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If you could have sex with any stock / etf, what would it be?
Dont Listen to this sub or any other investment sub.. its 95% shit.
Where can I find information on SPGI (S&P Global Inc.)
Share Repurchases are at an 12 Month Record AGAIN
S&P Global (SPGI) Dividend Stock - Let's Evaluate the Evaluators❓
What do you guys think of Christine Poole's Top Picks?
5 Considerations When Picking Stocks for Long-Term Growth
Mentions
His last year's picks were SPGI, Visa and Texas Roadhouse. Any YouTube with 100K+ subscribers is (slow) exit liquidity over a year long timeframe.
Morgan Stanley's 8 most valuable stocks for 2026. 1️⃣ Visa (V) 2️⃣ Meta Platforms (META) 3️⃣ Amazon (AMZN) 4️⃣ Palo Alto Networks (PANW) 5️⃣ NextEra Energy (NEE) 6️⃣ S&P Global (SPGI) 7️⃣ Walmart (WMT) 8️⃣ Microsoft (MSFT)
Surely Google & Microsoft? Also would add SPGI & Waste Management . Amd Novo
My last positions are NFLX, AMZN, META, MA, SPGI. I have posted my test on the in r/stockpickeranalysis
I've recently invested in NFLX, AMZN, META, MA, SPGI. I've posted my thesis on them in r/stockpickeranalysis
It’s always going to be an implosion. Here you go, 2008 was about as bad as it gets and we still came back from that. Stop fantasizing about the end of the world and make majority of your portfolio the S&P 500 and DCA. Then allocate 10% to some high quality individual names like ISRG BRKB and SPGI.
While, I can't offer a professional advice, I can tell you what I am doing. Before I invest in any individual stock, I look into numbers. I check revenue, net and operating income,operaring margin, expenses, cash&debt, shares outstanding, free cashflow and more. If I like what I see, I put the company in my watchlist. Then every month I invest in a company from that watchlist where I see disconnection between price and fundamental metrics. I don't look into stories, they are usually short term noise. In the beginning of the year I invested in Google, AMAT, ASML, AMZN. In the last few months I bought more AMZN, SPGI, META, NFLX, MA. I am planning to hold for many years. If you want to see the way I make my research, you can check it in r/stockpickeranalysis. I am posting a lot there. I hope this helps. 10k is not that much money. This loss is something you can learn from. In 10 years you might be thankful for it. Good luck!
Brookfield, Amazon, uber, alphabet, TSM, SPGI, Mastercard, novo nordisk, mercado libre. I own all of these and I think they will give a strong market beating return in the next 5 years
I'm looking to add more shares if / when they dip: NOW, NFLX, CRM, SPGI, VRSN, RACE
I find Copart, Linde, BR, APD and SPGI as good value atm
Anyone seeing any undervalued plays rn? I’m only seeing MELI NVO and SPGI and maybe AMZN to add
It would depend on your investing horizon and other options. Mark Mahaney just had an interview where he said it is in a hold territory, expected to compound 20% CAGR. I stopped buying at 200 as I think there are better options. Since then I bought Amazon, Meta, SPGI, MA, V. If you want to check my research for those companies you can check it in r/stockpickeranalysis
They're not super cheap on a metric basis but historically relative, they are. Been loading on EFX, SPGI, MA. Stocks haven't done much this year and I'm thinking they'll eventually go back into rotation
If you want to sleep at night put half in VOO, VT, SPGI and chill.
EFX, CRM, SPGI and AMZN. Would have made more in a HYS than investing in these the last 5 years.
Any Mag 7 if it drops bad, Mastercard, SPGI.
Been invested in SPGI for quite a few years now. It's been solid but on a bit of a discount at the moment
Loading MA, V, MCO, SPGI, EFX, CSU
Market breadth is non-existent. I can see where money is being pooled from. Some of my quality holdings like FICO, SPGI, CSU, etc. are down by high amounts, while GOOG & ASML continue to rocket up.
