FundManagerZech @FundManagerZech: "𝗪𝗵𝗮𝘁 𝗶𝗳 𝗬𝗼𝘂𝗿 𝗥𝗲𝘁𝘂𝗿𝗻 𝗚𝗼𝗮𝗹𝘀..."

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𝗪𝗵𝗮𝘁 𝗶𝗳 𝗬𝗼𝘂𝗿 𝗥𝗲𝘁𝘂𝗿𝗻 𝗚𝗼𝗮𝗹𝘀 𝗔𝗿𝗲 𝗙𝗮𝗸𝗲? - 𝗧𝗮𝘆𝗹𝗼𝗿 𝗦𝘄𝗶𝗳𝘁 𝗮𝗻𝗱 𝗜𝗻𝘃𝗲𝘀𝘁𝗶𝗻𝗴 TL;DR: FOMO in investing is real, but don’t confuse luck with competence. Missing out isn’t your fault if the success wasn’t built on solid ground. 🌟 🎶 𝗧𝗮𝘆𝗹𝗼𝗿 𝗦𝘄𝗶𝗳𝘁, 𝗔𝗻𝘁𝗶-𝗛𝗲𝗿𝗼, 𝗮𝗻𝗱 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿 𝗙𝗢𝗠𝗢 In "Anti-Hero," Taylor Swift sings, "It’s me, hi, I’m the problem, it’s me." This line struck me pretty hard—especially because my wife is a Swiftie, and her songs are always on repeat at home. But beyond the music, this lyric resonates deeply with investing. When you feel FOMO about others’ gains, it’s easy to blame yourself for missing out. But sometimes, what looks like success is just luck disguised as competence. Are you chasing fleeting trends or building a strategy that lasts? 🤔 📈 𝗥𝗲𝘃𝗶𝗲𝘄𝗶𝗻𝗴 𝘁𝗵𝗲 𝗣𝗿𝗼𝘀: 𝗟𝘂𝗰𝗸 𝘃𝘀. 𝗖𝗼𝗺𝗽𝗲𝘁𝗲𝗻𝗰𝗲 In my last post of 2024, I expressed optimism about our stock picks. That view hasn’t changed. As we step into 2025, I’ve been reviewing fund letters from professionals I admire—people who’ve built careers at the biggest institutions, like Bridgewater, and have had 80%-plus years. Some run macro models reviewed by major banks and hedge funds, and even share their insights on YouTube. Here are the numbers from the returns they’ve shared so far: -14.76% +13-15% (still awaiting confirmation) +8.32% All below $VOO (Vanguard S&P 500 ETF) $SPX500 (SPX500 Index (Non Expiry)) These aren’t amateurs—they’re seasoned pros. Yet, if they posted these returns on eToro, they would likely lose most of their copiers. Why? Because the game of managing expectations is almost as hard as managing money. These pros have advantages most of us don’t: resources, teams, and strategies tested by the best minds in finance. But even with all of that, this game is hard. It’s hard for everyone, pros and amateurs alike. And that’s why it’s essential to separate luck from competence—the difference between stumbling into success and actually understanding the long-term game. 💡 🤔 𝗧𝗵𝗲 𝗟𝗲𝘀𝘀𝗼𝗻: 𝗗𝗼𝗻’𝘁 𝗟𝗲𝘁 𝗙𝗢𝗠𝗢 𝗙𝗼𝗼𝗹 𝗬𝗼𝘂 This week, I saw many people make money trading the new TRUMP token on $SOL (Solana) Solana. Some called it a sign of a president ready to embrace every use case, while Solana holders also benefited from the hype. But let’s not forget Liberty Financial, another Trump-backed project, which flopped spectacularly despite his public endorsement (he even joined a Twitter Spaces for it). Here’s the kicker: I met people who made money trading the Trump meme token—but had no idea Liberty Financial even existed. So, when they say, “I knew Trump’s presidency would blow this up, bro!” but they don’t even know the history behind his other projects, what they’re really saying is: “I got lucky, and I’m calling it skill.” This game is hard. Anyone can get lucky once or twice, but true competence is rare—and even when you have it, success isn’t guaranteed in the short run. ⚠️ 🧱 𝗖𝗹𝗼𝘀𝗶𝗻𝗴 𝗧𝗵𝗼𝘂𝗴𝗵𝘁: 𝗕𝘂𝗶𝗹𝗱 𝗼𝗻 𝗥𝗼𝗰𝗸, 𝗡𝗼𝘁 𝗦𝗮𝗻𝗱 Just as Taylor Swift admits, "It’s me, hi, I’m the problem," success begins with recognizing when we’re letting FOMO cloud our judgment. The truth is, missing out isn’t your fault when success is built on luck instead of solid foundations. Like the wise builder who chose rock over sand, focus on skill, patience, and strategy. In the end, that’s what truly endures. 🌟

3 Mentioned

VOO

Vanguard S&P 500 ETF

SPX500

SOL

Solana

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