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I wish I never invested into LUNR and NASA. been waiting for a few weeks to sell, but ofcouse dip keeps dipping....
Best Way to Diversify Brokerage vs Roth IRA?
Selling $DRAM (up 13% today), evaluating alternatives.
Top ways to invest in innovative companies through ETFs? High risk appetite
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don't be so sure. That NASA etf is gonna go down with SPCX. and the CRWG is leveraged so it decays overtime. Unless we get a significant bull run in CRWV soon
Raise your hand if you got rekt on the NASA ETF
It's trading near 100x revenue. Starship can only deliver half the payload #lon promised when he won the NASA contract to build it Elon wants to mine an astroid and I have seen don't look up.
By far he wasn't the first to bring EVs to market, but he made them look flashy enough to not crash and burn. Same for the space industry. It's not just something you pull off because you were first. Reusable rockets were considered either not worth it or impossible by every other player back then, be it NASA or Roscosmos.
I’m so far under water on my NASA shares lmao wtf
paper hands on LUNR at 12 bucks, been holding since it was like 8 and i'm just numb at this point. NASA etf is a meme but at least you got VOO and MSFT doing heavy lifting there that RKLB cost basis is rough tho
>Also wondering when I should get out of VGT because I wanted to be a little aggressive while I'm still young. Sector bets are a form of uncompensated risk, which I would not consider aggressive. An uncompensated risk is one that doesn't bring higher expected long term returns. It should be avoided whenever possible. Compensated vs uncompensated risk: * https://www.whitecoatinvestor.com/uncompensated-risk/ >An uncompensated risk is a risk that you can diversify against. * https://www.northerntrust.com/middle-east/insights-research/2024/wealth-management/compensated-portfolio-risk or if that doesn't work, the archive link: https://web.archive.org/web/20260107205255/https://www.northerntrust.com/middle-east/insights-research/2024/wealth-management/compensated-portfolio-risk >But not all risks are compensated with an expected return premium. * https://www.pwlcapital.com/is-investing-risky-yes-and-no/ (Bold mine) >Uncompensated risk is very different; it is the risk specific to an individual company, **sector,** or country. Even long term, the winners can come from far more boring areas. Tech revolutions: * https://www.pwlcapital.com/investing-technological-revolutions/ * https://www.morningstar.com/stocks/you-might-think-industry-growth-drives-stock-returns-heres-why-youd-be-wrong >50% VOO, 30% VGT, 15% VXUS, 5% NASA Why so low on ex-US? Why skip the US extended market? >Should I double dip with possibly 70% VOO 30% VXUS in the Roth, or switch to something like VTI in the Roth? I'm a total market style person, so I'd be using VTI or equivalents over VOO everywhere. Personally, 30% ex-US is my "floor" so I'd be compensating for the taxable being underweight ex-Us by having extra in the IRA (unless I was able to correct that easily).
Something to lead with every post on here really - The average top performing investors are dead people. You want to set it up where you set it and forget it. That means making things simple. Not too many stocks. Avoid overlap. Diversify a bit. Roth is good. Fill that first every time. After that, it depends on your plan. Do you want to retire early? Going FIRE changes all the picks. While young, I am personally of the opinion of zero bonds. You don't need those until you are 1-2 years out from retirement, if at all. **VTI** has no point. Similar to bonds, they will be safe during a recession, but at all other times, **VOO** would out perform. Every 1 year we spend in a recession, we have 5-10 growth years. It doesn't math out. And if you are not retiring, **VOO** will recover better within a few years. **Traditional brokerage** should be safe growth ETF's unless you are planning on **FIRE**. You get taxed on dividends and cannot sell/rotate without tax penalties if you wanted to attempt that. So whatever you stick in there, generally its something you never need to sell or collect dividends on until you are 60+. So it is best to do growth ETF's. FIRE changes things a bit in the brokerage since you stop working before all the traditional retirement programs come in to support you and you would not have access to your Roth. **Roth** you *can* get a bit wild on since its fine to sell as long as you leave the money in the Roth. Not saying you should but it is safer to play around in. So you can be more risky there. I would still recommend focusing on Growth/value ETF's. Later there is no penalty to sell it all and shift into other options. I personally prefer **SPMO** to **VOO**. Grows a bit faster, if there is a drop, it drops a bit more but the graphs I looked at say **SPMO** does outperform/recovers fine. In either case, **keep in mind there is a lot of overlap** between them and **VGT** so those are not exactly diversified choices. **VOO** and **VGT** overlap by about **71% by weight** and share 36% of their holdings by number of stocks. Investing in **VOO** and **VGT** is almost investing in the same thing. (**VTI** is in the same boat btw, lots of fund overlap. No point selecting it to have a different option from **VOO**). **I would currently count VOO, VGT, and VTI, as all the same thing. Pick one of them**. **VOO** and **VTI** will rebalance if tech stocks crash. Slightly smaller profit margin, a bit more safety. **VGT** can't rebalance because its tech only. **VGT** will have a better upside if tech does not crash but has a higher risk. I personally don't see NASA going up without a major tech breakthrough. We need asteroid mining before we get mass space adoption. All the money is in AI right now and we only got real space investment to one up people during the cold war. No other countries are trying to do anything cool in space so right now its all about - do we think launching more satellites will be enough to drag the stock price up. For me the Roth is- 70% SPMO 8%- individual stocks to play with. 20% VXUS - increased it from 10% as international stuff is happening which will require growth or they fall apart. 2% bit coin - I think its a scam but the scam has lasted a long time semi successfully so far so I am getting the ETF versions with a stop loss instead of directly investing. Brokerage- 90% SPMO 10% random stuff from when I was new to investing that I haven't sold because they seem to be doing okay. It's very boring. I don't see a reason to change it until i'm 10 years out from retirement.
Didn’t know the NASA ETF is speedrunning zero
Memory might be screwing me but at least I didn’t DRAM and chill because that thing has NASA vibes, always more red than the individual stocks and always less green
That's like saying "at least the private car companies are trying to give us transportation" after they bought out and sabotaged public transportation. We had a functioning NASA that was advancing space tech before the billionaire who wants his cut got involved.
Yes but just wait until the tax payers end up bailing him out or they transfer ownership of NASA to SpaceX or some bullshit.
Aren't a lot of the low earth satellite competitors planning to launch via spacex rockets? Moat is how far ahead they are with spacex rockets, ties with NASA, starlink etc.
Fucker ruined NASA. Shouldn’t forgive that piece of shit
Thank you for your SPCX feedback. To me it looks oversold because private‑market SpaceX shares are experiencing lockup expiries, which increase selling pressure in secondary markets, widen discounts, and temporarily depress valuations. SPCX tracks these private‑market prices, so its NAV falls even though SpaceX fundamentals (Starlink growth, launch cadence, NASA contracts, Starship progress) are improving. This creates a structural mismatch driven by liquidity events, not fundamental weakness.
talking about the guy who successfully built an EV company, revolutionized high speed internet in orbit, beat NASA in rocket launching, and you think he's not aware of one of the most important factor in orbital data centers? He may not be an engineer, but he's the mastermind in it with hundreds of engineering genius finding solutions. Elon is not rich by luck, is not successful because he was born with a silver spoon in his mouth. He's a genius in a lot of things, from technical to business. People invest (not trade) in a business because of moat products and management. Management is crucial b/c good leaders will find better solutions and know how to make money. Musk's companies have both. He knows how to make $. Space business is lucrative, less competitive (atm) and SPCX is way ahead of its competitors similarly to Tesla in 2010.