As of:
3/04/2025
(P1)
1st Portfolio
V
NVDA UP 2,917.00%
GWW UP 1,859.00%
GBTC UP 857.52%
BTC UP 794.43%
WSM UP 567.38%
IBM UP 529.52%
NFLX UP 495.43%
TQQQ UP 486..68%
KLAC UP 474.06%
CRWD UP 398.86%
AVGO UP 312.96%
META UP 299.23%
LRCX UP 295.04%
CORZW UP 294.82%
MSTR UP 264.81%
XOM UP 252.44%
MARA UP 237.48%
APLD UP 190.76%
MA UP 170.66%
WMT UP 164.63%
CORZ UP 164.65%
CORZZ UP 158.29
AAPL UP 155.84%
TTD UP 144.93%
MSFT UP 143.37%
JPM UP 142.64%
BKNG UP 134.34%
TSLA UP 128.75%
VRTX UP 120.29%
SOXL UP 117.20%
GDDY UP 114.16%
BRK.B UP 107.26%
COP UP 103.87%
GOOGL UP 87.74%
NTDOY UP 79.22%
AXP UP 68.83%
V UP 67.91%
FITB UP 67.82%
UBER UP 67.29%
NTES UP 66.21%
SENS UP 56.29%
CRK UP 54.05%
TSM UP 49.79%
CVX UP 48.68%
T UP 47.26%
NTRS UP 42.99%
WFC UP 42.48%
C UP 42.23%
O UP 39.47%
MU UP 37.59%
ETH UP 37.11%
ETHE UP 34.98%
FE UP 33.93%
BAC UP 33.67%
OGIG UP 29.85%
MRVL UP 26.36%
AMAT UP 25.29%
AMZN UP 23.46%
NXPI UP 18.91%
HIVE UP 18.49%
RRR UP 16.64%
MELI UP 8.49%
FNTTF UP 1.20%
BYDDF UP .63%
(P2)
2nd portfolio
J.P. Morgan Chase
I.R.A.
V
MARA UP 231.60%
AMD UP 143.40%
FI UP 140.75%
SD UP 86.52%
UBER UP 85.87%
RIOT UP 74.64%
KEYS UP 62.63%
JBHT UP 54.97%
PENN UP 44.69%
ET UP 35.51%
JD UP 35.33%
BTCS UP 32.78%
CSCO UP 23.71%
GME UP 17.48%
(P3)
All Crypto Related Stocks
found in both portfolios.
G.T. ~ 3/04/2025
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
6/01/2025
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
How much you invest isn’t as important as how often you invest
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.
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