Entreprenurial Mentorship

As of:

9/01/2024

(P1)

1st Portfolio

V

NVDA UP 2,891.13%

GWW UP 1,848.61%

KLAC UP 587.73%

BTC UP 552.64%

GBTC UP 551.16%

CORZZ UP 538.26

TQQQ UP 502.43%

IBM UP 420.30%

WSM UP 388.55%

CORZW UP 359.10%

LRCX UP 332.40%

NFLX UP 329.38%

SOXL UP 313.54%

MARA UP 303.43%

XOM UP 292.90%

TTD UP 278.73%

AVGO UP 265.62%

CRWD UP 254.53%

META UP 226.57%

CORZ UP 184.69%

MSFT UP 162.86%

COP UP 154.49%

AAPL UP 149.11%

MA UP 136.41%

VRTX UP 124.67%

JPM UP 121.02%

WMT UP 116.52%

GDDY UP 103.43%

BRK.B UP 98.84%

HIVE UP 94.73%

BKNG UP 87.85%

TSLA UP 80.04%

GOOGL UP 79.83%

MSTR UP 75.57%

FITB UP 74.32%

UBER UP 62.36%

AMAT UP 61.78%

ETH UP 60.88%

ETHE UP 60.14%

AXP UP 54.38%

APLD UP 53.36%

O UP 50.31%

FE UP 46.40%

CVX UP 45.95%

MU UP 45.14%

NXPI UP 44.53%

TSM UP 43.23%

RRR UP 41.65%

DMGGF UP 39.84%

NTES UP 33.47%

NTDOY UP 32.66%

 V UP 32.12%

BAC UP 28.08%

NTRS UP 25.47%

C UP 24.00%

JEPQ UP 19.08%

AKAM UP 15.77%

WFC UP 14.06%

T UP 12.49%

MRVL UP 9.04%

OGIG UP 8.68%

MELI UP 8.58%

AMZN UP 8.13%

BITO UP 6.32%

OXY UP 3.36%

(P2)

2nd portfolio

J.P. Morgan Chase

I.R.A.

V

MARA UP 391.07%

AMD UP 258.90%

SD UP 120.97%

FI UP 87.72%

UBER UP 80.61%

JBHT UP 70.91%

KEYS UP 63.71%

MRO UP 57.47%

RIOT UP 56.37%

PENN UP 36.41%

ET UP 19.72%

GME UP 13.22% 

(P3)

All Crypto Related Stocks 

found in both portfolios.

G.T. ~ 9/01/2024

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.

We continue to maintain 0 margin.

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

12/01/2024

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.

However, holding a stock for just one year had a 25.2% probability of loss, according to Wealthfront’s data. The probability of loss dropped to 4.9% if the stock was held for 10 years, and 0% if it was held for 20.

Buffett encourages investors to ignore daily stock price fluctuations and think of stocks as more like illiquid assets

In a CNBC interview, Buffett advised viewers that even if you can’t make big contributions, the point is to keep investing regularly. No matter what, and no matter how small the amount.

As Buffett stated, “I think it’s the thing that makes sense practically all the time.”

That’s because, with the way that compounding interest works, even small contributions will grow your money over time — Leaving you with a surprisingly hefty nest egg by the time you retire.

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

 Here are a few of his thoughts, many lifted from a very recent podcast: 

 • The world is full of foolish gamblers, and they will not do as well as the patient investor. • If you don’t see the world the way it is, it’s like judging something through a distorted lens. • All I want to know is where I’m going to die, so I’ll never go there. And a related thought: Early on, write your desired obituary – and then behave accordingly. • If you don’t care whether you are rational or not, you won’t work on it. Then you will stay irrational and get lousy results. 

 • Patience can be learned. Having a long attention span and the ability to concentrate on one thing for a long time is a huge advantage. • You can learn a lot from dead people. Read of the deceased you admire and detest. • Don’t bail away in a sinking boat if you can swim to one that is seaworthy. • A great company keeps working after you are not; a mediocre company won’t do that. • Warren and I don’t focus on the froth of the market. We seek out good long-term investments and stubbornly hold them for a long time. • Ben Graham said, “Day to day, the stock market is a voting machine; in the long term it’s a weighing machine.” If you keep making something more valuable, then some wise person is going to notice it and start buying. • There is no such thing as a 100% sure thing when investing. Thus, the use of leverage is dangerous. A string of wonderful numbers times zero will always equal zero. Don’t count on getting rich twice. • You don’t, however, need to own a lot of things in order to get rich. • You have to keep learning if you want to become a great investor. When the world changes, you must change. • Warren and I hated railroad stocks for decades, but the world changed and finally the country had four huge railroads of vital importance to the American economy. We were slow to recognize the change, but better late than never. • Finally, I will add two short sentences by Charlie that have been his decision-clinchers for decades: “Warren, think more about it. You’re smart and I’m right.” And so it goes. I never have a phone call with Charlie without learning something. And, while he makes me think, he also makes me laugh. 

 I have been investing for 80 years – more than one-third of our country’s lifetime. Despite our citizens’ penchant – almost enthusiasm – for self-criticism and self-doubt, I have yet to see a time when it made sense to make a long-term bet against America. And I doubt very much that any reader of this letter will have a different experience in the future 

The Oracle of Omaha added that investors who buy "good companies" over time will see results 10, 20 and even 30 years down the road.

"If they're trying to buy and sell stocks, they're not going to have very good results."

"The money is made in investing by owning good companies for long periods of time.

                 That's what people should do with stocks.                  

"Well at Berkshire, we have a simple problem

of estate planning.

Just hold the godd--- stock." 

                                                                        ~Charlie Munger 

                                                                                  ~Warren Buffett