Here are 2 stocks to watch: $MP is the rare earth one. Rare earths make the magnets that go into missiles, fighter jets, EV motors, and now humanoid robots, and China controls almost the entire supply, around 90% of the processing and 94% of the magnet manufacturing. MP runs Mountain Pass in California, the only scaled rare earth mine in the country, and it's the one company doing the whole chain here at home, from mining to finished magnets. What changed the story is the Pentagon stepping in directly. The Department of Defense is now MP's largest shareholder and set a price floor of $110/kg on NdPr. That matters because for years China would just drop prices to undercut any American producer until they went under. The floor takes that risk off the table. On top of that, MP has offtake deals with both Apple and GM and is building a "10X" plant in Texas targeting around 10,000 tons of magnet capacity. Revenue is up 72% and NdPr production is doubling. The stock is at $51, down from about $100 last year, but now with the US government backing the downside. $LPTH is the smaller one, and this is where it gets interesting. Germanium is the key material in infrared and thermal lenses, which is what night vision, drone cameras, and missile seekers all rely on, and China controls the supply. LightPath built a glass called BlackDiamond that does the same job without any germanium, so it sidesteps China entirely. And China keeps tightening the screws on exactly the optics defense needs. Germanium prices keep climbing, and just last month an executive at a Chinese germanium supplier was detained for trying to dodge export controls, which shows how serious the enforcement has gotten. Every move like that makes BlackDiamond more valuable. The orders are already rolling in: an $18.2M infrared camera contract, an $11M counter-drone order, and $13M in optical assemblies. They're also selling off their China operations to become a fully Western supplier. Revenue is up 87% and the stock is up over 400% this year. $MP$LPTH
A late night gift for fellow investors on Blossom who might be starting out their journey… this is a post about all the wonderful tools I use to research and monitor stocks, ETFs, Market News, Sector rotations and Insider/institutional Trading activity. I call it my investment tech stack, and here is my list: 1. OpenInsider Every Form 4 filing in one clean searchable database. When a CEO buys $1M of their own stock on the open market this is where I see it. I actually go on every week and look at open market purchase activity especially when it’s a cluster and then research those companies further. openinsider.com 2. Whale Wisdom 13F institutional holdings tracker I use it to track the hedge funds I like so I know what Driehaus, Hood River or Renaissance are holding and what they just bought or sold. It’s how I found many amazing small caps early on like ONDS, BBOT, ATAI, etc. Updated every quarter after the 45-day filing deadline and I will use it to write up my post about “Going Behind Enemy Lines to Uncover What happened with Situational Awareness’s rise and fall” in about 10 days when they submit quarterly filings. whalewisdom.com 3. Unusual Whales Ok this one I have deep love for, it’s how I landed SO MANY successful options trades and I check it every day for UOAs. I subscribe to the premium version for full access. Options flow and congressional trading tracker. When unusually large options activity hits a ticker before a catalyst Unusual Whales catches it. Also tracks what your elected officials are trading, make of that what you will. 😏 unusualwhales.com 4. Quartr Beautiful App that delivers Earnings calls, investor presentations and transcripts in one place. I use this to listen to management on quarterly earnings calls, I can search through transcripts for specific keywords and it pulls press releases for companies you track faster than any other source. I used it to write my post on banks exposure to private credit. quartr.com 5 .Portfolio Visualizer This one is Amazing for backtesting to see if logic held up historically, correlation analysis, factor exposure. When I want to understand how two assets move relative to each other this is where I go. My posts on ETF correlation were built using this tool. portfoliovisualizer.com 6. Seeking Alpha I love this platform and I subscribe to the premium version for full access. The best Sector dashboards, earnings calendars, and analyst reviews. The Seeking Alpha screener is where the sector ETF performance data in my rotation posts comes from and it does it through a great user experience. seekingalpha.com 7. FinViz My morning ritual, covers futures, sector heatmaps, screeners, and technical data. If you’ve seen any of my Before the Open posts a lot of that data is sourced from Finviz. It’s simple, to the point and free. Finviz.com Now for my favorite sources of market updates and news: 1. Barron’s I think it’s on of the most