RSG is certainly AI-proof. "Will NVIDA keep giving at least 20% annual returns like it historically has done for the past 10 years" I've owned NVDA for years - for the company to get back to my cost basis it would have to be in financial trouble. It's been a particularly amazing stock for the last few years, but before that I sat through more than one 50%+ drawdown. You had close to a 40% drawdown earlier this year. It's currently a 4.5T company. Do I think it will continue to be a good company? Yes. Do I think it will repeat this run and become a 9T company? No. Too many people think the market of the last 5 years can continue indefinitely and everyone is all-in on the same stocks. I trimmed a bit of NVDA last year, trimmed a bit more this year. Do well while this unusually fantastic period for investing continues but I just think people shouldn't get too into the mindset that the escalator up goes to the moon. Twice in the last 5 years (2022, 2025) people gave a lot of the fantastic gains from the prior two years back in a hurry and how many people sold at some point in those declines and didn't buy back, or wound up buying back higher eventually? "dividend ETF" I don't think you should go with a dividend etf either. IMO, create a diversified portfolio that has a portion devoted to aggressive growth themes/names, but don't make it every single stock that everyone else has. Find 1-2 things that are the next thing. That's a portion of your portfolio and if it's a portion of your portfolio then it forces you to be selective rather than buying every growth stock that sounds interesting. Take the other portion of your portfolio and find high quality/slow growth (preferably buying when the names are oversold/temporarily out of favor) and maybe a value idea or two. This portion of your portfolio is the foundation - steady, high quality, well-managed companies that have delivered year in/year out for years. Not something as conservative as KO, but to use the example of RSG, something like that. SPGI, AXP, CBOE, MA, JPM, etc. etc (not necessarily those but something along those lines.) These are probably not going to be that exciting, but when the market turns, you're going to likely lose less here. The lowered volatility of this side of your portfolio offsets to some degree the likely higher volatility of the other side. When the market isn't "growth stocks only go up", you'll be happy that you have at least some buffer rather than a portfolio full of highly speculative growth names that are going to lose half the next time there's a 2022 or early 2025. You're talking about the very long-term (which is good! too many people have turned too ultra short-term with investing) and I think what I'm trying to suggest is how do you create something broadly that you can stick with through good times and bad (and there will absolutely be other bad market times in the years ahead.)
Scooping V, MA, EFX, MCO, SPGI at mid 20 PE turns me on
What are you on about? S&P500 is up significantly from its YTD low. Are you talking about $SPGI lol?
Buying some boring stuff but they're thicc and print money and might eventually get a big Shrek MA, V, MCO, SPGI, EFX
ASML, MSFT, GOOG, Visa, SPGI, RKLB, KRKNF
SPGI and CRM aren't new picks from him, he's been invested in them for years. I bought into SPGI around the same time, and have made a lot of money on it, though I don't know offhand if it's beaten the S&P500 or not, it's probably closely mirror it since he bought it if I had to guess.
MCO & SPGI sliding. Interesting price action from both.
Quite interesting, didn’t expect SPGI to do that bad while the SP500 is basically at aths..
#SPGI is the company that owns the S&P index and only trades at $500. It should be at least $660 since it owns the index. Thanks for attending my dd. LMAO🤌
The f is happening to SPGI?
does anyone know why SPGI S&P Global Inc is tanking? should i buy?
Can anybody explain why SPGI is being sold off today?
What are people buying if anything today? They are not steals by any measure but I see MSCI, SPGI down 4 % each, Visa in my watchlist lagging. Might start V and top up MSCI. Everything else in my holding and watchlist greeeen.
any of yall invest in MSCI, SPGI or FICO?
I don't know where to begin. The fact that your advisor thinks it's a good idea does not give my confidence in your advisor. What is your goal in holding SPGI shares? If it's long-term growth, **do not write covered calls on those shares**. If you want to dump those shares in the near term, CCs would be fine, but just selling the shares outright would probably be better, if you are able to redeploy that capital in something more profitable.
I hold a big block of $SPGI (long story) and am considering a covered call strategy. I am a complete newbie. My trusted financial advisor thinks it's a good idea, but I'm trying to get better educated. Based on what I've read the numbers look pretty good to me (Delta 0.17, IV of about 20% in the latest hypothetical) but I'm wondering a couple things: How do you account for dividend payments? Do you just structure your calls around them somehow? I believe the market, including this stock, is primed to get more volatile. That presumably would make covered calls more lucrative if you handled them correctly, right? (I'm asking my advisor these questions, but I want to make sure I'm not missing something when I talk to him). TIA for any thoughts/direction! And thanks for this sub!
