Are you finally seeing all of it? It's the late stages of the meltup phase of the real estate/banking crisis cycle and the signs are everywhere. Desperate Liquidity Measures by the Government ✔️ Race to build the Tallest Buildings ✔️ Obsession with Sports Teams Transactions for Future ✔️ Inflationary Environment ✔️ Explosion of Collectibles and Art Markets ✔️ Rising Crime Rates - especially around stealing ✔️ Hoarding Natural Resources ✔️ and of course...... Rapid Geopolitical Escalation ✔️ Maybe worth a re-read of KTS #38-#40 ...... and KTS #44 ? 🤔🏆😂 Here are the links: #38: https://www.blossomsocial.com/posts/Knowledge-Transfer-Series-38-TIME-the-Cycle-1of3__POST-1723382889333-b5Or0efj_qoQV3QbaHcPIAvML #39: https://www.blossomsocial.com/posts/Knowledge-Transfer-Series-39-TIME-the-Cycle-2of3__POST-1723383296719-piVb11tn_qoQV3QbaHcPIAvML #40: https://www.blossomsocial.com/posts/Knowledge-Transfer-Series-40-TIME-the-Cycle-3of3__POST-1723384405127-UmsZZDAi_qoQV3QbaHcPIAvML #44: https://www.blossomsocial.com/posts/Knowledge-Transfer-Series-44-Check-In-With-Cycle__POST-1724846626869-aFsAQmYb_qoQV3QbaHcPIAvML But are you starting to see the link between EVERYTHING TRUMP does is related to (for now, economic) war with China??? Rare earths, Strait of Hormuz closure, Tariffs, Venezuela, Onshoring....…the list goes on. All to react to attacks from China...... or inflict economic pain on China. War. Of course this tension has been going on for decades.....but you should be increasingly aware of its escalation. That's the cycle speaking to you loud and clear. 👍 China just fired yet another shot at the USA two days ago. The hacking platforms, known as “QScan” and “QTRouter,” were “used to target U.S. critical infrastructure and other sensitive networks,” the DOJ said in a statement. “Other targeted networks include those operated by hospitals, telecommunications providers, power companies, financial institutions, and defense contractors,” a court filing said. Hospitals, banks, and power companies??? 😐 A Chinese state-sponsored group known as “QTFY” created and operated the hacking platforms, according to court documents unsealed in U.S. District Court for the Southern District of California. QTFY was employed by Nanjing Xinjiuwei Network Technology Co., a China-based company, according to filings. QTFY’s paying customers include the People’s Republic of China’s Ministry of State Security and the People’s Liberation Army, the DOJ said. https://www.cnbc.com/2026/08/26/china-hacker-federal-reserve-doj-nasa.html Listen, Read, and FEEL the cycle yelling, showing, and reverberating the message to you. Did you read this week “Coming to a Service Station Near You!” post? Yet another sign that the real estate/banking crisis cycle escalates geopolitical conflicts over TIME... every TIME. Here’s the link: https://www.blossomsocial.com/posts/Coming-to-a-Service-Station-Near-You__POST-1787749995790-LJj52mPo_qoQV3QbaHcPIAvML These are the TIMES to generate amazing profits… decades of average returns in a relatively short period of TIME. 🤑🤑🤑 Learn how 👇 https://www.beskarcapitalkts.com/ This is the Way! 🏄♀️🌊🏄♂️🌊🏄🌊 read more
📊 Long-Term Investing: The Power of Thorough Analysis When it comes to long-term investing, understanding the fundamentals of a stock is crucial. It’s not just about jumping on trends; it’s about making informed decisions based on solid data. This chart breaks down the essential financial statements—Balance Sheet, Income Statement, and Cash Flow Statement—that every investor should analyze before committing to a stock. 🔍 Balance Sheet: This tells you about the company’s financial health, specifically its assets, liabilities, and equity. A healthy balance sheet is a sign of stability and resilience. 💸 Income Statement: This shows the company’s profitability by detailing revenue, expenses, and profits. A strong income statement indicates a company that’s generating profits, a key factor for long-term growth. 💰 Cash Flow Statement: This reveals how the company manages its cash, from operations to investments and financing. Positive cash flow is essential for sustaining operations and fueling future growth. By mastering these fundamentals, you can make smarter investment choices that stand the test of time. Remember, successful long-term investing isn’t about timing the market; it’s about time in the market, supported by thorough analysis. $VGT$TXN$QQQ$AAPL$META #InvestSmart #LongTermInvesting #FinancialLiteracy #StockMarketAnalysisread more
