Anyone investing heavily this year??

How much money did you lose/gain this past week?


  • Total voters
    30
  • Poll closed .


In today's Five Question Friday video we cover these questions:

1. Why has Bill Bengen gone from 4% to 5%?
2. Is it ok to put Social Security bridge money in a money market fund?
3. How do Fidelity's Zero Funds compare to Vanguard Index Funds?
4. Should cash count towards your asset allocation?
5. Should you convert Vanguard Mutual Funds to ETFs?
 


H.E. Sheikh Saoud Salem Abdulaziz Al-Sabah, Managing Director, Kuwait Investment Authority and Howard Marks, Co-Chairman, Oaktree Capital Management share insights on the global investor outlook amid shifting economic conditions with Bloomberg’s Stephanie Flanders at the 2025 Qatar Economic Forum, Powered by Bloomberg.
 
What AI names are you all investing / trading?

I only have $MSFT right now. Looking for new names with potential.
 

I agree 100% with this model.

DCA is really good when putting cash into mutual and index funds as well as ETF's.

Question, is it really beneficial to DCA when buying stocks?

Over the past couple of months with the market roller coaster its got me thinking when it comes to stocks, might be better to save up the cash and buy the dips.

By dips I'm talking when a stock drops 20% to 30%, then buy in.
 
I agree 100% with this model.

DCA is really good when putting cash into mutual and index funds as well as ETF's.

Question, is it really beneficial to DCA when buying stocks?

Over the past couple of months with the market roller coaster its got me thinking when it comes to stocks, might be better to save up the cash and buy the dips.

By dips I'm talking when a stock drops 20% to 30%, then buy in.
But will you know when the dip is over? Will you be as confident dropping a lump sum when you think the dip has ended? DCA'ing takes the guess work and emotion out of it.
 
Question, is it really beneficial to DCA when buying stocks?

Over the past couple of months with the market roller coaster its got me thinking when it comes to stocks, might be better to save up the cash and buy the dips.
Either way could work, but I guess it depends on the exact situation.

What would be your criteria for buying dips? Do you look for a certain percentage drop? Is this for buying more of what you already own, or new companies that you have your eye on?
 
Yup. If it's a new holding that you're looking to enter long-term, waiting too long for a dip could take you completely out of ownership.
New positions are where I struggle. I don't really like "nibbling" on shares, so I wait... Then, next thing you know the stock runs away from me. I planned to get back into OKLO again at $21. Right before we left the hotel (after New Years), I cancelled the order because I wasnt going to be able to watch the market on the road. It never came back down...
 


Our Rich Journey – How We Become Millionaires: Our Top Investments | Vanguard, Schwab, Fidelity (Updated 2025): We became millionaires by investing in index funds — and in this updated video, we're sharing exactly how we did it. We break down our top index fund picks from Vanguard, Schwab, and Fidelity, and explain why this strategy still works in 2025. Whether you're just starting out or fine-tuning your FIRE plan, this is the foundation you need.

0:00 – How Index Funds Made Us Millionaires
0:45 – Our FIRE Journey (From Cubicles to Financial Freedom)
1:10 – What Is an Index Fund?
1:42 – The History of Index Funds (Jack Bogle & Vanguard)
2:40 – Why We Love Index Funds
2:54 – Total Stock Market vs. S&P 500
3:48 – Vanguard Top Pick (Hint: VTSAX)
4:34 – Schwab Top Pick (Low Fee, No Minimum)
5:10 – Fidelity Top Pick (0% Expense Ratio!)
5:47 – Vanguard’s S&P 500 Fund (Top Pick: VFIAX)
6:30 – Schwab’s S&P 500 Fund Choice
7:00 – Fidelity’s Best S&P 500 Option
7:30 – How to Compare Index Funds with Different Brokerages
9:06 – New Investors / How to Become a Better Investor
9:47 – Final Thoughts + FIRE Motivation
 


Welcome to the debut episode of The Holy Grail of Investing, a new podcast from Tony Robbins and Christopher Zook, inspired by their #1 New York Times bestselling book. In this premier conversation, we sit down with Robert F. Smith, Founder, Chairman, and CEO of Vista Equity Partners, to explore how he built one of the most successful private equity firms in the world with over $100 billion in assets under management. Smith shares the story behind Vista’s rise, how engineering principles inform his investment philosophy, and the how AI is impacting technology companies and creating extraordinary efficiencies.
 


Voyager Technologies - $VOYG

IPO on 6/11 - Supposed to be building the replacement for ISS. No info on financials, but I'll be watching it.

