A nice little article discussing valuations. Weekly Market Pulse: The Real Deal https://alhambrapartners.com/weekly-market-pulse-the-real-deal/?src=news ......"Adjusting your portfolio because an asset is highly – perhaps over – valued doesn’t mean you have to abandon it altogether. It means restructuring your portfolio to achieve your financial goals in another way. It means not following the crowd when the crowd is doing its best imitation of a plague of lemmings. And before you waste your time looking it up, yes, a group of lemmings is called a “plague” and no they don’t actually commit mass suicide. But it is a great market metaphor because what they really do is panic when their population gets too large. Which sounds a lot like what happens when a great bull market expires. Don’t be a lemming.".....
Some thoughts on money....as "I".....am probably losing some on paper today. Money Without Meaning https://awealthofcommonsense.com/2026/05/money-without-meaning/
YEP......a single chart article that is one sentence long. Higher Rates, More Renovations https://www.apollo.com/wealth/the-daily-spark/higher-rates-more-renovations
"Someone" .......apparently thinks earnings matter and by extension fundamentals....even though their entire business model is short term trading......and....arbitrage. Goldman Strategists Lift S&P 500 Target to 8,000 on Earnings https://finance.yahoo.com/markets/stocks/articles/goldman-strategists-lift-p-500-080509731.html
I dont even have to look at my account today to now how I am doing. NVDA down significantly.....again.....and PLTR also in the red. NVDA has about the SAME gain as the SP500 YTD......about 10%. BUT....since earnings.....a loss of about 6%.
The markets today....ALL...about the DOW. Dow jumps nearly 300 points to hit new record as oil prices retreat https://www.cnbc.com/2026/05/26/stock-market-today-live-updates.html
NOTHING really going on today....as usual. the market action we are seeing short term is TOTALLY driven by media story-lines.... as usual. SO.....I am doing NOTHING.....as usual.
The poor housing markets are being jerked around....and have been for a few years now. BUT.....bottom line, if you want to own a house....JUST DO IT. Mortgage refinance demand drops 18% as rates hit highest level since August https://www.cnbc.com/2026/05/27/mortgage-refinance-demand-drops.html One of my kids is following our path. Over our lives we owned about 10 houses. The KID and SPOUSE is now on their....4th.....house. This is since......2011. AND amazingly......they have made money on EVERY ONE. Good money.... that now sits growing in their brokerage account which hit the magic....ONE MILLION....milestone a week or so ago. They...... with our help....... pick good houses, in great neighborhoods, that need a little bit of updating and have bad interior paint. Family financing also is a big help. First thing we do is paint the entire interior....add crown molding....new wood floors.....IF needed. BUT...they are NOT flippers. The house has to be in a GREAT neighborhood and be a great floor-plan. BUT......they will probably stay in the current home for at least the next 10-15 years till retirement. this house is NEW CONSTRUCTION.....and a MODEL HOME in a great neighborhood.
Good afternoon, praying all is well. I would like opinions please. I have done my own research, but I would love to hear what this group thinks. I have two portfolios a brokerage account and a traditional ira account. They are constructed similar with the exception that the ira has WF, CAT, and V. My research led me to the idea of making the two accounts unified, but leaving them separate due to the tax hit in the brokerage if i was to rebalance and rebalance the IRA. I would make my allocations based on both accounts as though it is one portfolio. Or should I just leave them alone and continue on down this investing journey the way they are? any opinions or thoughts Mr. WXYZ or anyone? Thanks
HEY.....Bigmaix. You are thinking of doing exactly what I do. for example my KID has a regular brokerage account and a ROTH IRA account. I treat them as ONE account....in terms of the percentage and allocation of money into each stock or fund. Same with my sisters brokerage and ROTH accounts. I treat the allocation into each stock or fund as though all the money in BOTH accounts was a TOTAL in a SINGLE ACCOUNT. So....if you look at the brokerage account alone the amount of NVDA seems low....that is because of the large amount of NVDA in the ROTH account. Since one of the accounts is a ROTH....I do try to PILE the stocks with the greatest growth potential into the ROTH since I can sell it with NO capital gains taxes.....if need be. BUT....the percentage of TOTAL holdings in the two accounts is combined as though the two were.....ONE ACCOUNT.....in my thinking.
Thanks so much for your quick response, I really value your thoughts and opinions. I've been a fan of yours since about May of 2020. Continued blessings to you and the family. Also, I really enjoy reading your input on this forum. please keep it coming.
I'm not in the business of picking companies, particularly for other people. I barely post and yet I've shared quite a bit of extremely solid research. Perhaps you might consider share some of your ideas and research?
