ICUMD

Looking at msft

Lets hope it will at least end the post with "Compute!?"

Probably doing things differently, but I have a barbell approach, no ETFs. All long term holds. 70% Dividend payers - Cdn Banks. 30% Tech. - Apple, Google. Cash flow is protection for me as it gives me optionality for deployment into attractive companies. Dividends and earned income provide cash flow for investment - about 50%:30% these days. Doing this approach, you need to focus on quality and valuation at entry. If you want Tier 2 names, ETFs or keep to < 1% of the portfolio.

Nice to see the war hopefully wrapping up. Enjoying my portfolio gains this year. This will also allow Trump to focus on more important tasks at hand. So how's that ballroom coming along??!

I had over 6% yield, but that drops as share prices rise. My portfolio of cdn banks remains a wonderful cash flow machine.

Ill bet USA is asking this very question regarding their bases in the middle east!

Kushners plan to redevelop Gaza. Through 'Affinity Partners' which he controls. Billions of dollars on the line for him. Use tax payer money to destroy and kill. Rebuild profits line private pockets. Trump and his legacy always win. Unbelievable. https://g.co/gemini/share/7a9d3a2600d9

https://www.aljazeera.com/news/2026/4/15/north-korea-boosting-ability-to-make-nuclear-arms-iaea Where is Trump's stand on North Korea? Why only focus on Iran, if nukes are the issue?

@Maverick47 This a war being fought by extremists. Trump and Netanyahu vs Iran. There is no winning this. Suffering - physical, economic extends far beyond these countries. There is no middle ground for negotiation until one of these leaders fall. Trump is most at risk due to the midterms. I doubt he'll have the appetite for a ground invasion or carpet bombing at this point due to fear of American perception and loosing voting base.

US midterms coming up. Iran is also playing the political game but refusing to settle.

And then, Trump found himself in a 'straight jacket' ...

Absolutely fake news! You anti Trump, Anti American terrorist sympathizer! Haha You entirely missed out the win of carpet bombing the very cities that make Persian carpets.

One thing apparent in these times is you can't be weak and vulnerable. You can't 'Trust' in friendship. USA through Trump has attacked Venezuela and now Iran to achieve control of their oil reserves. He has repeatedly called Canada the 51 state. That's 3 out of the top 4 oil reserve nations. The very superpower that is supposed to be upholding law and order in the world is literally wielding their power for personal gain. Sorta like a cop that pulls you over and steals your car at gunpoint. Maybe he shoots you too. Literally everyone is rethinking their alliances. I'm sure all the Arab states are. They are also rethinking their military including Canada. When the leader of the 'free' world, partners with your worst enemy, then bombs 1500 sites in your country and then threatens the very existence of your civilization, only possible through dropping of a nuclear bomb on you. Which Trump can do unilaterally by the way... What would you do? Pretty sure most rationale people would say, I need nuclear armaments! Munger said to invert. Well, what would have happened if the IRGC did not have the military arsenal to fight back? Idk. Maybe check out Gaza or Lebanon for an idea. Two non nuclear countries btw.

Seems like an intermission. Trump needs to win midterms. The 1 day war gamble didn't pay off. Israel still has expansionist plans. Everyone's chips are on the table. Trumps anhilistic aspirations and possibly nuclear options didn't sit well with many Americans nor Iran. Iran now has more reason than ever to develop a nuclear weapon, if only to repel future attacks. Nuclear powers don't get attacked.

Is Trump going Nuclear? Threatening to wipe out a whole civilisation tonight. Then tell us how he won during this historic moment? Apparently he can unilaterally launch a nuclear hit without any oversight. Speaking about terror, Trump terrifies me.