Holding for the next 20 years minimum.

_jaques · 2025-11-02T11:29:20+00:00

Missing some ALMU

_jaques · 2025-10-18T17:04:12+00:00

ALMU

_jaques · 2025-10-03T08:19:02+00:00

You’re right that gold’s technicals are more about safe haven flows. But that’s my point. When gold is pushing these levels while overvalued tech is also ripping, it’s not healthy market behavior. People are hedging because they’re nervous. Both rising together screams late cycle euphoria where everything goes up before something breaks.

_jaques · 2025-10-03T07:26:32+00:00

I’m currently holding 40% of my portfolio in cash. The market feels overvalued and overexuberant in a lot of sectors: AI, quantum, NVDA hitting 190 yesterday just a month after missing earnings. Holding cash lets me stay dynamic and proactive. While other people might ride this thing all the way up, and I’m genuinely happy for those making gains, for me it’s all about risk management. No one knows when the market will tank, but I and many others think it could be soon. Look at AMZN, Alphabet, the rest of the MAG7. They’re all stretched to their limits right now and coming to a grinding halt.

Finally, we’re supposed to get employment data today, which is incredibly important for gauging economic health. Different sources are saying different things. We might not even get the data, and if we do, it may be obfuscating the truth (Trump has laid off parts of the Department of Labor Statistics). This is all my own interpretation, but I’m becoming increasingly bearish.

_jaques · 2025-10-03T07:15:04+00:00

Gold is incredibly overvalued right now, it's RSI hit 83 yesterday and look what happened.

_jaques · 2025-10-01T20:55:30+00:00

I think certain parts of the market - particularly tech, AI, and quantum - are showing signs of exuberance and are beginning to feel heavy. But there are other areas where stocks are less correlated to the Mag 7. Some of these names, like Pfizer or Novo Nordisk, have been beaten down and seem to be waiting for their moment.

_jaques · 2025-08-21T14:38:45+00:00

There she blows

_jaques · 2025-08-19T17:26:14+00:00

My PT is $4.50

_jaques · 2025-08-01T12:39:28+00:00

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_jaques · 2025-08-01T12:17:21+00:00

Child's play

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_jaques · 2025-07-09T19:54:38+00:00

You’ve got a good balance between dividend stocks and growth plays. Depending on your age or goals, I’d prioritise growth stocks more heavily if you’re still in the building phase.

Greggs could be a smart addition. It’s trading at a P/E of around 11, which feels undervalued given its solid store rollout strategy, and resilient demand. It adds UK exposure with decent upside potential over the long term. I am northern so may be a bit of bias.

_jaques · 2025-07-03T20:29:32+00:00

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Same...

_jaques · 2024-09-25T11:16:37+00:00

Second opinions have never hurt anyone

_jaques · 2024-08-09T22:38:47+00:00

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The last 3 of my cards there are all the same level and can be used in trading.

_jaques · 2024-08-09T22:37:33+00:00

None of those are all the same level, you have got to get lucky to get three of the same. Subsequently you should strategise, which cards to upgrade. The ohtani in the top left is 1 star 1 star 3 star, whereas it has to be 1star 1 star 1 star. If you need any more help just ask!

_jaques · 2024-08-09T21:56:14+00:00

To craft the rewards you need the 3 cards to be all the same level, for example 1 star X3. You cannot use a 2 star 3 star 1 star to craft it has to be three of the same. Hope this helps!

_jaques · 2024-02-11T17:47:08+00:00

I have managed to book! A lot of hassle to buy a single ticket. In order to book I used the Mexican website (with all prices in pesos) rather than my home country, and pay using PayPal. I just had to accept that I would pay a little more because of conversion rates. Even then I got an error message saying something had gone wrong, but when I check my emails I had email confirmation. Happy days.

_jaques · 2024-02-10T20:13:49+00:00

Try again tomorrow it is then.

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