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Old 01-01-2024, 09:08 PM
 
Location: La Mesa Aka The Table
9,820 posts, read 11,536,738 times
Reputation: 11900

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I'm here, I'm here, I'm here. I overslept and the dog ate my homework
AVGO 40k Hoping for Split sometime in 2024
ANET 20k Cloud networking Solutions is always profitable
SMCI 20K AI Stock
SNOW 20K Cloud base data storage

Last edited by hitman619; 01-01-2024 at 09:25 PM..
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Old 01-01-2024, 09:37 PM
 
Location: Saint Johns, FL
2,340 posts, read 2,658,619 times
Reputation: 2494
Quote:
Originally Posted by leastprime View Post
Do, 40,20,20,20
which means that I'm handicapped
We say handicapable !!
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Old 01-01-2024, 09:44 PM
 
2,166 posts, read 3,382,580 times
Reputation: 2653
Kinda late, but here are my picks:

20% MSFT
20% INTC
20% TTWO
20% SLDP
20% GOOG

I own all of these except TTWO in my portfolio. SLDP is very speculative, but it's also near its 52 week low and they continue to make progress on solid state battery prototypes for BMW, Ford, and SK On. We'll see if it drags me down in '24 like it did in '23, or if it can actually get some traction this year. I believe the prototype battery for BMW is supposed to be testing in 2024, but we're still 3+ years out from commercialization so this thing could go sideways for quite a while.
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Old 01-01-2024, 09:51 PM
 
Location: Saint Johns, FL
2,340 posts, read 2,658,619 times
Reputation: 2494
Quote:
Originally Posted by mustang84 View Post
Kinda late, but here are my picks:

20% MSFT
20% INTC
20% TTWO
20% SLDP
20% GOOG

I own all of these except TTWO in my portfolio. SLDP is very speculative, but it's also near its 52 week low and they continue to make progress on solid state battery prototypes for BMW, Ford, and SK On. We'll see if it drags me down in '24 like it did in '23, or if it can actually get some traction this year. I believe the prototype battery for BMW is supposed to be testing in 2024, but we're still 3+ years out from commercialization so this thing could go sideways for quite a while.
A rule that has not let me down yet is that Fusion Power and Solid State batteries are ALWAYS 5 years in the future.
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Old 01-01-2024, 10:00 PM
 
Location: Saint Johns, FL
2,340 posts, read 2,658,619 times
Reputation: 2494
Posted Hitman and Mustang. Caught up again
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Old 01-01-2024, 11:46 PM
 
2,166 posts, read 3,382,580 times
Reputation: 2653
Quote:
Originally Posted by Newporttom View Post
A rule that has not let me down yet is that Fusion Power and Solid State batteries are ALWAYS 5 years in the future.
I am a glutton for punishment, although there was enough positive news during Q3 earnings that it felt like throwing SLDP in the mix might be worth the risk. I do think we may actually see a commercial solid state battery within the next 5 years, but affordable & mass produced SS batteries are probably at least 10 years out and it sounds like semi solid state may precede true solid state.
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Old 01-02-2024, 07:13 AM
 
Location: In the middle of nowhere... and enjoying it
1,928 posts, read 817,432 times
Reputation: 1790
Quote:
Originally Posted by formerlynorthofnowhere View Post
In top 10 for 2023. Hope to repeat in '24

PFE - Pfizer
DG - Dollar General
FMC- FMC Corp
DISH - Dish Network

$25K each

All around I think each one of these stocks are undervalued, and if the market goes up they will go up at a higher rate than the market, and if the market dumps, they will hold a better value than the general market.

FWIW in real life I rarely hold on to a stock for more than a day or two other than a handful of dividend yielding stocks. Most days I'll be in and out in minutes.
Looks like DISH delisted.

Can I change to

PBR - PetrĂ³leo Brasileiro S.A
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Old 01-02-2024, 07:36 AM
 
Location: Saint Johns, FL
2,340 posts, read 2,658,619 times
Reputation: 2494
Quote:
Originally Posted by formerlynorthofnowhere View Post
Looks like DISH delisted.

Can I change to

PBR - PetrĂ³leo Brasileiro S.A
Updated. I'll have to see what DISH is up to
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Old 01-02-2024, 08:08 AM
 
Location: In the middle of nowhere... and enjoying it
1,928 posts, read 817,432 times
Reputation: 1790
Quote:
Originally Posted by Newporttom View Post
Updated. I'll have to see what DISH is up to
Due a merge with Echostar
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Old 01-02-2024, 02:40 PM
 
Location: Saint Johns, FL
2,340 posts, read 2,658,619 times
Reputation: 2494
We have our first data. I managed to pick a stock that went down 25% on first day of the year (without any announced news. Someone knows some inside info). I will whip up some of the percentage gains and losses.

Name Total
Sheerbliss $103,099.66
formerlynorthofnowhere $102,163.74
ALackOfCreativity $101,437.39
Laid-Back $101,181.77
hikernut $101,154.09
capoeira $101,059.97
jlvs2run $100,780.18
leastprime $100,632.47
Sasquatches $100,184.52
Ohiopeasant $100,056.55
sitonmywhat $99,952.40
Johnny Wadd $99,921.47
Fire42 $99,880.95
DRob4JC $99,779.95
treasurekidd $99,693.21
JRR $99,560.84
BeerGeek40 $99,540.21
Florida2014 $99,389.97
GeorgiaTransplant $99,017.74
creeksitter $98,851.75
phoebesmom $98,830.57
gamebird98 $98,680.61
49erfan916 $98,605.79
bmw355i $98,545.47
move4ward $98,494.04
OhioJB $98,409.94
lewdog_5 $98,244.13
drinkthekoolaid $98,090.35
OrganicDonna $97,819.97
Talosun $97,728.07
hitman619 $97,649.12
wadejay26 $97,571.32
Ranredd $97,399.74
Mrs. DRob4JC $97,353.05
cheeva $97,326.11
moguldreamer $97,094.78
FL_Expert $96,966.24
mustang84 $96,828.24
ShampooBanana $96,801.00
dadjunk $95,348.29
artillery77 $95,055.77
Newporttom $94,124.08

Median $98,755.59
Average Portfolio: $98,816.80

S&P Index $99,433.94
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