Hell yeah what are ETFs for when you have Palantir

Philipp · 2025-07-25T14:00:47.544479Z

My $PLTR position has cracked the 40k

K@TechNav

1Settimana

Pride goeth before a fall...

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Stonksonlygoup@SOGO

1Settimana

@TechNav treat yourself

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K@TechNav

1Settimana

@SOGO jaaaa ok am also jealous of the 1000% clear... 😛

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Pazzzi@Pazzzi

1Settimana

Congratulations, not many people manage to hold a share for so long! +900% is extraordinary, but please don't forget the reality: You have ~46% of your portfolio in this stock. This stock has a current P/E ratio of ~440 and a P/B ratio of ~100. Please think about Rational for a moment: The company has to make the same sales (!) for 100 (!) years to turn over 1 (!) times its market capitalization. Top shares have a P/E ratio of ~10, which is actually already very high. Of course, strong fundamental growth is forecast for the future, but growth must remain very high over many years. I did a quick calculation: At the current market capitalization of ~$375bn, the company would have to grow consistently by 20% per year for 25 (!) years in order to turn over $375bn. Where else is the valuation going to go? Isn't it much more likely that the valuation will approach a normal level than that the share price will rise much higher? A quick thought experiment: If you theoretically sell the 40k, and after taxes ~30k net remains, invest this in the Nasdaq or other ETF, you would have at 25 years holding period with 10% p.a.: 357k and at 20% p.a. 2.86M without ever lifting a finger again. All the best!

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Bubu@Bubu_98

1Settimana

@Pazzzi Rarely have I seen such a good commentary on Palantir.

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Philipp@Qhiliqq

15H

@Pazzzi thanks bro

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Walter S.@Roots

6G

Congratulations...
Nice numbers...
Personally, I would still look for other opportunities...palantir is not in your portfolio...your portfolio is palantir

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