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Top 5 Assets to be held for 5 years - results are in (Patreon)

Published:
2021-02-02 04:13:48
Edited:
2021-10-02 17:48:02
Imported:
2022-03

Content

Thank you all for responding.  We had 130 submissions and there was huge overlap between what I think are the winners and what you all think.  Some interesting names also.  Bitcoin got 20% of the vote, TSLA beat out ETH. Full Pivot table and all raw data is in the google sheet link here. https://docs.google.com/spreadsheets/d/1jeIxotGW-nD1pYXdj0-ylMeUYS0qMUWX_NoUvwA-NfM/edit?usp=sharing


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Comments

Anonymous

Great list. What’s the reason to have MSTR when BTC is in the list already? Assuming that MSTR being linked to BTC fortunes is the play versus Enterprise Software?

InvestAnswers
>>52720828

Hi Uday, my POV is to use Call Options and LEAPS on MSTR. That way you can really amplify your gains. Also, it is a good asset for some to hold in accounts when they cannot buy Bitcoin directly. I have many messages from people who have restrictions in their asset accounts as to they can buy and as I always say - MSTR is the most pristine non Bitcoin Call Option.

Anonymous

Hello, great list here. Quick question, no idea what is CRSP? If you can provide what and why do you think it has potential that will help indeed. Also , what about the entry price for it ?

InvestAnswers
>>52723276

Yes I am working on a deck for some top biotech names... note I have a heavy position in ILMN and a small pos in CRSP. But there are others on my radar.

Anonymous

There you go. Start a new fund with the groups allocation 😀. See how it will do against markets. ...my bet?......very well!

Anonymous

I too bought some MSTR as a proxy for BTC. I have not been adding to that because BTC seems like a much better play. About a year ago MSTR traded for ~ $150/sh. It is a successful, but not wildly so, business. Let's assume the business itself would trade up 20% from a year ago to $180 based on the business itself. Now, MSTR has 70784 BTC at the last count I knew. With BTC at $34,910 as I write this and with 9,267,000 share outstanding, their BTC is worth $267/sh. So, 180+267=$447. But MSTR is currently trading for $634. That $190 gap is some combination of a BTC premium and a premium on the underlying business. You can buy BTC straight with no premium on the current price or through GBTC for <10% pemium as opposed to 70+% with MSTR if you attribute all of the MSTR premium as BTC premium. I do not see an argument for paying a >100% premium for the underlying business if we assign all the premium to the underlying business. Further I can see no allocation of the $190/sh premium you pay today between BTC and the underlying business that seems to justify the current price. So, my questions is, do I have this all wrong? Until I hear that I'm all wet (or at least damp), I plan to stick with BTC and GBTC for Bitcoin exposure. Thoughts? I do appreciate IA's point that you can use options effectively with MSTR. I looked briefly but did not see an option play that I thought made sense. I'd love to hear a sensible play with the markets where they are today.

Anonymous

Interested to hear more on IA's option strategy on MSTR

InvestAnswers
>>52741846

a quick recap. Back in Dec I sold Dec 21 $290 PUTS to pay for the DEC 21 $300 Calls. Position cost me basically nothing for 10 contracts. My plan is to let the puts expire worthless and hold and convert the calls one day. I see MSTR going to $11150+

InvestAnswers
>>52740084

What I do is sell OPTIONS to offset the cost of positions. Per my 200 bagger video. It is risky but when I am sure the stock has nothing but upside I do that. More of this coming.

Anonymous

If you have cash now what is you advice on getting into CRSP and TSLA (I currently do not have positions). But if now, lump sum or a series of limit orders or If DCA and if so over what period of time?

Anonymous

I have a question, potentially interesting - are these the 5 you would pick if you were a brand new investor and you had to buy at these prices? Or are these based on the cost basis you already have for them?

InvestAnswers
>>52764280

I have a ton of TSLA and a lot of ILMN that has done quite well. I only have a small pos in CRSP. Since ILMN has run, I was thinking of selling out but I don't want to incur short term capital gains (have too much right now). If there is a big dip, part of my dry powder will be going towards some CRSP LEAPS like the 120's to 140's

InvestAnswers

good Q - no 5 I would like to ride for next 5 years. It assumes nothing else. also remember I posed the question as a fun exercise for people to think medium to long term and get out of a short term frame of mind.

Anonymous
>>52785442

That's great to know. Based on thinking long term what way would you see the potential investment pots 1) Crypto pot for long term, 2) Cash on crypto exchange for short term plays 3) Medium - long term investment shares 4) Cash in broker for short term plays on market etc 5) A retirement fund or is this number 3? Are these the right pots? What % would you advise on in each of them them. I cannot invest into shares/crypto in any tax saving ways due to legislation, all my investments have to be taxed at 33% on profits, doesn't matter if short or long term trades.