Energy is leading the TSX in 2026. The top 4 S&P/TSX Composite performers YTD are all Energy names: Cenovus Energy (CVE): +91.4% Imperial Oil (IMO): +54.5% Suncor Energy (SU): +51.7% Canadian Natural Resources (CNQ): +49.5% Financials also have a strong showing, with BMO, TD, Sun Life and Bank of Nova Scotia all in the top 10. The contrast with the S&P 500 is notable: U.S. leadership has been heavily concentrated in Technology, while Canadian market leadership has been driven by Energy, Financials and Materials. #TSX #CanadianStocks #Energy #Investing #Markets #Equitiesread more
📚 OPTIONS 101: The Foundations You NEED to Know Before Touching the Greeks 📈 You asked for the whiteboard version… here it is! 🧠✍️ We’ve officially wrapped up the foundations of options. Before we jump into the Greeks, let’s recap the basics in a way that actually makes sense. 👇 🔹 WHAT IS AN OPTION? An option is simply a contract between a buyer and a seller. Every contract has 3 key terms: 📌 Underlying — What stock or ETF is involved? 📌 Strike Price — The agreed-upon price where the deal was “struck.” 📌 Expiration Date — How long the contract remains valid. Then you have two types: 🟢 CALL = Right to BUY 🔴 PUT = Right to SELL 🟢 BUYER = OWNS THE RIGHT When you buy an option, you own the right to act on the contract. You are LONG the option and you pay a DEBIT. Your goal? 👉 You want the option to become more valuable. 🔴 SELLER = WRITES THE CONTRACT When you sell an option, you write the contract and take on an obligation. You are SHORT the option and receive a CREDIT. Your goal? 👉 You generally want the option to lose value or expire worthless. 💰 WHAT IS THE PREMIUM? The premium is simply the price of the option. It consists of: 🔹 Intrinsic Value — the option’s executable/in-the-money value 🔹 Extrinsic Value — value influenced by things like time and implied volatility And an option can be: ✅ Exercised ✅ Allowed to expire worthless ✅ Bought or sold in the market before expiration ⸻ 📈 THE 4 BASIC OPTIONS POSITIONS 🟢 LONG CALL You buy the right to BUY. You want the stock to 🚀 RISE significantly. Potential gain: Unlimited Maximum loss: Premium paid 🔴 LONG PUT You buy the right to SELL. You want the stock to 📉 FALL significantly. Potential gain: Substantial Maximum loss: Premium paid 🔴 SHORT CALL You sell the right to BUY. You want the stock to stay below the strike or decline, depending on the position. Potential gain: Limited to premium received Potential loss: Unlimited 🟢 SHORT PUT You sell the right to SELL. You generally want the stock to stay above the strike or rise. Potential gain: Limited to premium received Potential loss: Substantial ⸻ ⏳ HERE’S THE PART MANY BEGINNERS MISS… TIME MATTERS. ⏰ Time generally hurts long options because extrinsic value can decay as expiration approaches. ⏰ Time generally helps short options because the option can lose extrinsic value. And then there’s IMPLIED VOLATILITY (IV) 👀 📈 Higher IV → generally increases option premiums ➡️ Helps long options ➡️ Hurts short options Finally, direction matters. 🚀 A sharp move in the expected direction can dramatically increase the value of a long option. But for short options, that same sharp move can create significant risk. That’s why options aren’t simply about predicting whether a stock goes UP or DOWN. You also need to understand: ⏳ TIME 📊 VOLATILITY 🎯 STRIKE PRICE 📅 EXPIRATION 💰 PREMIUM And that brings us to the next chapter… 🔥 THE GREEKS. Delta. Gamma. Theta. Vega. If you understand these, you start understanding WHY an option’s price moves the way it does. 👇 SAVE THIS POST if you’re learning options, and follow along for the Greeks breakdown. ⚠️ Options involve substantial risk and are not suitable for everyone. This content is for informational and educational purposes only and is not financial advice. Do follow my account for more educative investment tips 🔥🔥🔥read more
The top-performing S&P 500 stocks YTD: 🥇 Sandisk (SNDK): +525.6% 🥈 Moderna (MRNA): +367.9% 🥉 Dell (DELL): +265.8% 4️⃣ Micron (MU): +227.1% 5️⃣ Seagate (STX): +202.1% The bigger story: Technology dominates the leaderboard, accounting for 7 of the top 10 names, with semiconductors, storage and AI infrastructure continuing to drive market leadership. Meanwhile, Moderna has surged into the #2 spot, while Marathon Petroleum (MPC) is the only Energy name to crack the top 10. A good reminder that beneath the headline index returns, there are some enormous differences in performance at the individual-stock level.read more
