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@DilksJay "I dont think young people view the S&P XXX as where they should build Wealth. Its $QQQ . If you look at the top holdings of $QQQ its basically the S&P XXX. So whats the new QQQ like it was XX years ago Im going to propose its $VXF which has existed longer than $VOO for Vanguard and its CHEAP. .05% expense and the top holdings are edgy. On the left are the top holdings of VXF and the right is QQQ"
@DilksJay Avatar @DilksJay on X 2025-07-19 10:28:06 UTC 4579 followers, 1047 engagements

"Since April lows almost an XX% outperformance of $ARKK vs. $BRKB Berkshire Hathaway. Ill take Berkshire for the next X months even if ARKK keeps rising. Tip of the hat to Cathie but the Market needs to broaden out with some trusted names. Meat and Potatoes for the win into the Fall/Winter"
@DilksJay Avatar @DilksJay on X 2025-07-18 20:22:24 UTC 4581 followers, 1207 engagements

"What if the reason Health Insurance stocks have fallen off a cliff is that the current President will float the idea of Universal Healthcare in the USA What stocks would benefit the most"
@DilksJay Avatar @DilksJay on X 2025-07-20 17:39:58 UTC 4587 followers, XXX engagements

"Interesting article from The Society of Military Engineers of how $DNA @Ginkgo with @allonniabio has a way to recover Rate Earth Elements. This is critical for everyone from @Apple to the @USDOD to recover Rare Earth Elements in the USA instead of relying on Nations that dont necessarily want the USA to succeed"
@DilksJay Avatar @DilksJay on X 2025-07-22 09:49:26 UTC 4591 followers, 4112 engagements

"If anyone wants to have simple Technical Analysis on why to buy Berkshire Hathaway @CarterBWorth does an excellent job explaining how Berkshires recent drop is normal almost regular but if you Zoom Out.Its an obvious BUY"
@DilksJay Avatar @DilksJay on X 2025-07-23 10:50:16 UTC 4582 followers, XXX engagements

"By the way The Big Beautiful Bill gives tax advantages for Research and Development expenses. Ginkgo Bioworks is essentially a XXX% R&D Pure Play. Its front and center on their website. Tapping you on the shoulder"
@DilksJay Avatar @DilksJay on X 2025-06-28 13:07:59 UTC 4583 followers, 1139 engagements

"$DNA Ginkgo Bioworks is like Cybersecurity a decade ago. Its early but will be a requirement for Governments"
@DilksJay Avatar @DilksJay on X 2025-07-08 16:11:18 UTC 4574 followers, 3315 engagements

"Chevron $CVX is the #5 holding for Berkshire Hathaway. Big Win for them in Guyana arbitration case against ExxonMobil"
@DilksJay Avatar @DilksJay on X 2025-07-18 10:14:05 UTC 4581 followers, XXX engagements

"The thing I like about $VXF is it removes Human Stock Picking. Its simply everything that NOT in the S&P XXX and is ranked from largest to smallest and at the top is fairly flat by weight and then slowly drops off like a gentle waterfall. It allows the cream to rise to the top. Top holdings are like the 1st round of the NFL Draft. Heres holdings 11-40. Lots of gems in the second round"
@DilksJay Avatar @DilksJay on X 2025-07-19 10:53:18 UTC 4566 followers, XXX engagements

"A lot of people only talk about their wins on FinTwit. Let me tell you about one of the dumb and UNWISE things I ever did. Back on October 24th 2011 Apple was my largest holding Steve Jobs stepped down as CEO but was hanging around on the Board by October 5th he was dead. During that time between stepping down and death people just didnt know what was going on specifically. This was only XX years ago but it feels like XX years ago with news flows. I sold XX% of my Apple stock and just bought Index Funds. Conservative estimate: a $XX Million mistake. Im seeing something frighteningly similar"
@DilksJay Avatar @DilksJay on X 2025-07-13 12:23:43 UTC 4566 followers, XXX engagements

"Berkshire Hathaway is now exiting whats historically exiting the worst two months of seasonality. Now entering the best 9/10 months. $BRKB $BRKA . Thanks for the dip to add more shares Mr. Market"
@DilksJay Avatar @DilksJay on X 2025-06-30 20:17:35 UTC 4581 followers, 5229 engagements