thoughtful long-form financial journalism sources available to retail investors. barrons.com 2. Bloomberg Breaking market news and macro analysis. This one is the only news app where I have notifications on 😅 bloomberg.com 3. WSJ The paper of record for business and economics. Primary source journalism on Fed policy, corporate earnings and geopolitics. wsj.com 4. Motley Fool Good for accessible company-level analysis. I read it for perspective not a primary source. A tip on here is how I got interested to look into INTC again in March and went in at $49 which turned into a Multibagger by May. Fool.com 5. Substack It’s an amazing jungle of great writers and if you can find the ones that have real substance you’re in for some great insights. I’d recommend “The Dark Side of The Boom” exceptional financial analysis. The Holy Grail of Platforms for me though is SEC EDGAR. Nothing for me replaces reading through official filings, pulling data out of balance sheets, reading about business segments, company risks, and understanding how a company is progressing YoY/QoQ. The bulk of my posts as you guys might already know are sourced from data points I traced back to a primary source filings like 10-Q, 8-K, 13F. The tools help me find the signal and I usually confirm everything from filings. So, there you have it my full stack of tools in one posts, if you found this useful I invite you to follow my account for more. Have a great weekend!read more
The indices barely moved yesterday, and it was still one of the most interesting sessions of the month. The surface: S&P slipped 0.06%, the record streak paused, oil jumped 4% as the Hormuz deal wobbled, and gold quietly hit a two month high. The real action was in one announcement and how the market chose to read it. Nvidia ($NVDA )unveiled financing platforms with Apollo, BlackRock, Blackstone, Brookfield, Goldman and KKR, built to mobilize more than $500 billion of third party capital so customers can buy compute at scale. Jensen's pitch is that compute is revenue, an investable asset class like real estate or power. It is a genuinely clever piece of financial engineering. And the stock fell 3% on the news while Nvidia's credit default swaps spiked. Sit with that reaction for a second, because the market just told you something. When the company selling the shovels has to organize half a trillion dollars of outside financing so its customers can keep buying shovels, that has a name. It is vendor financing, the same structure that powered Cisco's customers in 1999, just rebuilt at civilization scale with better collateral. Jensen says compute is revenue. For the customer signing the lease, compute is cost, and somebody now holds that paper. A week ago Burry was shorting the off-balance-sheet obligations of AI infrastructure. Yesterday the biggest company in the world formalized the machine that creates them. Both things went up a level on the same day. The same session, Intel ($INTC )announced a $15 billion stock sale and dropped 4% on the dilution. Add it up: roughly $200 billion of Big Tech bonds this year, Google selling 40 year paper, CDS spreads at records, now equity raises and private credit platforms. The buildout has stopped funding itself out of cash flow. That is not a crash call. It is a reminder that the AI trade is now also a credit trade, and credit trades end differently. To be fair to the bulls, the demand side keeps validating itself. Micron ($MU ) said customers are basically insensitive to memory prices and that it cannot meet even half of current orders, with demand visibility running years out. Apple ($AAPL ) is testing Chinese memory chips because the squeeze is that severe. The demand is real and the financing is stretched. Those are not contradictory statements. It is a race between the two, and every great cycle in history was exactly that. Two more things worth your minute. Korea is showing what the end of froth looks like: forced liquidations in SK Hynix ($SKHY ) leveraged ETFs ran about $1.4 billion across June and July, volumes have collapsed 90% since regulators tightened margin rules, and Morgan Stanley thinks the deleveraging is only halfway done. And in China, humanoid robot makers shipped 97% of the world's units in the first half, while Unitree's Shanghai IPO came in 8000% oversubscribed by retail. Remember that number the next time someone says manias only happen in America. Today brings existing home sales, but everything is really just waiting for CPI at 3.4% consensus. BofA is still calling for 75 basis points of hikes this year even after a negative payrolls print, which tells you how unsettled the inflation question remains. Meanwhile earnings season closes out with a 76% beat rate and 30% growth, Hims raised guidance by a mile, and Rocket Lab printed a record $2.4 billion backlog. Records above, leverage below, CPI in the morning. read more
