Not Investment Advice - Just My Opinion

Half in second tier crypto, a quarter in blue chip tech, rest in mining spec.

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The us market individual stocks go up and down massively but it is the litmus test to the world. You need to decide on volatility vs stability and high high returns be steady . Everyone’s different so good luck

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Gotta risk it for the biscuit.

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As I have read, US stocks favour growth not dividends.

Also, the current incumbent makes US stocks precarious.

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“Donate to the Flight Plan”?

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Also, why wouldn’t I buy Cambodian or Japanese or Estonian stocks. Because I know nothing about them. I know many Australian companies and have for many years e.g. JB Hi Fi started around the corner from where grew up and is an excellent well managed company but I wouldn’t buy any right now because the price is too high. Are you equipped make that assessment about some random seppo company?

That bubble burst decades ago.

All good mate, my intention wasn’t to put down asx investors or companies although reading my post back it may have sounded like that, but to encourage some discussion. And I personally wouldn’t call Amazon, Google, Meta, NVDA, Spotify, UBER, Netflix et al random seppo companies.

I certainly cut my teeth investing in the asx, and learned about the fundamentals, business cycles, commodities etc… but I’ve just found the US market more dynamic, interesting and a more fertile hunting ground.

I stopped receiving a salary about 10 years ago and live off my investing performance so I put a lot of time into it.

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You can always buy a vanguard index fund for the top 200 US companies, zero further research required.

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This is the way.

100% favours growth, the yield on the S&P 500 is 1.9% vs the ASX 200 at 3.4%

……and the Trump administration are such good economic managers, its gotta be all blue sky from here.

It’s even easier to get the top 500 :winking_face_with_tongue:

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Think that gives everyone a good indication of how much I follow US stocks… :slight_smile:

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And is what Buffet thinks most people should do with most of their wealth. S&P 500 index fund, enjoy 10 percent averages, no real research required.

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Not quite what Buffet said, and he is personally the ultimate stock picker, but he has recommended his surviving wife or an “average person” have a low-cost 90% SP500 index and 10% short-term government bonds.

Any permutation works when your net worth is $160,000,000,000… at 1% return the bonds alone would deliver $160,000,000 every year!

(A lot of “average” people will end up selling low if they have a 90/10 portfolio. And the advice above is for Americans, and despite being a long-time keep-it-simple-local-only recalcitrant like Bogle, Buffett has made some international investments, especially in Japan.)

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Thanks for the input @Sugar_Winton Sorry for being so cynical about US shares. I do have a fair bit invested in Vaneck MOAT which is going quite well

Yeah, hard to go wrong with a few bazillion lying around.

I presume the point he was really making is that most fund managers don’t actually outperform the market so just back in the s&p index over the long term?

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Especially after net of their fees, while index funds generally have very low fees.

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No probs @hambo

I’ve played around in a lot of styles of investing over the last 20 years and different asset classes from property debt, to cyclicals to venture to crypto etc… I think what’s important is to find a style that suits you. And learn as much as you can, or just simply buy the market (which is what he majority of people should do) and dollar cost average in.

Personally I just really enjoy researching companies that are in emerging technology and growing customers rapidly. But, there are many ways to skin a cat.

I just love the subject.

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