"Over the last X months the S&P XXX is up XXXX% $SCHD is up X% and Berkshire Hathaway $BRK.B is DOWN 9.2%. If I was going to put $100000 to work from here Id put $66000 in Berkshire $33000 in SCHD and $X into VOO. Thats assuming you own all of them currently"
@DilksJay Avatar @DilksJay on X 2025-07-12 21:50:06 UTC 4581 followers, 7268 engagements

"From XX Months ago. SUGARCANE @Ginkgo $DNA $KO"
@DilksJay Avatar @DilksJay on X 2025-07-17 13:30:36 UTC 4589 followers, XXX engagements

"Since 2001 the S&P XXX has been beat by the US Stocks NOT in the S&P XXX. A wildly popular Bogle Head method of investing is $VOO and Chill. Its only owning the S&P XXX. Its good enough for them. Theres an even older Vanguard Fund than VOO and its $VXF which owns the rest of the US Market and eliminates the S&P XXX. Another method is owning $VTI which is every stock in the USA but its Cap Weighted. My problem with VTI is its XX% VOO and XX% VXF. Heres the chart. Maybe VXF should be a bigger part of peoples portfolios. Maybe a 50/50 weight of VOO/VXF is more prudent than VTI. Maybe its smarter"
@DilksJay Avatar @DilksJay on X 2025-07-18 09:12:59 UTC 4589 followers, XXX engagements

"I have a feeling the deck is about to get shuffled and be less catastrophic than the Dot Com Bubble. More Meat and Potatoes move UP. Home Depot on the original list might be a hint for durability and oddly so could General Electric type stuff having a comeback as spinoffs. My prediction is Berkshire Hathaway becomes a top X company WITHOUT Warren Buffett leading it. Real Stuff Wins"
@DilksJay Avatar @DilksJay on X 2025-07-19 12:35:52 UTC 4581 followers, XX engagements

"Berkshire Hathaways ownership in Japanese Trading Houses will pop even more tomorrow when the news is absorbed of the Trade Deal with Japan"
@DilksJay Avatar @DilksJay on X 2025-07-23 10:19:41 UTC 4582 followers, XXX engagements

"With Kellogg $KLG up XX% + after hours its closest associates are : $NSRGY Nestle $MDLZ Mondelez $HSY Hershey $KHC Kraft Heinz $GIS General Mills $K Kellanova"
@DilksJay Avatar @DilksJay on X 2025-07-09 21:37:01 UTC 4582 followers, XXX engagements

"In June of 2016 @Ginkgo $DNA was #7 on CNBCs XX Most Disruptive Companies List. If anyone has noticed theres this new trend in investing that has turned out to be XX years TOO EARLY. My short list of these mistakes are: Robotics Drones Nanotechnology Uranium Nuclear and specifically Nvidia. Im not saying Ginkgo Bioworks will ever be $NVDA but I could see it going from a $XXX Million Market Cap company today to a $X Billion Company two years from now and a $XX Billion Company X years from now. From there its anyones guess. I just dont think people realize that Nvidia was way early for"
@DilksJay Avatar @DilksJay on X 2025-07-17 11:44:29 UTC 4567 followers, 6124 engagements

"If you want an almost guaranteed consistent return with minimal risk $BOXX is the chart of certainty. If you believe Interest Rates will be lower X months from now $SCHD is screaming from the rooftop to buy. Above XXX% returns on Treasuries / Bonds / BOXX.its Kryptonite to SCHDbut not forever"
@DilksJay Avatar @DilksJay on X 2025-07-17 01:43:38 UTC 4589 followers, 1487 engagements

"@kingkang80 Hes fantastic. Relatively unknown to average people. He has a lot of common sense with no BS"
@DilksJay Avatar @DilksJay on X 2025-07-08 14:28:30 UTC 4566 followers, XXX engagements

"These are the most correlated stocks to the price of Oil. $APA $MRO $OXY $SLB $HAL $TRGP $COP. This is for people who believe Gold is the first to rally in the Resources Space then comes Copper and then Oil Follows. If you believe that the first two have occurred and Oil is taking the first steps"
@DilksJay Avatar @DilksJay on X 2025-07-20 10:34:44 UTC 4581 followers, XXX engagements