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Just One ETF to Rule Them All?
-- My Own Advisor
Weekend Reading – Just One ETF to Rule Them All? myownadvisor.ca/weekend-read…
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My $TQQQ model triggered a BullDip BUY signal (oversold pullback in uptrend) after Friday's close. The buy order will execute at Monday's market open. Max historical loss for the BullDip family was -12.7% in 2018 (when an 8% hard stop triggered a next-open exit into a gap down).
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Awesome conversation with @OliverKell_ today!
One of my biggest takeaways from Oliver was his discipline in staying focused on what he believes are the leading, most liquid stocks in the market.
Get familiar with their price action, be patient, and let them work.
He doesn't pretend to be perfect, nor does he need to be. He has a proven process that works for him over time, not every time.
And I think that's a lesson a lot of traders could benefit from. You don't need to trade everything. You just need to know what works for you and have the discipline to stick with it.
Thanks again for taking the time brother. The floor is yours anytime!
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🚨 Insider Buy Alert
Former CEO of Quest Diagnostics just picked up $3.5M worth of $ORCL shares as the stock trades nearly 60% below all-time highs
He currently sits on the Board of Directors at Oracle.
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$FNV.TO continues to execute and add more assets to their portfolio.
They have a clean balance sheet with no debt, tons of financial firepower, and probably one of the best management teams in Canada.
It has more than doubled since my initial buy at C$147 and I plan to continue holding as one of my largest investments.
Thesis (copied below) is still the exact same as when I started buying 👇🏽
Franco Nevada $FNV is the BEST stock you’ve never heard of!
Here’s why I’ve made it one of my LARGEST holdings (a thread 🧵) ⬇️
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Beat and Raise $ATZ.TO
investors.aritzia.com/invest…
Getting more constructive on $ATZ.TO down here. Alt data still looks strong - street modelling slowing comps with lapping of big FY26 but upside in sales and margins if they do 10%+, investor day coming in October. Flush with cash. We had trimmed about half our position >160 but adding again.
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$NICU.TO $6-$10 a share by 2028 sounds about right
.@MagnaMining $NICU.NE $NICU.TO
Huge news!
You had me at “-leaving a calculated net initial funding requirement of $8.6 million.”
-Assuming base case commodity prices, the Levack PEA estimates payback in 0.6 years with a base case after-tax Internal Rate of Return (“IRR”) of 92.4% and an after-tax NPV7% of $227.0 million. Pre-tax cash flows in 2028 and 2029 are estimated to be approximately $96.5 million per year.
(1 Base case price assumptions: US$5.10/lb Cu, US$8.00/lb Ni, US$20.00/lb Co, US$3,600/oz Au, US$1,500/oz Pt, US$1,200/oz Pd, US$45.00/oz Ag; CAD/USD $1.385.)
-payable copper equivalent (“CuEq”)1,2production of 36.8 million pounds (“lbs”) at all-in sustaining costs (“AISC”) of US$3.71 per CuEq payable pound2
🦄Excellent work! 36.8 million cueq a year from Levack = $348 million CAD in annual revenue at today’s spot prices 44% Ebidta margin = $153 million in annual Ebitda, add in McCreedy and Crean Hill easily $250-300 milllion annually Ebitda, that’s without R2, Podolsky, M&A more discoveries.. Billions in MC to be unlocked through 2028🦄
ceo.ca/@GlobeNewswire/magna-…
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Going to present, Today after the close, 3 new concentrated model portfolios to capture a year end rally, 1 liquid leaders📈, 2 High octane rockets🚀, & 3 thematic portfolio🤔. Plus answer all your investing questions. RoppelReport.com
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Qullamaggie built $100M on 3 setups.
Here's the full playbook for one of them: the Episodic Pivot. 👇
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My long-term $TQQQ trend-following model triggered a FreshHighReversal Short Sell signal after the close, signaling a short entry at tomorrow's open and a 4-day time exit. Historically, this entry family boasts an 81.8% win rate, with an avg. gain of +5.4% and avg. loss of -2.8%.
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I genuinely think you could build an entire trading system around 1 moving average + 1 lower-timeframe confirmation.
$MU + $SNDK today were textbook examples...
Step 1: Pull up a chart, slap on the 9week EMA, and wait for leadership to come to you.
Step 2: Once it hits that area, I’m waiting for the right-side curl on the 15/30min → green candle forms → high becomes my trigger → high breaks, I enter → stop goes to LOD.
You practically would've bottom-ticked both $MU & $SNDK without ever trying to call the bottom. The process goes... leadership + major support + lower-TF confirmation + stupidly tight risk.
Focus on removing the noise and repeat these asymmetric opportunities until you’re bored of printing insanely easy cash.
It works for me, so let me know how it works for you;)
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I get asked a lot how I'm up +300% YTD when I'm basically known for just holding $NBIS (up +160% YTD).
What I actually do is trade around a core position. I keep a core holding, but add, trim and rotate as the risk/reward changes. Holding a stock doesn't mean leaving the position untouched.
I've seen a few other traders have a lot of success with this approach too.
I broke down my process in the article below, including how I've been putting it into practice. It's a 5-10 minute read.
Let me know if there are parts you'd like me to go deeper on.
