900ss
Well-known member
Follow the bouncing ball(s)........
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2025 Investment Thread
- Thread starter Killroy1999
- Start date
Caddywumpus
4N631
The P/E ratios of PLTR, TSLA, NVDA are off the charts.
As TSLAs revenues decline their P/E will approach infinity!
As TSLAs revenues decline their P/E will approach infinity!
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alien
PE’s have been sky high with tech companies since forever
900ss
Well-known member
Indeed they are.
Reli
Well-known member
I stopped using S&P500 funds and shifted to sector and style funds. That way I can move certain industries and size classes up or down. For tech I use a blend of VGT and IGV to reduce my weighting of certain overhyped stocks like NVDA. Bonus -- neither of them include Tesla 
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GAJ
Well-known member
Looking back, despite our home run with AAPL, we'd have been better off in the end just being in index funds the last 30 years or so..
Caddywumpus
4N631
TSLA is not a tech company. 90+% of its revenue comes from its cars
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alien
900ss
Well-known member
Spot gold just hit 3,920.70, silver $48.26 and platinum $1,621.00. Whew.....
Caddy you been playing with TSLA shorts at all, recently? I am 4/4 on TSLA shorts but I try to be completely surgical about opening and closing the position. Don't hold it for more than a few hours, or a day at most.
Gold is having a shoe shine boy moment. Doesn't mean it can't go higher, but it's not very attractive to me.
Gold is having a shoe shine boy moment. Doesn't mean it can't go higher, but it's not very attractive to me.
900ss
Well-known member
I have been buying these past few years, from Costco (when timed right, 4% off spot combined with membership and Citi) and a dealer who sells to me at spot; what a fine gentleman he is. I am rather pleased thus far with my collection. Of course, if Au crashes and burns I will cue up some Bob Wills Milk Cows Blues. Still, I will look back on good times. And of course I will still retain the pure stuff.
Caddywumpus
4N631
I have January puts I opened recently. They are offsides but im also up in the account 50% ytd.
Killroy1999
Well-known member
Killroy1999
Well-known member
Who ownes 100% Apple ?
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alien
Must be some kind of advanced quantitative analysis where earning 100,000% on an investment makes sense only if you’re 100% in? Like making that much on 20% of your investments isn’t worth the hassle.
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That's not the point. The point is, like most investors, despite AAPL, they didn't beat the S&P (or index funds in general) over the long term by picking individual stocks.
GAJ
Well-known member
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alien
I read it as suggesting he’d have been better off being in index funds than being in AAPL for that 30 years. Which wouldn’t make any sense so I guess I misinterpreted the comment.
I had a lacklustre period in the early to late 2000’s. Listening to the wrong sources, such as Jim Cramer for example.
After the financial crisis I made my own pics of individual stocks and done okay. I simply picked leaders in their industries.
I had a lacklustre period in the early to late 2000’s. Listening to the wrong sources, such as Jim Cramer for example.
After the financial crisis I made my own pics of individual stocks and done okay. I simply picked leaders in their industries.
augustiron
A spectacular member
I'm 100% gpro
Das MotorRad
Well-known member
I've got 25% in the sp500 and 75% in California real estate with 50% of that being my primary residence. I feel overweight.