Thoughts on healthcare ETFs

Is it a good idea to invest in healthcare companies such as JNJ, ABBV, UNH? Or is it better to invest in healthcare based ETFs, such as VHT. The healthcare sector is down currently, but it will always be around. I’m looking for some advice, thanks!

submitted by /u/AggressiveSet2790
Is there any hope for Paramount?

(PARA) Do you think it's a lost case or can It be saved? There's a lot of talk about how the only way to be saved is for someone to acquire Paramount. It would make sense for a big media company to potentially acquire, as Paramount has millions of dollars of useful assets.

Net income and RE are down as well, YoY. There's no indication of sustainable capital growth. Fundamental margins are slimming.

Things are looking

Discussion About What's to Come

I'm actutely aware that this is all speculative but I'm interested in a discussion/other people's thoughts on the next couple months/rest of 2023.

7 months into the year and we've had 6 green months so far (assuming July doesn't take a turn for the worse here in the latter half). I hardly find that sustainable with the state of how things are currently. What's the catalyst for a change in direction or keeping the status quo?

China’s June trade data badly misses expectations

China’s exports contracted more than expected in June, hit by shrinking global demand and adding to concerns about the world’s second-largest economy.

The dollar value of China’s exports plunged 12.4% in June from a year ago, customs data showed Thursday. This is a far bigger drop than expectations for a 9.5% decline in a Reuters poll and the 7.5% annual decline in May.

China's June trade data badly misses expectations

I own Tilray shares with a cost-basis that is >5x higher than its all-time high, and turned $3,200 into $5 over 5 year of holding.
  • In 2018 (before HEXO was a US-listed stonk), I acquired a few hundred shares of HEXO at $5-6 per share, investing a total of approximately $3,200.
  • After a couple reverse stock splits and the recent HEXO merger with TILRAY, I now own just 3 shares of TILRAY (worth $1.72 each) with an average cost basis of $762 per share.
  • Tilray's all-time high is approx. $150.
  • This ~$3,200 investment is now worth
Tools to track and monitor events

As title says, what tools or platforms do you use to keep track of upcoming events like financial reports, earnings and any other market moving events?

I have tried several apps but nothing that I really like.

submitted by /u/mentalFee420
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Portfolio construction strategy question

My portfolio is aggressive and heavily loaded with the megacap tech. Meta, TSLA, MSFT, and APPL all are bigger than 5% positions. Each position is stock. I am thinking about reducing my stock positions in each, moving most of that money more cyclicals or interesting funds (COWS, RSP, XLE) and replace part of the position with in the money calls. Example, I am holding $60k in META stock and $6k in META $300 calls. I am trying to keep that ratio in my bigger names

The case for DOCN, a small but mighty cloud player

I’m considering a position in Digital Ocean, a cloud services provider that is down 63% from 2021:

  • It has successfully cornered the SMB market by offering affordable, transparent pricing and a user-friendly platform. Its patented ‘Droplets’ feature bundles compute power, storage, and network bandwidth into a single package – instead of selling these elements separately, like with AWS or Azure – making cloud computing more accessible for SMB.
Set up my first portfolio earlier this year, now reaching the 3 month mark. Want to hear some thoughts on it?

I wanted to create a simple portfolio for long term growth. Here is the breakdown:

VOO: 18.88% USA: 14.12% MGK: 14.55% VWUSX: 52.44%

I tried to create something pretty conservative, but with good growth. Looking for any suggestions. I think I want to lower my stake in VWUSX and add a little more high risk high reward type to my portfolio. Thoughts?

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What are some upcoming events you’re looking forward to?

Curious if anyone has any events/potential catalysts for a stock/s that they’re looking forward to. I suppose something more than just a standard ER, unless it’s cause for some good +/- movement. Maybe closing a deal, medical trials ect.

I’m looking forward to a launch June 14 from RKLB. Also seeing if ZEV has increasing production for their vehicles. Anyone looking at the MSFT ATVI deal? Just got another court appeal in case you missed it. Could use some


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