Market Bytes

Even though I focus on fundamentals, there are technical factors that help me understand the noise in the markets. This particular one (the S&P 500 Volatility Index or VIX) gives me confidence that my stocks will recover.

Everyone is talking about tariffs, politics, and how it impacts stocks. Here's my (barely edited) take.

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In this video we walk through my entire stock portfolio to reveal how much my portfolio earned over the last month, my performance versus the S&P 500, what stocks I bought and sold, and dividend income using Snowball Analytics portfolio tools.

00:00 Portfolio Performance for March 2025

02:58 Dividend income & What I bought and sold

06:38 Best and worst performers

08:45 Overall thoughts on the previous month

❄️ Use the same portfolio management tool in this video and get 10% off: https://⁠⁠buildinvestlive.com/snowball⁠

The market has been, and it feels like some are panicking. But what if the next 10 years doesn’t go like the last 10 years?

00:00 People are predicting a flat decade

04:37 What do the technicals say?

07:06 What are my thoughts on this?

❄️ Use the same portfolio management tool in this video and get 10% off: https://⁠⁠buildinvestlive.com/snowball⁠

If you want to try out my SCHD changes tool in Claude, check it out here: https://claude.site/artifacts/04099e7b-4677-4e63-a49d-7813759d6e3f

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Schwab’s US Dividend Equity ETF (SCHD) just went through its annual reconstitution. So in this video we break down what changed and what you should expect from SCHD in 2025

00:00 SCHD Reconstitution

02:00 Walking through the changes

05:37 What should we expect in 2025?

With all the news happening in the market, let’s get back to some old fashioned stock analysis and dig into a stock I’ve been watching for about 6 months: Twilio (TWLO)

00:00 What is Twilio?

03:19 Understanding TWLO’s business

12:07 TWLO’s operations and valuation

18:12 3-tier rating & recap

23:05 Overall thoughts on TWLO

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Alpha Picks performance update for March 2025

00:00 Strategy 1 Performance

03:33 Strategy 1-A Performance

05:10 Strategy 2 Performance

06:57 Strategy 3 Performance

08:37 Overall thoughts for Mar 2025

💰 Get $50 off Alpha Picks: https://m⁠attderron.com/go⁠/saalphapicks

*I am not a licensed professional or a financial advisor. This content should not be taken as financial advice. It is meant for educational and entertainment purposes only. All opinions and perspectives are based on my own personal financial situation, experiences, and goals. Please ensure that you do your own due diligence before making financial decisions and/or meet with a professional. Links above include affiliate links, which means I may receive a commission at no additional cost to you.

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The market is selling off, and I’ve made some changes. In this video we break them down.

00:00 I trimmed 2 holdings

03:17 I added to 3 positions

07:00 How I’m approaching the downturn

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Everyone’s talking about Google. Is it a dying monopoly or an undervalued company in an irrational market? We break it down in this video.

00:00 Is Google Dead?

03:24 The Biggest Risk to Google Search

07:37 What is Google’s AI Mode

08:48 Why Did I Trim Google?

13:00 Do I Think Google’s a buy?

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An important part of doing stock analysis is to go back and see how your analysis turned out, especially for stocks that you didn’t actually buy. Otherwise, how will you know if you made a good decision or not? In this video we revisit 4 stocks that I analyzed in 2023 to see what I said, what the business is doing now, and how it turned out.

00:00 Revisiting Waste Management (WM)

03:54 Revisiting United Healthcare (UNH)

07:38 Revisiting Caterpillar (CAT)

10:10 Revisiting Hershey (HSY)