P
Pandora Media Inc
stock NYSE

I am. We broke up with our finance guy because he insisted we do 60/40, downside protection, blah, blah, blah. I told him I’d give him 2 years.
At the end, we made jack shit his way and 24+% on other accounts. If I make 24% in a year and 0% for the next 3, I’m still at 6%.
I’m not using any of that money in retirement so I’m 100% in equities. Almost all S&P index actually.
Know the risk, maybe run some models on different approaches, and do you.

Just buy both ADBE trades at a 17 P/E and CRM trades at 22 both extremely undervalued.

You can trade S&P 500 futures. They obviously have there differences but are pretty similar. Futures is the overall index and the price is inflated due to a couple different reasons. But the price movement is relatively the same.

Novo Nordisk is the obvious answer that has probably already been mentioned. Beta of just .32, P/E around 14 (both trailing and forward). People need medication even in a recession. It’s worth anywhere from $90-$150/share depending on who you ask.
Depending on your definition of “super stable”, Pinterest is carrying a beta of just .76. Not in the .45 Coke/Pepsi territory, but better than SCHD. P/E of 12.7 (forward 18.1). It’s worth between $50-$60/share. It’s in the advertising industry, which usually gets hit hard in a recession, however, I don’t know how much cheaper Pinterest can get. Especially if they hit >20% revenue growth and >70% EPS growth next year.
SentinelOne is another good one. Cyber security is my favorite recession-proof industry. Beta of just .78. No profits yet, but they’re growing the top line >20% a year so profits are right around the corner. At $18/share it’s 30%-100% undervalued. They are a candidate to get bought out by Palo Alto or CrowdStrike, which would cause it to skyrocket very fast.

You're worried about bubbles and are in crypto?
Crypto is, by definition, pure bubble. Think about it:
Stock bubbles occur when people stop worrying about the fundamentals that drive valuation (earnings), and say "whether it's justufied or not, I think it has momentum". Which creates a self-fulfilling cycle that drives the price up.
Sound familiar? With crypto, it's all bubble. The "asset" is a spreadsheet cell, imagined as a "coin", which does nothing. It does not confer ownership in any productive asset, or any kind of legal or voting rights.
I know this comes off as sour grapes, but it's still true. I have never said "the crypto bubble can never reach $X". Maybe there's enough greedy money and low enough "gravity" in finance that btc gets to a million per, idk.
But I'm never touching it. Structurally, once you see that it's just a tech-branded spin on old schemes like the "airplane game", I just have no interest.
So is the S&P500 a bubble? P/E of 40? yeah I guess but I'm not going to worry about that when the market tolerates an asset class where the P/E is by definition always infinity, but also isn't a commodity.

I was in the same exact position at 18, it was approx $9800. About a decade later majority of my chip stocks and other nasdaq up 1000%. I got a half a milly house by the beach, a wife and kid. I don’t even have a doctorate or a law degree, but I’m making as much as them just in my daily P/L alone.

Tired of everyone hating SCHD. They don’t know a thing about investing, and only invest in large cap and mega cap growth stocks that are booming from ai. Those are great, but that’s not diversified. The S&P or “voo” as they love to shill isn’t very well diversified either. 500 companies doesn’t mean spit when it’s market cap weighted and only a few companies make up the majority of it. When the recession comes, or Covid 2.0, or housing crisis, or terrorist attack, or dot com style bubble (ai bubble?), etc - all these S&P only people are going to be losing their minds.
Before shilling just VOO, maybe do 5 minutes of research and look into SECTOR diversification as well as diversifying between growth and value. SCHD is mostly sectors you get very very little exposure to in VOO, and they’re ALL value style stocks not growth which again, you get very little exposure to in VOO. Everyone is like “omg it won’t GROW!” It’s not supposed to grow as much as VOO you geniuses, it’s supposed to diversify your portfolio with some value stocks and sectors other than tech. Then when the next “thing” comes that causes us to have a down year or years, SCHD and value stocks will help prevent you losing 40% of your gains because you held your whole portfolio in the mag 6.
When the markets are how they’ve been, everyone thinks they’re a genius investor. With this bull run You can literally buy any stock and do well - that doesn’t make you a genius. A monkey can do what you’re doing by throwing darts at a board.
You people need to learn about diversifying, or you’ll be crying when we have a recession or other correction. Growth is great, I love the mag 6 and stuff as much as everyone else, but saying you should hold NO SCHD (and probably no value stocks or other sectors at all) is idiotic.

