🔥 Retired at 42 | $100K Passive Income | 20Y Real Estate Investor | Building $1M Stock Portfolio with 4 Strategies: Big Tech • Growth • Dividends • High Yield
Got within $60k of my $1M Stock Portfolio Goal and of course the market decided it was time for a dip.
The frustrating part?
I’m already retired, so I don’t have a dedicated dip fund yet. Just my monthly DCA contributions.
I invest roughly 50% of my income every month.
@CarsonTalkMoney Depends what you want to do.
Beach relax
Big City
Mountains / Hiking
Explore other cultures.
Best place I’ve been - Maldives
Worst - Cambodia
I asked Claude AI for 15 stocks it would feel comfortable holding for the next 10 years based on moats and compounding potential.
$NVDA
$MSFT
$V
$TSM
$FICO
$GOOGL
$META
$AVGO
$PLTR
$MA
$AMZN
$SPGI
$RBRK
$NBIS
$ORCL
Looks like a solid list!!
Everyone talks about $NBIS and $IREN.
Meanwhile, $ORCL may be the sleeper.
The market is focused on who’s renting GPUs today.
I’m focused on who already has hundreds of billions in contracted cloud backlog and expects AI-driven cloud revenue to ramp into 2027-2029.
Did some portfolio rebalancing
Sold in pre market, bought mid way thru dip.
Exited the following:
$META
$IBM
$ANET
$NVTS
$EOSE
$TEM
$SYM
Added to & Now have big positions in:
$MSFT
$LITE
And a starter back in $CRDO
If $MU goes to $2,300, the IRS is going to become one of my largest shareholders.
It would be a 15x for me. Too bad there’s no 1031 exchange for stocks.