Why doyou call it ‘portfolio review’ then?HipCoyote -- "...without a roadmap, you'll end up somewhere, but probably not where you want to be," reminded me of Yogi Berra, "If you don't know where you're going, you'll probably end up somewhere else." Nevertheless, you guessed correctly -- I don't need any of these investments to really do anything. It's leftover money after the major projects were done. Call it speculation if you like, I call it education.
The first year was amazing, almost doubled the S&P. But having SMCI miss their earnings target for two consecutive quarters (and adjust 2026 guidance as well!) was what it took to get me to bobleheads.org. (Worth it.)
SMCI will probably come back. If I get tired of holding it, I'll sell.
No, I won't be sharing any financial specifics.
Yes, 100% equities. The money is for my heirs, really. And they have far more time that I have. No need for BND.
Thanks, anyway, for your thoughts.
Stef
Its some speculative money needed neither by you nor by your heirs. Buy memecoins, options for smci or make few bets on sport events
Merry Christmas!
Statistics: Posted by second-year — Thu Dec 25, 2025 6:53 am — Replies 4 — Views 597