@InTheMoneyAdam You still holding mag7 leaps? Or did you sell? Pelosi buying those 2027 leaps at the beginning of the year makes me think AI will have a bounce back sooner or later
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I want to VERY FIRMLY REITERATE: this is a high-risk portfolio. SQQQ has its own decay. Going all-in on this would be, in my opinion, somewhat short-sighted. Augmentation as a hedge for those who want it, but Actively Managed with DCA is where my heart lies.
InTheMoney@InTheMoneyAdam
Significantly increasing exposure to the downside due to the Fed being stuck between a rock and a hard place with inflation pressure from the Iran conflict and slowing economic growth, as well as the obvious risk-off sentiment shift. I'm always a fan of DCA into Actively Managed. Staying heavy in tech and adding funds over time has always produced great results over the past 12 years, even through Covid and 2022. However, some people have liquidity needs, want to hedge, or just want to bet on the downside. So here it is. And you don't have to go all-in; you can mix-and-match, adding only some funds to this portfolio as a hedge, or even augmenting with the Take a Breather portfolio which is positioned for stagflation and the Iran conflict. But risk-off sentiment, for now, is wide, and investors want to see HUGE beats in earnings to justify valuations. This is good, as it gives us a chance to buy amazing companies at cheaper prices. If you were buying and selling pens as a side hustle, and you bought 100 at $25 dollars with the knowledge that over the long-term, their value would increase, would you panic-sell if the value of those pens dropped 10%? Nope. You'd buy more, knowing you could offload them at a higher price in the future. You know my stance by now, but I don't know everyone's time horizons or liquidity needs, so this portfolio (when used as a hedge) or Take a Breather offer augments for those who want some defense. Join or add it here: marketplace.joinautopilot.com/landing/1218/5…
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@DanCrenshaw16 @NickNarey @LBJTHEGOAT0 @VielenDankGott @MobleysGoat You are the one making the argument. Why the hell should you need to look anything up? They should be off the top of your head if you are so knowledgeable on these "Intelligent, non-ESPN/Nike funded NBA players that put Kobe above Lebron"
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@DanCrenshaw16 @NickNarey @LBJTHEGOAT0 @VielenDankGott @MobleysGoat like WHO? Give me a list of 15 of those players since there are many. Kobe isn't even in Magic Johnson's top 3 😂😂
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@DanCrenshaw16 @NickNarey @LBJTHEGOAT0 @VielenDankGott @MobleysGoat Then why did you bring up most NBA players having Kobe over Lebron if they are all "bought by Nike and ESPN"? You are a casual so blinded by nostalgia that you literally said that we should ignore statistics because they don't matter when comparing players.
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@DanCrenshaw16 @NickNarey @LBJTHEGOAT0 @VielenDankGott @MobleysGoat "The league has been promoting LeFraud since he came in the league." Again, top 75 was picked by retired an current players, coaches, team execs etc Heres a list of the voting panel (spoiler: it doesnt fit your narrative)
pr.nba.com/nba-75th-anniv…
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@DanCrenshaw16 @NickNarey @LBJTHEGOAT0 @VielenDankGott @MobleysGoat Lebron more career ppg, more rpg, more apg, higher fg%, higher 3%, and is far ahead Kobe in almost every stat there is. More efficient scorer and miles better all around player. Oh but former and current players say Kobe>Bron? Is that why Brons no. 2 top 75 while Kobe is 10?? 😂
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