Content Creator and ETF nerd empowering investors to build wealth on their own terms. Not financial advice. No DMs.
Anchorage, AK
Joined August 2025
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What Billionaire Portfolio Allocation Actually Shows
👉 realmoneymoves.com/billionai…
Most breakdowns focus on stock picks, but that’s only Tier 1.
In reality, 13F holdings only represent roughly 25% of the full picture. This article shows what you should actually be studying.
Market timing is a fool's errand.
You may get it right a few times, but the time you don't will cost you big.
Congrats to everyone out there who held strong, and bought the dip!
$VOO $SCHG
"Far more money has been lost by investors preparing for corrections,
or trying to anticipate corrections,
than has been lost in the corrections themselves.”
— Peter Lynch
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"Far more money has been lost by investors preparing for corrections,
or trying to anticipate corrections,
than has been lost in the corrections themselves.”
— Peter Lynch
How many of you actually set aside extra Dip-Money? 🤔
I keep a little bit to play with,
but its very difficult for me not to invest everything at once.
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I recently took the opportunity to start a small position in $SMH
It has been a lot of fun buying these dips, lol.
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I have to be real with you...
The day I looked at my weekly 𝕏 screen time and asked myself, “What am I sacrificing for this?” was the day I stopped posting daily.
No hate or judgements,
But have you ever seriously considered what your time spent here is costing you offline?
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Seeing a little green today, but is it purely emotion? 🫣
The move is likely due to oil prices pulling back as concerns over a major disruption to the world’s supply ease.
Still, oil is still above $100, while the 10-year Treasury yield remains near 5.25%.
So what changed?
Farm debt may be more of a problem than the official data shows. 🤔
Historically, USDA has measured farm debt primarily through data reported by banks, Farm Credit institutions and other regulated lenders.
However, farmers are increasingly relying on suppliers, equipment companies, fintech firms and other nontraditional lenders.
Vendor credit is typically measured through the Agricultural Resource Management Survey, whose response rate has fallen from roughly 68% in 2009 to just 33% in 2025.
$MOO $VEGI $DBA $TAGS
Mortgage rates are back above 7%.
The average 30-year fixed rate jumped 19 bps to 7.49%, (highest level since November 2023).
Why?
The 10-year Treasury yield $IEF has surged as inflation, higher oil prices and stronger economic growth push yields higher.
Markets are heating up in South America!
Brazilian stocks exploded higher after Senator Flávio Bolsonaro led the first round of Brazil’s presidential election.
$EWZ surged 12.5%, while Brazil’s Ibovespa index jumped 7.7%.
Not gonna lie...
Taking a week away has been such a wonderful change of pace.
But I definitely missed you guys. Hope you had a great week without me!
And happy Friday 😊
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