All things STOCKS

Bidding on a few shares of Nauticus Robotics (KITT). Underwater drones. Garbage investment, but if it stays solvent a long trade might could pay for my lunch a few times.
 
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I'm glad I only have a modest position in UHC. The Medicare announcement hit hard. I was almost back to even money. Guess I'll be sitting tight again.
 
Another good day today. Im trying something new for myself just to see how things go. Im not looking for a get rich quick scheme just something long and slow to see what happens.

I have positions in VTI, VOO, KO, FDVV, FBCG..... I've got a daily recurring investment going into each of them.

Today I picked up SCHD and started a daily with them.

I plan on running the daily through the end of March then turning them off and seeing where the accounts go.
 
I'm glad I only have a modest position in UHC. The Medicare announcement hit hard. I was almost back to even money. Guess I'll be sitting tight again.
I picked up some calls in May when it crashed and made off like a bandit in June. I'm thinking about doing it again.
 
Another good day today. Im trying something new for myself just to see how things go. Im not looking for a get rich quick scheme just something long and slow to see what happens.

I have positions in VTI, VOO, KO, FDVV, FBCG..... I've got a daily recurring investment going into each of them.

Today I picked up SCHD and started a daily with them.

I plan on running the daily through the end of March then turning them off and seeing where the accounts go.
It sounds like you're going to try holding things for the long term. FWIW, I'm buy and hold, pretty much forever, but different strokes for different folks. I'd call my investment style boring. We have some investments we've held for over 20 years. I monitor holdings, but I don't have the time to jump in and out of things (that works for some people, but not me). I appreciate reading what people do, and I'm learning more about options, but will almost certainly not get into them. I also don't check out things when I hear the markets are way off- over the years there's been a couple of times I didn't look at any account for 2-3 weeks. But, when markets are down for probably some short term bad news, I'll try to go bargain hunting. I certainly can be wrong- recently sold TGT and BUD (but not for political reasons; they weren't appreciating nor did it look like they'd improve for a long time). We're lucky to have a broker in the family where I can easily talk to him.

For many holdings I keep a calendar on my computer to check in on the holdings quarterly. I'll simply have the date, the stock price on that date, and a quick note of what major event is going on that may impact prices (i.e. one country invades another, a country gets bombed). When I look back, I can generally see that bad news (while important for a period of time) may have a fleeting impact on share prices. From what I've read, the trajectory of the markets is generally up with some down years sprinkled in. We also recognize we've had lots of luck in our investments, and invested in some outstanding companies that have grown over the many years we've had them.

Of course there are many different ways to look at the markets. Don't listen to some random people (like me) and try to find what works for you.
 
I keep funds in various accounts with different investment styles. I have one that’s almost exclusively tech and it keeps on running. I have another without much tech to somewhat balanced the tech positions while being conservative.

The latter has practically been dead money for several years. Might as well have had all of that capital in SPY or VTI or VOO or DIA. It’s a taxable account so I rarely trade it. Even with the low LT cap gains rate, I don’t like giving any of it to dot gov.
 
BTW, it’s ridiculous that the step-up in cost basis rule generally does not apply for (traditional) retirement accounts. Get married or get your money into a Roth IRA before you die.

The middle class gets screwed as usual with traditional IRAs. The advantage is deferring (key word) taxes. So tax filings are easier. Eventually the government will take your money though.

Max out those Roth IRAs while you’re a youngster. And don’t put those funds in ****** investments - using losses to offset gains isn’t allowed.
 
It sounds like you're going to try holding things for the long term. FWIW, I'm buy and hold, pretty much forever, but different strokes for different folks. I'd call my investment style boring. We have some investments we've held for over 20 years. I monitor holdings, but I don't have the time to jump in and out of things (that works for some people, but not me). I appreciate reading what people do, and I'm learning more about options, but will almost certainly not get into them. I also don't check out things when I hear the markets are way off- over the years there's been a couple of times I didn't look at any account for 2-3 weeks. But, when markets are down for probably some short term bad news, I'll try to go bargain hunting. I certainly can be wrong- recently sold TGT and BUD (but not for political reasons; they weren't appreciating nor did it look like they'd improve for a long time). We're lucky to have a broker in the family where I can easily talk to him.

For many holdings I keep a calendar on my computer to check in on the holdings quarterly. I'll simply have the date, the stock price on that date, and a quick note of what major event is going on that may impact prices (i.e. one country invades another, a country gets bombed). When I look back, I can generally see that bad news (while important for a period of time) may have a fleeting impact on share prices. From what I've read, the trajectory of the markets is generally up with some down years sprinkled in. We also recognize we've had lots of luck in our investments, and invested in some outstanding companies that have grown over the many years we've had them.

Of course there are many different ways to look at the markets. Don't listen to some random people (like me) and try to find what works for you.
I tried the short term trading and it burnt me big time. I dabbled on options and that never really went anywhere either.
The idea for me is hold for 10 years, but sometimes I get impatient so we will see what happens.
 
I keep funds in various accounts with different investment styles. I have one that’s almost exclusively tech and it keeps on running. I have another without much tech to somewhat balanced the tech positions while being conservative.

The latter has practically been dead money for several years. Might as well have had all of that capital in SPY or VTI or VOO or DIA. It’s a taxable account so I rarely trade it. Even with the low LT cap gains rate, I don’t like giving any of it to dot gov.
Since you mention Vanguard ETFs; I'd add VUG to your list. Quality growth stocks/technology.
 
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Since you mention Vanguard ETFs; I'd add VUG to your list. Quality growth stocks/technology.

Vanguard ETFs might be the best place to buy, hold, and forget about investments. It used to be a safe bet to own JNJ, UNH, and BRK forever. KO before that. MSFT might still fit as that type of individual company, but who knows anymore?
 
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