Many advisors and investors remain concerned about how market and geopolitical uncertainty will affect their equity and fixed income strategies, but those aren't the only assets at risk. With Bitcoin trading well below its previous high of roughly $126K and hovering near its 52week low around $74K, some investors may be questioning whether the longheld "buyandhold†strategy is starting to lose its appeal. Shaky conditions for the cryptocurrency are likely to continue in the coming weeks as well. Tumultuous f ...

Investment Insights - Patience is crucial for long-term wealth building, as missing the best trading days significantly reduces returns [1] - Only a small percentage of stocks outperform Treasury bills, highlighting the importance of identifying high-quality stocks for long-term investment [2] Company Overview: Broadcom - Broadcom is positioned as a key player in the AI infrastructure, with shares increasing over 2,780% in the past decade and over 51% in 2025 [3] - The company has a record backlog of $110 billion, with at least half related to semiconductors, indicating strong demand in its custom silicon business [5] - AI semiconductor revenues surged 63% year-over-year to $5.2 billion, driven by demand from major hyperscaler clients [6] Strategic Collaborations - Broadcom has entered a multiyear collaboration with OpenAI to develop custom AI chips and networking systems, enhancing its role in AI cluster development [7] Networking Solutions - The company’s networking products, such as Tomahawk switches and Jericho Ethernet fabric routers, are essential for data centers, supporting both scale-up and scale-out networking [8] - The launch of Jericho4 in 2025 addresses the increasing bandwidth needs of expanding AI clusters [8] Financial Performance - Broadcom's improved revenue mix from higher software sales is leading to better margins, showcasing its financial strength [9]

Core Insights - The Vanguard Growth Index Fund ETF has significantly outperformed the S&P 500 over the past decade, with returns of 370% compared to the S&P 500's 240% [8][10] - A simple buy-and-hold investment strategy can effectively grow a portfolio to $1 million over time, particularly when investing in growth-focused funds [2][12] - The S&P 500 has historically generated average annual returns of around 10%, which can lead to substantial growth over a long investment horizon [5][9] Investment Strategy - Investing a lump sum, such as $36,000, and allowing it to grow over 35 years can yield significant returns, potentially exceeding $1 million [3][11] - A buy-and-forget strategy is effective, as remaining invested in quality stocks typically results in strong long-term gains despite market fluctuations [4][6] - Growth-focused ETFs, like the Vanguard Growth ETF, are recommended for maximizing returns due to their focus on high-revenue and high-profit companies [7][8] Performance Metrics - The Vanguard Growth ETF holds 165 stocks, primarily in the tech sector, and has a low expense ratio of 0.04%, which helps retain most of the investment gains [8] - The potential growth of a $36,000 investment at a 10% annual return illustrates the power of compounding, with projections showing it could reach $1,011,688 in 35 years [11][12]

Core Insights - Deere (NYSE: DE) is expected to release earnings on August 14, 2025, with analysts predicting earnings of $4.59 per share and revenues of $10.33 billion, a decline from the previous year's earnings of $6.29 per share and revenues of $11.39 billion [4] - Over the past five years, Deere's stock has increased by 100%, outperforming the S&P 500, which gained around 70% during the same period, indicating a better fit for long-term investors rather than short-term traders [3] - The company's current market capitalization stands at $138 billion, with $44 billion in revenue over the past twelve months, yielding an operating profit of $9.4 billion and a net income of $5.7 billion [5] Trading Strategies - For event-driven traders, two main strategies are suggested: assessing historical probabilities to take positions before earnings and analyzing immediate and medium-term returns post-earnings to adjust positions accordingly [7] - Historical data shows that in the past five years, Deere's stock had a balanced distribution in one-day performance post-earnings, with 50% of cases resulting in negative returns (median -3.1%) and 50% in positive returns (median +5.2%) [10] Correlation and Performance - There is a correlation between short-term (1D) and medium-term (5D, 21D) returns following earnings, which can be leveraged for trading strategies [8] - The performance of peers can influence Deere's stock reaction post-earnings, with historical comparisons showing how peer earnings impact stock performance [9]