There are a couple of possibilities. The S&P is up about 32% since April so some are thinking this might be a buy the rumor sell the news situation. If that happens, tech stocks will probably move the most so buy QQQ or XLK calls. QQQ or XLK calls would also be the bet to make if you were thinking that we might not get a cut at all. Finally, if you think the Fed might do a 1/2 point cut, buy puts in the defensive sectors - Consumer staples, healthcare, and utilities along with precious [metals.](http://metals.buy)

Anyone can just finally offer free journal, where you basically mark green/red days and how much is P&L, thank you!

Probably... Personally, I hope they merge with Hasbro, who's already in the S&P 500, it would make sense for GameStop's "Gaming" brand to merge with them, Hasbro owns huge IP brands, include Magic: The Gathering and Dungeons & Dragons; those two in particular are huge in Collectible Cards, collectible figures, etc.

1) Gold is up 30% YTD and S&P 500 up 10%.
2) Short and long term capital gains apply to gold an stocks in the same way.
3) You **should** report gains when selling gold. You **will** report gains when selling stocks.

It’s a growth stock growing top line revenue at ~80% YoY and an extremely high pass through rate to net income for new revenue. That P/E will drop quick QoQ.
Also the fact that it even has a P/E (positive earnings) is something that many high growth companies don’t have

Depends on the risk exposure of your portfolio. You are just around if not slightly above S&P so you could have gotten this pretty safely without much risk. But wild fluctuations seem to indicate you have a lot of volatility which means a lot of uncompensated risk with just average returns.

eh, be patient my dude. :P
The economy would probably be in bad shape if everything doubled in cost every month (as in price, not value)!

Next 3 years S&P 500 will almost certainly outperform all-world ETFs. Anything longer than 10-15 years you're best sticking it in All-World, although America isn't going anywhere.

Man perfect that works. I always found funny people who got extremely serious in graph analysis and have negative P&L after years. There is a lot of BS in there that gives some illusion of control or expertise I guess? As you said, keep it simple, don't be greedy and once you sell don't look back at your trade and go into the next one.

Wow man that is extremely impressive. You beat the house. You beat the odds. This is not going to be repeatable. You are not a guru who finally cracked the code to options. Take your 90K and thank your lucky stars.
If you must continue gambling, put at least 75k away into an index fund, high yield savings, the S&P, something. Then you can have fun gambling away the other 15k.

Why not? SCHD is a fantastic security to hold in a Roth IRA regardless your age. Increasing dividends, low expense ratio, diverse low P/E holdings, exposure to midcaps. I could go on.
Just because deeper value stocks have been underperforming growth lately, doesnt mean you should ignore them.

Real reasons why US companies and S&P are at all time high. They are the real beneficiaries of any developing economy growth story including India.
https://www.reddit.com/r/IndiaGrowthStocks/s/65hd28swbk

Heutzutage ist das aber lange nicht mehr so dramatisch wie früher - sagen wir mal man bekommt als Familie 2 Kinder und nutzt dann jeweils die Elternzeit voll aus. Das bedeutet ca. 6 Rentenpunkte. Also eine Person, die 6 Jahre ausfällt.
Das federt schon richtig viel ab und sind gegenüber bspw. einem Single auch aktuell schon 240€/Monat mehr Rente (bzw. bei den Eltern umgerechnet 120€ p.P.).