All things STOCKS

Joined
Dec 2, 2011
Messages
32,739
Likes
24,027
Thoughts on where to park the proceeds of a house sale for 3 to 5 years? Probably not willing to do anything high risk but CDs are really bad now.
VTI. But that’s certainly not without some risk. The longer the time frame the less risky it should be. Maybe BND shortly after the next Fed rate hike.

I’d go with one or more of the large, low management fee ETFs. Especially the Vanguard Group’s. QQQ, SPY, DIA, VTI, VOO, VEA, VTV, VUG, VO, BND. Maybe a couple of Select Sector Fund ETFs like XLF or XLV or XLE. Materials and Industrials (XLB and XLI) should have good support with an expected long cycle of increased federal infrastructure spending although the industry specific stocks within those funds have already done well and being overly concentrated there increases risk.

To take out some risk you could average in to equity funds with 5% to 15% spread out monthly over a year or more. The nature of those ETFs reduces the securities risk with the built in diversification but the overall market risk will remain. BND being a bond fund will generally move opposite to interest rates. Banks and Financials should generally do well with interest rate hikes (XLF).
 
Last edited:

Go aeiou

Well-Known Member
Joined
May 27, 2015
Messages
1,367
Likes
805
PANW discounted today. It’s a well run company in a good industry that’s suitable for BUY and HOLD.

ISRG is off a bit today as well but still has the 70x multiple.

Buying the losers on strong up days for the broad market isn’t a solid strategy, but both are solid businesses.
Isrg. Dang. I missed that.
Expected unbelievable earnings or internet hype driving the price?
I'll lighten my # of shares.
 

Go aeiou

Well-Known Member
Joined
May 27, 2015
Messages
1,367
Likes
805
It’s a tiny drop relative to the wave of appreciation that it’s been riding. But not a good sign to be off a couple points when the broad market is surging.
They continue to beat earnings estimate. By 38% y/y recently. 20/20 throws everything off though. I had t wait for surgery last year.
Seems like all surgery is going to robotics.
 

Go aeiou

Well-Known Member
Joined
May 27, 2015
Messages
1,367
Likes
805
Thoughts on where to park the proceeds of a house sale for 3 to 5 years? Probably not willing to do anything high risk but CDs are really bad now.
Yep, bonds don't pay poop, and stocks are overvalued. So you can get .5 % on a 5 year CD. You can also put you money in stocks, but we could be ready for another period like the 70s when stocks had about the same return. Or it could be worse.
I'd probably go with some of the VG ETFs or mutual funds recommended by TGO. Maybe a little in REITs..
Or keep it in a money market, and wait for a piece of income producing real estate.
Everything seems over priced right now.
 
Likes: 3rdDegreeVol

BigOrangeMojo

The Member in Miss December
Joined
Jan 24, 2017
Messages
8,952
Likes
26,774
I think ZM and DOCU are good companies. I held them in 2019. With all that being said, ZM isn't a $600 stock and DOCU isn't a $275 stock. I like ZM at this level more than I like DOCU at this level.

PTON will likely be one of those stocks that I never own. I just don't see it. I never saw the value in Netflix either so....

I like TDOC as a long term play. I like ISRG as well. Think that's the direction of healthcare in the future.
Man, looking like an idiot setting a limit at $275 for DOCU....
 

VN Store


Sponsors
 

Top