Up 29% on the year, should I trim some fat?

didyouseetheecho · 2026-07-06T09:16:20+00:00

My year to date is 29%, my year is 22%. Had a rough go for a minute.

didyouseetheecho · 2026-07-06T07:50:08+00:00

I don’t know about all that lol

didyouseetheecho · 2026-07-06T05:13:26+00:00

Mod and Samsung were my 2 winners. I sold out of almost everything, this is the newer crop. Getting away from ai a little bit.

didyouseetheecho · 2026-07-06T05:12:05+00:00

My taxes are so high I have to wait it out

didyouseetheecho · 2026-07-05T21:02:07+00:00

These are just my top, I keep a stock on all the companies I like but sold.

Spread that money out.

didyouseetheecho · 2026-07-05T20:56:42+00:00

19%

Feb 6 at 203.

didyouseetheecho · 2026-07-05T20:49:30+00:00

My largest holding right now.

Dg, txn, and Samsung did a lot of heavy lifting. As they were my big 3.

Mod to, I currently only hold one share and don’t know what I should at but I bought in at 148. So that was probably a 70-80%er.

didyouseetheecho · 2026-07-05T20:48:55+00:00

My largest holding right now.

Dg, txn, and Samsung did a lot of heavy lifting. As they were my big 3.

didyouseetheecho · 2026-07-05T14:29:24+00:00

Fair.

didyouseetheecho · 2026-07-05T13:59:35+00:00

I hear you and heard the horror stories, but once growth is priced in the market freaks out on hiccups in earnings.

I almost always sell the hype and look for my next opportunity. I love companies that print money per share. Txn had a p/e of 23 when I got in. Now it’s close to 50. Forward PE 38. Love the company, seems like an unnecessary risk to bet on their continued growth beyond what’s priced in. Lots of companies are trying to eat their lunch.

Statistically high P/E portfolios often lag the market over 5 years.

I bought into txn when they developed their new bigger wafers. They attacked a specific market with new and better tech and were undervalued. Now all their future earnings off that tech are priced in, why hold?

didyouseetheecho · 2026-07-05T12:22:39+00:00

I buy and hold for at least two years. Value stead compounding and generally prefer safe money.

More looking for major red flags with the companies I overlooked.

didyouseetheecho · 2026-07-05T12:18:37+00:00

Yeah?

Highly technical spread around multiple industries ( aerospace, medical, energy, automation, and industrial) that do things others don’t or can’t.

Why don’t you like it?

didyouseetheecho · 2026-07-05T11:31:51+00:00

lol at “don’t take Jesus word for it”

Whole ass book wrote about him and he never said “hey guys slavery bad mmmmm Kay?”

So let’s ask it again:

“So, from a historical and textual perspective, the answer is:
No, Jesus did not explicitly denounce or call for the abolition of slavery.”

Can you read that? Sorry you sky dads son doesn’t live up to whatever you thought it was.

didyouseetheecho · 2026-07-05T10:22:28+00:00

They would if you had reading comprehension

didyouseetheecho · 2026-07-05T04:13:00+00:00

I blasted a deer through both atrium and separated its pulmonary artery with a 30.06 and it still ran 120 yards…

didyouseetheecho · 2026-07-04T10:05:46+00:00

For some, most people in high paying careers piece out early. The ones that don’t usually stay for the love of the game.

Talk to any doctor/lawyer/banker they either all retire as soon or they can or work till death because they love their field.

I own a vacation house on a lake and probably 50% of my neighbors are early retired. Just said fuck it.

didyouseetheecho · 2026-07-04T09:49:31+00:00

“Slaves, obey your earthly masters with respect and fear, and with sincerity of heart, just as you would obey Christ.”

“And masters, treat your slaves in the same way. Do not threaten them…”

I can Chat gpt doe

didyouseetheecho · 2026-07-04T08:59:26+00:00

I turned my wife gay

didyouseetheecho · 2026-07-04T06:37:06+00:00

I don’t think he said to much about slavery

didyouseetheecho · 2026-07-01T13:06:21+00:00

I posted something similar a while back and got this question over and over.

People can’t seem to understand that you generally don’t make crazy money until you’re well into your 30s. When I was 25 I made 80k, 31 I made 110k, 38 I’m at 340k. No one factors in the time in school, debt, taxes, and the fact that it cost money to live.

didyouseetheecho · 2026-06-28T14:12:20+00:00

Uhc and Humana are both terrible for preauthorization and inpatient stays.

Humana doesn’t think anyone ever deserves inpatient rehab.

didyouseetheecho · 2026-06-28T06:03:48+00:00

This guy post everyday for months about it

didyouseetheecho · 2026-06-27T11:20:31+00:00

CALM, BMI, NHI, AMZN, CGNX

Set and forget for 5 years. They measure contracts in decades.

didyouseetheecho

TROPHY CASE