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So..... TWLO, SHOP, CMG, ZOOM are overvalued? (just to name a few) lol.
Zoom has done a great job! And with covid 19 not going away any time soon, they are in great shape for years.
As for CMG. Yep, they are overvalued. All it's going to take is some big event - bacteria in some of their tomatoes or lettuce - and they will be hammered. Ridiculous valuation for a company that sells tacos.
in my 30 plus years an investor , i can say if you never told me we had political changes i would never know the difference .
we have had good and bad under all parties and every day my life was the same . i got up , put my pants on and went to work ... everything good or bad in my life i made happen ....personally it don't matter to me which party is in office , they all end up doing little that effects my life on a daily basis and they all lie ... only time i can say otherwise was when i got drafted , as that had a big effect .
. Republicans are moron's with bad ideas and democrats are morons with no ideas .
that sums up my view on politics and why i do not have any interest in politics at all .
i position my investments to thrive no matter what happens. i have always controlled my own life where i could . no political party ever really did a thing for me .
exactly ... we allow and plan for uncertainty and not try to rule it out with a portfolio based on prosperity and low inflation or think we are going to time our exits and entrances .
I’d argue the biggest ETF of them all, held by young and old around the world, is headed for a haircut — the USD.
TLT and GLD are the way to go. We have done very well in these two. Over $15,000 just in the last two days. When I say we I am referring to myself and my wife whose portfolio I also manage. Thankfully this all weather portfolio can never really lose. If the dollar goes down we win. If the dollar goes up we win. If the market crashes we also win and if the market skyrockets we win.
TLT and GLD are the way to go. We have done very well in these two. Over $15,000 just in the last two days. When I say we I am referring to myself and my wife whose portfolio I also manage. Thankfully this all weather portfolio can never really lose. If the dollar goes down we win. If the dollar goes up we win. If the market crashes we also win and if the market skyrockets we win.
So much winning, my head is spinning.
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