(08-23-2021, 09:20 AM)stockguru Wrote: Anyone own ALB or ESS? I dont see any of these great companies talked about on here.

Also OHI is in that buy territory now. Anyone buying?

(08-22-2021, 10:11 PM)ken-do-nim Wrote: > Not too many months ago you said the purpose of your individual DGI port was to take some of the volatility out of your overall port due to the large concentration of 3X leveraged funds. Now you seem to be buying stocks that have had a VERY strong run in share price. They will crash as hard as a leveraged ETF. What is the actual plan now?

This is a good point; I happen to think LLY has more room to grow but I probably bought COF at the top.

The plan now?  Well I'm very nearly done for the year.  I'm at $40k of company stock liquidated already and that's quite a tax hit even at long-term capital gains.  I might do another $5-$10k of it.  CSCO is the next primary acquisition, and I'm looking at CIM like I mentioned earlier.  It might be a yield trap, might not, but I actually do plan to take the time to research it first.

Come next year, I will continue to add to AAPL, MSFT, GOOG, & SCHD, but mostly I'm going to get ready for the chip explosion.  The chip stocks are all suppressed this year, but when the chip shortage ends in 2022 or 2023, they are going to take off (again).  So I will double down on TXN, AVGO, re-acquire TSM, add AMD, ASML, and add to SOXX and SOXL.

Is that what your crystal ball is saying lol. When something is too good to be true... Stay away 

(08-23-2021, 09:43 AM)MrFortune Wrote:

(08-22-2021, 10:11 PM)ken-do-nim Wrote: > Not too many months ago you said the purpose of your individual DGI port was to take some of the volatility out of your overall port due to the large concentration of 3X leveraged funds. Now you seem to be buying stocks that have had a VERY strong run in share price. They will crash as hard as a leveraged ETF. What is the actual plan now?

This is a good point; I happen to think LLY has more room to grow but I probably bought COF at the top.

The plan now?  Well I'm very nearly done for the year.  I'm at $40k of company stock liquidated already and that's quite a tax hit even at long-term capital gains.  I might do another $5-$10k of it.  CSCO is the next primary acquisition, and I'm looking at CIM like I mentioned earlier.  It might be a yield trap, might not, but I actually do plan to take the time to research it first.

Come next year, I will continue to add to AAPL, MSFT, GOOG, & SCHD, but mostly I'm going to get ready for the chip explosion.  The chip stocks are all suppressed this year, but when the chip shortage ends in 2022 or 2023, they are going to take off (again).  So I will double down on TXN, AVGO, re-acquire TSM, add AMD, ASML, and add to SOXX and SOXL.

Is that what your crystal ball is saying lol. When something is too good to be true... Stay away 

And you left out the best name in tech.  NVDA. If you would have bought the dip last week at $180 you would be up $25 points now lol 

And I love MSFT and APPL. But I own those names at $92 and $76 a share. So no need to buy MSST at $305 and AAPL at $150. You have to buy when there out of favor, not when they have lift off. 

Just my opinion of course. 

(08-20-2021, 03:55 PM)fenders53 Wrote: [quote pid='28182' dateline='1629490036']
August recap

It was a busy couple of weeks in the portfolio.  I made a concerted effort to push my dividends up past $6000 annually.  This I succeeded in doing, though interestingly it came out lumpy.  My Jan/April/July/October dividends are less than $400 each, my Feb/May/August/November dividends are over $500, and my March/June/September/December dividends are over $600.  So, not perfect from a monthly income perspective, but no biggie.

Out went:
MO - I just wanted to be out of tobacco & really all commodities, and also this had been a 1/4/7/10 month dividend payer, so departing this accounted for some of my lumpiness
Amazon - no dividend, and no growth shown this year.  
Taiwan Semiconductor - low dividend and no growth yet this year.
DDM - a 3x leveraged etf on the dow 30.  Had a small position, really have enough leverage elsewhere
RIO - after watching and reading enough articles on the steel trade, CO2 emissions, and China's policies, I became convinced this will continue to sink.

In came:
LLY - Alzheimer's drugs
COF - my bank, and they are doing really well anyway
HAS - my hobby, and a dividend over 2.5%

Additionally, I boosted other funds like NUSI, HTGC, FAS, and did my usual sprinkle a little here, a little there.