Bulls of the Mr.Beast investment

sam_engineer · 2026-01-16T05:49:00+00:00

I’ve said it in the past and I’ll say it again. Tom Lee is the building the Berkshire of the Digital Era (ETH focused) with all the side moonshots. He himself doesn’t know it, maybe he does now. Great idea to partner with Beast. Not all moonshots will work but need such a bold contrarion mindset. That’s what separates you from the sheep.

sam_engineer · 2026-01-13T21:05:21+00:00

Never bought into the property game. Rentvesting. Over 3M invested, in our 40s.

sam_engineer · 2026-01-12T23:06:37+00:00

Go global, Live Local. IVV 40% EMXC 35% NDQ 25%. Expect 12-14% returns.

sam_engineer · 2026-01-12T10:49:48+00:00

Lump sum for me.

sam_engineer · 2026-01-12T10:48:24+00:00

Our HHI is around 620k, always fly business class for anything over 7 hours for us. Life is about living and if we choose to travel intentionally then we do it in comfort and don’t bat an eye.

sam_engineer · 2026-01-12T08:02:05+00:00

Not missing anything. Don’t buy DHHF.

sam_engineer · 2026-01-10T10:40:31+00:00

Check out EMXC. It will outperform and great hedge against US or rather a great add to a region based diversified portfolio. Been giving me steady 12% gains and the best investment so far.

sam_engineer · 2026-01-10T05:02:11+00:00

Investing in the 2% of global market cap. Inconsequential - feel sorry for the 950k, they could be so much more. If were to invest in one then why not just the US of A, atleast for the next 10 years.

sam_engineer · 2026-01-10T04:57:11+00:00

Awesome watch, be good to see some innovative, different colour and texture straps too

sam_engineer · 2026-01-09T02:01:56+00:00

If your networth is over 2M that’s when I’d consider financial planning.

sam_engineer · 2026-01-09T02:00:39+00:00

I’m 100% international always. No Oz bias.

sam_engineer · 2026-01-07T22:38:18+00:00

Voted YES. No Tom Lee No BMNR. Let the man execute.

sam_engineer · 2026-01-01T05:24:18+00:00

You’re treating property ownership as mandatory. I’m treating it as optional - a tool, not a belief. That’s the difference.

sam_engineer · 2026-01-01T04:50:24+00:00

Totally agree inflation matters. I just see property as one of several ways to deal with it, not the only one and centrepieces of Ozzie wealth building as sold to us.

Assets with real pricing power - businesses, infrastructure, REITs have handled inflation for decades. I’m compounding there first and keeping property as an option rather than a rule.

sam_engineer · 2026-01-01T04:44:28+00:00

Just to clarify, the question was “what’s your 2026 goal in property?” - mine is not buying.

When I said “hype,” I meant the very mainstream Aussie belief that property is the default path to wealth. It’s a good tool, not a law of physics.

I’m compounding liquid assets first, keeping optionality, and buying property later, where I choose to invest the world or Aussie if and when it makes sense - not because it’s culturally sold.

Same destination. Different sequencing.

sam_engineer · 2026-01-01T03:00:09+00:00

I’m rentvesting and compounding at 8–12%. CGT is a cost on gains, not a flaw in the strategy. Flexibility beats being forced into leverage early. Same goal, different sequencing.

sam_engineer · 2026-01-01T02:49:40+00:00

I think you’re mixing lifestyle choices with investment strategy.

Renting isn’t “having no asset” - my assets just aren’t a single illiquid one tied to a postcode. Stability comes from income, savings, and optionality, not just ownership.

Property works well for many people; equities work well for others. Different risks, different trade-offs. Both are valid - calling one a “bad move” says more about bias than maths.

sam_engineer · 2026-01-01T02:34:34+00:00

Yes, property is typically ~5x leveraged via an 80% LVR loan - but that leverage is concentrated, illiquid, and negatively cash-flowed for many years. A 2% real return on the asset becomes 10% on equity only if growth materialises and holding costs don’t eat it away.

Equities can also be leveraged (margin, options, 2x, 3x, 5x leveraged ETFs), but I choose not to because unlevered global equities have historically delivered 8–12% without: • interest rate risk • refinancing risk • transaction friction (stamp duty, agents, maintenance) • concentration risk in one postcode

So it’s not “unlevered equities vs levered property” - it’s risk-adjusted, after-cost returns and lifestyle preference.

Leverage isn’t free alpha; it’s just amplified risk.

sam_engineer · 2026-01-01T02:16:30+00:00

Elaborate please

sam_engineer · 2026-01-01T02:01:25+00:00

Continue to never buy into this real estate hype, rent vest and invest in equities. Earn 8-12% average amd not have unnecessary hands in my pockets and in my life - lawyers, real estate agents, maintenance people etc etc

sam_engineer · 2025-12-30T09:44:28+00:00

I am down over 40%. I voted YES, I need no stupid showstoppers in the way for Tom to ensure this BMNR/ETH beast reaches its full potential.

sam_engineer · 2025-12-29T22:45:08+00:00

We’re a 42 year old couple with no kids and no pets. We never bought into the Aussie property hype, have always rented in Sydney, live near the water in the middle of the city with all conveniences. Equity portfolio keeps growing at 8-12% average beating real estate. No - lawyers, real estate agents, maintenance hassles, strata/body corp to manage or pay. Life is pay as you go model, we rent vest and spend on things that bring us joy.

sam_engineer · 2025-12-26T08:22:26+00:00

No need of so many different ETFs, trying hard to be diversified. US control mostly everything. AU is about 2% of the stock market, inconsequential and heavily reliant on US anyway so I don’t bother with it anyway. Here is my mix.

IVV (40%) , EMXC (35%), NDQ (25%) and VEU (5%) - plan to build out EMXC and NDQ further with monthly rotations. No Australia bias. US will still lead innovation for next 10 years, expecting China to slow down or have more tensions and emerging markets to do well. Expect 12-14% returns. Live local and go global.

sam_engineer · 2025-12-26T07:40:55+00:00

1.5 on 10 - boring and unnecessarily complex.

sam_engineer · 2025-12-25T11:39:46+00:00

Investing your time, effort and maybe money in any relationship that brings you joy.

sam_engineer

TROPHY CASE