Do You Feel Urged to Act? I was listening to episode 421 of the Rational Reminder podcast, and one part of their conversation with Barry Ritholtz really stood out to me. The idea was pretty simple. Financial media, news and social media create an environment of action. There always seems to be something we should be doing. Someone called a stock correctly. Someone found the next great ETF. Someone changed strategies and is outperforming. Markets are falling. Markets are climbing. Interest rates are changing. And then the algorithm keeps feeding us more of it. It creates FOMO. It makes us wonder what everyone else knows that we don’t. Eventually, doing nothing can start to feel like we’re making a mistake. I’m definitely guilty of this. I’m constantly trying to learn more, and I’ve changed my investing style over time as I’ve learned. I see investments doing well and wonder if I’m missing something. I look for that next piece of information that might give me an edge. I’m human. I feel that same pull toward action. But this conversation made me ask myself a really simple question: Does my portfolio actually need me to do anything? Because sometimes that action can actually be detrimental to our long-term results. That’s also why I try to consume information from a wide range of sources. I don’t think the answer is to stop learning or ignore good financial advice. Even as a DIY investor, having a financial plan and understanding why I’m investing the way I am matters to me. There’s even some irony in posting this on Blossom. Blossom is an amazing place to learn. But every day we’re also exposed to other people’s portfolios, returns, stock picks and strategies. Someone is always doing better somewhere. Seeing that doesn’t mean we need to change what we’re doing. When I started investing, I really wasn’t sure where to begin. My investing has certainly evolved since then, and I’ve made mistakes along the way. But the more I learn, the more I keep coming back to some pretty basic things. Starting matters. How much I contribute matters. Having a plan matters. Time matters. And compounding needs time to actually compound. Maybe constantly searching for the next edge can sometimes get in the way of the very thing we’re trying to accomplish. So I’m curious: Do you think the financial information you consume creates FOMO or makes you feel like you need to take action with your portfolio? https://open.spotify.com/episode/4toYGV6MW1hGz8Wn18CkjG?si=rMEHhQo1SQe77smoLw-c9A&utm_source=copy-linkread more
🔥 On Saturday over 2,000 Blossomers came out from all across Canada for an incredible day of learning and connection! I was shocked to see close to 1/3 of folks travelled from outside of Toronto to join us, huge thanks to everyone who made the trip! ⚡️ The energy during the day was absolutely buzzing and it was so awesome to meet so many members of the Blossom community! Special shout out to Blossom's Creator of the Year @jacobb and Blossom's Rising Star @nettspend who won our community-nominated Blossom awards 👏 🌱 Blossom has grown from an idea, to an app, to a movement and BlossomCon is the biggest testament to that. To see 2,000 folks from all different walks of life take time out of their weekend to connect, learn, and build financial literacy together is exactly what Blossom is all about and I am so fired up to keep building for this amazing community 💕 😍 Can't wait for BlossomCon Vancouver and New York!!! (https://www.blossomsocial.com/blossomcon2026) 👏 Special shout out to the Harvest ETFs team for being our Headline sponsor for the 3rd year in a row and to all our amazing sponsors for making this event possible 🙏
📊 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
TIME! 😄 Are you still a $LULU lunatic? 🤣 ...or a buy-the-dip $META$ZETA beta? 😂 I no longer have TIME to update my portfolio on Blossom and I'm not linking my life savings to a 3rd party app that isn't federally insured. So I add today's portfolio return here as an image. 🏆😎 If interested, you can find the portfolio and returns at the Beskar Capital KTS website or here: https://www.blossomsocial.com/posts/The-Beskar-Capital-Comeback__POST-1786198266000-Yno9TsB4_qoQV3QbaHcPIAvML This is the Way! 🏄♀️🌊🏄♂️🌊🏄🌊read more
Morgan Stanley reportedly maintains a $300 price target for SpaceX, with a $600 bull-case scenario following the planned ~$60B acquisition of AI coding platform Cursor. 🤖 Cursor • Used by 64%+ of Fortune 500 companies • 50,000+ enterprises • Expected ARR: ~$8B by year-end • Potential ARR: ~$33B by 2030 👀 Catalysts to watch: • Q3 disclosures • Grok 4.6 / 4.7 • Grok 5 • Potential Composer 3 • Future ARR updates The big question is whether SpaceX can successfully combine its space, AI, and software ambitions into one massive growth story. ⚠️ Price targets and projections are estimates, not guarantees. Would you buy $SPCX at these valuations? 👇 read more
