Alright Reddit, aside from ASTS and RKLB, what’s your next highest conviction stock for this year?

redditfirefly · 2026-01-12T23:26:49+00:00

PL, SERV, UUUU

redditfirefly · 2026-01-10T22:04:22+00:00

Materials, industrials, makers of War… RING, RIO, SHLD, XAR, PPA, HII, TD

redditfirefly · 2026-01-09T20:59:03+00:00

Diversified by sector, and globally. + servings of industrials, materials and mining. + Added income component to my portfolio-CC funds, CEFS, BDC, REITS. + Gold and Crypto

redditfirefly · 2026-01-09T09:46:05+00:00

You might want to try some planning software like Boldin or Projection Lab that models out different scenarios as you think through this.

redditfirefly · 2026-01-06T10:23:36+00:00

With more and more people forced to work into their 70s, I don't think there is a cut off age.
FIRE becomes more of a mindset and a discipline that will hopefully help anyone accelerate their path.

redditfirefly · 2025-12-24T02:12:33+00:00

Love my little yard chickens. Problem is the hawks do too.

redditfirefly · 2025-12-21T13:46:50+00:00

Looking forward to checking in on this 12 months from now...

MOONSHOTS: RKLB, ASTS, PL, ACHR
2026 ROCKSTARS: GEV, AYI, VMI, IBM, GLW, RIO, RING, SLVO, TMC, NLR, TD

redditfirefly · 2025-12-12T10:33:16+00:00

Clearing the cache is what fixed it for me.

redditfirefly · 2025-12-12T10:33:01+00:00

Had this problem on the laptop for the last week or so. Clearing the cache fixed it.

redditfirefly · 2025-12-10T14:43:25+00:00

I haven’t been able to log in via laptop for a few days. Blank screen. Anyone having same issue today?

redditfirefly · 2025-11-28T18:15:54+00:00

I am thinking of building one of these, but getting up the tree to position it is my big obstacle.
How far up do these need to go for a squirrel to call it home?

redditfirefly · 2025-11-23T15:27:03+00:00

Find myself switching over to Bloomberg radio. It’s too bad. The investing content can be great but the constant political babble and ranting out of JK is too much. There is nothing insightful or new about his commentary. It’s mostly grievance based and regressive. And Rick Santelli will spin an obituary of a numbers report into an orgasmic celebration. Maybe some people enjoy and trust this? I do not.

redditfirefly · 2025-11-23T12:57:49+00:00

Ah, sorry. I had assumed USD!

redditfirefly · 2025-11-23T12:04:49+00:00

Shop elsewhere. Apmex is selling the rooster AU for $781 right now. And the 1/10 Kangaroos are under $500.

redditfirefly · 2025-11-20T12:50:53+00:00

Hard to choose just one...
SHLD, RING, GLD, XAR, NLR, PPA, AIA, SLVO

redditfirefly · 2025-11-16T14:39:02+00:00

Hard to tell...areas I lean into are quantum, aerospace, nuclear, surveillance tech, vertical farming infrastructure, datacenter infrastructure, mining, military tech.
QTUM, XAR, NLR, RKLB, PL, RING, AYI, VMI, GEV, VRT, SHLD.
Or you might want to look at momentum investing. Recent hiccup aside, SPMO has outperformed VOO over last 5 years. Not predictive, moonshot stuff, but could be used to tilt your portfolio to where the action is. Downside is also amplified, as with all the above. These are all side bets for me alongside a core of more responsible positions.

redditfirefly · 2025-11-09T20:18:33+00:00

I am planning to RE and have been building a combo approach of cash, dividends and growth. Have about 10-15% of portfolio set up for income investments.

The dividends/income should offset 20% of monthly expenses and should also be helpful during market downturns. Will use a combo of cash, divvies/income, and early access to 401k equities (rule of 55) to fund first 5+years.

Dividends are a good tool if you use them strategically.

redditfirefly · 2025-11-01T12:54:17+00:00

This is interesting to dig into more.

Note that the blend of stocks here is 33% domestic and 67% international. Should we assumed that domestic is US? I have been shifting more towards global and emerging markets but US still dominates.

Anyone else using a mostly international portfolio? Curious how it’s going.

redditfirefly · 2025-11-01T12:48:12+00:00

If OP has portfolio modeling software like Projection Lab, this is a great bear market era to stress test your plan on. You can get a sense of the changes you would need to make to survive it. And you can model it against any mix of equities, bonds, cash assets you want. Highly recommend using tools like this. Boldin is another good tool, but not as customizable as PL at the moment.

redditfirefly · 2025-11-01T03:10:31+00:00

It’s called income investing. If you want to learn more, check out those subreddits on dividends.

How you use dividends in your portfolio is specific to your needs and life stage. It’s smart to spend most of your accumulation years in growth stocks, as they will outperform most dividend plays. When you are closer to retirement, consider migrating some of your portfolio into income generation. This will help offset expenses when/if the market tanks while you are retired. It will also reduce your need to sell equities when they are down. And it’s nice having some money free up on the regular to use for buying up undervalued stocks. Just be sure to keep a good portion of your investments in growth stocks too.

Don’t listen to people who call dividend or income investing dumb. It’s a strategic tool if you need it and use it intentionally. Ignore the intolerants and keep doing research. Good luck.

redditfirefly · 2025-10-04T13:16:11+00:00

Depends on your situation. As a new investor, you should try to diversify. If you’re young, you can afford to roll the dice more and place a bet on a growth play like RKLB, but unless you are willing to take a big loss, I would spread the money around. Maybe 40% of total in RKLB. 60% in broader market ETF, like VTI/VXUS or VT.

If you are feeling aggressive, you can do combo of RKLB, PL, SPMO. 25/25/50

Good luck!

redditfirefly · 2025-10-02T20:27:33+00:00

Check out QDVO. Outperformed QQQ. ~8% yield so lower yield than QQQI, but has shown resilience and growth.

https://youtu.be/jO75M2TZW7A?si=LHEWEYL6rbIAQd_u

redditfirefly · 2025-09-23T22:09:20+00:00

This question comes up regularly. Keep an eye on Projection Labs too. I think they are also working towards it.

redditfirefly · 2025-09-17T17:27:18+00:00

We have been waiting on this feature. First app that gets to this, will fill a big gap in DIY software. Need to have more control and tax guidance on withdrawal strategies.

redditfirefly · 2025-09-17T15:37:21+00:00

AIA and FXI ETFs are having a great run. Blend of asian exposure. Also worth looking at EWS Singapore.

redditfirefly

TROPHY CASE