r/wallstreetportfolios

Hey everyone,

Attached is my current IBKR setup ($205k Net Liq). I’m 23, and my main focus is my e-commerce business. It eats up my time, so I absolutely cannot day trade or stare at charts all day.

To be honest, the current positions in the screenshot are super recent. I just bought small sizes of tickers I saw mentioned a lot in this group. I didn’t size in heavy because I simply don’t know enough about them yet.

My Goal:
I want to stop doing that. My plan is to put 50% in safe ETFs and use the other 50% to build a concentrated portfolio of just 3-5 companies that I deeply understand.

I understand Technical Analysis, but I don't think that's what I need right now. I want to learn the fundamental process so I actually have the confidence to size heavily into a few high-conviction plays.

For the guys here who have actually built wealth through research, I’d love your input on a few things:

The Strategy: Does going heavy into just 3-5 companies actually work?

The Routine: Since I’m busy with e-com, what does your actual workflow look like? How often are you reading filings or checking the news?

Entries & Exits: How do you determine a solid entry price, and more importantly, how do you know when it's time to take profit?

The Learning Curve: How did you learn to do this? I’m looking at reading One Up On Wall Street, 100 Baggers, and Security Analysis. Any thoughts on these or other recommendations?

Skill vs. Luck: Just to give me a measurable reality check—for the massive portfolio explosions posted in this sub, what % do you think is repeatable skill vs. pure casino luck?

Appreciate any frameworks or advice you can share!

Most people who followed $CYDY remember March 30, 2021. The FDA publicly stated that CytoDyn's claims about leronlimab were "misleading and not supported by the data", no benefit was shown in COVID-19 treatment trials. The stock dropped 25%+ that day.

What happened afterward was a class action lawsuit covering investors who held $CYDY between March 27, 2020 and March 30, 2022.

A $500,000 settlement has been reached and terms are now submitted to the court for approval.

Who qualifies?

Anyone who held $CYDY during the class period and suffered losses from the alleged misrepresentations about leronlimab's effectiveness for HIV and COVID-19.

Can I still apply?

Yes, you can submit your application now and it will be processed once claims filing officially opens after court approval.

If you were damaged by this don't forget to check your eligibility. GL!

Seemed like a pretty solid report to me. Should I buy the dip on this one?

Hey all! First time posting here, I’m just looking for some feedback on my brokerage account. I’m in my mid 20’s and am just getting into the investing thing. I have a separate retirement account and employer match that is doing well with 100% of it tracking the S&P500. The idea behind this account is to maximize gains in a reliably safe manner over a 7-8 year period. (I have some career goals like law school that come around that time frame and would like to have a solid buffer through this account so that I’m flexible if I’m not making that much money for 3 years or so).

Going forward, I’m currently putting $350 a month into SWPPX, and every 3 or 4 months I go 50/50 SCHF/SCHM on any non-emergency excess I have in my checking account (usually between $2K and $4K). I’m also reinvesting dividends on all these.

Looking to see if there are other Index ETFs I should get more exposure to (like small caps, developing international, etc.). I prefer to keep it a 100% Schwab portfolio if possible.

Thanks in advance!!

I feel like I’m good and setup for the next year. Rate my portfolio from 1-10. 1 being what were you thinking to 10 being you’re a freaking genius.

Taco’s portfolio is back over 65k now thanks to the strong performance in Oscar Health. Even with Ethereum performing as badly as it has, my port’s still up over 20% this past month which is impressive.

I did take some gains off the table here and sold 2 of my January 2027 $18C on Oscar for a 115% gain. I’ve learned my lesson a time or two with Oscar trading between the $12-$22 range and even with a strong earnings report behind them, and seemingly breaking out into their best days ahead, — given how poorly ETH has performed I took the gains here. I’m riding the last one here to Valhalla though which you can see in the last screenshot.

I also traded out of one other position this week and that was WhiteFiber WYFI. I sold 2 $17.5C against them expiring last Friday and needless to say I got burnt on those. It’s ok though as I am losing conviction in the managements ability to be transparent and deliver to shareholders regardless of the current market hype cycle we’re in around the AI build out. I was done with WYFI and still made out profitable. I still have my position in BTBT buts its also on notice in my portfolio given managements poor decision history here.

Often when I start to lose conviction in a play I will sell calls against it and collect the premium until I get called away. This time it was WYFI’s turn.

What do you think of Taco’s latest moves?

Let’s see how far the bull takes us on this ride

“I know the weightage of M&M in my portfolio is very high, and I’m thinking of exiting once it gives me at least a minimum profit. The other stocks were recently bought after selecting companies from different sectors. Can you rate my portfolio and share your opinion on the allocation and diversification?”

I know I am severely overweight on the mag 7 and tech stocks. I should I fix this? Would love any suggestions.

Had had it for about 4 years and have added $1,000 each year. Making this a long term

At one stage of my life, I poured every ounce of my energy into simply scraping by.

I worked as a waiter, washed dishes, did construction work, and even hauled bricks under the scorching sun. For several years, I was forced to wake up at 3 or 4 in the morning squeezing into a beat up pickup truck often crammed with live chickens and ducks racing against the dawn to deliver goods to the market before daybreak.

I remember clearly how utterly exhausted I felt during those days. At times, looking at the dire circumstances I was in, I would even feel a genuine sense of shame.

Looking back now, the material success I enjoy today would have seemed like nothing more than an unattainable fantasy to the person I was back then.

It was my wife who stood by me throughout that arduous journey. Whether we were mired in financial hardship, facing immense pressure and an uncertain future, or enduring those long, sleepless nights whenever I felt like a complete failure she remained steadfastly by my side, never once leaving me.

She never left me.

To be honest, that is precisely why I feel that the milestone I have reached today holds a significance for me that transcends the realm of mere money.

Now, I am finally able to give her the wedding she has always deserved a truly grand celebration. This celebration is not for me; it exists entirely for her.

For long before any of these achievements had come to fruition, she had already placed her unwavering trust in me.

If you are currently at a low point in your life, or facing immense difficulties on your journey, please do not give up. Just a few years from now, your life may very well take on a completely different, brand new appearance. Keep going, my friends. And if you happen to be in the "Golden State" (California), you are welcome to join my party and share in the joy of this moment with me.

Given that many friends have expressed interest in learning how I reached my current position, I have compiled the various strategies I have employed over the years and shared them in a group I recently created. Accessing this information is completely free of charge. I am not certain whether these insights will prove helpful to everyone, but if you are interested and bearing in mind that I may not be able to respond to your comments immediately please feel free to send me a private message directly; I will forward the relevant materials to you for your reference. I hope this proves useful!

Bit Digital $BTBT is the parent company of hyperscaler WhiteFiber $WYFI and owns 70% of WhiteFiber stock in its treasury. Why is $BTBT then underperforming $WYFI by so much and trading at almost a 30% discount to NAV of the fund?

Is this an opportunity and $BTBT is currently mispriced or is there something else going on here?

Hey guy I’m new to investing, looking for any objective feedback on my portfolio thanks

Adding 25-30k yearly. 50% into broad market etf, 35% into growth etf and the rest into vxus.