In November, I finally had the necessary income to afford higher-risk investments.

Until then, I only had index funds tracking the MSCI World or Emerging Markets. So I came up with the idea of looking for the next technology that could explode like #ai companies did.

It occurred to me to look for #quantum companies since it was a technology I had been following for many years.

I found the following:

• $RGTI 1º: 2,75 -> AVG: 8,36
• $QBTS (-0,43%) 1º: 3,11 -> AVG: 6,14
• $IONQ 1º: 30,77 -> AVG: 32,43
• $QUBT 1º: 6,80 -> AVG: 11,539

Seeing their prices starting to rise, I decided to buy a reasonable amount of shares.

Little did I know that days later, $GOOG would present its quantum chip, causing a #pumpstock of my shares, tripling their value on average.

Unfortunately, I continued buying during the rise, which increased my average price. The price then fell when the CEO of $NVDA (-3,63%) commented that quantum computing was still two decades away from being relevant. Luckily, I took advantage of the dip and bought more shares. Today, I am back in profit.

I have learned that it is not advisable to buy during such vertical rises and it is always better to wait for a correction. My goal is to hold these investments for the long term (3-5 years), if all goes well. However, I will keep a close eye on them to make sure none of them go bankrupt prematurely

What are the main quantum computing stocks? There is any related ETF? I just know this ones $QTUM
#etf
$QBTS (-0,43%)
$IONQ
#stocks

@Investment4Life brought up $QBTS (-0,43%) and their Quantium Annealing tech… which I found interesting; especially, with my exposure in Quantum Computing via $IONQ.

Two leaders in quantum computing, $IONQ and $QBTS (-0,43%), have different approaches to advancing quantum computing technology. IONQ uses gate-based quantum computing with trapped ions, while D-Wave specialises in quantum annealing, a niche technology focused on optimisation problems.

Simplified Technology Explanation:

IONQ (Gate-Based Quantum Computing):

Imagine solving a complex puzzle step-by-step, where each move builds toward the solution. Gate-based systems manipulate qubits using quantum logic gates, making them versatile for tasks like AI, simulations, and cryptography.

D-Wave (Quantum Annealing):

Think of a marble rolling across hills to find the deepest valley. Quantum annealing identifies the lowest-energy solution, ideal for problems like route planning or scheduling where multiple solutions compete.

Global Impact

IONQ:

• AI: Enhances machine learning models by processing massive datasets more efficiently.

• Drug Discovery: Simulates molecular interactions to accelerate development.

• Finance: Optimises risk modeling and portfolio management.

D-Wave:

• Logistics: Solves route optimisation for supply chains (e.g., finding the fastest delivery routes). BULLISH

• Machine Learning: Refines algorithms for pattern recognition.

• Finance: Improves fraud detection and financial forecasting by analysing complex data.

IONQ offers versatility with gate-based quantum systems, pushing boundaries in AI and research, while D-Wave excels in tackling specific optimisation challenges with quantum annealing. Both pave essential, complementary paths toward a quantum-powered future, addressing unique challenges classical systems cannot. Their parallel innovations drive advancements in industries like finance, healthcare, and technology.

Notes:

• I currently have a stake in IonQ

• I am interested in opening a position in D-Wave. Mainly to compliment my Amazon position (supply chain optimisation).

Could IonQ Be Gearing Up for a Big Move with Nvidia?

IonQ ($IONQ) surged >11% in the last week, with added speculation about its connection with $NVDA (-3,63%). IONQ announced it had successfully demonstrated its hardware with Nvidia’s CUDA-Q software platform. This hybrid platform allows developers to integrate GPUs, CPUs, and quantum processing units into a single program, potentially unlocking new AI advancements.

As Nvidia prepares to release its Q3 earnings, investors are buzzing about the possibility of deeper collaboration between the two companies. Nvidia’s CUDA is already a cornerstone for AI applications, and quantum computing could be the next step in accelerating AI development.

The potential synergy between IonQ’s quantum technologies and Nvidia’s dominance in AI and GPU software is exciting for investors. Past Nvidia partnerships have triggered massive valuation growth for other companies, and some are optimistic that IonQ could follow suit. With AI and quantum computing being transformative fields, any formal announcement of a partnership could spark even bigger moves for IonQ stock.

Notes:

• I have a position in $IONQ (Currently up 187%)
• I have NO position in $NVDA (-3,63%)
• Source: https://www.fool.com/investing/2024/11/19/why-ionq-stock-surged-today/

Saw an early trend (word search from post codes in tech such as silicon valley) in quantum computing. One reason I began slowly buying shares in $IONQ

Whats is Quantum computing? It basically is a cutting-edge technology that leverages quantum mechanics to process information exponentially faster than classical computers. Unlike traditional systems, which use binary bits (0 or 1), quantum computers use qubits, which can exist in multiple states simultaneously, enabling complex computations in seconds that would take traditional computers years.

How it works in with AI? In AI, quantum computing can drastically enhance capabilities, such as improving machine learning models, optimising data processing, and reducing energy requirements for large-scale AI computations. It is particularly valuable in tackling problems like AI training, optimisation algorithms, and simulations that require massive computational power. My original thesis was rather than invest in the energy sector that goes into running AI sites, why not invest in the technology that can enhance the energy requirements (ie efficiency).

Stock/Company I chose: IonQ ($IONQ
) is a leading player in quantum computing, specialising in trapped-ion quantum systems, considered one of the most scalable and precise quantum computing approaches. IonQ’s focus on enterprise applications, like AI advancements and quantum machine learning, positions it at the forefront of the industry’s commercialisation. They have recently purchased another company for their patents.

NFA: I am 215% up from writing this.

Would love to hear your own analysis on companies/where the market is moving.

