The Monthly Compounder

Real time portfolio updates, buys, and sells. Analyzing stocks to build long term wealth with total transparency. Join me!

[The Monthly Compounder @Compunder01]

@jimcramer Because they realized it couldn’t B-erks-hire proper tech analysts.

[The Monthly Compounder @Compunder01]

@chartingthemkt Yikes! Sounds like leverage gone wrong?

[The Monthly Compounder @Compunder01]

@DeepIceValue Thanks to the recent market correction, $NVDA trailing P/E ratio has compressed to around 23.6x. This is remarkably reasonable for a business projecting 70% revenue growth. Are you in?

[The Monthly Compounder @Compunder01]

@mammetgzla Pharma is to much high risk high reward for me :) Do you have any top picks?

[The Monthly Compounder @Compunder01]

Bank of America is warning clients about a market collapse because margin debt growth plunged from 53.7% to 31.4% in September.
They claim 2000, 2007, and 2021 prove this is the absolute top.
Once again, another giant trying to predict the next crash.
Having invested through dot-com, the financial crisis, the oil crisis, and Covid, I lost count of how many corrections I have seen. This is just retrospective data-fitting to stay relevant. I filter it out.
My 20-year plan is simple, always be structurally ready for a crash, but never bet money or alter positions based on predictions of what happens in 1 week, 1 month, or 6 months.
Compounding requires ignoring the casino noise.
Do you think margin debt is a reliable crash indicator, or just more noise? How do you prepare your portfolio for the unknown unknowns?

[The Monthly Compounder @Compunder01]

@NotA_Bull I am pretty sure I have read that 15% do better than indeks over time. True?

[The Monthly Compounder @Compunder01]

It often takes just 19 days for fear to climb to the top but over 100 days before the market calms down again. Do investors underestimate how long it takes for the market to calm down again?

[The Monthly Compounder @Compunder01]

@NoLimitGains Always under construction, I have stopped paying for it because of this. Do you pay for it?

[The Monthly Compounder @Compunder01]

@Mapago9 Good idea, I reckon we will see a beat of consensus.

[The Monthly Compounder @Compunder01]

@staunovo This war will take years to end. Do you think the war will end soon?

[The Monthly Compounder @Compunder01]

@reynosismo_ Its crazy with that amount of money. How many stocks do you hold?

[The Monthly Compounder @Compunder01]

@QC_Capital_ Did you buy? 🙂

[The Monthly Compounder @Compunder01]

@elonmusk Elon du you read the answers on your posts?❤️

[The Monthly Compounder @Compunder01]

@FirstSquawk Not possible, everything has some form of impact, its only less or more...

[The Monthly Compounder @Compunder01]

@QC_Capital_ Repricing, consolidation 😬🙂

[The Monthly Compounder @Compunder01]

@Mapago9 Interesting when it's the big market caps that rock the boat. I see opportunities!

[The Monthly Compounder @Compunder01]

https://t.co/zlPpXqujFf

[The Monthly Compounder @Compunder01]

*Portfolio The Monthly Compounder from 29 th sept 2026 (the start) -1,5%

*SP500 from 29th sept. -2,9%

*Nasdaq from 29th sept. -11,2%

I don’t like to brag, because I have seen this before. However, it gets to me that we might be experiencing a shift from index fund investing to active investing.

I am thinking about actively managed funds here.

Individual stock picking beats fund anytime, if youre good at it…

1. Stay with your plan!
2. Keep your cool.
3. Kill your feelings and be objective!