Date: October 30th, 2026 9:51 AM Author: Fucking Fuckface
The rotation into value has been a great opportunity this year. "gay shit" like SCHD is crushing SPY, QQQ, and most other growth shit YTD. I won't chase it from here, but I say this because you can choose "value" shit that pays a strong dividend AND goes up a lot if you buy low
Date: October 30th, 2026 9:44 AM Author: Fucking Fuckface
I'm trying to build a sizable position, but it's too rich right now with a resumption of hostilities possibly around the corner
If that doesn't materialize, I'm going to split between SCHD 2/3rds and SCHY 1/3rd until I've got about 900k in them. After that, it's everything into blue chip growth. But if the growth collapse continues, I'll buy that first
Date: October 30th, 2026 9:48 AM Author: Fucking Fuckface
I think there will be a pullback but that it will probably be quick. I'll buy aggressively into any ~5% or more drop in SCHD/SCHY and will do the same if blue chip growth continues to fade. Have a small order in for the day if my chosen ETF falls another 1.5% or so