S

Safer Growth

$TEKNOJCKJJon K.

About Safer Growth

Proven profitability whose management has a clue about navigating the next 5 years

About the Creator

Old guy with a brand new baby girl who is going to need a bunch of money in about 18 years. Focused on buying the companies that have a 20-year plan—usually the ones with visionary CEO’s who themselves have skin in the game. I’ve lived all over the USA, plus a decade in the UK, and many months in Brasil. Trying to leverage my math chops, historical acumen, and ability to envision what the near-future looks like so that my family stays comfy and insulated from the cold and the wolves

Activity

Total Rebalances14
Last RebalanceDec 2, 2025

Posts by Creator

See all
Changes:TMDX +4.1%SOFI +3.6%TSM +1.3%TEM +0.8%ZS +0.7%

$TEKNOJCK going with less volatility, God knows there’s enough of it. The recent downturn I’m waiting for all of these to return to the mean.

Changes:NBIS +3.3%UNH +3.1%ZS +2.9%TMDX +2.9%RKLB +2.8%

Taking some money off the table And doubling down on some of the winners

Changes:COST +8.2%UNH +8.0%SOUN +1.2%TEM +0.6%TSM +0.4%

rotating out of defense stocks and turning toward defensive / beaten down sectors like healthcare