Gregmal
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Alternatives to VOO to reduce Mag 7 exposure
Gregmal replied to DooDiligence's topic in General Discussion
Perhaps it’s just me, but owning one of these index representative things is basically a mea culpa that acknowledges you have no interest in picking stocks or determining winners and losers. As such, it seems odd that the first move upon making such a mea culpa would be to declare that “I want to reduce exposure to the best, highest quality companies in the world. Let’s find something with more mediocre companies”…. -
100%. The "old way" resembled a government or school board bidding out contracts every 5 years....they do it "just cuz they have to", no one cares about efficiency in anything but covering their asses...and quality of service is never explored until the day its needed. Better to actively manage, as is the case with most things.
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Idk. I sell puts all the time on stuff. I generally view it as a way to create a synthetic dividend. Not capture upside. Generally I have a solid position in the stuff I’m doing this with; so sure I’m happy to take on more, but I typically only get exercised on 1/20-1/25 or so. Stuff like MSGe/s or JOE I’ve probably gotten low double digit returns last few years just rolling them.
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Merry Christmas good friends!
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Yup. That’s the laughable aspect that really shines with some of these weirdos. Thinking they and their whatever you wanna call it background are “cracking the case” or whatever even though this has all been reviewed by the highest level law enforcement and legal eagles…. For instance, you wanna guess the combined hourly rate of the legal team that’s gonna be responding to a Clinton inquiry? How about Leon Black? Those avenues have certainly already been explored and evaluated; but fear not, some chronic masturbator on Reddit who’s now obsessed with child porn is gonna bring him down!
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lol nice job framing again! Great defense mechanism… Anyhoo, enjoy the pedo material and related gossip/drama this holiday season!
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Yup. This sort of stuff is repulsive to me. I’ve never had an interest in it and then all of a sudden it caught fire just after Trump was reelected. Much like how I never had any interest in Labubus and then everyone got crazy and I just shrugged and said you do you. Here though it’s the same conspiracy theory gullible types and the Trump deranged crowd whom at their best kinda resemble animals in heat that you see and just try to avoid… but my gosh they’re persistent and man you gotta give it to DUI who’s even been called out by some of the most liberal posters here for being a nut job that thinks there’s some smoking gun in there saying Trump is a pedo…but can’t stop, won’t stop. And to top it all off, the cute little mechanism where they try to excuse their lunatic like obsession with pedophile material as “if you’re not deranged like me you’re protecting child rapists”…..my goodness. A lot of the behavior is just amusing but as I said, I draw the line here as paedophelia is just repulsive to me and I want nothing to do with it; a position I’ve maintained much longer than since January 2025….
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No, no, no…apparently its not about “getting Trump”, it’s about the children! After all the rabidness of the obsession starting in February of 2025 after previous years of silence is just coincidental. As is the overlooking of the fact that it’s pretty obvious now that the inner circle of this whole thing was basically A list democrats from the 1990s and early 2000s….totally out of character for the party of P Diddy and Harvey Weinstein! It’s not as though 211/214 representatives of this clan just voted to block banning the mutilization of children for political purposes either….and remember, if you don’t see it their way, through that deranged, broken kaleidoscope they seem to look at things thru….youre protecting pedophiles! Ain’t it rich?
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LOL ok then bud….enjoy them files!
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Raping children seems to be your fixation, not mine. I’ve said I openly gag at the thought or headline about this stuff, meanwhile you can’t seem to get enough. You dream about Trump doing this stuff, despite even this places biggest lefties openly saying yea that’s not anything but pure delusion….anything further? Lol
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So let’s see…. the party that’s all about letting woke parents and medical professionals mutilate children(particularly our friends in California) now chants “protect the children” despite many and multiple party DOJs and FBIs having gone thru the evidence…. or…. Youre just drunk on the latest “get Trump” pipe dream? Hmmmm
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Yup, I ll just highlight this as it's probably the stupidest, most obvious "I cant think straight" declaration possibly made....You realize these files, the bulk of the contents in them, have an age statement ranging from like 2003-2023/4? That county/state/ and federal agents have been on these as theyve been the basis for prosecutions? Thats essentially what all of this is lmfao! A collection of the information theyve used to prosecute these people? Who's prosecuted them? Years of Bush, Obama, Trump and Biden administration folks! So it's surely been through the hands of law enforcement at the highest levels and surely anything that would've buried someone IN THE COURT OF LAW would have resulted in such. But you and the mouth foamers are SCREAMING for the release thinking you'll unearth something new to "get Trump"! Please, tell me another joke....
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Nah, at least to anything past that statement. Your interest is solely, an obsession, an unhealthy one, with the president. As is the case for many others. Your "gotcha" mechanism changes with the flavors of the day. I can at least give @changegonnacome credit for admitting his interest here is mainly cuz it's embarrassing to the President whom he hates...you lying and acting like the reason nothing was released lies NOT AT ALL with the guys whom held the files for 4 years, but because of a coverup with the people whom released them inside the first year...just validates alot of whats been speculated.....
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Im not pretending anything. Your obsession with paedofile files is a little, well a lot gross. As is masking all this as some layman's pursuit of justice thinking you've got a leg up on the FBI/DOJ(which guess what, has been bipartisan thru the years on this thing). Or trying to frame my not caring about something thats already been ran through the justice system, and resulted in the one dude rotting in hell and his girlfriend locked up for 20 years...peculiar.
