Last year someone on this forum suggested RKLB, and I bought in early January. It’s now up about 4x. Someone also mentioned RXRX, which I bought the same day, but it’s down about 25%. I’m still holding RXRX though because I’m optimistic.
Here are my 2025 ideas:
MU: It’s been hit hard recently, but I’ve been adding. They make VRAM for Nvidia and other things.
RXRX: They’re in AI drug discovery. Nvidia just invested $50M in them.
Orin said: @Bay
I’ve been bleeding on EWY—down 48% on it. I’m close to giving up.
How are you down 48%? Did you buy at the top in 2021 and just hold?
Pretty much. I wanted to diversify outside the U.S., so I put some into India (which is doing great), China (mixed results), and a little into EWY. I didn’t have the stomach to add more to EWY, though.
Adler said: @Bay
Investing in markets you don’t understand—bold strategy.
South Korea isn’t exactly unknown. They have Samsung, Hyundai, EVs, and more. Sure, there are challenges like political polarization and tariffs, but I think the potential outweighs the risks.
@Ray
I’ve been all VOO while building my portfolio, but now I’m thinking of starting an international portion. Why VXUS over splitting into VEA and VWO?
Jordy said: @Ray
I’ve been all VOO while building my portfolio, but now I’m thinking of starting an international portion. Why VXUS over splitting into VEA and VWO?
Same reason I pick VTI over VOO. I prefer the broadest diversification with the lowest expense ratio.