I had a chance to listen to the $RKLB Q2 earnings call on Quartr (which I highly recommend for earnings reports, calls and transcripts) and here is my honest personal take. They delivered record revenue, amazing contract growth, record backlog and raised Q3 revenue guidance. Stock fell about -10% after-hours due to a narrow EPS miss and forecasted lower margins in Q3. CFO addressed both points in the call and both seem to have short-term impact that resolves beyond Q3, CFO verbatim from call: “The sequential decline in GAAP EPS primarily reflects the inclusion of Mynaric’s results after acquisition closed, including amortization of intangible assets acquired” “These forecasted GAAP and Non-GAAP gross margins are accounting for a shift in mix within our space systems business, and we expect a beneficial remixing impact on gross margins as we look beyond Q3.” Now that we got this out of the way, let’s review the lineup of amazing growth catalysts they have coming up 🚀🚀🚀 1. The Iridium Acquisition(expected to close in mid-2027), in Q&A Peter Beck used the word “quintessential” to describe the acquisition, because of the following: - They view Iridium today as the foundation that would’ve taken 10 years to develop and that RKLB intends to supercharge adding new capabilities, scale it into untapped markets and use to pioneer new space-based services. - Iridium delivers strong profitability, with over $870M in annual revenue - an already operating constellation of 66 satellites with 2.5M subscribers, which turns RKLB into a major player in the space applications market. 2. The catalyst everyone’s been waiting for “The Neutron Launch”, they gave a full update on the progress and every part of the assembly stages. They are moving into final checkouts and assembly of all hardware and target delivery of Neutron to launch pad is still going as planned with expected launch in Q4 2026. What’s even more exciting is how they’re already lining up huge demand for Neutron’s early flights the recent announcement on being awarded a dedicated Neutron launch contract for Space Force is a great example of the appetite. If you want to learn more about Neutron I have a great post about the rocket here: https://link.blossomsocial.com/7uYa/gbhuqpa5 3. The Introduction of GHOST, RKLB announced the launch of a new containerized deployable launch site technology that will enable them to deploy Electron and HASTE rockets wherever they are needed around the world. They can basically now deliver the rocket, launch infrastructure, ground support and range control systems in shipping containers to your doorstep at rapid timelines. And what’s even more beautiful is this is not a concept they’re already deploying GHOST for their 2 new launch pads in Alaska. (Now tell me that’s not a game changer in the space industry 🤯) Now considering these catalysts, the amazing agility they’ve demonstrated in H1 shattering multiple records of responsive space missions (check the slides) and the massive surge in new contracts/customers/backlog… I am pretty comfortable that the future of $RKLB is bright and for now will continue to sell covered calls until it the stock takes full flight once again 🚀🚀😁😁 Not financial advice, DYOR. read more
After reaching the critical level of 10,000 followers (KTS #21 😉), we decided it was TIME to share the knowledge and our daily actions with incredible detail and insight on an adaptive platform that could handle stocks and options while sharing the specific tools that we use to monitor. A platform that would allow us more proximity with our community in a fun, interactive learning environment that can simplify the complex - all while allowing us to share even more content with more depth and latitude. Since launching this website in February, our most dedicated and invested followers have had the chance to enjoy: 📖 Weekly, relevant KTS posts - so 24 new KTS posts (without length restriction! 😂) 📝All of our trades & rationale (which have been transitioning in new areas and asset classes 😉) 🧙 Our views on this high period of volatility to be expected in the final stage of the meltup phase of the Real Estate/Banking crisis cycle ⚒️Access to our full tool suite (see our pinned post) These members have formed the first tranche of subscribers and have enjoyed incredible insights on the current state of the real estate/banking crisis cycle while observing the major accumulation in secular trend hidden gems 💎. These members have also been privy to how we are investing in a crosscurrent market where some equities are buys and some are sells. As we continue to transition the portfolio as inflection point peaks are set, we also share how to embrace the bear by demonstrating how to profit when markets head in the opposite direction. Ask yourself, why should the Wall Street Wolves be the only ones that earn outsized returns over a short period of TIME when markets fall? 😂 Our members have also been incredibly patient and resourceful with us while we were improving and fixing the usability of our website. And we are extremely grateful and thankful for their input. 