Risk on assets back in business for a while.
Coming up in the end of the year - how’s everyone doing (percentage wise - and dollarwise if anyone ever wants to share that! 
)? Any year end tax strategies you working?
I just got called early on some barely in the money covered calls, which blew my mind given they didn’t expire for another month and a half, adding some complications on trying to manage year end gains. Don’t quite understand what the other end of the deal was thinking - almost feels like they pulled the trigger on the wrong thing!
Up around 35% YTD. Not as good as last year, but still waiting on that Santa Claus rally. Fingers crossed.
Pretty much taken all the gains I’m planning to take for the year, but will consider additional tax gain/loss moves depending on what happens over the next few weeks.
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Up 23% YTD, was down 20% in April and then up to 39% for a couple of days but it was fleeting (crypto related stocks..high risk). Not only that but I shovelled a fair bit of money into it. I sold my crypto stocks so I made some small gains on them but didn’t lose anyway.
I’m still overweight TSMC, google and then voo and meta and AMD and Nvidia and MS. A lot of chip stuff, too much right? Got some other risky plays in quantum and metal.
I bet you if I sell Meta it it will take off lol.
The play seems to be now to move money to the platforms using AI to make money. Google is firing on all cylinders, they have their own TPU chip platform , going to keep adding to it. I know some healthcare bounced hard but wondering about Pfizer. Could it turn around? Could AI help it identify and clear better drugs and vaccines faster
Also I want to start investing in other markets more.
One company apart from Google that really impressed me this year is Anthropic , but they are private still.
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Yeah, like 30%? Added some IONQ, and 
we go!
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Think I will too, we have at least one more risk on wave in us…
On my US portfolio up 49% now on the year, was higher some weeks ago… Google, Apple, INTC and QC shares helped a lot so far this year
This year has been exceptional though, bear market deluxe, so question is when the big drop will come… 2026, 2027… Corrections will happen before, but question is on the big drop 
I’ll go with later as trumps new Fed head will lower rates and QE has already begun.
Trump needs a couple of more of his people though, the FED head is only one vote (tie breaker though), so the new FED head plus Miran is not enough. Which is lucky as if they do their crazy 200 points lowering of the interest rate as they talked about, then the stock market will crash 
Look at Turkey on how extreme lowering the interest rate works in an inflation market….
Added: I think Trump will focus 2026 on winning back votes for the mid term, so investments in constructions? Nuclear? Agriculture?
I’d follow the AI/data center buildout, picks and shovels as the easy money has been made, CAT, COHR, etc; power is a must so nuclear, OKLO if you dare or GEV if you don’t.
AG? IDK. I find AG boring and hard to cipher. Why do that when the rare earth supply chain is being scaled up? MP, NB, and all that noise is government funded and has a decade to run, IMO.
And of course, space. The Moon, orbiting data centers, LEO sats for everything. RKLB and LUNR and a dozen others. That stuff is happening but it goes in leaps and bounds. Gotta be in it when it triggers.
That said, I’m in a long-term mode now. 10 years, so maybe I’ll play with some hotty stock now and then, but my dividends are set, made a killing this year and hope to rekill it next year, and I have more outdoorsy farmy things to do now, so no time to get all excited about nickels and dimes.
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I am a boring investor 
GEV it is!
GEVO is not? 
They made some recovery this year. Think I sold my shares, though.
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Speaking of RKLB
I got a USA airline ALK, 1t 41 a few weeks ago at near years low. I looked a Taiwan’s airlines seems overpriced for now so got ALK. How did your Chinese Airlines turn out?
seems very stable price
CHINA SOUTH AIR (1055.HK) Stock Price, News, Quote & History - Yahoo Finance
I checked my Coinbase and all of the random cryptos I threw $1-2k each at in 2021 are all down 98% lol
I knew most would fail but was hoping one would moon. Solana is the closest to “moon”.
Crypto is basically just BTC, ETH, and Solana now.
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I didn’t buy them in the end, my big idea was pretty rubbish.
Yes that’s correct and maybe add in BNB and HYPE.
rcat up 30% in 3 weeks - selling 5 lots of 17April2026 $9C to get some cashflow / get out of these.