Recent content by bangdak

Feel free to @ me now.

Curious to hear more about this too. Unless layoffs and economic conditions worsen significantly where it comes to a point that there’s a significant amount of foreclosures, personally, I don’t see it.

Do you truly believe that inflation is indeed an issue given where we are? Fed has stated that inflation is transitory in which I do agree to some extent. Supply chain issues will eventually ease IMO. You raise rates too fast and you risk sending our economy into a recession.

Has anyone had any success purchasing a SFH (or any property really) without a Buyer’s agent? We’re on the apps everyday looking at homes and have a good idea of what we want and are perfectly capable of spreading comps, etc. Ultimately, we think it comes to whether the decrease in purchase...

What are everyone’s thoughts on what build costs are expected to look like in the next 6-12 months? With supply chain restraints expected to ease, would it be reasonable to expect costs to come down in the coming months?

Would you be kind enough to elaborate more on this strategy please. When do you expect to pay down that margin, etc. We can take this to the real estate thread too if that’s preferred.

Anyone looking at ACG/Grab? Seems like a very solid buy around this price.

Realistically, where do you see NVDA pulling back to? They killed their analyst day and have a ton of momentum right now. Of course, large gap ups will eventually have gap fills but I don’t see them going back to their 50/200 SMA for a long time.

On the other hand, my recollection is that VOO has lower expense fees. As this was a LT hold for me, this is what led me to pick VOO. Obviously SPY has much higher volume on a daily basis if that is important to you.

Dont forget QQQ too for Nasdaq correlation.

When I look at some of the top holdings in her ETFs, those stocks have taken an absolute beating over the past two months. It definitely feels like some whales are out there to force her hands by keeping those prices low IMO while SPY is near ATH. After all, there’s only so many dips you can buy...

Question about asset allocation strategy during the crash in March 2020. What did everyone do during that crash with their 401k and investment portfolios? Did you let the 401k ride it out or did you try to rebalance? Did you put stop loss limits on your names to take in profits or did you plan...

One thing to take into consideration as well, if we do correct in April/May, a 10% -15% reduction then takes you back to the price levels of where we are today give or take. Once I realized that we weren’t correcting last week, I started to slowly deploy more capital. As Ecook mentioned, take...

You are probably one of the biggest bears in this thread (if I remember correctly). What are your thoughts on the current state of the market and if we should expect to see a correction soon? Personally, I get the growth optimism and what not but I think we’re in an euphoria right now. Won’t...

Been holding out this week thinking we were going to get a big correction. SPY and futures currently near all time highs which means I couldn’t have been more wrong which resulted in a lot of missed opportunities. Lesson learned, just keep DCAing as you see fit.