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Holland, Indiana (SW IN) | I appreciate input from AG Talk
I've lightened my holding of Micrstrategy quite a bit --I'm still in the green a little BUT left quite a bit on the table compared to 6 months back
"If Michel Saylor (CEO of MSTR) wasn't good enough to hang out with Jeffrey Epstein --Saylor lacked any social skills---Epstein thought Saylor was an idiot Damn"
So have $ making less than 4% in Mutual fund MM cash type stuff
Have owned FSELX for a bit up up 50% over the last 3 years up 30% over the last 5 years
FWIW the S&P 500 index (VOO) is up about 14% over the last 5 years
Semi conductors --25% of FSELX is NVIDIA --NVIDIA is already up nosebleed amounts
To my question Fidelity select semiconductors OR MU Micron Technology already up 47% YTD ---I hate chasing stocks BUT like making $
I'm thinking the mutual fund because IMO Fidelity manages their mutuals great
Can leave it making 4% -----------
open to any thoughts and critiques
Only asking this question because our last land buying adventure was a bust
I was raising cash to buy what we like-- can touch and walk on real-estate --stocks are just figures on a computer screen
Dan
Add SCHWAB PRIME ADVANTAGE MONEY INVESTOR SWVXX is paying 3.5% not 4% ---where I stick my excess
Edited by Dan Loehr 2/19/2026 13:40
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FIDELITY SELECT SEMICONDUCTORS FSELX???