🙏 Now we have a website loaded with content so it’s TIME for us to come back here, on Blossom - where this amazing journey started - as a genuine offer to further your financial acumen along the learning curve faster in this critical TIME. This was supposed to be the year of the most volatility, remember? 😉 So I intend to start posting content on Blossom again. 🤑🌊🏄 And I heard I won a Blossom award while away? So thank you to Max and for whomever is behind that! 🏆🙏 Our goal is, and will always be, to help you all learn and apply strategies to realize absolutely amazing, double-digit annualized returns. I want you to WIN 🏆 I will resume giving insights on our current view of the markets with our brand of proven unconventionalism (please tell me you finally discovered commodities by now? See our first post from March 9, 2024: “They are telling us so what are you waiting for?” post! Natural selection is alive and well! 😂🤣 Speaking of which, I see the conventionalists are still preaching their gospel in full force mode, right here on Blossom! 🤢🤣 As a gesture of the good TIMES of the past, I am sharing one of the KTS posts from the website - and in true Beskar fashion….. a true gem 💎 It’s also the very first KTS posted on the opening of our website. I find it particularly…..TIMEly! 😂 And it will give my conscience resolve. 😎👍 So here you go! https://www.beskarcapitalkts.com/featuredktspost The conventionalist script is everywhere - now more than ever as the institutions line up the retail bagholders. Regurgitated by the masses everywhere… investors are indoctrinated to think that the best investment strategy is to buy and hold a dilutive aggregate index fund to generate a meager average annualized real return of 9% - without any respect for the real estate/banking crisis cycle. We’ve proved it to ourselves countless TIMES over. With over 35+ years of investing experience, we know that an active investment approach can outperform with the right tool for the right market. Adapting is critical especially when markets are in a process of setting inflection points. 😉🏆😎 We have now reopened the membership window again: https://www.beskarcapitalkts.com/ I always give you my best! This is the way! 🌊🏄 Beskar read more
Intel found the perfect window to raise capital, right after a +100% rally. The question is what existing shareholders pay for it. Intel is placing $15 billion in new shares to fund its AI infrastructure pivot. The timing is calculated: the restructuring rally gave the stock enough room to dilute without destroying the price. But dilution is dilution, every share issued today is a claim on future earnings that didn't exist yesterday. The chart shows the tension: $INTC at $96 today, down -3.34% on 101 million shares, one of the heaviest volume sessions of the year. The stock is pressing the $97–100 purple resistance zone that has capped every recovery attempt. MACD just crossing green but RSI at 43–46, the signal is early and unconfirmed. The strategic read: $15B goes toward foundry capacity and AI chip development to compete with $NVDA and $AMD. If Intel executes, the dilution is forgettable. If it doesn't, and execution has been Intel's problem for years, shareholders just funded another missed cycle. $100 is the first real resistance above. Lose $90 and the cuña descendente resumes toward $84. The Apple foundry deal and the $15B raise live or die together. Dilution as investment or dilution as desperation, which one is Intel doing at $98? 👇read more
Oftentimes the conversation of finance comes up when I'm just chatting with people cause I'm passionate about finance...however most of the time when I talk to people and talk about investing more often than not the people I talk to dont invest or are scared of the stock market or have "a guy" at the bank. I had a friend flat out told me he doesnt believe in the stock market...The stock market has probably created more millionaires than any other investment vehicle in history. Yet 38% of Americans/ 37% of Canaidans own zero stocks...ZERO I honestly find that crazy. You don’t have to be an expert. You don’t have to pick the next big stock. You don’t even need a lot of money to start. Just consistently invest and give it time. But the reality is, a lot of people just don’t care about investing. And that’s okay. However those are the same people that are surprised when they look back 20 years from now and wish you had started. read more