When people see how much margin debt I have they always ask me “Doesn’t that amount of debt stress you out”? What happens if the market crashed? For me I had to reframe my thought process. When I set out this year to match my employment income with distributions I came out swinging with the big hammer. My money, other people’s money doesn’t matter to me as long as the spread is high enough. The first thing I did is just simplify how much does it cost me to maintain this level of equity exposure. Currently it costs me $612 per month to cash flow $3950 in distributions, this is my whole income portfolio combined not just what’s rented. The debt does not stress me out in the slightest. It’s tied to an appreciating income producing asset that has the potential to self sustain itself over time. Yes I also know distributions are not the whole picture and I also know that yield alone is not the whole picture. TOTAL RETURNS is the whole picture. I structured my portfolio to be ROC heavy to defer taxes to whenever the end game is where I have allowed the portfolio to self sustain and payoff the loan on its own accord. My margin account is mixed use so writing off interest is off the table for now. I used in my opinion the best income products on the market. I also acknowledge that with a yield at 17-19% most of my returns will be via distributions and not much for capital appreciation. There are only 2 choices for income earned from my portfolio. Reinvest or Pay Loan. Taking anything out for personal spending is not to my benefit until the loan is paid off. When I decide to flip the switch to payoff mode this portfolio should pay itself off between 5-7 years if I just leave it be and divert all distributions to margin debt if everything remains stable. Which may or may not happen but I’m not going to let what ifs distract me. I understand completely that most of my portfolio is not my money. I may end up taking it on the chin at some point. It was a decision I made to invest my whole income from every income stream I have outside of investments and allow a larger equity base to compound over time. Most of these positions would not have existed if I hadn’t have made that decision. In the event of a downturn that pushes me close to the brink of a margin call the plan is to simply sell the bare minimum required, hold distributions in cash or pay loan and continue with the strategy of investing my pay every week. Just keeping the train on the tracks. I know this doesn’t make a whole lot of sense to a lot of people but it makes sense to me. read more
I’ve been thinking about something I don’t see discussed nearly as much as what we’re buying. Dividend investors will research individual companies, follow the earnings and fundamentals, and sometimes decide an investment just isn’t working out. They’ll sell it — sometimes at a loss — and explain what they moved into and why. ETF investors make changes too. I’ve certainly done it myself. I owned a shotgun of different funds when I started, and as I learned more, I sold quite a few and changed direction. So here’s what I’m interested in when it comes to covered-call ETFs. We hear a lot about the funds that ARE working. HDIV comes up regularly, for example, and one of the things people point to is its total return. So which covered-call ETF did you own that DIDN’T work out for you? What made you finally decide to sell it? And here’s the part I’m most interested in: What did you move the money into, and why did you believe it was the better choice? Was it another covered-call ETF? And what made that one more attractive — total return, NAV performance, underlying holdings, distribution sustainability, the strategy itself, or something else? I think there’s a lot we can learn from the funds people decided to leave behind — and why they chose the replacement.read more
I think this very helpful for beginners. ETF it’s like mini portfolio with just one click. Find what suits you. I chose $VOO, $VT, $QQQM, $SCHD and $O and $BND ( but thinking to exit)