I hold a big block of $SPGI (long story) and am considering a covered call strategy. These numbers look like a no-brainer to me, but I've never done this before and am looking all y'all for any advice/observations. I know this is something I'll need to keep on top of constantly, but other than that, am I missing something? || || || |Equity Size|Avg days to Expiration|OTM%|DELTA|Implied Volatility|90-day delta implied volatility|10-day volatility|1 Year Volatility|premium| |Total / Weighted Average|SPGI|$ 1,792,157|77|9.4%|0.17|18.1%|0.36|16.75|20.75|$ 15,308|
Honestly they are all pure monopolies But if i had to pick 1 i would pick SPGI
GS, NDAQ, SPGI, MSCI, IBKR, SCHW......something alone those lines.
All three are quality names, but they play pretty different roles. Visa and Mastercard are essentially a duopoly with huge moats, benefiting from the global shift away from cash and with strong pricing power. You’ll get steady, secular growth with both. SPGI is a bit different - it’s tied to financial infrastructure through ratings, indices, and data/analytics, which makes it more cyclical but also gives it exposure to the long-term growth of passive investing and data demand. If you want more of a “toll road on global transactions,” V/MA are hard to beat. If you want exposure to financial data and capital markets, SPGI is a great play. It really comes down to whether you want stability and compounding (V/MA) or something a bit more cyclical with higher upside tied to market activity (SPGI).
SPGI & MCO are basically an oligopoly as well as Fitch (which isn't publicly traded) for rating corporate and government debt. You basically can't sell bonds to investors without a credit rating from one of those three. Many bond holders won't trust a credit rating from anyone else, so it's not worth it to get a credit rating from someone else even if they give it away for free. They also have other businesses as well. Like S&P manages the S&P 500 & DOW and gets royalties for any fund using their name. and Moody's has Moody's analytics, which uses the same data they use to rate corporate debt for some corporate customers who want access to the data to.
So we basically have the Mag-7 here and then two meme stocks. Palantir and Robinhood have virtually no moat sorry, until PLTR has a proven track record of being impossible to replicate or offers some feature that nobody else can then they will have a weak moat. What about companies like V or MA? How about credit ratings like SPGI, maybe even FICO. Then you have companies like TDG which buy up all competition in aerospace parts. The duopoly of EDA software with CDNS and SNPS. Nobody seems to look for quality anymore it’s just what’s popular. Some of the choices here are fine, but there are much better moats out there.
Once I bought SPGI instead of SPY. Both were around the same price at that time too.
SPGI (S&P Global) is not getting the love it deserves. No one ever mentions it, at it's one of the worlds most valuable corporations. Trading +4% today on solid ER.
One of the worst openings I've had this year. Ferrari sliding in my portfolio due to missed earnings (but reiterated guidance), ASML, GOOG, and Nintendo down multiple percent. On the bright side, SPGI and HWKN smashed it on their print. How's everyone's morning in the market?
SPGI (S&P Global) earnings in 4 hours, EPS estimate is 4.22. Bought some in pre-market, i expect 4.40 EPS - and a jump of 5-6%.
I will tell you some things I am looking for in the business before investing. Keep in mind I am 38 years old and I am looking to invest long term, at least 10-20 year. 1. Competitive advantage - This is more like the narrative of the stock, but it can also be checked with certain numbers. Ask the question, if the company increases prices, will it's customers chose competitors instead? How easy it is to switch between competitors. There are some industries like Cloud with very high switching cost, while restaurant or car industries have much lower(or none) switching cost. It is good to check how previous price hikes affected the revenue/profit of the company. 2. After I find a business with strong competitive advantage I check the fundamentals - mainly Revenue, Free cashflow, eps, expenses, debt etc. I would say, you don't need to have a degree in finance in order to understand if company fundamentals are good. I am looking for 15% growth per year or more. 3. Valuation is important, I have a watchlist of great companies and I am looking for good entry conditions, preferably a dislocated stock. For example, I have investments in companies like MSFT, AMZN, GOOG, SPGI, MSCI, Visa, Mastercard etc. In the last few months I was mainly investing in Google as their fundamentals were growing and the company was making more money than expected while there was negative media attention that scared investors. As a result the company was trading on <20 PE ratio and I had the opportunity to buy GOOG at 150-160 USD. 4. Exit levels - Considering the previous points, I don't sell stocks frequently and I let my stocks compound. Usually I could sell a stock if it stops growing or if I see a better opportunity(usually one leads to the other). For example, few months ago I sold my Apple shared at 238 and I bought AMZN at 193. My thinking process was: Apple, stopped growing fundamentals in the last few years, while AMZN is heavily investing and growing it's cloud business due to high demand. AMZN(and most of big tech) had just dropped and I was expecting AAPL to follow so it was a small arbitrage. But the main reason is that I see AMZN growing more than AAPL in the next 5-10 years. Number 1 rule for me is, don't buy into the narrative of a small company that will disrupt the market and will become the next Apple, Google, Amazon etc. Instead I am focusing on Google, Amazon themselves as they are bigger and stronger than the competition.