August Portfolio Update YTD = 20.42% vs 12.81% (S&P 500) My portfolio is split into two parts: core long-term holdings that I accumulate and rarely sell, and moonshot/high-beta stocks where I’m more active with tactical trades. My moonshot strategy is much more dependent on macro conditions, market momentum, and hot themes, so positioning can change quickly. I like to keep this 10% of my total portfolio. My core portfolio also includes ETFs like $VFV$QQC , $VCN , $VDY and $ZGLD . I like ETFs to make up around 10-20% of my total portfolio, acting as the foundation and helping lower overall risk. As a stock picker, I still want a healthy balance in case my individual stocks don’t perform as well as the broader market. Over time, I plan to gradually increase my ETF exposure toward 50% of my portfolio due to increased volatility in the market. Top 3: $AMD — AI is increasing demand for powerful server CPUs. As AI agents handle more tasks, data centers need more processing power. AMD benefits from growing EPYC server demand and continued market-share gains against Intel. $GOOG — Gemini is becoming a bigger part of Google’s products and revenue. Google Cloud keeps growing, more companies are using its AI chips, and YouTube remains very strong. Google owns many pieces of the AI ecosystem. $MU — AI data centers need huge amounts of memory, keeping demand strong and supply tight. Micron is spending heavily to increase production, while future growth could also come from robots, vehicles and other AI-powered machines. Bottom 3: (new buys) $KLAC — Makes the inspection equipment chipmakers use to find tiny defects during manufacturing. As AI chips, HBM memory and advanced packaging become more complex, manufacturers need more inspection steps, creating higher demand for KLA’s tools. $MRVL — Builds custom AI chips and the networking technology that moves data between GPUs, CPUs and memory. Growth is being driven by hyperscaler custom silicon, faster AI networking, optical connectivity and its expanding NVIDIA partnership. $CRDO — Makes high-speed connectivity chips and active electrical cables that connect servers, GPUs and switches inside AI data centers. As AI clusters get larger, Credo benefits from the need for faster, lower-power and more reliable connections. Moonshots: $NBIS — AI companies need more computing power, and Nebius is rapidly building data centers to meet that demand. Its partnership with Nvidia, growing customer base and plans for much more capacity give it a long runway for growth. $RKLB — Rocket Lab is growing beyond simply launching rockets. Electron launches bring steady business, its space systems division keeps expanding, and Neutron could unlock much larger missions, government contracts and satellite launches if execution goes well. $AAOI — AI data centers need faster connections between their chips and servers. AAOI makes the optical equipment that moves this data. Demand for its faster 800G and 1.6T products is rising, while the company is expanding production. Not financial advice; always do your own research. read more
I talk about a lot of the same companies because those are the businesses I know best. But there are plenty of other stocks I think are worth researching. 10 that have my attention right now: 1. AppLovin | $APP 2. Microsoft | $MSFT 3. Palantir | $PLTR 4. Spotify | $SPOT 5. Nu Holdings | $NU 6. CrowdStrike | $CRWD 7. Shopify | $SHOP 8. Intuitive Surgical | $ISRG 9. Toast | $TOST 10. CoreWeave | $CRWV I don’t own any of these right now. Which one should I research deeper next? read more
I’ve had a few newer blossom users follow me and like my posts here recently. I just want to give y’all a note of encouragement. No matter how old/young you are, NOW is the time. I remember in my early 20s how discouraged I was because my investments weren’t going anywhere and the information felt like too much. KEEP BUYING & researching. Use Blossom as a resource! We all started somewhere and have been discouraged plenty of times when markets turn red. Below, are a few stocks/ETFs to read up on. The time is now, don’t give up! 👊🏻 $QQQM$VTI$VOO$MSFT$NVDA$AVGO$MU$JNJ$AAPL$PLTR$GOOGL$META$UNH
I see many beginners posting that they’re new to investing and don’t know where to start. 🤔 As someone who was in a similar situation just a few months ago and learned, here are the 4 ETF types (& ETFs) that are popular among long term investors 😃 : 1) S&P 500: US: $VOO / $SPY / $SPLG Canadian: $VFV / $ZSP / $TPU 2) GROWTH / TECH: US: $QQQ / $VUG / $VGT / $SCHG Canadian: $QQC / $HXQ / $TEC / $ZUQ 3) DIVIDENDS: US: $SCHD / $VYM / $DGRO Canadian: $VDY / $XEI 4) ALL IN ONE / BASKET / Global Exposure: US: $VT / $AVGE Canadian: $ZEQT / $XEQT / $TGRO / $VEQT / $ZGQ I noticed many people following this type of a basic / uncomplicated portfolio and are doing really well for themselves 🔥 For % allocation, you can divide evenly among the ETF categories or allocate a higher % based on your preferences. Just DCA regularly and you should be good. 😎 Some people even just put it all into an all in one etf like $XEQT. This is also a good approach - it is much simpler and it works. Ultimately, it comes to whatever you prefer 🙂 Oh and yea, there are overlaps, but I don’t think there is anything wrong in that though - it would just count as doubling down on good things. 💯 I’m sharing with you all what helped me, but don’t forget to do your own research too! 🙏🏼 read more