$VOYG I'm currently tracking this timeline VERY closely. Something here is happening... Please read carefully. 2024: > Feb: $VOYG x $PLTR announce Starlab partnership. > June: They expand partnership into defence work, specifically signal processing, communications and payload management. > Dec: $PLTR x Anduril announce they will connect front-line systems (Lattice & Maven). 2025: > Mar: $VOYG x $PLTR expand partnership into SDA (space domain awareness). > Mar: NATO Maven contract for allied operations. > May: $PLTR raises contract ceiling to $1.3b through 2029. > $VOYG goes public - IPO. > Aug: $VOYG acquires a company that uses AI to recognize targets in space-based radar imagery. DARPA runs SMART program focusing on funding real-time RF spectrum awareness for dismounted tactical ground units. Signalling innovation efforts in this area... > Dec: $VOYG wins contract for Air Force research of AI-powered airborne sensing and real-time radio threat tracking. Early 2026: > Mar: $VOYG opens Long Beach facility and announces collaboration with Anduril (also nearby). > May: Anduril announces Golden Dome SBI team that includes $VOYG as core subcontractor. > May: Anduril announces Voyager Gateway 1, edge-computing AI wearable tool kit for deployed soldiers. > June: Pentagon launches Agent Network on top of Maven - this network to help issue tasking and commands. Mid 2026: > July: $VOYG wins contract for Agentic-AI Spectrum Operations Platform for an "undisclosed program". > Aug: $VOYG wins contract for Space Force resilient satellite communications. > Aug: U.S. Marine Corps licenses Maven expansion. > Aug: Pentagon reporting confirms Maven as an "official Pentagon Program of Record", with $2.3B over 5 years. > Aug: $VOYG announces "Space Edge" edge-computing cards designed for space craft or satellites. Perfect for "middle layer" systems like Lattice. What I believe we are seeing, is the hallmarks of an effort that combines the likes of Voyager, Anduril and Palantir into LEO through terrestrial toolset. Forming into an ecosystem where Voyager collects and cleans raw data, Anduril via Lattice connects the nodes between entities (SBI/solider kits), and Palantir via Maven is the theatre level operating system and human in the loop governance layer. Obviously application matters, however it does seem quite evident that DoW is moving in this direction of a unified partner ecosystem with some sense of modularity - yet still a centralize command structure from theatre to theatre (across all NATO allies). Watch this space... $VOYG$PLTRread more
🐝 Just broke down Nvidia's earnings in the Weekly Buzz and want to kick off a discussion post to hear your thoughts! 🚀 Overall, pretty wild results with a surprise 70% revenue growth projected for fiscal 2028 (well above the 45% expected), and that's the 'supply constrained' number. ✨ From a valuation standpoint, Nvidia is more attractive than it has been in years with a 28x PE ratio, and over 95% analysts tracking the stock have it rated as a strong buy. 😰 My one concern is what WSJ is calling the '$1.5T question Nvidia can't answer' which is basically that the massive AI spending needs $1.5T in revenue to justify the investments, with WSJ saying: “Ultimately, Nvidia and other AI chip makers are living on borrowed time. At some point, big spenders will reach a breaking point where their cash piles are smaller, and they’re unable or unwilling to raise more money from debt or equity investors. If AI turns out to be worth less than it costs, that is inevitable.” 🤔 Curious what everyone's thoughts are on that question, analysts don't seem too concerned but it's definitely something I've been thinking about a lot (both for Nvidia and Mag 7 in general). It's part of the reason I recently sold $META, as unlike some of the other Mag 7, I find the ROI on their AI spending much less clear. 🏆 In any case, Nvidia showed once again why it deserves it's spot as the most valuable company in the world and proved that AI demand is hotter than ever 🔥 👇 Will link my full breakdown in the comments read more
Throw your hands up if you took some profits out of $NVDA I’m still a long-term believer and full-time holder… but even diamond hands need to cash a little chip sometimes. Last week felt like the perfect moment to sell a slice before the stock decides to moon without me (or crash while I’m still hugging it). A little profit never killed anybody. (to be precise 10% cut) 😝
Jeff Bezos's Amazon made a massive new $1.2 billion bet on XE, an outsized move that instantly became more than a quarter of the entire portfolio. Visit Bezos's profile to see his full portfolio and recent trades this last quarter from his 13F filing.
