SVTP stock pick thread.

q6543

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No I was referring to the post above about the S&P 500

Can’t wait to see blue skies of a fresh all time high… see where that takes us, large timeframes show we can run a few years before the next major pullback.

Maybe into 2027-2028 or more.
(Which most aren’t positioned for)

Powell is gonna be made into a legend!!!
Saved America during its darkest days.
 

jvandy50

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No I was referring to the post above about the S&P 500

Can’t wait to see blue skies of a fresh all time high… see where that takes us, large timeframes show we can run a few years before the next major pullback.

Maybe into 2027-2028 or more.
(Which most aren’t positioned for)

Powell is gonna be made into a legend!!!
Saved America during its darkest days.
Ohhh I misread and was thinking you said only own tech, I see it now.
 

MG0h3

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While I am optimistic in the long term, be cautious.

Existing home sales are down 14.6% year over year.

Lowest rate since 2010.

It’s difficult to figure out what will happen in the 2-5yr term because we’ve never had a government manufactured and controlled “disaster” like this.


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Fat Boss

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

The point is that 98% of the index's composition is holding it back. If you invest in the top 10 stocks in the S&P you'll outperform the index significantly. Of course the trick is identifying the top stocks early enough.
 

jvandy50

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DG on a nice uptrend of late.

for anyone that is in and out of day/swing trades often, but might sit some days out…robinhood and Webull give your uninvested cash 5%. I’d rather trade using TOS, but the 5%(for however long this lasts) is nice
 

jvandy50

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Run lil fella run

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Fat Boss

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My biggest holdings are, in order:

LRCX
Fidelity Growth Pool
FSELX - Fidelity Semiconductor
BOIL
MSTR
ASML
UPRO - Leveraged S&P 500
NVDA
NFLX
KLAC
TSLA
DPST - Leveraged Regional Bank
DIS

All are doing quite well, except BOIL. I sold half of it when it popped up in Oct, so sitting barely in the black, patiently waiting for a geopolitical strife or prolonged cold spell in Europe to goose the natural gas prices.

LRCX is back on track these days. It seems like 2024 will be the first growth year for WFE (wafer fab equip) in a few years. We've been positioning the company for growth, so the next 2-3 years should be pretty solid.

FSELX is a great way to play the semiconductor market without being over exposed to a single stock, although it looks like NVDA is over weighted in the index. I suspect there will be boom/bust cycles in the A.I. space, but the overall direction is up-up-up.

BOIL is killing me. Probably time to double down, but hard to do so when there's so many other compelling stories in my portfolio.
 

Saleen498

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I bought back into INBS again today. I have been flipping it on news and adding shares. Should have an epic biotech run once the fingertip drug test thing catches on.
 

Cobra Jet

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What platforms and/or financial services are you all using for your investments?

Does anyone have “jail” stocks? LOL - I don’t know what else to call them, but stocks that would be associated with the criminal/judicial/supplier system…
 

q6543

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Does anyone have “jail” stocks? LOL - I don’t know what else to call them, but stocks that would be associated with the criminal/judicial/supplier system…

Walmart, McDonald’s and Starbucks are 3 top performing prison/jail stocks

Only 2 percent from all time highs!!!!
 

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