This part is most interesting: > let’s list the current most favored stocks (as of mid-April 2022): SPGI, NKE, FANG, COP, and ADBE (all over 90% buy rated). The current least favored stocks are CLX, MMM, and FL (majority sell rated).
The link to the Grannyshots website is there, and its date is current. The only ticker in the list that starts with the letter "S" is SPGI (S&P Global Inc). So, unless Fundstrat do not hold their crypto linked equities in that ETF, they haven't actually bought SBET yet.
COSTCO WCN WM ADP Charles Schwab (This keeps coming up on my scanners) SPGI Vistra Mueller Industries ICEWAB GS JPM Sterling Infrastructure MCK CAH
Ive been selling some tech and semi cap (sold SNPS, CDNS, trimmed heavily AMAT, LRCX and KLAC, trimmed slightly AMZN, META) I am sitting on some cash and I absolutely hate not being invested. Are there any quality non tech names that anybody is willing to suggest at today’s valuations? Thanks I added a little bit to MSCI and own some SPGI, MCO, UNH . Admittedly I have a bias for large cap due to perceived safety. I was thinking using my meta proceeds to buy more SPGI and start a position in BRKB
Been patient on RACE to see if I can add a bit more at a steeper discount. ASML always looks interesting but I did my adds there during Mangomania. NTDOY (ticker for Nintendo 7974 ADR) is one I will be adding to if there are any sell offs after earnings. I'm also looking to see if there's any dips in MCO or SPGI now that the Trump Admin seems like it'll force the FED to drop interest rates. On the watchlist, MELI and AMD are two that I've had my eye on over the past couple of months but I haven't touched them yet.
Like FICO at 81x earnings, SPGI at 41x earnings, MSFT at 38x earnings, and WM at 35x earnings? You’re not finding asymmetric compounders. They’ve already compounded.
Bought a big chunk of MA last week. And yesterday. Went down on the Stablecoin news. And bought SPGI couple weeks ago too. And BKNG.
Hey mate! Quite a big list. I checked a couple of stocks SPGI: Good to go with a stoploss of 415 $ on daily closing basis. It might retrace a bit for the next few months but hold on with the recommended SL. Huge upside potential once it breaks its ATH. ULTA: Stock is carrying great momentum. Hold on for long with a SL of 300$ on daily closing basis GOOGL: Crucial resistance at 190-195 $. I would recommend you to book partial profit at this level and re-enter above 210$. It the price comes down, you can re-enter at 110$
Here mine, first time posting here any advice is welcome ! I’m 26y allocating almost 150-200$ per month ( long term ) | Instrument | Cost Basis | Market Value | Unrealized P&L | |:-----------|-----------:|--------------:|----------------:| | SPGI | 1505.00 | 1762.00 | 256.74 | | ULTA | 1454.00 | 1739.00 | 285.14 | | GOOGL | 1504.00 | 1511.00 | 6.85 | | AMZN | 1074.00 | 1312.00 | 237.76 | | VICI | 919.17 | 982.17 | 63.00 | | BKNG | 751.48 | 900.02 | 148.54 | | CMG | 513.25 | 589.87 | 76.62 | | AMD | 601.99 | 515.71 | -86.28 | | NVDA | 351.00 | 375.98 | 24.98 | | MA | 251.22 | 290.81 | 39.59 |
If its about wealth preservation it’s definitely BRK.B or something like MCO SPGI. I don’t see anything stopping this companies from compounding. Not necessarily stocks to get rich fast, but reliable compounders that will almost certainly around in 30 years.
