What are your investment ideas for 2025?

General
1

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.
  • CLOZ: For income, it yields around 9%.

What are your picks for 2025?

2

I’m putting more into MSCI and SP ETFs. I’m done chasing dividends and focusing on value now.

3

Google.

4

I like South Korea. A lot of bad news is already priced in, so if anything positive happens, the market could go up.

Uber is another one. The stock is down as if self-driving cars are already everywhere, but I don’t think we’re there yet.

Also, gambling stocks and Robinhood.

5

@Bay
I’ve been bleeding on EWY—down 48% on it. I’m close to giving up.

6

Orin said:
@Bay
I’ve been bleeding on EWY—down 48% on it. I’m close to giving up.

It’ll only go up when you finally throw in the towel.

7

Orin said:
@Bay
I’ve been bleeding on EWY—down 48% on it. I’m close to giving up.

Same here, still holding and almost as down as you. Feels bad.

8

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?

9

Jules said:

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.

10

@Bay
After trying Waymo in SF for a week, I never want to take another Uber again.

11

@Bay
Investing in markets you don’t understand—bold strategy.

12

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.

13

I stick with 80% VTI and 20% VXUS, just like every year. It’s simple, and I’m not a market timer.

That said, I’ve been tempted to tilt toward small-cap value or increase VXUS a bit, but for now, I’m staying the course.

14

@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?

15

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.

16

CLOZ

Sounds risky. Whenever I hear ‘subprime,’ I think ‘trash.’

17

Marsden said:

CLOZ

Sounds risky. Whenever I hear ‘subprime,’ I think ‘trash.’

Not the same thing. Here’s a good explanation: https://www.youtube.com/watch?v=a8ZefOlyajA

18

EVO or EVVTY. It’s a high-quality stock that could keep compounding over the next decade. It’s trading cheap because of irrational fears.

19

IOVA and NRIX. Both are cancer drug companies with big potential.

20

I’m not buying anything for the next 6 months. If the market drops 15% or more, I’ll jump in. If it goes up, my portfolio is already in good shape.