I’ve been in JPM and BAC for like 15 years.

yields are not great but my yield on original investment is. They’ve both been great investments for me. I think higher rates, if properly managed are actually better for bank earnings.

Thinking about it more, I actually do have decent tech exposure through some buy-write income funds I’m in, but the upside is muted by the covered call writing. They do throw off nice income plus some appreciation.

I’m building bond ladders right now to try to lock in some fixed income at higher yields.

In response to this post by Shenhoo

Posted: 05/30/2023 at 11:31AM

Nividia, Apple, Meta, Nflx and Goog are all -- Shenhoo 05/30/2023 09:28AM

I've only got AAPL and (instead of NVDA) TSM. Neither is far off -- southdenverhoo 05/30/2023 10:44AM

Yeah, I figured this could be a sell the news type event. -- BocaHoo91 05/30/2023 10:48AM

Exactly the guess Mrs. Shen and I made last evening. ** -- Shenhoo 05/30/2023 10:52AM

Sadly, I’m only in aapl. It’s been very good to me, -- BocaHoo91 05/30/2023 10:37AM

I'm pretty much way overweighted in large tech. I have -- Shenhoo 05/30/2023 10:51AM

I’ve been in JPM and BAC for like 15 years. -- BocaHoo91 05/30/2023 11:31AM

I actually bought CD's for the first time in maybe 40 years. -- Shenhoo 05/30/2023 11:37AM

Pretty “woke” companies! Go woke, get rich. NVIDIA is exploding. ** -- BKhoo 05/30/2023 10:22AM

Yet, somehow, that most Trumpian of all stocks, DWAC, is down YoY by -- Shenhoo 05/30/2023 10:24AM

When I looked a few days ago, Nvidia was at 28x revenue. Certainly it's -- TomGlansAski 05/30/2023 09:37AM

Yeah, I wouldn’t touch it at these levels. -- BocaHoo91 05/30/2023 10:29AM

Nvidia was a great stock to pick up a year or two ago ** -- Zhoo 05/30/2023 10:21AM

Yeah, I looked at it near the bottom too. Even then, IIRC, it was 8-10x rev -- TomGlansAski 05/30/2023 10:28AM

I’ve been in JPM and BAC for like 15 years.

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