@slegers_pieter@aleabitoreddit@QCompounding@sephke@elvermo Hi Pieter, i am a subscriber so i think i know. Your portfolio has underperformed against sp500, since inception (i.e. october 2023). Kelly partners is another example (i can list others if you want). Its not a shame; 95% of traders underperform vs sp500. You are part of them.
@gleysen Wat meer Amazon, Google & Microsoft. Wat minder Tesla. Crowdstrike mis ik hier ook (wel niet aan huidige prijs). Maar ja hangt een beetje af van het risicoprofiel natuurlijk.
The chapel is what got me. €495k, Italy, 19 acres.
11 rooms, 4 bed/4 bath farmhouse (350m² / 3,770 sqft), built in 1800 around an old watchtower + separate guesthouse (50m²) + 2-car garage + a renovated private chapel + pool with BBQ area, sitting on a 77,000m² (~19 acre) plot in the hills.
Price: €495k ($576k)
Location: Sant'Angelo in Vado, Marche. ~3km to the nearest town, 30km to Urbino, nearest airport is Rimini at 66km
If you like Tuscany, then you'll also like Marche: similar green hills and historic hill towns, but with more space/privacy and better value. + not far from the Adriatic coast and the Apennines.
I asked OpenAI Astra Ultra + Anthropic Fable 5.1 Max to make me a 5x-10x return type portfolio in 1 year.
Burnt a lot of credits, and the results are in:
OpenAI: - $KYTX (autoimmune CAR-T results)
- $PRQR (human RNA-editing datasets)
- $VSTM (KRAS cancer-drug)
- $CNTB (asthma and COPD)
- $RANI (oral biologics)
- $IVA (MASH)
- $SILC (networking + inference hardware)
- $AMPX (batteries)
- $EOSE (batteries)
- $ZVRA (rare-disease drug growth)
Anthropic: - $INO (respiratory papillomatosis)
- $CAPR (PDUFA for deramiocel)
- $GOSS (seralutinib)
- $SLS (Phase 3 binary)
- $IREN (familiar face)
- $WULF (familiar face)
- $OKLO (nuclear)
- $SMR (nuclear)
- $RGTI (quantum)
- $QBTS (quantum)
*Disclosure don't own any of these aside from 1 share in IREN, not a recommendation, just TLDR of LLM output for educational purposes.
So very interesting results:
Our beloved AGI Astra prefers really obscure biotech I've never heard about. And a few familiar names like $EOSE and $AMPX.
And Fable... yeah idk, feels like it learned a little too much from /r/wallstreetbets and X but maybe it's right, who knows.
Anyway no judgement, I'll save this and revisit it in a few months. If one of them actually delivers... I'll be impressed.