YTD performance using data as of 12/31/25
My ROTH 2.64%
Wife ROTH -5.3%
TRADITIONAL -9.44%
S&P 500 17.8%
Total return 82.51% (2/1/2021-12/31/25)
SPY CAGR 14.09% (2/1/21-12/31/25)
My ROTH CAGR 13.03% (2/1/21-12/31/25)
@ToffCap Glanced at it awhile back. A lot of parents are wanting kids to disconnect from screens and will pay a premium. We have bought a fair amount of the product and passed it down from one kid to the next. One problem is kids do seem to age out of the product at a certain point
@ToffCap A lot of beat up stocks. Just added a bunch of quality names to watchlist. Small/micro get interesting. $ACN $BAH $BRO $CPRT $CSU.TO $DUOL $KNSL $MELI $TVK.TO. Micro/small $HBFG.CN $HROW $KSI.TO $MCB.TO $NURS.V $NTG $SNWV $ZOMD.V
@NestBetter @ClarkSquareCap Definitely need to find a bottom before adding new capital. But both are cheap and growing. Could be debatable with MCB after recent guidance.
@ClipsLand Think this trade will be a positive for both teams. Mathurin was a stud and at times showed how good he could be. Brown is showing production and everyone counted him out on the trade. I hope Mathurin keeps the momentum going.
@FundasyInvestor I haven’t really seen mentioned is acquisition prices. If companies are private, maybe they will wait it out. Public software stocks will be rerated. Seems like they should be able to acquire companies cheaper. The stock has never been cheap, but I’m optimistic from here
YTD performance using data as of 12/31/25
My ROTH 2.64%
Wife ROTH -5.3%
TRADITIONAL -9.44%
S&P 500 17.8%
Total return 82.51% (2/1/2021-12/31/25)
SPY CAGR 14.09% (2/1/21-12/31/25)
My ROTH CAGR 13.03% (2/1/21-12/31/25)
Sometimes you need to trim a cheap stock because it will get cheaper but at the same time overvalued stocks can get more overvalued. I will continue to monitor and make portfolio changes as needed. Over the long term stocks follow fundamentals over the short term it’s a toss up.