(02-09-2023, 06:56 AM)ken-do-nim Wrote:

(02-07-2023, 09:02 PM)rayray Wrote: someone needs to explain to me how tesla can be looked at as an automaker cause i don't know of any automaker that does what tesla does

With all these robotics & battery technologies, are they actually selling anything other than cars?

(02-09-2023, 01:48 PM)rayray Wrote:

(02-09-2023, 06:56 AM)ken-do-nim Wrote:

(02-07-2023, 09:02 PM)rayray Wrote: someone needs to explain to me how tesla can be looked at as an automaker cause i don't know of any automaker that does what tesla does

With all these robotics & battery technologies, are they actually selling anything other than cars?

Tesla is an ecosystem like Apple, to say Apple only sells iPhones and Macs would be just as wrong as saying Tesla only sells cars. It’s true, Tesla’s biggest business is cars, but the ecosystem is growing. They design EV’s, plus energy and storage systems both on a residential and commercial level. Powerwall’s and Megapacks, energy storage systems will just grow as the industry grows, specifically solar. All this equates to Tesla’s servicing business growing too. Tesla evolves and doesn’t stand still, they find a solution and take it to task, when insurance companies started charging higher fee’s based on more crashes, and cost more to repair—the solution? Tesla came out with their own more affordable insurance program, today Tesla is considered one of the safest cars on the road.

One doesn’t buy Tesla stock because it sells cars, one buys Tesla stock for the ecosystem that has been created and continues to evolve and grow.

Imho, Tesla is the most fascinating company in todays world.

Read about Dojo, their supercomputer or TeslaGlass…their database etc etc etc…Tesla is a very innovative important company.

(02-09-2023, 06:45 PM)rayray Wrote: added to alphabet

it's my largest holding, i don't have an issue adding to the larger positions--don't really have a position size in the portfolio--i use to go for an "x" amount whether dollar amount or shares--that doesn't really exist at this time--i guess if i had to pick a number to trim it would be over 20% and tbh i don't think any position is over 9%

just checked, msft edged out goog/googl as the number one spot by a little

alphabet is 7.46% of my portfolio and i'm okay with that

(02-09-2023, 12:53 PM)Mr1share Wrote: Had to sell SWK

They now sees EPS of $0.00-$2.00 vs. $4.20

They went from $12 to 0 earnings. Wow

Added WEC. Wanted a full position

Thanks for info Dimvenow - I said why not and bought some IFF and ENPH lol

(02-10-2023, 06:54 AM)ken-do-nim Wrote:

(02-09-2023, 06:45 PM)rayray Wrote: added to alphabet

it's my largest holding, i don't have an issue adding to the larger positions--don't really have a position size in the portfolio--i use to go for an "x" amount whether dollar amount or shares--that doesn't really exist at this time--i guess if i had to pick a number to trim it would be over 20% and tbh i don't think any position is over 9%

just checked, msft edged out goog/googl as the number one spot by a little

alphabet is 7.46% of my portfolio and i'm okay with that

During last year's debacle, I've come up with a new "rule" for my portfolio that when pure Growth stocks/etfs hit an all time high, I sell off at least 20% and redistribute into DGI stocks/funds.  Other than that, I don't have a max size limit either.  (pure growth means no meaningful dividend; nvidia for example has a dividend but it is too small to matter)

Broadcom/AVGO is my biggest position and will continue to be as it hits all 3 objectives: nice dividend to start with, excellent dividend growth, and excellent price increases.