Chip
@chip-kalousek.bsky.social
Investment Nerd at Savant Wealth Management | On a mission to change 1,000,000 lives | Chartered Financial Analyst | views = mine | tweet ≠ advice
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.*
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.*
March 11, 2025 at 11:27 PM
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.*
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.
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.
March 11, 2025 at 11:27 PM
"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.
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.
Egg prices are up 57% from October to November.
December 12, 2024 at 3:13 PM
Egg prices are up 57% from October to November.
What’s the new name for the FinTwit community on Bluesky?
1️⃣ <a href="https://poll.blue/p/cXJmJZ/1" class="hover:underline text-blue-600 dark:text-sky-400 no-card-link" target="_blank" rel="noopener" data-link="bsky">BlueFi
2️⃣ <a href="https://poll.blue/p/cXJmJZ/2" class="hover:underline text-blue-600 dark:text-sky-400 no-card-link" target="_blank" rel="noopener" data-link="bsky">Finsky
3️⃣ <a href="https://poll.blue/p/cXJmJZ/3" class="hover:underline text-blue-600 dark:text-sky-400 no-card-link" target="_blank" rel="noopener" data-link="bsky">BlueFin
4️⃣ <a href="https://poll.blue/p/cXJmJZ/4" class="hover:underline text-blue-600 dark:text-sky-400 no-card-link" target="_blank" rel="noopener" data-link="bsky">ButterFi
📊 Show results
1️⃣ <a href="https://poll.blue/p/cXJmJZ/1" class="hover:underline text-blue-600 dark:text-sky-400 no-card-link" target="_blank" rel="noopener" data-link="bsky">BlueFi
2️⃣ <a href="https://poll.blue/p/cXJmJZ/2" class="hover:underline text-blue-600 dark:text-sky-400 no-card-link" target="_blank" rel="noopener" data-link="bsky">Finsky
3️⃣ <a href="https://poll.blue/p/cXJmJZ/3" class="hover:underline text-blue-600 dark:text-sky-400 no-card-link" target="_blank" rel="noopener" data-link="bsky">BlueFin
4️⃣ <a href="https://poll.blue/p/cXJmJZ/4" class="hover:underline text-blue-600 dark:text-sky-400 no-card-link" target="_blank" rel="noopener" data-link="bsky">ButterFi
📊 Show results
November 27, 2024 at 3:20 AM
What’s the new name for the FinTwit community on Bluesky?
1️⃣ <a href="https://poll.blue/p/cXJmJZ/1" class="hover:underline text-blue-600 dark:text-sky-400 no-card-link" target="_blank" rel="noopener" data-link="bsky">BlueFi
2️⃣ <a href="https://poll.blue/p/cXJmJZ/2" class="hover:underline text-blue-600 dark:text-sky-400 no-card-link" target="_blank" rel="noopener" data-link="bsky">Finsky
3️⃣ <a href="https://poll.blue/p/cXJmJZ/3" class="hover:underline text-blue-600 dark:text-sky-400 no-card-link" target="_blank" rel="noopener" data-link="bsky">BlueFin
4️⃣ <a href="https://poll.blue/p/cXJmJZ/4" class="hover:underline text-blue-600 dark:text-sky-400 no-card-link" target="_blank" rel="noopener" data-link="bsky">ButterFi
📊 Show results
1️⃣ <a href="https://poll.blue/p/cXJmJZ/1" class="hover:underline text-blue-600 dark:text-sky-400 no-card-link" target="_blank" rel="noopener" data-link="bsky">BlueFi
2️⃣ <a href="https://poll.blue/p/cXJmJZ/2" class="hover:underline text-blue-600 dark:text-sky-400 no-card-link" target="_blank" rel="noopener" data-link="bsky">Finsky
3️⃣ <a href="https://poll.blue/p/cXJmJZ/3" class="hover:underline text-blue-600 dark:text-sky-400 no-card-link" target="_blank" rel="noopener" data-link="bsky">BlueFin
4️⃣ <a href="https://poll.blue/p/cXJmJZ/4" class="hover:underline text-blue-600 dark:text-sky-400 no-card-link" target="_blank" rel="noopener" data-link="bsky">ButterFi
📊 Show results
November 27, 2024 at 3:11 AM
November 27, 2024 at 3:08 AM
What are the drawbacks of an open network? I can see custom domains and the technical aspects could be intimidating to some.
November 25, 2024 at 3:58 PM
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."
November 25, 2024 at 3:49 PM
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."
November 25, 2024 at 3:49 PM
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."
I kinda hate it and love it.
November 25, 2024 at 1:27 PM
I kinda hate it and love it.