COF - Capital One Financial Corporation 0 WATCHERS

Should have stuck with some names I bought on the cheap in 2022 - C, COF, MU, I could go on. Sold way too early. It’s worked out fine, but a lesson learned for the next cycle.

This portfolio tracks top companies on the Apple App Store — and its winning Tradure launched a portfolio using their website called the App Store 100, and I didn't realize how much the Apple App Store rankings move week-to-week until now. It tracks the top 100 free apps from publicly …

I have a core portfolio that I continue to DCA weekly into: US equities (40%) 10% BRKB 5% COF 5% MSFT 5% SPGI 5% V 10% VTI REITs (15%) 5% LAMR 5% O 5% VICI International (20%) 20% VXUS Bonds (25%) 10% SGOV 10% state specific munis 5% TLT I …

All good investments except COF. You might be making light of this as a pov on selecting investments, but I honestly think it’s a pretty sound way to invest. Part of the reason retail often beats the street to smart investments before they blow up is that we have firsthand …

AXP and COF should always be in the same convo as V and MA right now, and they may both fall into the “great company, fair price” bucket. EDIT: I dont’/have never owned V or MA, been with AXP and COF (originally DFS) for some years - and just looked …

COF

At a macro level, let me explain the thesis you seem to be missing: \> Economy gets fucked \> Consumers have less discretionary income \> Companies return on ad spend plummets \> META, GOOGL revenue plummets and first thing to go is CAPEX (read, GPU spend) \> NVIDIA revises forecasts …