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Anonymous ID: CmitLeNGUnited States /bant/22895288#22897526
7/4/2025, 7:25:20 AM
anyways we're halfway through the thread and no talk about stocks. here's my portfolio. my broker says i'm up 11% ytd, but some of that is trading profits, about 1.5%, and about half of that was invested right at the bottom of the tariff tantrum, so maybe shave off another quarter pct. even so it's beating all indices and starting to outperform even more. i wouldn't buy all these names now, i have significant gains on ibm mmm and googl and not ready to sell yet, but pretty much all the rest i view as significantly undervalued or just a really good etf. i have a little in jeq and peo as well, wouldn't fit in the screenshot, but as you can see insignificant positions. so there, none of you can be like me, but at least you can make the same returns. few of you deserve this but here it is anyways.