"Hey Tom,
Here is my portfolio, i started investing in August 2024 so 6 motnhs ago, started with 240 000$ and my return so far has been moving from 56% (375 000$) to 21%(295 00$ March 3)depending on market conditions.
I started with 100% ETFs and slowly converted to Individuals stocks in the last 6 months.
My goal is to if possible retire in 5 to 10 years instead of 15(i...
2025-03-04 14:06:53 +0000 UTC View Post
"Hey Tom
Please find my portfolio attached and please see my comments below.
Investment Goal and Past Performance
Over the past two years, I pursued an aggressive investment strategy, focusing primarily on AI-related technology stocks and electric vehicle (EV) companies. Despite the generally favorable market conditions during this period, my return on investment (ROI) remained at ...
2025-03-03 16:12:04 +0000 UTC View Post
is it really a good idea to buy the dip like Tom Lee is suggesting?
2025-03-02 19:39:40 +0000 UTC View Post@everyone - The weekly members zoom starts now
https://us02web.zoom.us/j/85260273368?pwd=0xIPKaAaqvgb1a6CIodCguoJoJLaIL.1
Meeting ID: 852 6027 3368
Passcode: 320445
"Hey Tom
Would love for your comments on my portfolio - see below screenshots.
Total contributions to date: approx $200k"
EVERYBODY KNOWS THE RULES
❌ No stock picks.
❌ No “buy this, sell that” nonsense.
❌ No hand holding: just brutal truth on whether your portfolio is actually built to last.
If you can’t handle real feedback 2025-02-28 21:45:13 +0000 UTC View Post
Weekly ROIC Academy Lesson is Sunday!
———————————————
📅 Date: [Sunday, March 2, 2025]
🕒 Time: [3:00 PM EST / 20:00 PM UK Time]
📍 How To Join:
https://us02web.zoom.us/j/87288068349?pwd=38vkB9kCOcupzXyQ5haupNruGTf7sC.1
Meeting ID: 872 8806 8349
Passcode: 097087dfs
2025-02-28 07:57:25 +0000 UTC View PostThe weekly members zoom hangout will be held this upcoming Saturday, March 1, 2025 at 3PM EST / 20:00 UK time.
https://us02web.zoom.us/j/85260273368?pwd=0xIPKaAaqvgb1a6CIodCguoJoJLaIL.1
Meeting ID: 852 6027 3368
Passcode: 320445
There is a question I get asked all the time: “Tom, if you’re excited about new technologies and disruptive companies, why do you prefer the S&P 500 over the Nasdaq for a broad market investment?”
It seems counterintuitive at first, right? If I love analyzing growth opportunities, especially those that originate in the tech sector, why wouldn’t I want an index that’s so heavily dominated by the very companies I tend to discuss?
Well, I want to take you behind t...
2025-02-27 12:24:28 +0000 UTC View PostIf you’d told me a few months ago I’d be cutting Google (or Alphabet, or whatevert name they have when this comes out if they decide to rebrand again) from my top stocks list, I’d have told you to go check if your coffee was spiked.
Google, in many ways, has been like that old reliable donkey we all rely on to carry our heavy loads on a scenic hike: slow, steady, and with fewer complaints than the average donkey. Except Google was never slow and donkey like, it grew into a behem...
Dear ROIC Academy members, let’s take a step back and put things in perspective. The stock is down 19% in the past 5 days, 28% over the last month, and nearly 28% YTD, yet even after all that, it’s still up 45% from this time last year. Context matters.
Near-term volatility is being driven by politics, declining sales in key markets like the U.S. and Europe, and the usual media circus around Elon Musk. None of this changes Tesla’s long-term trajectory. The fundamentals remain stro...
2025-02-27 07:59:46 +0000 UTC View PostI know watching Palantir drop from 120 to 90 in a few days isn’t fun, but let’s put things in perspective. Here are 10 facts to keep you grounded:
1️⃣ PLTR is still up 18% over the past 30 days, even after this drop. Context matters.
2️⃣ The tourists left—traders, speculators, and hype-chasers pumped this thing from 83 to 124 in weeks for no reason. They’ve now cashed out, and we’re back to reality. Nothing changed but the circus packing up.
