As of:
1/01/2024
(P1)
1st Portfolio
V
GWW UP 1,542.51%
NVDA UP 1,022.68%
MARA UP 467.43%
KLAC UP 397.33%
KRTX UP 381.16%
TQQQ UP 362.05%
IBM UP 338.35%
GBTC UP 334.08%
LRCX UP 332.85%
WSM UP 267.00%
SOXL UP 239.47%
XOM UP 233.27%
CRWD UP 226.45%
NFLX UP 198.08%
APLD UP 183.19%
HIVE UP 182.74%
TTD UP 160.72%
COP UP 158.52%
AVGO UP 154.73%
MSFT UP 138.31%
META UP 122.69%
AAPL UP 110.31%
MA UP 109.45%
TSLA UP 108.94%
VRTX UP 84.35%
DMGGF UP 77.33%
BKNG UP 70.87%
JPM UP 69.71%
NTES UP 56.13%
GOOGL UP 53.92%
BRK.B UP 49.11%
MULN UP 48.85%
CVX UP 48.69%
WMT UP 48.32%
CORZQ UP 44.29%
FITB UP 42.77%
O UP 38.94%
UBER UP 36.82%
AKAM UP 34.53%
AMAT UP 33.19%
ETHE UP 32.23%
BITO UP 31.27%
RRR UP 30.87%
NXPI UP 29.77%
GDDY UP 28.97%
MU UP 28.88%
NTDOY UP 27.28%
V UP 24.69%
NTRS UP 16.47%
FE UP 15.46%
AXP UP 12.15%
MGM UP 11.66%
JEPQ UP 10.64%
OXY UP 8.25%
IGT UP 7.69%
BAC UP 6.11%
GMDA UP 3.06%
C UP 2.25%
OGIG UP 1.22%
(P2)
2nd portfolio
J.P. Morgan Chase
I.R.A.
V
MARA UP 590.73%
AMD UP 256.13%
RIOT UP 221.25%
SD UP 127.45%
JBHT UP 98.19%
PENN UP 90.62%
KEYS UP 68.99%
UBER UP 52.06%
BYON UP 43.17%
FI UP 42.82%
CORZQ UP 42.16%
MRO UP 33.28%
BTCS UP 17.73%
ET UP 3.68%
(P3)
All Crypto Related Stocks
found in both portfolios.
G.T. ~ 1/01/2024
to be fair we also collected
(re-invested)
dividends and stock splits along the way
something you just don't get
with options.
In market downturns we
collect MORE in dividends.
As a self-directed hedge fund
we dollar cost average on buys
almost every trading day.
In complete transparency
we post are corporate
E*TRADE account performance
below
with blocked out account numbers
for safety.
We are investors.
We
leave risk for the casinos.
We have studied Math and probabilities,
for most of our life.
Our tweet / your gain,
just paying it forward.
Follow us on twitter
for daily tweets and
timely information on stocks
in our portfolios.
Next update of total % Gains
6/01/2024
Our YTD performance
against major benchmarks
listed below.
On 3-month Nasdaq technical below:
In general MACD follows Slow stochastic
which follows Fast stochastic.
With RSI confirming
strength in either direction.
Market goes UP we win.
Market goes Down we win.
(more dividend return is paid)
i.e. the yield increases.
Due to our diversified portfolios,
we collect dividends almost every
trading day and automatically
reinvest the proceeds.
1)Buy dividend paying stocks.
2)Re-invest all Dividends.
3)Hold thru the downturns.
4)NEVER trade on margin.
5)Outperform the markets.
Our favorite investing period?
FOREVER.
Thank you-
Warren Buffett.
Curios?
What does Warren Buffett make a day?
He made:
$12,700,000,000 this year/
(Billions)
that's
$1,058,333,333
a month
that's
$35,277,778
per day/
(Millions)
that's
$1,469,907
per hour/
(Million)
that's
$24,498.00
U.S. dollars every
minute.
$408.30
U.S. dollars every
second!!!
Why we don't rebalance:
"Even though a buy-and-hold strategy of
investing in equities is likely to outperform
a rebalancing strategy between stocks and
bonds in the long run,
risk is better controlled in the short run."
"I personally DO NOT
rebalance,"
He said.
"Rule number 2 is never forget about rule number 1."
rule number 2:
Focus on the long term.
Focus on the future potential of a company,
rather than it's short-term performance.
Day to day, the stock market is a voting machine;
in the long term it's a weighing machine.
How To Incorporate Buffett’s Advice Into Your Investment Strategy
Although Buffett’s advice isn’t exactly groundbreaking–many financial advisors encourage their clients to do the same thing–the fact that it comes from one of the richest people in the world, and one with demonstrated, long-term investment success, gives it more weight for many investors. To incorporate this advice into your own investment strategy, follow these simple steps:
- Select a low-cost S&P 500 index fund.
- Set up your account for automatic transfers on a weekly or monthly basis.
- Reinvest dividends.
- Maintain your contributions– or even increase them–when the market is down.
- Avoid selling unless absolutely necessary, particularly when the market is down.
These simple steps will help you follow Buffett’s investment advice and set you up for long-term success.
~Warren Buffett