BFI Advisor

Feeling mixed about the stock market ytd? The S&P 500 is up 18.1% in the first 163 trading days of 2024—18th best since 1928 and 2nd best in a presidential election year. Focus on facts, not feelings.

Berkshire Hathaway (Warren Buffett's famous company) now holds a whopping 25% of their assets in cash—the highest percentage since March 2005. 📈

Their historical average cash position is just 14%.

The U.S. economy this week:

Monday - the recession is on

Tuesday - recession canceled

Wednesday - no recession in the morning but back on in the afternoon

Thursday - the recession is canceled again until tomorrow or Monday

The S&P 500 is up 11.4% this year, soaring past its 8% average! Just 7% below its all-time high. Remember, dips are just steps on the journey. Stay focused!

What is the best time to start investing?
Yesterday!
📈

As a beginner, focus on saving & investing more, not just maximizing returns. 📈 $1,000 with a 50% gain gives you $500, but so does $10,000 with just a 5% gain. Building wealth starts with smart habits. 💰✨

Check out the top-performing S&P 500 stocks over the last 5, 10, 15, and 20 years! 📈✨

"The longer the time horizon, the less the variability in average annual returns. Investors should not underestimate their time horizon." - Jack Bogle

Stunning visualization of Buffett's incredible performance! 📈💼

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"Remember, there are four types of wealth: money, status, freedom, and health. Don't let jobs that promise you the first two steal away the last two. "

"You are going to be wrong a lot in investing. Embrace each mistake as a stepping stone, for every misstep brings you closer to mastering the art of investing"

1️⃣ Embrace your winners—let them shine! ✨
2️⃣ Keep your compounders rolling—don’t cut them short! 💸
3️⃣ Don’t be afraid to recycle your losses into fresh ideas! 🌱

A few big wins can take you further than you ever imagined. Take off the constraints, and let success roll in! 🌟💪

This is the most prolonged yield curve inversion since 1929. However, a recession has yet to materialize. Could this time be different?

Warren Buffett shared some valuable advice at the Berkshire conference this month, and it wasn't about investing!

Wow! Incredible advice from Warren Buffett. ✅ *FREE RETIREMENT ASSESSMENT* ✅ https://www.foundryfinancial.org/retirement-assessment---------------------------------------------------------------------...

90% of technology companies that experienced a tenfold increase in value were already profitable, and only a very small number traded at more than 10 times their sales!

The average investor underperforms.
Stop changing lanes!

Investing at all-time highs can be a winning strategy, as strong performance often brings more strength. Don't let new highs scare you away from the market.

Never interrupt compounding unnecessarily - Charlie Munger

The better a company's ROIC and earnings growth, the more you can justify paying for them! 💸

💡 Wise investing words:

Can you believe it? Over the past twenty years, a whopping 96.83% of US funds couldn't beat their benchmarks on a risk-adjusted basis. This is absolutely mind-blowing! 💸

Decoding SEC filing forms! 💼💡

Wednesday marked the 50th trading day of the year. The S&P 500 is currently up 8.3% year-to-date! Historically, when the S&P 500 has been up more than 5% on day 50, the rest of the year has been higher 24 out of 25 times.

Volatility is the fee we pay to grow our investments! 🌊💸 "

Inflation is like a silent thief that slowly eats away at your wealth over time. 💸💰

Amidst the unpredictable waves of the stock market, there will be periods of 0% returns. It's during these challenging times that the importance of preparedness shines!