Dividend Growth Forum

(02-12-2019, 01:20 AM)vbin Wrote: [ -> ]Added a little WFC, and started a small position again in DVA.
Sold FB.

(02-12-2019, 09:52 AM)crimsonghost747 Wrote: [ -> ]Absolutely horrible report from OHI, I sold everything at $37. I admit this was a bit of a panic move and in that case the "sell" button is usually hit at the bottom.

But overall, I'm quite happy. My average cost was around $31.50 and I've gathered quite a bit of dividends along the way. Now time to figure out how to deploy these into something a bit more safer than a REIT who's clients are too broke to pay rent.

(02-12-2019, 09:52 AM)crimsonghost747 Wrote: [ -> ]Absolutely horrible report from OHI, I sold everything at $37. I admit this was a bit of a panic move and in that case the "sell" button is usually hit at the bottom.

But overall, I'm quite happy. My average cost was around $31.50 and I've gathered quite a bit of dividends along the way. Now time to figure out how to deploy these into something a bit more safer than a REIT who's clients are too broke to pay rent.

(02-12-2019, 11:35 AM)vbin Wrote: [ -> ]Given current market, I want to take money off the table from volatile stocks whenever there is an opportunity. FB will provide another opportunity to enter again

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(02-12-2019, 11:42 AM)Otter Wrote: [ -> ]

(02-12-2019, 11:35 AM)vbin Wrote: [ -> ]Given current market, I want to take money off the table from volatile stocks whenever there is an opportunity. FB will provide another opportunity to enter again

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I have done this in my 401k, which is 90% ultrashort bond fund at the moment. The DGI stuff in taxable accounts I just allow to keep doing their thing.

(02-12-2019, 11:58 AM)fenders53 Wrote: [ -> ]

(02-12-2019, 11:42 AM)Otter Wrote: [ -> ]

(02-12-2019, 11:35 AM)vbin Wrote: [ -> ]Given current market, I want to take money off the table from volatile stocks whenever there is an opportunity. FB will provide another opportunity to enter again

Sent from my Pixel 3 XL using Tapatalk

I have done this in my 401k, which is 90% ultrashort bond fund at the moment. The DGI stuff in taxable accounts I just allow to keep doing their thing.

Vanguard ultra-short bond fund is where I have been hiding my Div and options selling premiums.  Money I may choose to use in 2022-23.  The fund's yield is pretty much a given but I sure never expected the share price to rise like it has lately.  My very high div stocks are flying too.  The market may be running but people are scared IMO.

(02-12-2019, 12:23 PM)Otter Wrote: [ -> ]

(02-12-2019, 11:58 AM)fenders53 Wrote: [ -> ]

(02-12-2019, 11:42 AM)Otter Wrote: [ -> ]

(02-12-2019, 11:35 AM)vbin Wrote: [ -> ]Given current market, I want to take money off the table from volatile stocks whenever there is an opportunity. FB will provide another opportunity to enter again

Sent from my Pixel 3 XL using Tapatalk

I have done this in my 401k, which is 90% ultrashort bond fund at the moment. The DGI stuff in taxable accounts I just allow to keep doing their thing.

Vanguard ultra-short bond fund is where I have been hiding my Div and options selling premiums.  Money I may choose to use in 2022-23.  The fund's yield is pretty much a given but I sure never expected the share price to rise like it has lately.  My very high div stocks are flying too.  The market may be running but people are scared IMO.

I went heavy into the ultrashort funds at the end of last August. Just saw this article on SA:

https://seekingalpha.com/news/3432192-in...-bear-baml

Love the bullet-point for "contrarian buy signal." Gotta reel in the retail suckers for the blowoff top. However high that top may be, I can't see the risk/reward being anywhere close to 2009-2017 gains for whatever remaining time there is in this historically long bull market. Happy to leave my 401k assets in cash equivalents on the sideline and find a better buy-in point than S&P 500 P/E and Shiller P/E ratios that are near historic highs.