3️⃣ The sto...
2025-02-27 07:42:50 +0000 UTC View Post
Nvidia is set to drop its Q4 earnings today at 4 PM, and the stakes couldn’t be higher. The AI boom made it a $3.3 trillion monster, but with competition heating up, geopolitical risks rising, and hyperscaler spending in question, this report will decide if the rally continues, or if reality finally catches up. Here’s what you need to know before the numbers hit.
1. Earnings Hype vs. Reality
Big Expectations: Analysts forecast around ~$38B in Q4 reven...
2025-02-26 14:53:13 +0000 UTC View PostWhen people think about investing, they tend to imagine one of two scenarios: a world of day traders glued to screens and barking orders, or a slow moving slog of reading the fine print on complicated charts.
The truth is that there’s a sweet spot right in the middle, a practical, no nonsense approach that can grow wealth consistently without burning endless energy or time.
That middle ground is index investing.
Today, I want to share why index investing stands out as one ...
2025-02-26 12:40:50 +0000 UTC View Post"Hello Tom.
Excited about the new Portfolio Audit project—appreciate the opportunity for feedback. Here’s my portfolio.
Quick Notes:
ICZoom – It’s a Stock lesson learned . I got caught in a WhatsApp scam and thought it was legit. Luckily, it was a small amount, but I’m leaving it untouched as a reminder to be careful always. Study the company before become shareholder.
Palantir (PLTR) – Started small at $25, $30, $40,...
2025-02-26 12:10:32 +0000 UTC View PostAlright, ROIC gang, it's time for the updated Top Stocks List for February. As always, this list reflects my highest conviction plays based on deep research, fundamentals, and long-term growth potential.
This month, we’re making a big change. One stock is getting the boot, and another is taking its place.
After reviewing the latest data, I’ve decided to drop one stock from the list. I no longer see it as one of the best opportunities out there. If you’re holding, make sure t...
2025-02-24 13:54:51 +0000 UTC View PostROIC Academy Update: New Top Stocks List for February
Alright, ROIC gang, it's time for the updated Top Stocks List for February. As always, this list reflects my highest conviction plays based on deep research, fundamentals, and long-term growth potential.
This month, we’re making a big change. One stock is getting the boot, and another is taking its place.
After reviewing the latest...
2025-02-24 13:45:58 +0000 UTC View Post
Introduction: Why Capital Gains Matter
Capital Gains 101: Understanding the Basics
Short-Term vs. Long-Term Gains: Which Path Suits You?
Timing Is Everything: Why Your Holding Period Matters
Tax Brackets and Thresholds: Playing the System Legally
Strategic Asset Allocation: Location, Location, ...
2025-02-23 08:42:46 +0000 UTC View PostDear members - I apologise, but due to some unforeseen circumstances, the weekly members zoom meeting that was scheduled for today, Saturday, is moved to this upcoming Monday, February 24 at 3PM EST / 20:00 UK time.
https://us02web.zoom.us/j/3799111044?pwd=JA8ekvQUPd0bYuBZH5zpSo8TRaCqHM.1
Meeting ID: 379 911 1044
Passcode: Lada69420
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2025-02-22 18:37:42 +0000 UTC View PostFYI - The Next Weekly ROIC Academy Lesson is Sunday!
———————————————
Date: [Sunday, February 23, 2025]
Time: [3:00 PM EST / 20:00 PM UK Time]
How To Join:
https://us02web.zoom.us/j/87288068349?pwd=DOAxpHZ4Xg9YRPpnb2a1hxnsPwCqxE.1
Meeting ID: 872 8806 8349
Passcode: deu@1967i
2025-02-21 19:28:11 +0000 UTC View PostTariffs. The word alone might sound antiquated, like something from the 19th century, conjuring images of merchant ships, colonial empires, and cobblestone ports. Yet here we are in the 21st century, with digital currencies, AI, and phone apps for literally everything, and we’re still talking about tariffs. Why?
Simple: Tariffs remain one of the most direct tools a government can use to either protect local industries, fix (or attempt to fix) trade imbalances, or just gather extra rev...
2025-02-20 13:01:50 +0000 UTC View Post
