Recent content by M.T. Valencia

You'll be back. I give it 13 months. And your new strategy will be better than ever.

Here is how the portfolio has performed against SPY so far in 2023...

Both.. I was a dual-registered investment advisor.

Or has it peaked..??..

You are the one who wanted me to compare. My point is lets actually compare. But not a list, actual positions. I can create some off the wall list myself.

So I went back and checked my CRD and it is 4. SIE, 6, 63, 65. Not 6 so I wanted to set it straight. I've also have taken and passed state insurance licensing exams which technically aren't regulated by FINRA.

Stonk list means nothing. Lets see your stonk positions.

This portfolio I show here is the only one that I track relative to SPY.

Fundamental tells me what to buy, technical tells me when to buy.

I don't have any carried forward losses if that's what you're asking. :)

Looks like you haven't been and won't be trading for a while. This is incorrect. I know you don't know me but this is borderline offensive. But I get most people that you run across on here probably would answer yes to that. I generate my own ideas beside those plays when I was trying to ride...

Money management is more important than the initial price you enter a position at.

This is true.

Not sure exactly what you are referencing here but I couldn't care less if I pick the bottom. If I don't get the bottom of a stock then I'm typically just fine buying more at lower levels. This is usually preferable because if a stock goes up immediately after I buy it then it usually isn't as...

This is correct. My biggest risk is a company going out of business. I talked about how the large percentage losers are positions I took when I was piggy backing Cathie Woods and the portfolio has obviously been burnt by those holdings. I'm not looking to add to those positions and I'm willing...