
ThePortablePortfolio
@MoneyNomads1
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Investor with 7+ years of trading experience📊| Stealth Mode AI 🤖| $LINK & $TEL 🚀| Long-term stock investor💰| Follow for market insights 🔍 Substack below ⬇️
Joined November 2024
$LINK to $100 in 2025 and Later Down the Line $1000 on the Cards! 🚀 Fundamentals $LINK is the backbone of decentralized oracles, connecting smart contracts with real-world data. Its security, reliability, and scalability make it indispensable in DeFi. 🌐💪 Partnerships and
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I’m back! 🚀 Been heads-down the past month working on a new stealth startup (more on that when the time’s right). Excited to dive back into the finance and crypto world here on X. Just because I’ve been quiet doesn’t mean I’ve been slacking — weekly investments still flowing
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Building a Resilient Portfolio Think balance not brilliance A simple 60 percent stocks and 40 percent bonds portfolio is a solid starting point. Younger investors can lean more into equities. Add real estate or index funds for broader exposure. Diversification lowers
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Psychology of Investing Markets go up Markets go down Your job is to stay in the game. People who sold in 2008 missed one of the greatest bull runs in history. Avoid emotional traps Set automatic contributions Stick to the plan Ignore the noise. The S&P 500 has averaged 10
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Dividends: The Calm in the Storm Dividend stocks are the quiet achievers of investing. They generate income while you sleep. They provide stability when markets freak out. Between 1990 and 2020: Dividend aristocrats delivered over 9 percent per year. Focus on companies that
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Investing in Megatrends. The future is being built right now. AI is transforming every industry. Clean energy saw $500 billion in global investment last year. Aging populations are reshaping healthcare and retirement. Want in.... Look for companies with strong balance
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The Power of Compounding Start early. Let time do the heavy lifting. $10,000 growing at 7 percent annually becomes $76,000 in 30 years. Start 10 years later and you’ll have only $38,000 Compounding is quiet, boring, and absolutely brutal if you ignore it. Consistency beats
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🚨 Salesforce Drops $8B on Informatica — AI Arms Race Heats Up 🚨 Salesforce $CRM is back in M&A beast mode, snagging Informatica (INFA) for $25/share — a 30% premium — in an $8B power play to dominate AI + data. 🧠 Why it matters: This is Salesforce’s biggest deal since Slack
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🚨 Market Movers May 29 🚨 $Nvidia crushed earnings (🧠💥 AI boom = $44B rev), lifting chip bros: AMD +3.7%, Broadcom +3.4%, Arm +3.8%. $Apple 🍏 +3.3% after trade court KO’d Trump’s iPhone tariffs. Cue Tim Cook exhale. $Tesla 🚗 +2.7% — Musk quits Trump’s gov gig to “spend
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🟠 Bitcoin Creeps Up on $Nvidia Hype + Tariff Win $BTC ticks up +0.6% to $107,933 after a double dose of good vibes: 📈 Nvidia's earnings crushed it — bullish for AI and risk-on appetite, despite China chip export curbs. ⚖️ Court blocks Trump-era tariffs, calming nerves over
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Benjamin Graham on Value "In the short run the market is a voting machine but in the long run it is a weighing machine" Don’t chase hype Focus on real value
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HOOD vs. IBKR: Who’s Got More Juice for Growth? Robinhood has evolved far beyond its meme-stock fame. It’s now building a full-stack financial platform with crypto, credit cards, wealth tools, and strategic acquisitions like Bitstamp and WonderFi. The result? A 65% stock surge
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Warren Buffett on Patience "The stock market is designed to transfer money from the active to the patient" Patience pays Warren Buffett said it best Are you holding $LINK or $TEL for the long haul?
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ChatGPT can help with crypto trading — think assistant, not autopilot. It can automate tasks, follow plain-English prompts, and even run 24/7 if you hook it up to real-time data. But don’t expect it to read charts like a pro or dodge market chaos on its own. Without live data,
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Strategy (formerly MicroStrategy) is doubling down on Bitcoin — again 🔥 They just launched a $2.1B at-the-market (ATM) preferred stock offering $STRF Proceeds? You guessed it — more Bitcoin buys and general ops They’re not rushing it either Sales will be gradual based on
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Peter Lynch on Research "Know what you own and know why you own it" Peter Lynch nailed it I hold $TEL and $LINK for their DeFi utility and regulatory positioning Why do you hold?
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@AlexHormozi The fear of failure is infinitely times worse than the failure itself.
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Is SoFi Cathie Wood’s Next Big Bet? SoFi isn’t just a bank — it’s building a full-suite digital finance hub: loans, investing, credit cards, and more. Its acquisition of Galileo powers fintechs like Chime and Robinhood, giving it B2B upside too. Why Cathie’s Interested:
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UBER vs GRAB: Which Ride-Hailing Stock Wins in 2025? UBER’s global game is strong! ➡️16–20 percent Q2 booking growth ➡️$6.9B free cash flow last year ➡️$1.5B buyback in motion ➡️And they’re scaling robotaxis without burning cash on R&D GRAB’s Southeast Asia dominance is real!
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@BrianFeroldi You reap in the bull what you sow in the bear 🐻
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Charlie Munger on Risk "All I want to know is where I’m going to die so I’ll never go there" Munger logic In crypto that means avoiding FOMO and scams I’m sticking with regulated players like $TEL #InvestSafe #CryptoTips
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