Hah same. When it hit $1,500 I just thought, do I sell some SPGI/MCO to buy in? Then I said "no..... there'll be some pressure tomorrow even though the valuation makes more sense here." Stock is up nearly 7% on yesterday's closing price haha
Sold off all my AAPL to reallocate to index funds and a few select stocks (ASML,SPGI, BRK)
SPGI, MCO, GOOG, HWKN. All wonderful companies, but not all lines go up simultaneously. I just think it's really stupid how so many people on this sub are opposed to going ex-US, when there's opportunities everywhere.
If you buy quality companies, you shouldn’t worry about macros too much. Plenty of big name companies are up or flat YTD including MSFT, BKNG, SPGI, NFLX, V, WMT. Even from March highs, these companies are less than 10% down. So quality companies are not reflecting the negative sentiment that most investors hold. Buy and hold quality companies.
$SPGI "S&P Global (SPGI) said its full-year 2025 guidance now calls for revenue growth of 4% - 6%, GAAP EPS in the range of $14.60 - $15.10, and adjusted EPS in the range of $16.75 - $17.25. The company said the updated guidance for revenue growth is 1pp lower than the previous guidance range, on slightly lower revenue expectations in Ratings and Indices. The company said it is raising the expected GAAP EPS, due to the expected gain from the divestiture of OSTTRA, and lowering the low end of the expected adjusted EPS range, while the high end of adjusted EPS guidance range is unchanged. For the first quarter, the company's earnings totaled $1.090 billion, or $3.54 per share. This compares with $991 million, or $3.16 per share, last year. Excluding items, S&P Global reported adjusted earnings of $1.344 billion or $4.37 per share for the period. Analysts on average had expected the company to earn $4.21 per share. Analysts' estimates typically exclude special items. Revenue for the period rose 8.2% to $3.777 billion from $3.491 billion last year. Separately, S&P Global announced intent to separate S&P Global Mobility from S&P Global. The planned separation is expected to result in Mobility becoming a standalone public company. S&P Global expects to complete the separation within 12 to 18 months." Earnings are flat to expectations so this is business as usual. I'm very curious to see mobility spun into it's own public entity. I think it's a great idea to keep S&P Global focused on debt ratings, indices, market analytics, and commodities analytics. The car analytics segment felt a bit too distant from the overall org, but I'm keen to hold the shares from the spinoff once it goes live.
LOADED SOOOO FUCKING MANY CALLS ON $SPGI EARNINGS IN 2 HOURS !banbet $SPGI 500 1 day
Anybody looking at next week's earnings? Mag7, LLY for Ozempic homies, SPGI aka the daddy of S&P 500. Visa and MasterCard and Roblox. What's the play?
The three of them are quite similar. SPGI and MCO are the two largest credit rating agencies with Fitch coming in as the third. The credit rating business is heavily oligopolistic and they generally can increase prices above the rate of inflation while keeping their costs down, leading to incremental increases in margins over the years. SPGI is a little bit more diversified than MCO and they have another great business. This is their indices business, which is highly profitable. I’m sure you’ve heard of the S&P500 and Dow Jones. SPGI owns and manages these and many more indexes. Then they both have their data and analytics business which is okay. MCO is more of a pure play on credit. FICO is much the same, except their focus is on individual people’s credit, as opposed to companies and countries credit. All three of them are great businesses. I tend to go after monopolistic companies if you can’t tell.
Roth IRA and 401K are in S&P 500 mutual funds. Taxable brokerage is as follows: SPGI 25% MCO 19% QQQM 18% ASML 16% GOOGL 12% BRK.B 7% FICO 3%
Err, what's up with SPGI?