Since so many people ask how to invest in this sector, or this country, or this asset, I’ve decided to make a comprehensive guide on how you can invest in specific areas. This is NOT portfolio advice, simply information about tickers that you can research yourself. Save this for later so you have a list of ETFs to come back to! Canada: $XIU$XIC$ZCN All expose you to the TSX in Canada. These ETFs consist of all top Canadian companies and access to our national stock exchange. $VCB$VGV$VLB$VAB$VSB$VSC$XBB$XCB Expose you to Canadian bonds; whether it be long-term, short-term, corporate, government, etc. $VDY$XEI$CDZ Expose you to Canadian dividend companies $XRE$ZRE$VRE Give access to Canadian REITs $ZEB$XFN$RBNK Lets you buy the Canadian banks USA: $VFV$ZSP$XSP$XUS$HXS Lets you buy the S&P 500 (learn about hedged vs. unhedged in my other post) $XQQ$HXQ$ZQQ All give you access to the NASDAQ 100 $IWR$VO$VOE$VOT$IJH$SCHM Lets you buy US Midcaps $IJR$IWM$VB$VBR$VBK$SCHA Lets you buy US Smallcaps $DIV$SPYD$RDIV$DHS$VIG$SCHD$VYM$DGRO$SDY Give access from small to high dividend US companies $VTI$ITOT Lets you buy the whole US market $TLT$IEF$VGIT$GOVT$SHY$VGLT Give access to US bonds $XLC$XLY$XLP$XLE$XLF$XLV$XLI$XLB$XLRE$XLK$XLU All give you access to each sector in the S&P such as financials, energy, healthcare, etc. International: $XEQT$FEQT$VEQT$ZEQT Give you an all-in-one exposure to Canada, US, emerging and global markets. $VEA$IEFA$SCHF$SPDW$EFV$EFA Give access to general international exposure $EWJ$EWU$EWC Gives direct access to developed international countries $INDA$MCHI$EWT$EWY$EWZ$EWW$EIDO$EWM Gives direct access to emerging international countries Assets: $KILO$PHYS$CGL Let’s you buy gold directly through ETFs $SVR$HUZ Let you buy silver through ETFs Savings/Interest: $CASH$HISA$PSA$HSAV Access to Canadian savings and interest payments $HSUV-U $PSU-U $HISU-U Access to US savings and interest payments There’s so many ETFs I didn’t go into with dozens of categories, but this should give you some basic starting point to look into your ETF investments. This is simply the starting point, when choosing your investments always research the ETFs, what they provide to you, their fees, your goals, your risk, and what you’re looking to get out of investing. As always do your research and happy investing! Subscribe to the newsletter: relatablefinance.substack.com read more
I got asked by someone at BlossomCon what my FU number was, and the variation people had for that answer was wild. Im curious to know Blossom what YOUR FU number is and why let me know below! 👇 My thoughts 💭 When I think FU, I initially think FIRE. 🔥 I think of never needing to go be a corporate wage slave again, or having to get a “career”. I see it as being place in which is my portfolio has the ability to most of the time cover my expenses, allowing for me to take a chance on some more of the tricky infinite games… like being an author, trying to get a book made into a film, writing a movie script or taking a shit load of time off to do something else without needing to stress or worry. Basically feeling “set” ready to try and knock something out the park. For me that’s $1.5M A decent 10% year (yeah, I know that doesn’t happen every year) would pump out $150K, I spend winter in Asia, and summer in TO and eventually a passion project will hit… (And yes, if the market dumps for an extended time I always be a job Larper to cover basic needs) However, is that really the definition of FU? Maybe a proper FU definition is, is my family aren’t paying for vacations and we’re doing luxury ($40K) I’m covering my partners more affluent lifestyle ($250k?) taking my friends out on a yacht trip once a year (I think that’s like $60K?) flying in 1st to all my trips ($50K) and I’ve rented a sick city house ($100K) a beach house ($60K) and a luxury vehicle ($20K?) and I’m making more money moves… maybe that’s a $8-10M portfolio? I’m curious of your thoughts, if any of you are creeping up on these numbers, do you do any of the above? What’s your FU number and why 👇 read more
