SVTP stock pick thread.

[RUNVS?]

So far, today has been an excellent day for me... a total one-day gain of $9,187.29 as of 11:05am. I've got a 68% / 31% bond/stock ratio ladder, with about 1.5% stored in cash. My most profitable stock holdings are mostly blue-chippers...

* Apple (AAPL) - Up 53.51%
* Alphabet, Inc. (GOOGL) - Up 186.43%
* Pepsico (PEP) - Up 49.83%
* Chevron (CVX) - Up 31.58%
* BHP Group (BHP) - Up 21.56%

My biggest losers are...

* Scotts Miracle Grow (SMG) - Down 70.11%
* Harley Davidson (HOG) - Down 50.28%
* Baidu, Inc. (BIDU) - Down 54.41%
* PayPal, Inc. (PYPL) - Down 55.36 %
* Kraft Heinz Corp. (KHC) - Down 56.20%

My best performing bonds are....

* New Perspective Class A (ANWPX) - Up 44.55%
* American Capital Class A (AMCPX) - Up 29.41%
* Washington Mutual (AWSHX) - Up 19.98%
* Income Fund of America (AMECX) - Up 12.76%
* EuroPacific Growth Class A (AEPGX) - Up 10.12%

 

[jvandy50]

Looking to see a fresh breakout into ATHs for the S&P…. Then we’ll see what multiple we max out at again.

I’d like to see a higher growth multiple on SPY in the low 30s this time… who knows what earnings will be by then… SPY to 1000, plus by the end of the decade, early next decade. Who knows… QQQs could really moonshot.

Reading that housing is taking back off like a rocket… hope folks made moves at the bottom over the last 2 years.
Everything points to 2022 WAS the recession in the market, and people just said “no it isn’t, these aren’t the droid’s you’re looking for “ and the public believed it.

It doesn't feel like this should happen, maybe I succumb to the noise too much, but I agree... the way the charts are looking its heading up.

Christmas and election coming too.

 

[q6543]

There are 2 really important things that I’ve had to really learn and process as well as remind myself.

1. Covid 19…. They literally had to shut the EARTH down and convince everyone it is the end of the world…… to get a 30% pullback.

2. The great Japanese bubble (greatest in recent humanity) hit a P/E multiple of 60x, and bubbles are only that when they outdo prior events by a large magnitude.

Stocks are cheap…. We’re still at the bottom looking up but won’t recognize it for many years when we can look back to now.

 

[VegasMichael]

Walmart and Cisco cautious about the future. Both stocks down a lot pre market.
"Fun" fact: Cisco still has not reached the all time high it had early in 2000.

 

[03cobra#694]

Market goes up yesterday, and I loose $2K. lol My big hitters dropped is why.

 

[VegasMichael]

Nvidia reports earnings after the bell today. I don't own it but it will be interesting to hear the results since it's currently a Wall Street darling.

 

[03cobra#694]

Nvidia reports earnings after the bell today. I don't own it but it will be interesting to hear the results since it's currently a Wall Street darling.

This is my top 10%, and I either make big bank, or loose. Most of my top stuff is tech stuff. This is 8 of them.

 

[VegasMichael]

This is my top 10%, and I either make big bank, or loose. Most of my top stuff is tech stuff. This is 8 of them.
View attachment 1818009

Similar to one of the funds I have in my retirement account with Fidelity.

 

[03cobra#694]

Similar to one of the funds I have in my retirement account with Fidelity.

I have Fidelity as well.

 

[Fat Boss]

Those are solid portfolio choices.

 

[VegasMichael]

Those are solid portfolio choices.

Right up until they fall off a cliff! Been there, done that.

 

[03cobra#694]

Right up until they fall off a cliff! Been there, done that.

Like this morning, or the previous 3 months. lol

 

[Fat Boss]

If you look at the S&P500 over the past few years it's just the top of the top driving up the index.

 

[q6543]

That’s why it’s the only thing you need to own

 

[black4vcobra]

So is Nvidia's news this afternoon increasing or decreasing our net worths?

MSN

 

[q6543]

$NVDA could have a 75% pullback and still be in a bull trend.

Today doesn’t matter for 2035.
Cramer told me point blank, it’s going to become the biggest company in the world.

BTW so much of these earnings moves are only based on options market structure.

 

[VegasMichael]

Nvidia's results were decent. They were cautious on future outlook inre China and their slow down.

 

[03cobra#694]

Cramer told me point blank, it’s going to become the biggest company in the world.

I wouldn't listen to a word he says based on my research. It's big though. So much AI out there. Microsofts new of firing and hiring spiked them up pretty good the other day.

 

[03cobra#694]

Dickhead didn't help with his deal about selling AI to overseas.

 

[jvandy50]

That’s why it’s the only thing you need to own

QQQ6543?