This company screened well for me too, but they have strong competition from Bloomberg and a more limited TAM than others like SPGI, MCO, etc
Again just proving my point. “Investing“ sub is more political than actually discussing investing. Politics aside this is a correction to a massive run up over the previous years which happens from time to time. Again, politics aside, anyone who does not immediately need access to their funds is as happy as can be. You’re telling me I can buy $SPGI at 10% less than it was a week ago? $GOOG 5% less, $CRM 11% less, $MSFT 5% less, $BKNG 7% less. They’re down because of what, less spending on their products in the short term? Fine, who cares, they’ve all got strong balance sheets, plenty of margin and can easily survive a recession. Only difference is we can now buy them for actually more reasonable valuations. Any REAL investor is being greedy right now, not whining about barely correction in the market. So yeah thank you Mr. President these tariffs are absolutely ridiculous but instead of crying about it I’m taking advantage. Maybe the “investing“ subreddit should worry a little less about politics and a little more about actually investing
Bull thesis comes down to buying a company with proven accretive organic growth with little acquisitions in it's track record. The company has a deal win rate of over 70% while competing in mission critical WMS industry. The company is also expanding into Omni channel enterprise software which expands their SAM. Biggest risk is the macro over the retail industry. If the current environment turns into a recession, the company would still be a little overvalued, as their service revenue would drop further (they handle implementations internally as opposed to a company that outsources systems implementation like Oracle). I put money in the company, but am cautious about keeping my money there as I see attractive opportunities like Adobe or buying more of my favorite companies like ASML, MCO, GOOG, and SPGI at current valuations.
some people poo poo them but I think fractional shares can be a good way to get the diversification you want at the portfolio percentages you want when you've got limited cash flow. I'm also in SPGI (fractionally) and want to build it out a bit more.
Bought my first (fractional) shares in both MCO and SPGI.
That makes sense—SPGI and MCO are solid long-term plays. ASML is definitely volatile with the broader semiconductor swings, so being cautious there seems smart. Are you leaning toward adding more GOOG first, or just waiting to see how the market moves across the board?
I'm slowly adding to two of my large holdings (SPGI, MCO), and am seeing how much more ASML and GOOG will drop before adding more. I don't want to have too much volatility from semis, so am cautious on adding more to ASML. I would say all four firms are in my sights. Most of my portfolio looks attractive to be fair as things stand.
MOAT and maybe VFLO are on my menu. SPGI holds crap like Tesla, but that could change moving forward, not a bad idea. V is a bit risky with consumer bankruptcies. UNH I guess needs employment rate to expand again (labor market participation), not contract as is currently the case with 470,000 full-time jobs lost. GOOG of all Mag7 seems the best because they had a decent P/E already and their business model seems to still work with tariffs and in a recession, unlike Apple and Amazon, which is still great long-term because of AWS.
Millionaires are made during downturns. Consistently invest per paycheck to acquire more shares and position yourself for the next market boom. The conservative, 3-fund portfolio is 1 Total US fund (like vti), 1 International/global fund (vxus/spgi) and 1 Total US bond market fund (bnd). At 21 y/o: 60/30/10 and adjust when you're nearing retirement. Or moderate: low-cost, diverse fund like SPGI (global) or VOO (s&p 500). $583/month invested in spgi 20 years ago is $1.2 million today. If invested in your Roth IRA, it's tax free when you withdraw at 59 1/2. If invested in a regular taxable brokerage account you can withdraw penalty free at any point.
Congrats on nailing the pre Covid top! I''m waiting for a 20% drop from ATH and then redirecting some funds to take advantage. Looking to grab up AMZN, SPGI, GOOGL, UNH, V.
I have to put personal feelings aside right now. They say millionaires are made during stock market downturns, so be greedy during the fear and uncertainty. I'm using profits from inverse plays to acquire shares of NVDA, PLTR, and SPGI. Overall I'm optional.
in my brokerage account I'm 35% tbills/MM and the rest in stocks. I might sell some of my individual stocks (META, SPGI, APPL, MSFT) and just keep my ETFS. I really don't want to take a tax hit on capital gains. I have a wedding to cover and also looking to buy a condo and right now I see A LOT of condos going up for sale that we could put 50% down on if I sold 1/2 of my equities. Very very tempting.
I'm trying to decide if I need to keep investing in my stock portfolio, or throw 90% of it into a 401k. These are my monthly investments: $100 into SPGI, $200 to SPY, $200 to VOO, $100 to AMD, $100 to NVDA, and $50 to BTC I hold several other stocks with dividends that I just let grow. I make too much for a Roth IRA but want to start investing for long term after my house is built and I don't need as much liquid cash. So should I give up on the stocks and find out how to start a 401k? Should I keep doing what I'm doing? 90/10 one way or the other?
My top positions right now are Amazon, Meta, Google, Netflix, SalesForce, MSCI, SPGI, and Shopify. I also have some more speculative smaller cap stocks to try and hit it big as lotto tickets like Rocket Lab, SoFi, and Transmedics.