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2025 Investment Thread
- Thread starter Killroy1999
- Start date
Caddywumpus
4N631
truth. And the market will eventually find the truth. However that can be longer than most remain solvent.
NorCalAthlete
O_o
PLTR ripping after hours, hit $96+
Blankpage
alien
You missed it. Look for the next one that’s going to do that.
Caddywumpus
4N631
Im still holding 390 puts on Tesla for July.
GAJ
Well-known member
Note for you all that have home(s) in a trust.
Make sure you talk to your insurance agent.
Make sure you talk to your insurance agent.
Insurance Coverage for a Home Owned by a Trust
Is your residence owned by your trust? Read more to learn about potential gaps in a home owners policy that's owned by a trust.
creativeplanning.com
900ss
Well-known member
I'm digging my shares bought at $17.20. Oh, if I weren't so frugal! This is as close as I will come to a 10-bagger I think.
stock is moving in the right direction for you, but looks like volatility is also reducing. I'd reckon you're about even-steven?
Caddywumpus
4N631
I closed mid morning for a nice profit. July puts still have plenty of theta in them, but Id rather get paid than get slaughtered. Ill re-enter if TSLA bounces
GAJ
Well-known member
Up 2.3 points ytd.
Nor bad considering the chaos.
Nor bad considering the chaos.
Caddywumpus
4N631
As of close, per my Fidelity app, I am up 4.15% ytd.
Also I would recomend if oyu use fidelity to adjust your core position to FZFXX (keep california from taxing any idle cash!)
Also I would recomend if oyu use fidelity to adjust your core position to FZFXX (keep california from taxing any idle cash!)
Das MotorRad
Active member
you lose a bit of interest versus SPAXX, but depending on your marginal california rate it may make up for it
just to follow up as i was curious, in 2023 around 23% of FZFXX was exempt from state taxes. i thought all the interest would be exempt from state taxes. this will affect the break even point when considering spaxx vs fzfxx.
FDLXX is 90% state tax exempt with around a tenth and a half % lower yield than SPAXX
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Caddywumpus
4N631
unfortunately FDLXX is not a core position currently (last I checked anyways). Every 10k I make trading I set aside in Sgov til the end of the year then rebalance to 30% (helps with taxes)
Das MotorRad
Active member
ahh that makes sense. are you a mark-to-market day trader?
Caddywumpus
4N631
No, but lately the past 2 years I have heavily been wheeling. I have beaten the market the past 2 years... thus far. Covered calls and cash covered puts typically 1 month out strikes
Das MotorRad
Active member
it's been hard to lose money the past two years...watch out for wash sales...best of luck and continued success for you
i love your signature line "delay gratification and exercise financial responsibility"
i am 99% sp500 in my retirement accounts. my aftertax brokerage is 50/50 FXAIX/SPAXX with annual rebalancing in the first quarter
i love your signature line "delay gratification and exercise financial responsibility"
i am 99% sp500 in my retirement accounts. my aftertax brokerage is 50/50 FXAIX/SPAXX with annual rebalancing in the first quarter
Caddywumpus
4N631
Gotta take a loss to get a wash sale... I price my options above my paid in price. Currently upside down on some ruger that I sell 6 months at a time to get a decent premium and collect the dividends in the meantime.it's been hard to lose money the past two years...watch out for wash sales...best of luck and continued success for you
i love your signature line "delay gratification and exercise financial responsibility"
i am 99% sp500 in my retirement accounts. my aftertax brokerage is 50/50 FXAIX/SPAXX with annual rebalancing in the first quarter
Reli
Well-known member
it's been hard to lose money the past two years...watch out for wash sales...best of luck and continued success for you
i love your signature line "delay gratification and exercise financial responsibility"
i am 99% sp500 in my retirement accounts. my aftertax brokerage is 50/50 FXAIX/SPAXX with annual rebalancing in the first quarter
I would recommend adding some VXF. It captures every stock below the S&P500. Smaller stocks like them will probably do well during the current administration.
it's been hard to lose money the past two years...watch out for wash sales...best of luck and continued success for you
i love your signature line "delay gratification and exercise financial responsibility"
i am 99% sp500 in my retirement accounts. my aftertax brokerage is 50/50 FXAIX/SPAXX with annual rebalancing in the first quarter
well, when trading options, it is always possible to lose money, because they are complicated and their price depends on more than just where the underlying stock goes. It also depends on when the contract is dated, and how volatile the market perceives the asset to be.
The classic sucker's move is buying long options right before earnings, and then the stock moves in your desired direction but you still lose money because the perceived volatility tanks (I make the most consistent money taking the opposite side of this trade!)
The market's recent emotions re: big tech capex is interesting, here you have EVERY company doubling down on infra spend and being completely unphased by the DeekSeek BS, and yet the markets seem to think they know the AI business better and are selling off. I feel pretty certain these companies see the business opportunity better than joe blow investor.
Also AI is THE trade of this (half?) decade, the sellers will get amnesia once a floor is established it's going to be a really good time to re-enter with long positions?
Also AI is THE trade of this (half?) decade, the sellers will get amnesia once a floor is established it's going to be a really good time to re-enter with long positions?