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"You can be pro-growth, like be optimistic. That's a different thing than saying, 'I think growth is gonna be higher than everybody else does.'" "I choose bonds because I could be wrong, and growth could be lower than anybody expects. In that case, bonds diversify. I choose commodities because...

15,268 次观看 • 2 个月前 •via X (Twitter)

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Qullamaggie on Big Revenue Growth Equals Big Moves “Well look, the longer time frame you have on your trades, the more you need to focus on fundamentals and not just momentum. And you want stocks, you know, if you’re gonna hold the stock for many months and even quarters. You know there needs to be a reason for the stock to go up rather than just random momentum. Like, shorter term swing trading, you can just use momentum. You don’t need any fundamentals. But you know, to catch a mover like this, you know something goes up several hundred percent in a short amount of time. You know you need fuel. The stock needs, uh, to have a reason to go up. And the fuel many times is earnings, big earnings and revenue growth, and obviously big volume. You know some of my biggest winners: Fastly, Livongo, those stocks. These stocks went up 200, 300% after my entry. And these had big, you know, they had a lot of fuel or rocket fuel. And it’s called earnings and revenue growth. Now Fastly doesn’t have any earnings, but it had, you know, pretty good revenue growth. Livongo has enormous revenue growth and even earnings growth. Like a lot of these stocks that have made big moves, like Fiverr again. Big revenue growth and now it’s getting earnings too. GSX too. This thing has very big earnings and revenue growth, even though a lot of, you know, people call it a fraud. But like, look at the numbers right. This is the reason the stock is up, or was up almost 1,000% uh, in less than a year. Is because of this, look at the revenue growth. These are the stocks that make big moves. So you know, I try to focus on stocks that have big earnings and revenue growth. Primarily revenue growth, they don’t need to have earnings, but earnings if they have earnings, that’s a good thing. W too, well W was a bit trickier, because it had a slow quarter here. But now like, look at the numbers: 300% Rev, EPS growth 84% revenue growth. These are the stocks that make big moves. Overstock, hundred and ten percent revenue growth last quarter, and the market sniffed it out. This is why the stock went up two thousand percent before the earnings report. And you, you know, that’s something. If you study the big movers over the past, you know, 10, 20 years, you’ll see that most of the big movers, not all of them, but most of them had big revenue and big earnings growth.”

Lone

11,356 次观看 • 1 个月前

Growth ETFs are perfect if you want higher potential returns and can handle the ups and downs that come with it. Vanguard Growth ETF (VUG) is my primary growth pick. VUG owns 185 large-cap growth companies—businesses growing earnings faster than the overall market. Their expense ratio is 0.04% (meaning if you invest $10,000, you pay only $4 per year in fees—extremely cheap). Their top holdings are Apple, Microsoft, Nvidia, Meta, Google, Tesla (which makes sense). The key difference between them and the S&P 100 is they don't include the other 94 stocks like Coca-Cola, Procter & Gamble, and Walmart (which provide more stability but slower growth). In VUG, you're overweighting specifically the growth companies. You're saying "I believe in technology and innovation, and I want concentrated exposure to that theme." So here's the trade-off: VUG is more volatile. When markets rally, it outperforms. When markets crash, it drops harder than the S&P 100. That's why you don't put 100% of your portfolio into VUG. It's your growth sleeve, not your whole strategy. Here's what I'd recommend: - Under 35: Up to 50% in growth - Over 50: Maybe 20-30% VUG gives you growth across multiple sectors—tech, consumer (Amazon), healthcare, communication. Another great growth ETF is VGT, which is the Vanguard Information Technology ETF. It has a 0.09% expense ratio and focuses purely on tech companies—more concentrated, more risk. I prefer VUG because it gives you growth across multiple sectors, not just tech. — This is just one of the ETFs I covered in my 22-minute video on ETFs that beats the S&P 500. I also covered how the S&P 500 is dangerously concentrated in 10 companies, which growth ETFs outperform during rate cuts, and why dividend ETFs exclude the best-performing stocks. Just comment "ETF" and I'll DM it into your inbox in the next few minutes.

Felix Prehn 🐶

20,976 次观看 • 7 个月前