For those in the community interested in $BTC / $MSTE price $BTC is trading around the USD $77.8K at the time of this writing (11:45AM EST) after pulling back from roughly USD $81K earlier this week. So this is not really a fresh breakout attempt yet — it is more of a retest from below as Bitcoin tries to stabilize after a strong move higher. What helped this week rally: • Strong Bitcoin ETF inflows • A weaker USD / lower long-term yields • Renewed interest in Bitcoin as a hedge against currency debasement • A large short squeeze that forced bearish positions out of the market What slowed it down: • A more hawkish Fed message at Jackson Hole (US FED Economic Symposium) • Heavy selling pressure around the $80K–$82K area • Friday's Bitcoin ETF outflows ($202M) ended a 9-day inflow streak — though the week overall (Aug 24–28) still saw ~$924M in net inflows, so it's one red print, not yet a confirmed reversal in flows The main levels I’m watching now are simple: • ~$76.5K–$77K = near-term support • ~$73K–$75K = stronger support if the pullback deepens • ~$80K–$82K = major resistance A convincing move above ~$82K–$83K would materially strengthen the recovery thesis for $MSTR and $MSTE. - Although I hold $MSTE , it is important to highlight that $MSTE adds another layer on top of $MSTR because it uses leverage and covered calls. That means MSTR weakness can put extra pressure on MSTE’s NAV, while a sustained MSTR recovery can help rebuild NAV and improve the overall health of the fund. My personal takeaway: Bitcoin’s recovery thesis is still intact, but the market now needs to prove that the recent rally can turn into a more durable move supported by real demand. For now, I see this as a consolidation/retest phase — not yet a confirmed breakout, but not a failed rally either. Disclaimer: This post was created with help from ChatGPT and Claude based on publicly available market, ETF-flow, macroeconomic and fund information. It is for informational purposes only and is NOT financial adviceread more
What’s in Nancy Pelosi’s portfolio? 👀📊 From mega-cap tech to financials and energy, this portfolio spans 26 stocks across 9 sectors. $AMZN$NVDA$GOOGL$AAPL$MSFT lead the way, while Bloom Energy ($BE) stands out as a recently added position. Swipe through to see the full breakdown. 📈 #NancyPelosi #StockMarket #Investing #Portfolio #TheCuriousInvestor
Last earnings season Broadcom $AVGO and Nvidia $NVDA brought the semis market down by 25% in total. But this time: we’re seeing strong bullish signs…… Once a bull, always a bull. 🐂 🐂📈📈
WHAT A MONTH FOR SaaS COMPANIES!!📈 $ZETA +40% $CRM +43% $ADBE +17% $PANW +15% $PLTR +50% $NOW +31% $MSFT +31% Software fears seem to be slowly erasing… Was one of the easiest sectors to buy this year and it is paying off😁 What companies did you buy the dip on? read more
If I had to start over my investment journey from scratch , here is how I would allocate my portfolio fund. 1) - Open a taxable brokerage account with Vanguard 2) - Setup an automatic weekly/bi-weekly investment . 1. VOO : Vanguard S&P500 ETF = 25% 2. VGT : Vanguard Information Technology = 25% 3. VYM : Vanguard HDY ETF = 25% 4. VXUS = Vanguard International ETF = 25% 3) Set and forget it. read more
$SOFI down more than 5% today and back near $18. The price action has been frustrating, but my conviction hasn’t changed one bit. The business continues to get stronger, the long term opportunity keeps getting bigger, and I still think the market is massively underestimating what SoFi can become. I’m not scared of $18$SOFI. I’m interested.
