You have to cut ONE stock from your portfolio tomorrow.
Are you automatically cutting your biggest loser, or the company with the weakest remaining investment thesis?
Published another MintedTools app on the Wix Marketplace last week.
Building the thing is no longer the part that intimidates me. Getting strangers to actually discover it without chasing them down is a much bigger challenge.
Distribution really might be the entire game.
At what level of monthly investment income does it stop feeling like fun side money and start genuinely changing your life?
$500? $1,500? $3,000? $5,000?
Which would you rather own?
A company trading at 25x earnings and growing 15% annually.
OR
A company trading at 10x earnings with basically zero growth.
MARKET CLOSE π
S&P 500: +0.7%
Nasdaq: +1.1%
Dow: +0.2%
Russell 2000: +0.5%
Notable moves:
$PTC +33.5%
$RXO +22.5%
$NVDA +2.1%
$AVGO +2.1%
Meanwhile:
$CHRW -10.8%
$INTC -1.9%
$BTC: ~$85.3K
10Y yield: ~5.31%
WTI oil: $89.43
Brent oil: $100.32
Another record close for the Nasdaq.
AI names kept running, $NVDA hit another record close, and a couple massive acquisition deals sent $PTC and $RXO into orbit.
The weird part? The 10-year climbed to 5.31%, its highest territory since 2002, and stocks basically shrugged.
Oil falling below $90 WTI definitely helped.
Apparently 5%+ yields are just part of the scenery now. AP News