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Poor Jeffrey huh? Life aint fair. Dudes dead, he's where he belongs. Same way some Dem rep colluding via text message with him to "get Trump"in 2019....what exactly are you proposing happens with this "letter" that surely has been reviewed by FBI/DOJ officials? Thats kinda the point. The derangement is insane and the willingness to even exploit and publicize victims in pursuit of "getting Trump"...while masquerading it as a bunch of keyboard toolbags and politicians "finding the smoking gun"...is pretty gross. But dont stop now!
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What is being done? You guys in your never ending quest to "get Trump" are fawning over child pornograhy and related material! LMFAO Thinking that you have insight that 20+ years or law enforcement officials at the highest levels "might've missed"! I gag just seeing a headline about this stuff. You guys are getting hard at the contents...its disgusting!
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Youre right. I totally have faith that you'll unearth what two decades of law enforcement professionals missed. Best of luck....enjoy all that "material" you sift through. Ill be out doing fun shit with my kids...
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It's just rather eye opening and disturbing how rabid so many people are; obsessed with this material, but society is what it is. I dont get true crime obsessions either, but also think true crime material and child sex abuse are two vastly different things. In aggregate Ive spent about zero hours of my time on either. To each their own I guess.
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Man, the depths of the "Get Trump" disease.....furiously combing through vomit inducing pedophile material, even teaming up with or siding with pedophiles, hoping to find the "smoking gun" that two decades worth of law enforcement professionals "must've missed"...god bless y'all LOL
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Yup. We are currently in the "golden age of track records" with folks being able to pickoff start dates coinciding with covid, the 2022 "freak out over conspiracy theory correction" and then the past 2-3 years of AI driven boom....Its a great time for them!
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Wasnt terribly different. Talk about a biz where people still daydream about the glory days....It felt like it was the 1990s.
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One of the most useful skills Ive been able to develop over the years is simply being able to identify, rather quickly, people whom have a special skillset in specific arenas, and then rather quickly being able to assess if what they're pitching makes sense. Its allowed me to invest in areas I otherwise wouldnt be comfortable with, or areas that woulda taken me wayyyy tooo looooong to do proper diligence on.
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Oh this 100%. But I got there the opposite way. Was raised to "never talk about money", especially exact financial figures. Parents were consumed with money though. Everything was "a business decision"...yes, even things like whether they'd co-sign for my siblings student housing because of "liability" or things like itemizing dinner bills to ensure they only pay for "their" items, even down to the tip being "only what they thought was appropriate" when eating with others. It is/was a true sickness. So when I got into the work force, and began cold calling for a senior broker, it was pure amusement when it was demanded that to ensure we weren't wasting our time, that we qualify random leads by asking them(total strangers) how much money they make annually, what they're liquid for, and where the net worth lands.....oh boy! But the openness and dialogue was refreshing and stimulating for me. It became apparent early on that investing was really the only viable path to freedom. When I started it was just after GFC, back when people thought cash was a cool and edgy portfolio position. But when I ran my numbers, I wasnt going to want to be a desk jockey til 60; I wasnt going to make $150k a year for all those years(viewing it from 2010s lens at least, this certainly wasnt my baseline), and even if I did, there was no way I'd be saving 30% of my after tax paycheck....yet even if all of those things were true, just flopping those paychecks for all that time into a savings account, it was only gonna get me to about $1,000,000...which just didnt seem like it was worth slaving away til my 60s for. So investing was the only option. Doing it for a living forced me to become a student of the game and it was a game made for folks with the four letter youth diagnoses. Things honestly couldn't have unfolded better in my wildest of dreams, but I dont ever find it necessary to be defined by something like money. When people become defined by things, they become boring. Being defined by money to me is like the lowest form of personality. So like folks above, I really dont think I ever really discuss finances with people in the sense of money. I'm more or less the same as I was when I was 20, at least to the folks whom knew me when I was 20. But thats not the same thing as being open or even the instigator in terms of encouraging people to learn how to invest. If you enjoy doing something, being generous with your knowledge and skillset isnt a burden it's a way of giving back. Seeing a friend of mine go from special-ed classes and being made fun of for being slow in high school, to being financially literate 20 years later is awesome. Same with my little brother who's figured out how to parlay the necessary student loan costs into zero interest tranches of credit card debt while piling away his meager PHD student paychecks into stocks. Or my 9 year old son starting to understand things like rarity and productivity. Its incredible and more rewarding than a momentary boast of "wow look at how much I have"....
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I’ve held some of those talks lol! Even bigger deficiency; it’s kind of shocking actually, is the complete lack of butchers in NWFL. Went to Publix and asked, nope….no butcher on site. Just “what comes off the truck”…Went to a bunch of local delis…no butcher. Some looked at me like I was crazy even asking. Gave in and finally went to the tourist trap at Greenway next to Lodge30A, literally called “Salty Butcher” which had a decent variety of cuts and whatnot, but when I asked for something simple like pork scallopini was told “we only have what comes frozen and vacuum sealed”….Finally found a place with an in house butcher…Carousel on West End PCB, but it’s like 2/10 quality compared to what us Yankees are used to in the NYC burbs. Here I thought, my whole life, that every town has 2-3 local butcher shops, because who doesn’t demand fresh cut meats? Now I live in paradise and have it all; except highly allocated booze and a butcher shop. But I think that might be part of the schtick….because every super nice restaurant has whatever cut of whatever animal you want, and no shortage of $50-150 a pour spirits. Go figure.
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Core four did their thing this year. Trading occasionally was fun and quite profitable. Only change of real significance was running like hell from FRPH and dumping it all at $30 and reallocating to more MGM and Fairfax which proved quite timely in both directions. Not looking to do a whole lot otherwise. Liking how things look.
