FIRE By Dividends

🔥 Retired at 42 | $100K Passive Income | 20Y Real Estate Investor | Building $1M Stock Portfolio with 4 Strategies: Big Tech • Growth • Dividends • High Yield

[FIRE By Dividends @FIREByDivs]

@spectatorindex Scary

[FIRE By Dividends @FIREByDivs]

Being retired at 47, I study stocks every day. It’s borderline obsessive — trying to have correct positions on.

Tech Portfolio: Dropped $ANET & $Meta Increased $MSFT & $LITE to full 5% positions. Letting rest winners run

IRA Growth & Dividend Portfolio did some major changes

[FIRE By Dividends @FIREByDivs]

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.

[FIRE By Dividends @FIREByDivs]

@antibearthesis Yaaa buddy

[FIRE By Dividends @FIREByDivs]

@BoomerDivvies 3. Those who want to buy a dip but out fresh cash

[FIRE By Dividends @FIREByDivs]

@StockSavvyShay So it’s going to $3k.

[FIRE By Dividends @FIREByDivs]

@KingMakerIQ I just read. Dont buy an IPO until 1 year afterwards

[FIRE By Dividends @FIREByDivs]

@FIREDUpWealth I brew my own coffee in morning. 🤣

[FIRE By Dividends @FIREByDivs]

@CarsonTalkMoney Depends what you want to do.

Beach relax
Big City
Mountains / Hiking
Explore other cultures.

Best place I’ve been - Maldives
Worst - Cambodia

[FIRE By Dividends @FIREByDivs]

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!!

[FIRE By Dividends @FIREByDivs]

@QC_Capitals $VST

[FIRE By Dividends @FIREByDivs]

@LeopoldATracker

[FIRE By Dividends @FIREByDivs]

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.

[FIRE By Dividends @FIREByDivs]

@TheValueTrade I sold higher. Bought back some $53. 🤣

[FIRE By Dividends @FIREByDivs]

@DeItaone What if he raised them.

[FIRE By Dividends @FIREByDivs]

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

[FIRE By Dividends @FIREByDivs]

@FASTGraphs $SIVE

[FIRE By Dividends @FIREByDivs]

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.

[FIRE By Dividends @FIREByDivs]

@medinvestor13 Seekin Alpha contributors should have their track history posted like many stock analysts have.