I am currently 47 years old. Unfortunately in that time frame I have lost a lot of family members. Some (most) were accidents, some to age, some to cancer, and one to suicide. That’s 11 deaths total. Only 1 person out of 11 had a will. When you are grieving the last thing you want to do is close an estate up. It’s even harder if nothing has been prepared in advance. After the initial shock of the death settles (the phase where everyone is usually nice), greed comes through in a most alarming manner. I’ve watched people turn into monsters. Make sure you have a will!!!! or people will fight.  I know most people hate thinking about their death or their spouses death but honestly it’s just a fact of life. I’ve personally been the executor of 2 estates now. This is my advice: 1. If your young get life insurance. If you’re retired it’s not worth it. 2. Make sure you have a will. 3. Make sure you have a personal directive. 4. Make sure you have a power of attorney set up. 5. If your married make your spouse the beneficiary of your TFSA and RRSP(has to be done through the account not the will), they will roll into the spouses account without taxation. 6. If you’re married, and you own a house, make sure both names are on the title, joint tenant, NOT tenant in common. This activates right of survivorship on property and doesn’t have to go through the estate. 7. If you’re married, both people should have their name on all the vehicles, joint, otherwise it’s a headache after death. 8. Buy a file folding system. I have a plastic one that has a clasp and handle. 9. Put EVERYTHING in this file folder that would be needed if you died tomorrow. a) all land titles B) information on house insurance so it can either be eventually canceled or name changed over. C) your will (or the location of your will),  power of attorney, and personal directive D) the information for your car, car insurance, and registration on vehicles. E) information on life insurance. F) all current year papers needed for filing your taxes. Because the survivor will have to do it and will need that information. G) where your household bills are. ALL OF THEM, electricity, gas, Netflix, magazine, subscriptions everything you can think of that is in their name. Because you are going to have to cancel them. H) their credit card information where to contact to cancel the cards I) birth certificate, SIN numbers, marriage, license, etc. J) information on all your investments accounts, bank accounts, etc. K) anything else you can think of for your situation If you’re married, I’d have one box per person. When you die, the funeral home will issue many death certificates. And your lawyer will give you copies of the will. These will be needed to change over any accounts. Everything else goes through the estate which is taxed and the lawyers take their fees so I’d avoid this as much as possible especially if you’re married. This is why having property in both people‘s names is so important because it doesn’t have to go through probate. I am widowed now and I have my black file folder and my two remaining children know if something happens to me, all they have to do is grab the folder. Everything they need to take care of my estate will be located in this folder. At the beginning of every year, I open this file up and go through everything to make sure it’s up-to-date. If you are young and do not own much or can’t afford a will, you can draft one up but it must be handwritten to be classified as a legal document. You cannot type it out!! If you’re not worth much, everything will most likely be sold to pay your bills and cover your funeral expenses. But you can state who your executor will be in your handwritten will.  Disclaimer I’m not a lawyer or an accountant and this is not legal advice. Talk to a lawyer and talk to an accountant. Make sure everything is set up for you and your situation. These are situations that I personally ran into. Good luck Also I’ll add in. IF you have a lot of assets make an appointment with your accountant first. They will tell you how to properly set things up. Then take that information to your lawyer. read more
