D A L Y

Unhurried investor

Long only | Quality | Momentum

[D A L Y @DalyCapital_]

@SixSigmaCapital Congrats!

[D A L Y @DalyCapital_]

I could go for a B-Dubs traditional and boneless combo

[D A L Y @DalyCapital_]

@SixSigmaCapital @steve2bacon @ItsAmeKaaay My month was much worse than yours!

[D A L Y @DalyCapital_]

YTD through July 31, 2026:
Momentum Account 28.79%
Quality Account 22.30%
SPY 10.14%

[D A L Y @DalyCapital_]

July was a horrible month for both the Momentum account and the Quality account with the selloff in semis. YTD performance continues to outpace the market in both accounts.

[D A L Y @DalyCapital_]

Would Warren Buffett have had the track record that he has had if he lived in New York City instead of Omaha?

[D A L Y @DalyCapital_]

When you want to hurry something, that means you no longer care about it and want to get on to other things. I just want to get at it slowly, but carefully and thoroughly

[D A L Y @DalyCapital_]

@WellBuiltStyle

[D A L Y @DalyCapital_]

@cap_zay @buccocapital Or just never sell it

[D A L Y @DalyCapital_]

@WellBuiltStyle Ok so mangos for the win. Are we sure they don’t do the same?

[D A L Y @DalyCapital_]

The thing that you are spending most of your time on really ought to utilize your genius and gifts. If you are not doing that, it is obviously not something that you should be spending most of your time on

[D A L Y @DalyCapital_]

@BillBrewsterTBB Nah not a Mom whip. Ruling is you are safe

[D A L Y @DalyCapital_]

@sundaystockpick @FocusedCompound @ebert_io Thanks for sharing!
Lovely UI

[D A L Y @DalyCapital_]

@SixSigmaCapital Total opposite for me, worst day of the year

[D A L Y @DalyCapital_]

Long Term Quality account returns +46.1% vs. SPY 10.2%

[D A L Y @DalyCapital_]

Momentum account YTD returns: +59.1% vs SPY 10.2%

[D A L Y @DalyCapital_]

$mu $sndk $amat $asml $fix $amd $goog

[D A L Y @DalyCapital_]

Momentum portfolio for the month of June:

[D A L Y @DalyCapital_]

@WellBuiltStyle My instinct also. Lovely Father’s Day gift though

[D A L Y @DalyCapital_]

@WellBuiltStyle what do we think about Rothy’s driving shoes?