With the war, tariffs, inflation, no rate cut, AI Capex and so many other things going on, what are you thinking of investing in next paycheck?
This question is, I guess, more for those who invest in individual stocks, since the answer for the VTI/VOO and chill crowd is always the same.
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Obviously markets are down in March but not as much as I expected.
I’m going to be adding more Microsoft since it’s PE is less than 30 now. I’m also investing in Nu Holdings, a Fintech stock.
The rest will be going into more defensive compounders like ORLY and TJX.
I really don’t know what to do with gold and silver, and it seems like energy has already had its rise. Especially if the war winds down soon (doubt).