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investwithhugo.bsky.social
Hugo
@investwithhugo.bsky.social
1.9K followers 6.6K following 230 posts
I Turned $80k Into $2M+ in Passive Income in 4 years. Now I Teach Professionals How to Skip the 20-Year ‘Trial & Error’ Phase. Grab my free ebook: https://bit.ly/45ZBlmq
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My Portfolio Blueprint: which one would you swap out?

I focus on AI dominance & real estate disruption.

✅ BUY:
$NVDA
$ASML
$MSFT
$OKLO
$PATH
🔄 HOLD:
$SPY
$VTI
$HIMS
🚫 SELL:
$BABA
$GME
Your $100 over time...
The money habits I would build early if raising kids...

#Investing #Investment #Money, #LongTerm
🚨 M&A buzz heating up — don’t sleep:

💥 $PSKY → $WBD: $20/share offer rejected — they want more.

💋 $GRND: insiders eye a take-private bid.

🧬 $NVAX: Shah Capital pushing for a sale.

⚙️ $RNECY: exploring $2B sale of timing division with $JPM.

Smart money’s already watching. You?
Everyone ignores 1% — that’s why only 1% make it
Stop falling for the "low P/E" trap
6/6
Mistake #3: Missing the Red Flags
5/6
Mistake #2: Ignoring Context
4/6
Mistake #1: You're Driving Using Only Your Rearview Mirror
3/6
The "Cheap Stock" Trap is Costing You Money
2/6
The less you "wait for the perfect deal," the more you find good deals.
A framework for a great rental property:

The Problem: A mismanaged asset.

The Solution: Strategic renovation and professional management.

The Outcome: Forced appreciation and increased cash flow.
I have started doing a deal analysis deep dive every Sunday:
I am asking myself

What is the actual ARV? (Get comps)

What is the actual rehab cost? (Get quotes)

What is the actual rent? (Check market)

What is my true Cash-on-Cash return?

Who is my team for this? (Agent, Lender, Contractor)
10% of people will hate your investment strategy no matter what.
80% will be indifferent to you.
10% will love it.
Focus on the last 10%.
My "Set & Forget" portfolio for the next decade:

50% - $VOO (S&P 500)

30% - $XLK (Tech Sector)

20% - $AVGO, $MSFT, $PLTR (Individual Convictions)

Stop overcomplicating it.
🚨 $2B NVIDIA AI Deal in Jeopardy

Singapore's Megaspeed, set to buy $2B in chips, is under US investigation for potential links to China.

✅ Deal Approved: NVDA's compliance validated. Bullish

❌ Deal Blocked: significantly elevated geopolitical risk for all future international sales. Bearish
I have started doing a portfolio weekly review and tracking it:

I am asking myself

1. Did the company's fundamentals deteriorate?

2. Is this driven by emotion or logic?

3. Am I properly diversified?

4. What is my next best action?

5. How do you review your portfolio?
Building a fortress balance sheet starts with dividends.

My top compounders:

$AVGO (Reliable growth)

$MSFT (Steady eddie)

$ABBV (Healthcare giant)

Reinvest everything. Time is your best asset.
🤫 Wall Street's Whisper - Potential Merger
The EU is reportedly ready to give conditional approval for Boeing ($BA) to acquire Spirit ($SPR). The key word is "conditional." If the market likes the terms, $SPR could rip. If the conditions are too heavy, it could stall.
Best risk/reward depends on your timeline. Which would you buy?

• 1-3 Years: $NBIS (AI) | $OKLO (Energy)
• 3-5 Years: $HIMS (Health) | $HOOD (Finance)
• 5+ Years: $GOOGL| $AMZN
My high-conviction, high-effort real estate plays for the next 5 years:

Small Multi-Family (2-4 units): House hacking on steroids.

"Ugly" Single Families Homes: Cosmetic distress = opportunity.
A framework for a great investment:

The Problem: A growing, unmet need.

The Moat: A durable competitive advantage.

The Price: A valuation that provides a margin of safety.
My next buys will be picks & shovels for AI and next-gen infrastructure. 🧐

Top of my watchlist:

$NVDA (AI Hardware)

$OUST (AI Sensors/LiDAR)

$EOSE (Energy Storage)

$SERV (AI Data Centers)

$ASTS (Space Infrastructure)

Which 2 are the most essential?
First they ignore your financial goals, then they laugh at your stock picks. Finally they will ask you for your advice.