My 5 year performance is now 444% and ytd 52%- I have heavily trimmed risk with this rally and feel the r/r on the general market leaves me wanting some sidelined cash
@JaguarAnalytics I fully agree! And I've enjoyed your content for years- I just know you've shit on influencers on here many times so I felt obligated to just comment on what seemed like something you did that they'd do. Gl out there
Really like $BDC Belden here. Overweight this global data networking and infrastructure company that manufactures industrial automation, cybersecurity, and smart-building connectivity solutions.
Took the opportunity to overweight $TEL today on earnings. TE Connectivity is the fair priced ignored cousin of $APH that will ride megatrends for years to come
YTD as of today Mon July 27. I primarily trade/own common stock. I moved my money to Robinhood $HOOD in 2021 and have a cumulative return of 436% while adding cash monthly. My goal is market outperformance while sleeping well at night