I own a fair number of those and a large number are losers - mostly in the CPG space (GIS, KHC, etc.)
My own screener (not dividend focussed) highlights: ACN, ADBE, ALL, AOS, BBY, FDS, IT, JKHY, NVR, PAYC, PGR.
What are your thoughts/ opinions about SMG.SW?
Looks interesting to me, but I’m not really deep in this topic of stockpicking.
I’d like to buy stocks of things I also use. In this case mainly the real estate platforms and Ricardo of SMG.
Thanks for sharing these journal cuts. To the contrary of others on this stockpickers thread I mostly hold CH or European stocks and very little US. I prefer to receive dividends directly in CHF or EUR. From the Swiss/European stocks I have BAER, SGSN and last RI which I just got last week (see post above).
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Most space stocks are not worth holding. Imo only rocketlab is legit.
Agree, they are meme stocks at this point, doesn’t mean money can’t be made. As a perennial chicken I didn’t put anything in…
Hi Team, I need a reality check / team advice.
I made a round with MU from 100 to 170 in 2025, where in just a couple of months I have checked out with 70% wins 
and now it’s 900, might be going to 1500 soon. 
Since then I’m riding the AMD wave from 100-something average price and I can’t fathom where it will end and I’m not mentally strong enough to even build an exit plan. I can very well go to 1000-1500 area in 2-3 years if the AI hype will continue (coming from IT, I don’t see how it wouldn’t).
I’m FOMOing too hard to NOT get back into nosebleed territories, but FastGraphs is a real temptation, showing 2x, 3x potentials for MU, SNDK and the like.
How do you handle these parabolic times, either riding the wave or seeing the wave rise from the side?
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You sell part of your holdings as the share price increases.
so in the case of MU, I could’ve sold 25% at 200, then 25% at 300, then 25% at 400 and the rest at 500 - still missing more than half of the upside.
Semis are feeling like a tulip rush these days.
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You are likely not the special one that’ll manage to time and sell at the ATH.
I missed absolutely nothing of the upside on Novo Nordisk recently.
I also witnessed all of the upside on the late 1990s/early 2000 internet bubble.
(granted though, high-performance RAM manufacturing is a not as easily penetrable oligopoly market. Then again, the beancounters are eventually going to put brakes on AI spending)
semiconductors have always been cyclical and we have the mother of all supply/demand mis-matches right now.
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Anyone buying SpaceX after the IPO?
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Everyone who owns US ETFs…
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I‘m thinking about allocating 5-10% to it.
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Yeah thinking about placing a small bet.
well, it is loss-making and horrifically over-priced, so in the current market, it is sure to be a good bet! 
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I’ve read it’s a Scam. Where did you read it’s a good investment?
I stopped reading when someone said that sp500 changed their rule to integrate them. This will change who’s going to buy it and will have ramification later
3i Group - excessively hammered and now a bargain?
The stock went from trading at huge premiums to NAV to trading at discounts very quickly.
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If I read correctly it is the NASDAQ 100 that changed the rules. S&P 500 has a free-float market capitalization-weighted afaik. As spacex free float would be rather low it shouldn’t be a large position in the S&P 500.
It may be a good investment for at least the couple of months until the insiders can sell and make bank. Otherwise, just another Elon grift, maybe more egregious than ever. Can’t even vote the guy out, cause he created his own share class (with greater voting rights).
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