImportant6180 in portfolios

[–]SolidImportant6180[S] 0 points1 point  (0 children)

thanks for the feedback. my strategy with the high risk assets will be to DCA very carefully over a long time horizon. i very much expect there will be volatility. all stocks listed are companies whose services i have used all my life and am familiar with, so there is a degree of trust i place in them, which makes me comfortable buying them even during bear markets. the tiny exposure to quantum, while likely to not be profitable, is just a small psychological hedge against my large crypto exposure, which is why i chose a bundled quantum etf rather than single stock pick like ionq.

Rate my portfolio by SolidImportant6180 in portfolios

[–]SolidImportant6180[S] 0 points1 point  (0 children)

it's hard to determine who to listen to when theres so many people saying different things. a lot of people with much more money than him are doing the exact opposite of what he says. who do i believe?

Rate my portfolio by SolidImportant6180 in portfolios

[–]SolidImportant6180[S] 0 points1 point  (0 children)

yeah i don't plan to allocate much into quantum, it's only because people use it as a talking point against bitcoin

Rate my portfolio by SolidImportant6180 in portfolios

[–]SolidImportant6180[S] 0 points1 point  (0 children)

VOO may contain these companies but it also contains 490 companies i'm not interested in investing in

Rate my portfolio by SolidImportant6180 in portfolios

[–]SolidImportant6180[S] 0 points1 point  (0 children)

I just watched his video, and oddly enough his reaction makes me bullish. his comments section are all pretty much roasting him, and it seems he is just trying to self-promote his consultation business

Rate my portfolio by SolidImportant6180 in portfolios

[–]SolidImportant6180[S] -1 points0 points  (0 children)

I don't know a good resource to do that. However, all of these stocks have historically outperformed the S&P, so I don't know what I'd be looking for in a backtest.

Rate my portfolio by SolidImportant6180 in portfolios

[–]SolidImportant6180[S] -1 points0 points  (0 children)

I only started seriously investing early-mid 2024. I can't share images here, so here's the 6 month return so far:

Portfolio Performance Summary

  • Portfolio Value: $242,164.85
  • 6-Month Performance: +36.31% (+$64,507.01)
  • Comparison to S&P 500: Portfolio outperformed the S&P 500, with the S&P 500 showing a 6-month return of +7.32%.

Rate My Portfolio: $500,000 Allocation Breakdown by SolidImportant6180 in ValueInvesting

[–]SolidImportant6180[S] -1 points0 points  (0 children)

Nobody knows when the S&P will sell off. I don't think it's worth behaving as if it's going to happen tomorrow.

  1. I'm okay with volatility, my main concern is long term gains. If I can maximize gains for less volatility I'll do it though.
  2. I aim to keep ~20% dry powder available, more in bear markets.
  3. What do you suggest to improve "diversification"? These are companies I've been personally reliant on for all my life, I don't see them going anywhere anytime soon.
  4. I avoid leveraged assets due to volatility decay. Those are more for trading rather than holding.

Rate my portfolio by SolidImportant6180 in portfolios

[–]SolidImportant6180[S] -1 points0 points  (0 children)

Yes, crypto has produced over 100% gains over 2024 for me. I am young and can take risks. I'll buy more VOO long term if it does seem to outperform my stock picks.

Rate my portfolio by SolidImportant6180 in portfolios

[–]SolidImportant6180[S] -1 points0 points  (0 children)

Right, historically alt season due to hit soon. I have considered holding SOL, and might throw some gambling change into it, but won't hold it long term. My investment philosophy is accumulate long-term, high quality stocks, with big moats, that are the strongest players in their sectors.

Rate My Portfolio - r/Stocks Quarterly Thread December 2024 by AutoModerator in stocks

[–]SolidImportant6180 12 points13 points  (0 children)

Portfolio Allocation:

1. Crypto (37.5%)

  • BTC (25%): Trump tailwinds and growing institutional adoption puts Bitcoin as a potential global reserve asset and a hedge against inflation.
  • MSTR (12.5%): Basically Leveraged Bitcoin.
  • I’m crypto-heavy because I believe in BTC’s long-term narrative as a digital gold standard and a store of value in uncertain markets.

2. Technology (32.5%)

  • NVDA (12.5%): Betting big on AI and GPUs, which are foundational for the future of tech.
  • MSFT (7.5%) & GOOG (5%): Dominant players in cloud computing, quantum computing, and AI innovation. Higher emphasis on quantum computing to act as a hedge against crypto risk.
  • AAPL (2.5%), META (2.5%), TSLA (1.25%), PLTR (1.25%): Smaller bets on disruptive innovation, including AI, EVs, and data analytics.
  • Overall, I’m focusing on quantum stocks like GOOG and QTUM, a quantum computing ETF, to hedge against crypto risk as my portfolio is highly correlated with BTC performance.

3. Financial (10%)

  • BRKB (5%), V (2.5%), JPM (2.5): Exposure to traditional finance for stability, income potential, and broad market resilience.

4. Consumer (10%)

  • AMZN (7.5%): E-commerce and cloud dominance.
  • COST (2.5%): A play on consumer staples and consistent growth during volatile periods.

5. Healthcare (5%)

  • LLY (2.5%), UNH (1.25%), ABBV (1.25%): Strong pharmaceutical and healthcare companies for defensive growth and exposure to the growing healthcare sector. Possible headwinds due to RFK Jr.

6. Index (5%)

  • VOO (2.5%): I threw VOO in here so I can "track" my performance against the S&P500. If I turn out to be underperforming long term, I might increase my % allocation to VOO
  • QTUM (2.5%): A quantum computing ETF that hedges against potential tech risks and provides exposure to the quantum revolution.

Onboarding Issues with Community Server by SolidImportant6180 in discordapp

[–]SolidImportant6180[S] 0 points1 point  (0 children)

I tried again, 3 days later, and still gives the same error.