$ES: Futures printed a shooting star. With the price closing below the 20DMA and daily volume validating the signal, next week will be crucial to keep the current zone, otherwise the volume shelf is next. Like and comment "Futures" for the daily plan for Monday via DM. $SPY
In this episode of Retail Rundown, we break down Meta's reported $10 billion Al data center in Alberta, why investors are selling META after its recent rally, and whether Meta and Amazon are still being underestimated in the Al race. $META$META Guests: @joyeeyang@brandon@devencreagh Then things get personal. We debate Toronto versus Vancouver, renting versus owning, the real cost of raising kids, $60,000 nannies, robot childcare and whether the cost of living is changing how people date. Finally, we put our personality types to the test to find out who would actually make the best trader. We also talk about what stocks we would buy if the market crashed 50%. Which stock would you buy if the market dropped 50%? Let us know in the comments. https://youtu.be/o0u8I1xul4Q?si=LmnTraQdcptw63KJread more
If I wanted an ETF portfolio built almost completely for growth: 30% $TOPT The 20 largest companies in the S&P 500. 30% $SCHG Large-cap U.S. growth. 20% $SPMO S&P 500 stocks with the strongest momentum. 20% $IWO Small-cap growth stocks — gives the portfolio exposure outside the mega-caps. There’s definitely overlap between the first three, but that’s intentional. The goal would be to concentrate on large winners while still getting some aggressive small company exposure. This would probably be much more volatile than $VOO, but that’s the point. Too aggressive, or would you actually hold this? I would not recommend this portfolio but that’s because I think we’re in a bubble if not then I’d probably own this read more
Despite the hawkish-looking headlines coming out of the Fed, I don’t think a September rate hike is a done deal. The Fed is clearly keeping the option open because inflation remains above target, but it will still have to evaluate the incoming inflation and labor-market data before making a decision. Monetary policy also works with a lag, and if employment continues to weaken, the Fed may decide that holding rates at 3.50%–3.75% is preferable to tightening into a slowing economy. Markets are currently pricing a meaningful probability of a hike, but that probability can change quickly. If upcoming inflation data shows further cooling and the labor market weakens, rate-hike expectations could fall sharply, potentially pushing Treasury yields lower and providing a significant tailwind for growth and AI stocks. The Fed may be talking hawkishly to keep inflation expectations anchored without actually needing to follow through with a hike. The next inflation and jobs reports will matter far more than today’s headlines. What do you think? $SPY$VOO$TLT
How much revenue do these popular companies make PER DAY?👇 $SPCX: $87 million $CRM: $126 million $AMD: $128 million $V: $129 million $NFLX: $140 million $UBER: $158 million $AVGO: $247 million $TSLA: $314 million $META: $676 million $MSFT: $1 billion $NVDA: $1.1 billion $AAPL: $1.2 billion $GOOGL: $1.3 billion $AMZN: $2.2 billion What stands out to you read more
Thanks, Altria, for increasing your quarterly dividend to $1.11/share, a 4.7% increase. With my original tranche purchase at $15.99, my 1st tranche simple dividend yield-on-cost is now ($1.11*4)/$15.99=27.8%. Moreover, the large tranche I bought in late December, 2023 is now exhibiting ($1.11*4)/$40.19=11% simple dividend yield-on-cost. Altria has been one of my best investments of all time. (Disc: I'm long $MO. Not investment advice.) https://investor.altria.com/press-releases/news-details/2026/Altria-Increases-Quarterly-Dividend-to-1-11-Per-Share/default.aspx
2,808 views
Join the conversation with 500,000+ other investors 💸
Create an account to get access to everything Blossom has to offer!
📊 Personalized algorithm based on your investing style, experience level and interests
📈 Powerful portfolio and dividend tracking tools
👀 See what top creators and others in the community are investing in
