The 100 word update post of October 2025:

How are we doing now and in depth explaining of how I make trading decisions
$nvdia with a massive optic now at 58 + %
$MO at 44%+ Massive dividends in the mean time 🙂
$agnc was my favorite this year and I build that position out for cheap and now giving around 15% as long as i do not sell 🙂
$arr my new agnc and will build that out for massive dividends as we are now staggering at 20% returns in just dividends

What does this mean my main job is to allocate capital and now the 20$% dividends are so big that it is indeed rare…

Since I have bin trading my own portfolios for years now and I have a funny rule that I always will hunt for the more than 10% dividend returns and each year I think: Will I find it since you can not dictate to market what it will give you but you can use it as a exercise and than sometimes if you keep this in you’re head all the time you will indeed find them almost before the market does 🙂

I kind of know.

Also patients is key here the agnc was 7 years oon my watch list before I put the money in 🙂

arr was on my extra maybe watchlist but well 20% is insane also this means that basically I can have this stock for free in the portfolio in 5 years that is if I do not even count any upside…

That to me is worth a risk.

Here some news that is important now in the markets:

US stock futures ticked up as renewed confidence in more Federal Reserve rate cuts this year outweighed worries over a US government shutdown with no end in sight.

Futures on the Dow Jones Industrial Average (YM=F) hovered near the flatline, while the S&P 500 (ES=F) and Nasdaq 100 (NQ=F) edged higher by about 0.1%.

Wall Street sentiment remains supported by expectations of easier monetary policy, even as political uncertainty lingers in Washington.

On this Note I wish you all a Great day let me know if you like this more in depth explaining since my time is limited and I rather use it for finding good trades but IM happy to go more in depth if copyrs like this

Greetings Noa