Cash Flow Yield

🚨Portfolio Breakdown as of today (March 28, 2026): 🟢 UnitedHealth Group $UNH: 21.0% 🟢 Cash: 19.6% 🟢 Elevance Health $ELV: 11.6% 🟢 Adobe $ADBE: 4.6% 🟢 Intuit $INTU: 3.0% 🟢 Microsoft Corporation $MSFT: 2.5% 🟢 Booking Holdings $BKNG: 2.1% 🟢 Meta Platforms $META: 2.0% 🟢 Mid‑America Apartments $MAA: 1.9% 🟢 Diageo $DEO: 1.7% 🟢 All other positions: 30.1%

@BoujeeFinances Best time to accumulate $MSFT is now …

Microsoft $MSFT is the markets April fools jokes. It’s a $500 stock showing at $370

At $875 per share, Micron becomes a trillion-dollar semiconductor company. Do you think we get there by the end of 2026? 💰💰💰 $MU

@DeepIceValue Sometimes it’s not a buy even if the price falls precipitously: $PTON $TDOC

Wow $NKE hit lowest price in a decade and its still not a buy! 😱😱

@NotA_Bull yes… and some Mastercard $MA

Have you bought equity in $AMZN, $MSFT, and $META this week?

@Widegrip @TheLongInvest Hey Frosty, you said the same when $UNH dropped 30%… from $620 to $440 😭😭

@cashflowyield @TheLongInvest You load it now you dumb fuck.

$UNH - LOAD THE BOAT RANGE - RSI on the MONTHLY is at 29 Probably nothing....

@FurtureRichKid Yes…traveling is the key reason.

@cashflowyield Hey but you get tha Dunkin’ Donuts credit!!! Travel a lot??

What credit cards are you using? My wife and I have the Chase Sapphire Preferred and the Capital One.

@Steezehuman Not in San Francisco

Be honest

@ElvisAjdarpasic We didn’t leave either and here is what happened: $PTON $TDOC $BYND $FUBO

Coca-Cola was worth $4 billion in 1988. Buffett bought 7% of it. He's never sold a single share. 36 years later that position is worth $25 billion. He didn't predict the future. He just didn't leave.

@Ashton_1nvests Thank God I don’t own it: $SOFI 😭😭😭

In my opinion, if you don’t own $SOFI here… you’re overthinking it.

@GrindeOptions Long term we are fine $SPY $VOO $QQQ

I’m going to continue to buy stocks no matter what happens tonight. Good or bad, it’s always a good time to buy American assets for the long term. 🇺🇸

Mastercard Inc. ( $MA) is one of the best businesses you can own today: - 10Y sales growth: ~12% CAGR - High profit margins: 60% operating margin, 46% net margin, 60% ROIC - A+ credit rating and strong balance sheet - 3.7% FCF/EV yield - Share buybacks: ~19% share reduction over the last 10 years -Next year’s growth estimate: ~12% I am buying more $MA shares at $492 or below.

@calvinfroedge Not so quick, sir…

Iran war has officially ended

@TheLongInvest $MU: you sold too early…

$MU uploaded to our group on the 25th of March. Up 6% today Wave 5 is not complete for us yet.

@wallstengine $LVMUY: horrible stock, but great business ….

LVMH shares fell 28% in Q1, their worst start to a year on record and the sharpest first-quarter drop among major European luxury stocks.

@TheLongInvest $NVO entering the “depression” state for sure …

Where do you think we are now?

@cmsinvests Both are great companies, but I like Mastercard $MA better at current price

If you could only invest in ONE. Are you picking $V or $MA?

Don’t be too complacent, bro. I’m begging you. Life can go from 100 to 0 insanely quick. Ask any crypto bro bagholding shitcoins.

@TradexWhisperer The entire healthcare sector is cursed: $OSCR $UNH $MOH $ELV $HUM

$OSCR What a trend. Down nearly 40% in 6 months. No base. Just lower highs and lower lows all the way to $11.73. A name to trade, not hold