savantwealth.com/savant-views...
11.03.2025 23:27
👍 1
🔁 0
💬 0
📌 0
Diversification matters.
How diversified is your portfolio?
* Diversification does not guarantee a profit or protect against loss in declining markets. Investors should consider their individual risk tolerance, investment objectives, and market conditions when making portfolio decisions.*
"Magnificent 7" (MAGS ETF - the seven largest U.S. tech stocks, like Apple, Microsoft, and Nvidia) down ~15% ytd and ~20% from December peak.
S&P 500 excluding Magnificent 7 (XMAG) down less than ~1% ytd.
MSCI ACWI global index down just ~1% ytd.
-Emerging Markets (EEM) up ~4% ytd.
Why betting only on U.S. stocks might be limiting your returns:
International markets (EFA) are up 9%, outperforming U.S. stocks by 13.4% year-to-date—the largest gap in over 20 years!
Egg prices are up 57% from October to November.
Be sure to clarify what type of inflation your clients are experiencing. It might only be their morning breakfast eggs.
If only I had listened to my confident friend in 2015, I would be a bitcoin millionaire today.
Happy $BTC $100,000 to those who celebrate
At the Riverchase Galeria Mall - I don’t think all these people are here for a leisurely walk. Feels like early 2000s in here. #economy
(•_•)
<) )╯let’s circle
/ \
(•_•)
\( (> back after
/ \
(•_•)
<) )╯the holidays
bsky.app/profile/chip...
bsky.app/profile/chip...
#BlueFi #Finsky #BlueFin #ButterFin #FinTwit 🦋
What’s the new name for the FinTwit community on Bluesky?
1️⃣ BlueFi
2️⃣ Finsky
3️⃣ BlueFin
4️⃣ ButterFi
📊 Show results
From my phone, I just ordered a christmas tree to be delivered to my front door. What did you do today?
Cool thing about open source - If you don’t like something, you can do something about it!
The galaxu is a very oblong, blue disk that extends from left to right at an angle (from about 10 o’clock to 5 o’clock). The galaxy has a small bright core at the centre. There is a clear inner disk that has speckles of stars scattered throughout. The outer disk of the galaxy is whiteish-blue, and clumpy, like clouds in the sky.
WAKE UP BABE, A NEW JWST IMAGE OF THE SOMBRERO GALAXY DROPPED!!! 🌌
What are the drawbacks of an open network? I can see custom domains and the technical aspects could be intimidating to some.
Scott Bessent: "If Home Depot is telling you that they're having trouble keeping products, very interesting. If you are hearing from bank CEOs that credit cards are getting sour, you can make a lot of good macro judgments with that."
Scott Bessent: "...we can get a huge amount of information from what companies are telling us. We can't predict the PCE deflator better than anybody. We can't have a better model for lei. But if trucking companies are telling you the business is taking off, then that's very interesting."
Easy to see why the market is excited about Scott Bessent's nomination as Treasury secretary.
From an interview by Ted Seides on Capital Allocators podcast (www.youtube.com/watch?v=wchy...) :
I kinda hate it and love it.
Missed the old fintwit days and joined X just a few weeks ago. Excited to be part of something new. Bluesky already feels different.
Having a list of followers that are not 99% bots or impersonators is a good start.
Sign me up.
I started by going through who you follow.