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Marco
303 posts

Marco
@theCFOInvestor
Starting with a $30K account & 0 followers. Buying quality dips, selling CSP, and tracking real-money trades. Personal investing journal, not financial advice.
Katılım Mayıs 2026
110 Takip Edilen110 Takipçiler

@asklivermore When you show your wife your portfolio, we are at the top 😆
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Listen to me. This is the #1 rule to know when to SELL:
If you screenshot your gains, it’s time to sell 20% of your position.
Never sell your winners fully. Just 20% at any given time.
This psychological rule will save you millions in the future.
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I bought $RDDT and $SHOP.
Reddit has been a name that’s always been on my watchlist, first real deep dive I did was at $230 and I stayed away because of valuation.
I think valuation concerns are more than resolved given the company has continued to grow and the stock has continued to go down.
Shopify has a more expensive valuation but I do not think the street is accurately pricing in their role in agentic commerce and really it’s quite laughable how aggressively the street is ignoring the quarter they just put up.
Both are absolutely massive compounders with accelerating growth that are down 40% YTD because they aren’t semiconductors.
Hoping they fall another 20% to add more.
Sold puts on $SHOP one month out for $90 and $RDDT at $130. Entry price on $RDDT is $142.57 and on $SHOP is $103.85.
I also love that both businesses are still run by their founders.
Looking to actually hold these names over the coming years so dips are likely and if the SaaS selloff or broader rotation out of anything semis gets worse than I would gladly welcome better prices.
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@theCFOInvestor A lot of good things are happening that we can't see yet.
Seeds being planted. Lessons being learned. Relationships being built.
Keep showing up.
The future is often shaped by the small things we do consistently today. ☀️✨
Glad to be on the journey with you all.

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@GrindeOptions 2 million and exposure to the market should do it, depending on where you live
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This guy just turned $11,819.30 into $11,820.67 overnight.
He may never have to work again.
Why aren’t you investing?
bigbob@bigbobinvests
THE MARKET IS GOING CRAZY LOOK AT THAT CANDLE
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@dramaricic Nothing better than acceptance to what you’ve built, congrats!
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