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2025 Investment Thread

GAJ said:
Contemplating moving $110k in one of my Roths, all in SCHG, to SHLD.

Global X Defense Tech ETF.

I feel a little dirty considering doing that but it is sadly a sign of the times.
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Absolutely. I've rolled out of about half of my SCHG and VUG. Still carrying a lot of CD's and T Bills. VOO, GAB, GDV, ADX, SCHD ( getting ready to lose some), EMO and some other stuff.

I see the market as semi doldrum right now, Powell is not going to cut rates, and the President wants them cut. So now it seems to be all about yield. CFG and FXF are new for me, and doing well. I'm looking for alternative yield now. Not a fan of equities at this level. Certainly not making any large purchases.
 
Killroy1999 said:
That is why I sold all of my Tesla, including all of the index funds containing TSLA. Too much of a liability.
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TSLA is only 2% of SPY's market cap. If your primary reason for dumping index funds is TSLA, it would make more sense to just short TSLA in an amount equal to 2% (or whatever percent you calculate) of your index holding size?
 
Feels forced, like you absolutely have to touch this stock one way or another no matter what, which if your concern is whimsical volatility in any direction, then choosing not to play is the only choice. If someone doesn't truly understand the tesla vaping phat clouds bro crowd, they're going to struggle with their wins when active trading. If you go off of industry-relative performance metrics, you've been out of tsla for a long time. It's the classic art brain vs math brain dichotomy.
 
I totally get the aversion to TSLA. But if you buy $50000 SPY (which contains about $1000 worth of TSLA) and then short $1000 TSLA, you've effectively bought SPY less TSLA.
 
Kind of, the former being set it and forget it. But, what would happen if tsla corrected to peter lynch fair-intrinsic-p/e value? That seemingly $1000 worth of tsla would have way more than a $1000 impact on spy. They're big enough that, with markets in a generally fragile state (which the current this-is-fine resilience would indicate that we're not in it right now), a proper reevaluation might kick off a recession. Maybe getting into weirdo territory, but if one were shoring up for....something, then moving away from elective income based stuffs isn't a bad move.
 
My son, 34 years of age has finally taken an interest in investing. Hallelujah! I have advised him to look at Bogleheads (Taylor Larimore) and https://www.etf.com/docs/IfYouCan.pdf.

Any other suggestions from an unbiased pov? Be advised if SWMBO and I kick the bucket (crashing the motorhome on the 'round the USA tour,, e.g.) :geek:he will be one happy MoFo. :rolleyes I really need to work on spending his inheritance in a big way. :staRangMaybe I should buy some SpaceX stock to fund the Starship boomaroonies.
 
900ss said:
My son, 34 years of age has finally taken an interest in investing. Hallelujah! I have advised him to look at Bogleheads (Taylor Larimore) and https://www.etf.com/docs/IfYouCan.pdf.

Any other suggestions from an unbiased pov?
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Follow Buffet's advice; index funds.

If I had done that 20 years ago my net worth might be a lot higher.
 
Bitcoin is hitting new all time highs. $118,900 and headed to $1mllion plus. Too bad so many here dismissed it. I’ve always said it would be the world’s reserve currency. It’s on its way with so many foreign countries, America and individual states moving to a bitcoin strategic reserve.
 
Reminds me of the lead up to 2008, money being made too easily leading to excess speculation and the profits turn people into mlm salesmen for the product. Even though it's tempting to ride the train for a few stops, that whole endlessly repeating economic cycle of roaring20's->depression is offputting once it gets to a certain point of being too apparent.
 
Here is a chart of Bitcoin when it was first mentioned on barf. This train doesn’t stop. Bitcoin will go up infinitely as our fiat dollar erodes purchasing powers. Only way Bitcoin stops going up is if governments stop printing money. Why did bitcoin just jump in price? Look at how much has been added to the national debt in the last weeks. Almost 400 billion and no one is watching. Bitcoin will replace all fiat currencies currently in existence.
 

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Looking at that cycle of buying at a peak and then losing for three years before making money, even if I wanted in, I'd wait a year.
 
Lol cap is something my 11 says. It pays to educate yourself. You will own bitcoin when you admit you were wrong. If you don’t own it directly you will in your pension fund. All major banks are quickly trying to accumulate as much as possible. Listen to the signal not the noise.
 
Bitcoin is not a currency. It's bits of data produced by consuming vast amounts of energy.
 
The product is what it is and the trends are what they are, but that mlm hard sell is why I'm not interested. That mlm hard sell guy has never made me money and has only tried to take my money.
 
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