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| Favorite team: | LSU  |
| Location: | Dallas |
| Biography: | Born in the 60s |
| Interests: | |
| Occupation: | |
| Number of Posts: | 870 |
| Registered on: | 1/27/2010 |
| Online Status: | Not Online |
Recent Posts
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re: Which Brad Pitt movie is better, “Legends of the Fall” or “A River Runs Through It”?
Posted by kaaj24 on 11/8/25 at 5:58 am to theantiquetiger
Love both movies.
However, A River Run Though It is my first choice.
Great movie, Redford narrating and as we get older movie has more meaning to me.
However, A River Run Though It is my first choice.
Great movie, Redford narrating and as we get older movie has more meaning to me.
0
Yeah, doesn’t make sense. But still feel strong about the long term.
It never makes sense. These days/weeks seem to happen. Dust settles and stocks march forward.
People get spooked, sell stock, large investors come in buy shares at lower price. Little guys get comfortable, start reinvesting in market. Rinse repeat.
People get spooked, sell stock, large investors come in buy shares at lower price. Little guys get comfortable, start reinvesting in market. Rinse repeat.
re: Michael Burry goes short on $PLTR and $NVDA in his latest 13F filing
Posted by kaaj24 on 11/4/25 at 7:25 am to Upperdecker
I want people to earn as much as they can.
I don’t stress over market swings. things go on sale…..
I don’t stress over market swings. things go on sale…..
re: Michael Burry goes short on $PLTR and $NVDA in his latest 13F filing
Posted by kaaj24 on 11/4/25 at 5:26 am to Upperdecker
Maybe he’s right. Maybe he’s wrong.
I don’t plan to retire until about 10 years out so we can ride out the waves.
I don’t plan to retire until about 10 years out so we can ride out the waves.
re: Nebius - NBIS - AI Infrastructure Company [Q3 EARNINGS 11/11]
Posted by kaaj24 on 11/4/25 at 5:23 am to astonvilla
It’ll be ok. Still long in the stock and feel good about the next several years. Never a straight line up!
Base portfolio are index funds
NVDA
NBIS
RYCEY
AAPL
Interested what others are doing.
NVDA
NBIS
RYCEY
AAPL
Interested what others are doing.
I’m curious to see what impact a prolonged government shutdown will have on markets.
Last week sentiment shifted as I’ve started seeing a lot of narrative about the AI bubble. Think this is more of an opportunity to take some profits. And the periodic settling that occurs after stock market runs.
Last week sentiment shifted as I’ve started seeing a lot of narrative about the AI bubble. Think this is more of an opportunity to take some profits. And the periodic settling that occurs after stock market runs.
re: Spec Play - HGRAF
Posted by kaaj24 on 10/18/25 at 6:23 pm to SquatchDawg
Yeah, I’ve got a little less than 3k shares.
Definitely tempting if this thing works out as it could be a 20x easy.
Definitely tempting if this thing works out as it could be a 20x easy.
re: At what point are you considering backing off a little?
Posted by kaaj24 on 10/18/25 at 6:18 pm to boogiewoogie1978
About a year from retirement I’ll put 1.5 year of living expenses in a money market type fund
I think having a solid ETF base makes sense before investing in individual stocks.
One thing I always remember is people always share wins but don’t often hear about the misses. It’s a bull market now but it isn’t always this easy.
One thing I always remember is people always share wins but don’t often hear about the misses. It’s a bull market now but it isn’t always this easy.
Always a good reminder that in a bull market everyone thinks they’re smarter than they really are and very few can actually beat the market consistently.
I’d like to learn more about options but also at the same time know you can lose your shirt pretty quickly.
I’d like to learn more about options but also at the same time know you can lose your shirt pretty quickly.
re: Current Annual YTD Return
Posted by kaaj24 on 10/11/25 at 8:30 am to MekaWarriors
18%
There were a lot of car companies that were started. Only a very small handful made the long term.
AI will be no different.
Ive started to use some AI tools in my work and I see a lot of potential. And its only going to get better
AI will be no different.
Ive started to use some AI tools in my work and I see a lot of potential. And its only going to get better
re: What do you think ends the bull and will we see a rotation to int'l again?
Posted by kaaj24 on 10/4/25 at 8:47 am to ghost2most
My approach is that large cap stocks that I invest in give international exposure.
I don’t feel confident in international investing since most of the governments have anti growth policies, stricter labor laws. In Europe much higher tax rates. When you try to limit down side risk you also limit upside.
I’m no economist so I’m sure others on this board will have much more articulate responses. Or a different view all together.
I try to stick to what I know.
But have used this board for different investment thesis than I would have otherwise as the base of my portfolio are low cost ETF index funds.
I don’t feel confident in international investing since most of the governments have anti growth policies, stricter labor laws. In Europe much higher tax rates. When you try to limit down side risk you also limit upside.
I’m no economist so I’m sure others on this board will have much more articulate responses. Or a different view all together.
I try to stick to what I know.
But have used this board for different investment thesis than I would have otherwise as the base of my portfolio are low cost ETF index funds.
In my opinion, we are in the early stages of AI. Yes, they’ll be winners and losers. However, I’m seeing how it’s going to help companies save time/money and it’s only going to get better.
There is a reason they are paying these AI superstars 100 million.
There is a reason they are paying these AI superstars 100 million.
Quarterly reporting causes short term thinking. I support this.
re: Who is on Board the Nuclear Train?
Posted by kaaj24 on 9/15/25 at 7:08 pm to MekaWarriors
I have a position in RYCEY
re: What are you stock holdings and what does each stock represent as a % of your portfolio?
Posted by kaaj24 on 9/10/25 at 1:47 pm to Arthur Bach
My main retirement allocation is the following.
GRNY - 10%
SCHX - 40%
SCHD - 5%
FTEC - 35%
SCHG - 10%
GRNY - 10%
SCHX - 40%
SCHD - 5%
FTEC - 35%
SCHG - 10%
re: Retirement nest egg - rethinking 4% rule, size of treasure chest we leave to descendants
Posted by kaaj24 on 9/6/25 at 3:00 pm to Artificial Ignorance
My approach will be to spend more early while have health and desire to do things.
Most 80 and 90 year olds have more chill.
Most 80 and 90 year olds have more chill.
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