I had a medium....SMALL loss today, in my stocks. Three stocks GREEN....AMZN, AAPL, and COST. At least my NON-DIVERSE portfolio...in terms of just my stocks....is still holding the losses to the small range lately. I also lost out to thee SP500 today by...0.34%.....in my stocks. The good news.....a healthy percentage...but less than half....of my portfolio is in the SP500 or equivalent...Fidelity Contra Fund.....and is doing nicely as the SP500 hits new high after new high. It is also important for me to keep in mind that it was just a week or two ago that I was hitting all time highs in my accounts. So lets not get too.....IMPATIENT.....especially since just 5-6 weeks ago I was down by 10%.
What's with the cold reply? I'm not trying to piggyback off you, as I have clearly stated my moves. I'm doing juuuuuust fine. I'm just trying to have conversation. That's the point of this thread. And yes, you are in the business of picking companies. That's why you are here. You do not have all your holdings in index funds, so do not delude yourself. Finally, your research is only valid if it can be vetted. Perhaps you "might consider share some of your" sources going forward. You have been very opaque in many of your claims.
I don't recall how to cite a reference. Post a link to any post you've ever made on this site to back up your claims so I can see how it's done. I do not pick companies. I look for value. The vast majority of people use essentially a random number generator and make claims of massive gains. I believe 100% of them are lying. Zero exceptions. I am directly addressing you and your claim which is quoted above for posterity. I've posted facts that could be verified by any 10 year old using a computer and any number of tools (Google, Lemmy, etc.) I've cited purchases. I've cited sales. I have shared detailed specifics on why I like companies. I'm part of the ROCm developer network and I've shared super detailed insights from that, including CUDA comparisons. People who do well are attacked by people who do less well. If alpha cannot be gained by outperforming someone else, attempts are always made to gain alpha through what is little more than a street fight. I weathered endless attacks and a threat of violence (on another site) when I mentioned buying a substantial amount of Tesla in 2016. Now, enough about me. How about sharing some of your homework? Let's see what you bring to this table. If you're going to throw down judgement on other posters, let's have a look at your ideas and insights. It takes very little effort and absolutely no character to shit on someone else. I'm a good poster and a positive person. I don't deserve you. Now, it's time to have a look at what your working with. Show us what you have.
That's not how claims work. You make a claim, you back it up. With actual, verifiable proof. None of this I have read this, I heard that, I work for so and so nonsense. Back it up. Period. And yes, looking for value means you have to pick companies to invest in. Enough with the pedantry. As to the rest, you must have me confused with rolexian or some shit. You had a little bitch fit and left when he went after you, and I stuck up for you and wanted you to come back. Now you are back and picking a fight with me? No thanks. I have never shit on you. Not once. I dare you to find an example. I've posted my holdings. I've posted my thoughts. I've done pretty damn well so far. I could not care less if you do not believe me and think I am making it up. Not. One. Bit. You want to discuss? Discuss. I am here for discussion and perspectives. I am not here to write a dissertation on a stock I am interested it. You can do that. But remember, dissertations require proper citations. You want to be a victim of an imaginary villain? Pound sand. My random number generator says I am 99% sick of your shit today.
It has been a while but I have mentioned this in the past. What ELON is doing is NOT random. There is a plan and meaning to his companies and how they are going to operate when they are.....ONE. A......MODERN CONGLOMERATE. Elon Musk Doesn’t Need to Beat OpenAI. Here’s Why. The infrastructure always wins. And one man may already own it. https://investorplace.com/hypergrowthinvesting/2026/05/the-one-musk-advantage-no-ai-rival-can-copy/ ....."Rockefeller ultimately built his legacy by owning the pipeline, not the oil — the infrastructure that every barrel had to flow through to get from the ground to the market. Once he controlled that layer, the game changed. Competitors could find all the oil they wanted. They still had to move it through him. That is the infrastructure rule: whoever owns the bottleneck owns the economics."....
So true.....and....I learned more than I ever imagined about the story Pinocchio. We Are Living in Pinocchio’s World https://om.co/2026/05/25/we-are-living-in-pinocchios-world/ ....."The grifters and the hucksters and the influencers selling impossible things succeed because audiences reward certainty and punish doubt. They honor confidence and resist complication. A clean story about a genius who will fix everything travels faster than a difficult story about tradeoffs. The Field of Miracles stays open because people keep wanting to bury their coins there."....
YES....in the end....it is ALL about the PORTFOLIO AS A WHOLE. And to make it more confusing and complex....the answer is different for every investor. How Many Positions in a Portfolio Is Optimal? https://www.carsongroup.com/insights/blog/how-many-positions-in-a-portfolio-is-optimal/ ...."A robust portfolio can have many or few positions, but so can a poorly constructed portfolio. The real question is not how many pieces there are, but how intentional each piece’s role is (even if it’s very small) and how the portfolio is managed as a whole.".....
Totally irrelevant....till IRAN is over and done for a few months. But this is what it is. Core inflation hit an annual rate of 3.3% in April, as expected, Fed’s preferred gauge shows https://www.cnbc.com/2026/05/28/cor...-as-expected-feds-preferred-gauge-shows-.html AND.....STILL.....not outside the REAL historic range of inflation a growing economy.
