Replies to post #232802 on DD Support Board and Research Team

[BullNBear52]

I bought CAT when they passed the infrastructure bill under Biden. I call it my no brainer trade. There is a new construction site near my house and they have at least 10 CAT construction vehicles lined up.

[bar1080]

I'm seeing CAT up 13% YTD. Right? Just checked all my stocks YTD. My Raytheon is my winner YTD, up 53%. Several of my smaller holdings are down slightly for the year with no big losers.

Major index funds have been strong so far in 2025. SPY/VOO/IVV are up 18% My sons have tons of QQQ which has risen 25%. Boeing has risen 26% on a YTD basis. Now if BA would restore its dividend and give my engineer son there a raise,...

[bar1080]

Berkshire Hathaway has risen 5.6% in 2025. (41% for the past two years). I own it, my kids don't. Like I say, it's mostly a hedge for bad markets.

My portfolio is built for tough times. 100% quality issues and absolutely no IHUB fad crap.