Roast my portfolio

[deaddog]

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

So I assume that with all your experience and the time and effort you spent getting licensed that you haven't been able to outperform a buy and hold SPY strategy.

Not that it matters one way or the other. It's just a benchmark I use to determine if your time is well spent. Good luck with your portfolio.

 

[HeSaidSheSaid]

it seems you have account with IB. you could post the screen capture of your account performance over time against SPX by going to the Account link \ Portfolio \ Performance.

 

[M.T. Valencia]

i generate my ideas by screening for stonks based on my criteria. here are some freebies on my most recent stonk list: elf, ulta, asc, vktx, xom, jbl, on, orly, an, azo, atkr etc. i want you compare my stonks list vs yours.

Stonk list means nothing. Lets see your stonk positions.

 

[M.T. Valencia]

which licenses? I’ve never heard of someone having more than 4.

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.

 

[vincentnyc]

Stonk list means nothing. Lets see your stonk positions.

with all due respect. i'm not the one who created this thread about "roast my portfolio." i got nothing to prove to you. u already got some freebies from me about how i generate my trading ideas and some example from my stonks list. what funny is you brag about all those finra exams u pass but from the stonk list you have, you seem like a mediocre trader at best. just like some of the traders i support who trade mbs, but have no ideas how to trade stonks (doesn't use any scanner, just word of mouth, no stop loss or risk management etc.)

 

[M.T. Valencia]

i'm not the one who created this thread about "roast my portfolio." i got nothing to prove to you.

You are the one who wanted me to compare.

i want you compare my stonks list vs yours.

My point is lets actually compare. But not a list, actual positions. I can create some off the wall list myself.

 

[vincentnyc]

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.

u r correct. one shouldn't be comparing yourself with others. we should compare ourselves with ourselves. the question we should be asking is have you improve from last year or year after year?

 

[newwurldmn]

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.

were you a broker or an investment advisor (like at Merrill lynch)?

 

[M.T. Valencia]

were you a broker or an investment advisor (like at Merrill lynch)?

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

 

[M.T. Valencia]

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