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401k Buys
They didn't all map over to Commonstock so here's a breakdown of my monthly 401k buys. I buy the same dollar amount of each once per month. This month equaled ~13% more to each total cost basis.

$BIPC - Added ~12% more shares
$CRM - Added ~20% more shares
$PEP - Added ~12% more shares
$O - Added ~13% more shares
$MMM - Added ~14% more shares
$SHW - Added ~14% more shares
$MPW - Added ~16% more shares
$PLD - Added ~16% more shares
$JPM - Added ~16% more shares
$TROW - Added ~18% more shares
Steve Matt's avatar
$963.6k follower assets
The 90/50/40 Club
I was reviewing the margins for Doximity ($DOCS, reporting this afternoon) when I noticed they are sitting at an impressive gross margin of 88.8%, operating margin of 34.3%, and net margin of 47.2%. That triggered my basketball mind to think of the 50/40/90 club (for those unaware, that's a club of players who shoot 50% from the field, 40% from 3, and 90% from the free throw line in a single season).

Then I wondered if any companies are members of what I am now minting The 90/50/40 Club.

There are 9 with a market cap >$1 billion, a list unsurprisingly dominated by REITs. Very surprised to see a small biotech on this list. Has anyone ever done a deep-dive on $VIR? Would be curious to learn more.

There isn't really any special point to this post lol. Just an interesting screener I thought up.

PS: Nice to see two of my positions, $IIPR & $MPW, in the elite club.
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Way Out Wednesday
14 stock positions increased/added.

Additional investments into my Stash Portfolio (5)

$ATVI - $94.22 consensus price target. Continuing to add more for the $MSFT buyout arbitrage play.

$MMM - $158.88 consensus price target. DCA down from previous buys. Increasing a 'core' position.

$ETSY - $156.42 consensus price target. DCA down from previous buys. Not a 'core' position so will consider flipping for a profit when the market recovers.

$PINS - $31.45 consensus price target. DCA down from previous buys. Not a 'core' position so will flip for a profit when the market recovers.

$ZG - $53.69 consensus price target. DCA down from previous buys. Not a 'core' position so will flip for a profit when the market recovers.

Additional investments into my M1 Finance "Fat Cat Investing" portfolio (9)


The 'Fat Cat Investing' portfolio is down 0.56% today and 5.20% overall since inception - a part of my ongoing "Real Estate Rumble".
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True, but you know, goals 😂
I could just as easily list each stocks 52 week high, but that figure too could be years away, given the current situation it’s all a crapshoot.

Or my profit/loss on that position but I’m not sure how helpful that would be.

Suggestions?
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My investing strategy
My long term investing strategy consists of mostly ETFs. I like to use M1 Finance because I can group multiple ETFs and stocks together into pies essentially creating my own ETF. ETFs are great because they can provide safety and consistency.
Here’s the break down of my pies on M1 Finance:
30% Income ETF: this pie includes ETFs that pay a high dividend yield and 2 that are tax advantaged. This includes $EVT $QYLD $RYLD $XYLD $HDV $DVY $HTD $JEPI $NUSI $UTG
25% Growth ETF: this includes ETFs with growth potential and different objectives and holdings. This includes $ENFR $DGRO $SCHD $VGT $EELV $VNQ
25% MLP: this includes master limited partnerships. These are a different type of investment that can offer high returns and tax advantages. This includes $AB $CEQP $EVA $MPLX $MMP $USAC
20% Dividend growth ETF: this is my own ETF I made of stocks with growth and consistent dividends. This includes $AAPL $ABBV $ABR $APTS $AVGO $BLK $BAC $BCE $BMO $BP $BXMT $CAT $CSCO $CVX $ENB $EQR $ESS $HRZN $HTA $IIPR $JPM $KB $KIM $KO $LYB $MMM $MO $MPW $MSB $MSFT $NEWT $NKE $O $OHI $OKE $PRU $RY $SBLK $SKT $STAG $STWD $TD $TGT $VZ $WPC $XOM
I use my Fidelity account to pick individual growth stocks and my TD Ameritrade account to swing trade.
Strategy: growth and income, mix of high and moderate risk
Dividend yield: 5.95%
Last year return: 12.29%
M1 Finance total holdings: 68 (16 ETFs)
Thanks for sharing about your ETF strategy—

I think I remember hearing a bit about your Master Limited Partnership investing a while ago. I forget, what we’re the tax benefits associated with those?
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