ChatGPT analysis of S1 filing

Who They Are​



 What They Build​


  • They’re working on Starlab, a planned commercial space station in low Earth orbit.
  • NASA has invested over $200 million, and Voyager partners include Airbus, Mitsubishi, MDA Space, and Palantir businessinsider.com+1prnewswire.com+1.
  • Recently, they rebranded (dropping “Space” from their name) to highlight their expanding defense‑tech capabilities—like missile precision, speed, and reliability businessinsider.com.

Their Financial Picture​


  • Revenue: Their Q1 2025 sales were $34.5 million, up about 14% from the previous year .
  • Losses: Net loss nearly doubled to $27 million in that quarter businessinsider.com.
  • They’re still an “emerging growth company”, meaning they follow smaller public‑company reporting rules—like shorter financial statements sec.gov.

‍ Leadership & Control​


  • After the IPO, CEO Dylan Taylor will hold a special Class B stock giving him about 15 votes per share, allowing him to retain effective control of the company sec.gov.

What They Aim to Do with the IPO​


  • Seek to raise up to $319 million, valuing the company around $1.6 billion sec.gov+6businessinsider.com+6sec.gov+6.
  • Funds will support R&D, manufacturing, launching Starlab, and scaling defense‑tech operations.



Voyager Technologies outlines several key risks in its S-1 filing, including:


  • Dependence on Government Contracts: A large part of their revenue relies on U.S. government and defense contracts, which can be unpredictable or discontinued.
  • Project Uncertainty: The success of their Starlab space station depends on timely development, partners, and future funding.
  • Financial Losses: They're not yet profitable and may continue to incur losses.
  • Founder Control: CEO Dylan Taylor retains significant voting power via Class B shares.

You can read the full risk section here:

TL;DR​


Voyager is a young company at the intersection of space and military tech. They've secured significant funding and partnerships to build a private space station and cutting-edge defense systems. Financially, revenue is growing but they’re not yet profitable. They're going public to get money for R&D and production, while their CEO maintains control via super-voting shares.
 


Learn how to swing trade with confidence in this beginner-friendly tutorial by seasoned trader Brian Pezim. Whether you're just getting started or looking to sharpen your edge, this video covers everything you need to know to capture multi-day to multi-week market moves.
 

ChatGPT analysis of S1 filing​

Who They Are​



 What They Build​


  • They’re working on Starlab, a planned commercial space station in low Earth orbit.
  • NASA has invested over $200 million, and Voyager partners include Airbus, Mitsubishi, MDA Space, and Palantir businessinsider.com+1prnewswire.com+1.
  • Recently, they rebranded (dropping “Space” from their name) to highlight their expanding defense‑tech capabilities—like missile precision, speed, and reliability businessinsider.com.

Their Financial Picture​


  • Revenue: Their Q1 2025 sales were $34.5 million, up about 14% from the previous year .
  • Losses: Net loss nearly doubled to $27 million in that quarter businessinsider.com.
  • They’re still an “emerging growth company”, meaning they follow smaller public‑company reporting rules—like shorter financial statements sec.gov.

‍ Leadership & Control​


  • After the IPO, CEO Dylan Taylor will hold a special Class B stock giving him about 15 votes per share, allowing him to retain effective control of the company sec.gov.

What They Aim to Do with the IPO​


  • Seek to raise up to $319 million, valuing the company around $1.6 billion sec.gov+6businessinsider.com+6sec.gov+6.
  • Funds will support R&D, manufacturing, launching Starlab, and scaling defense‑tech operations.



Voyager Technologies outlines several key risks in its S-1 filing, including:


  • Dependence on Government Contracts: A large part of their revenue relies on U.S. government and defense contracts, which can be unpredictable or discontinued.
  • Project Uncertainty: The success of their Starlab space station depends on timely development, partners, and future funding.
  • Financial Losses: They're not yet profitable and may continue to incur losses.
  • Founder Control: CEO Dylan Taylor retains significant voting power via Class B shares.

You can read the full risk section here:

TL;DR​


Voyager is a young company at the intersection of space and military tech. They've secured significant funding and partnerships to build a private space station and cutting-edge defense systems. Financially, revenue is growing but they’re not yet profitable. They're going public to get money for R&D and production, while their CEO maintains control via super-voting shares.
What type of question did you ask ChatGPT about the company, and also did you run it by Anthropic?
 
I didnt use Claude. I asked it to "Analyze Voyager Technologies S1 filing and summarize it in layman's terms", then gave it the URL to the filing.
Do you think they’ll reach the target price of $26 to $29 per share, considering their intention to sell 11 million shares?
 
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