what will it be, Reit, QQQ, china, or real estate

I'm doing 1/3 SP500, 1/3 China, 1/3 India. Do I know what I'm doing? Nope.

30 percent direct real estate residential , 30 percent global stocks etf 20 Percent triple a corporate debt , 10 percent commodity funds. 10 Percent colecatable and precious metals

looking forward to the reit video

@TwoStupidGuysTradeStocks

Ай бұрын

Definitely should be interesting. Vinny

7:30 Chinese growth stocks

@TwoStupidGuysTradeStocks

Ай бұрын

I’m with ya! Vinny

There are more options... Gold perhaps?

@TwoStupidGuysTradeStocks

Ай бұрын

Solid thought. Certainly in line with Burry’s 13fz Vinny

@vonnikon

Ай бұрын

@@TwoStupidGuysTradeStocks and more fringe options like art and crypto. Gold will go through the roof if there is a new major war.

I'm doing 50% SPY/ 50% Income Portfolio (13 different Options ETFs, REITS, BDC's).

@TwoStupidGuysTradeStocks

Ай бұрын

I looked at reits today and was surprised at the low performance for major ones- DYlan

Sounds like the perfect market to wheel options

@TwoStupidGuysTradeStocks

Ай бұрын

I’ve been doing it on Oxy for a while now. Vinny

im putting my money into growth. Tech/AI, crypto and india

I am in the “time in the market” and “China” category. I am limiting my US exposure in regards to the “time in the market” by adding equal weight to: emerging market index funds (VWO / the Canadian equivalent VEE); total world value index funds (VVL / not sure what the US equivalent is to that) and the total world index fund (VT / Canadian equivalent VEQT). That said, continue to buy a mix of China (BABA, TCEHY, JD, BIDU, and others) while it’s fo the low low.. at the moment my portfolio is 100% China.

@TwoStupidGuysTradeStocks

Ай бұрын

100% china!!! lol i respect the risk. - Dylan

I think you are right but the ai bubble might still have 2 years or so left in my opinion. I think we are about summer of 1998 It has all of the bubble patterns

MPW

We just need another NVDA every 5 years and we should be good with the current lofty stock market return

@TwoStupidGuysTradeStocks

Ай бұрын

It’s coming. Two Stupid guys AI lol

I'm down with the REITs

@TwoStupidGuysTradeStocks

Ай бұрын

Definitely will take a look soon. Vinny

@5dc61

Ай бұрын

Check out MPW

+1 Asian growth and Timing

@TwoStupidGuysTradeStocks

Ай бұрын

video coming on results today

Are you doing this as a poll or just tallying up comments? By "time in the market" you mean SPY? Because the "market" is not just the S&P. If I had to choose from your list it would be TitM (if you mean SPY) + large cap dividends, but I would add BTC for sure. I backtested a bunch of possible etf combinations on portfolio visualizer a few months ago and ended up going with the following for a long-term account: 25% SCHD + 40% XLK & the rest in VXUS/SLYV/VGLT/GLD/SIVR/INDA/EPOL/EWJ/AMLP/IXC/GUNR plus a BTC ETF. Of course, past performance does not guarantee future results... Also I hope you make a follow-up vid and comment on the results in more depth than you did here with the previous.

@TwoStupidGuysTradeStocks

Ай бұрын

dylan here- time in the market would be spy or qqq. If we ask questions and tally votes they have to be limited choices such as SPY or QQQ instead of just any stock in the market as there is thousands of options.

None, I say money market/ t-bills

@TwoStupidGuysTradeStocks

Ай бұрын

Not unreasonable. I let my Apple shares get called away and put it into a money market fund personally. Vinny

I think Crops shot themselves in the foot, going to big in a down economy to get record profits when they should have been more measure in this short term to entice the soft landing, and build for longer sustained gains. But quick money seems to be focus anymore (CEO's and CFO's watching too many KZreadrs talking 10x's stocks and crypto I guess). Anyway, I am not as fond of China markets, though there are some picks there, I just don't like the lack of transparency of the government's involvement. I do have a few Manufacturing stocks there. And then, "renewable" energy is another sector I like in China, but also Euro markets. But that's a personal principle pick and not to everyone's liking. For the US market, I think its' demise is a bit overrated, if calling it a down market is based on historical highs. Still plenty of sectors to retain good returns, and I just keep taking a little bit of the gains off the table and shifting them to more steady areas to lock them in. But again, I get that isn't as much a focus for folks anymore and I am an older Buffet type investor.

@TwoStupidGuysTradeStocks

Ай бұрын

as a buffet type investor did you hop on the activision arbitrage? I did but sold too early, buffet made a decent amount off that- Dylan

first.

@TwoStupidGuysTradeStocks

Ай бұрын

Love it. Vinny

If thats true, its a good idea to get dividend paying stocks. At least get some return

@TwoStupidGuysTradeStocks

Ай бұрын

video on that today

Well don't forget tax cuts contributing to the increase

@TwoStupidGuysTradeStocks

Ай бұрын

true

Ten years from now SPY will be at or over 1000. Easy.

@TwoStupidGuysTradeStocks

Ай бұрын

its very possible