Dear fellow investors,

This month I will reach another milestone in my investment journey, breaking 800$ in monthly dividend payments for the very first time. I couldn't be more excited....

Wooohooo 💲💲💲

This is due to receiving payouts for the following assets:

641 x $SCHD

281 x $O (+1,37%)

311 x $JEPI

211 x $JEPQ

179 x $SPLG

89 x $MAIN (-0,54%) (two payouts this month!)

137 x $EFC (+0%)

67 x $EPR (+0,92%)

67 x $SPYI

13 x $QQQI

Looking ahead, it seems like September might be my first 1k$ dividend month 🤪🤪🤪.

Fingers crossed 🤞🤞🤞

For those among you who follow my story, know that I just started (again) in Dec 2023 and already had to upgrade my goals to 150k$ invested and average dividends of >500$/month. Both goals are within reach and very likely to be achieved before 2024 comes to an end.

I am very happy with sticking to the plan (DCA-ing into a selected few ETFs and stocks) in hopes for #fire (Financial Independence Retire Early).🔥🔥🔥

I am planning on making some adjustments to the portfolio over the next couple of weeks and months and hopefully later this summer I will share my whole portfolio with more information about my investment strategy as well as the (as of recent) popular Sankey diagram of monthly money flow here on getquin for scrutiny and further constructive feedback. So stay tunes for that.

The list of updated key take-aways are as follows:

1. Select your ETFs and stick with them

- Core:

$SPLG (alternatives are $SPY (-1,26%) and $VOO (-1,28%) ), chosen because of slightly lower expense ratio and lower prices (hope for more inflow), trading volume is not a concern as this was bought for the looooong "buy and hold"

- Dividend 💸:

$SCHD (alternatives are $VIG (-0,7%) and $VYM (-0,5%) ), chosen because seemed undervalued at the time of purchase, great dividend and decent dividend growth

- Growth 📈:

Still not chosen, open to suggestions

I maintain that it will probably be $QQQM (alternatives are $VGT (-2,25%) , $SCHG , $SPGP , $DGRW , $VUG (-1,75%) )

- REITs 🏠:

Not yet chosen, as here I am not even sure any longer if I actually want to invest in REIT ETFs or not just keep my exposure to the few REITS I already own ($O (+1,37%) , $VICI (+2,65%) , $MAIN (-0,54%) , $EPR (+0,92%) , $EPRT (+0,53%) ...)

If I decide to venture into this field, it will probably be $SCHH (alternatives are $XLRE and $VNQ (-0,52%) )

- Misc 🗠:

$O (+1,37%) The Monthly Dividend Stock

$JEPI / $JEPQ for monthly dividends in the covered call space

$SPYI / $QQQI to potentially replace $JEPI and $JEPQ

$VICI (+2,65%) / $MAIN (-0,54%) for additional monthly dividends in the REIT / finance space

I might also entertain the idea of investing in some individual stocks like $AMZN (-2,39%) . $NVDA (-3,63%) , $MSFT (-1,57%) , but that will depend on the constitution of the growth ETF I will buy.

2. Learn 🎓

Educate yourself and don't simply "trust" Youtubers. Read investment books (e.g. 'The Intelligent Investor' by Ben Graham, 'The Little Book Of Common Sense Investing' by John C. Bogle, 'Patient Capital' by Victoria Ivashina and Josh Lerner) and listen to many different voices in the investment arena. Be curious, but cautious... If it says: "100% win rate guaranteed!", it's probably best to stay away from it.

3. Don't try to time the market ⌚️

As one youtuber says: "Time in the market beats timing the market." I am sure we are all guilty of trying to buy at the best price on a particular day/week... If you are in for the long haul, it doesn't matter. DCA (Dollar Cost Averaging) for the win. 🏆

4. ETF over stock picking

Of course you can have huge winners if you pick individual stocks and if you have some insights that allow you to buy before the hype, great, I am very happy for you. Who wouldn't want to have invested in $KO (+2,3%) , $TSLA (-4,32%) , $AMZN (-2,39%) , $GOOG (-2,32%) or $NVDA (-3,63%) in their early days?! But that doesn't happen very often. If you invest in solid ETFs covering a wide array of markets, you will do just fine (especially with a long investment horizon). I have certainly tried to "pick' some stocks that looked promising for their upward potential, but only two have given me solid returns ($NEP (-1,84%) and $CFLT (-5,23%) ), whereas so far there are many losers (e.g. $IONQ , $OTLK , $SACH , $EPR (+0,92%) ).

That being said, I am not against holding individual stocks and I am sure that the likes of $NVDA (-3,63%) , $MSFT (-1,57%) , and $AMZN (-2,39%) will continue to deliver amazing returns, but these are also top of the list in weighted S&P500 or Nasdaq ETFs... ($SPLG , $VOO (-1,28%) or $QQQM , $SPGP etc.). Just saying!😉

5. Tailored investing

We are all different and our your time horizon, risk appetite, age, income and other factors most likely vary massively. My life, 47yo, being single without kids, being in a somewhat safe and well-paid job, having paid off properties that generate a decent income stream, wanting to retire in 3-5 years and not needing much is very different to someone who just starts their investment career and/or have a family or are already retired or or or.

Make a plan of what you want the investment to do for you and work towards it. In my case, I want to achieve #fire (Financial Independence Retire Early) as soon as possible, being able to live off dividends entirely. I recon I will need about 50k/ year (lots of safety built in). So building a strong dividend portfolio is my main goal. Sprinkle in some growth opportunities and we have a party. 🥳

Let me know what your goals are and how you plan to achieve those. Also if you have some input on which other ETFs and/or stocks to pick, I am all ears 👂👂.

$IONQ NEXT BIG THING. Trust my 🪺