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+--- Thread: What I Am Buying Today. (/showthread.php?tid=2014)
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RE: What I Am Buying Today. - rayray - 10-17-2021
(10-15-2021, 02:00 PM)fenders53 Wrote: Still reducing the number of tickers in my port before I retire. Trying to stay with high conviction plays and the rest in index ETFs. Sold most of my tobacco today while I still had a good profit. Dumped some of my small positions. Getting close to where I want to be and my yield traps are all gone now. I can always add more tickers if that happens in the course of selling puts. More cash then I have ever had but I am sitting on a nice lead for 2021 and I'll find a home for it soon enough.
congratulations fenders....fine tuning before retiring...getting close!
RE: What I Am Buying Today. - ken-do-nim - 10-18-2021
(10-17-2021, 09:40 PM)rayray Wrote:(10-15-2021, 02:00 PM)fenders53 Wrote: Still reducing the number of tickers in my port before I retire. Trying to stay with high conviction plays and the rest in index ETFs. Sold most of my tobacco today while I still had a good profit. Dumped some of my small positions. Getting close to where I want to be and my yield traps are all gone now. I can always add more tickers if that happens in the course of selling puts. More cash then I have ever had but I am sitting on a nice lead for 2021 and I'll find a home for it soon enough.
congratulations fenders....fine tuning before retiring...getting close!
Yes it is a great accomplishment!
RE: What I Am Buying Today. - fenders53 - 10-18-2021
Thanks. Now I just have to get some cash back in the market. It's obvious earnings will be choppy but probably good overall. At the very least I need to add to my index ETFs. I won't be happy if I am sitting on my hands if the year finishes at new highs which would shock nobody. Sounds kind of like FOMO lol.
RE: What I Am Buying Today. - ken-do-nim - 10-18-2021
(10-18-2021, 07:20 AM)fenders53 Wrote: Thanks. Now I just have to get some cash back in the market. It's obvious earnings will be choppy but probably good overall. At the very least I need to add to my index ETFs. I won't be happy if I am sitting on my hands if the year finishes at new highs which would shock nobody. Sounds kind of like FOMO lol.
I was just reading an article last night from September 2020 explaining in detail why the market will crash 40% imminently. A year later ... nope! It does feel like since I really started investing last March, there's been articles full of doom & gloom available at any given time.
RE: What I Am Buying Today. - fenders53 - 10-18-2021
(10-18-2021, 07:49 AM)ken-do-nim Wrote:Events like the tech bubble or GFC cause that. It leaves some investor scar tissue until you come up with a new round of investors to help climb the next wall of worry. I just try to determine if we are in the top or bottom 20% of the valuation band and apply some common sense. I actually think it is almost always OK to invest in speculative assets. Your allocation percentage is what makes or breaks you.(10-18-2021, 07:20 AM)fenders53 Wrote: Thanks. Now I just have to get some cash back in the market. It's obvious earnings will be choppy but probably good overall. At the very least I need to add to my index ETFs. I won't be happy if I am sitting on my hands if the year finishes at new highs which would shock nobody. Sounds kind of like FOMO lol.
I was just reading an article last night from September 2020 explaining in detail why the market will crash 40% imminently. A year later ... nope! It does feel like since I really started investing last March, there's been articles full of doom & gloom available at any given time.
RE: What I Am Buying Today. - Dividends from Scratch - 10-18-2021
closed PNW for a -10% loss. Dividend cut is imminent. Stock is toxic at this point. Will offset the loss against gains.
RE: What I Am Buying Today. - crimsonghost747 - 10-18-2021
Added to JNJ. Not a very flashy play, just sticking with the old and reliable.
RE: What I Am Buying Today. - fenders53 - 10-18-2021
(10-18-2021, 03:04 PM)crimsonghost747 Wrote: Added to JNJ. Not a very flashy play, just sticking with the old and reliable.I just can't buy any more pharma unless it gets absolutely destroyed. Sold a lot of covered calls and puts today.
RE: What I Am Buying Today. - crimsonghost747 - 10-19-2021
(10-18-2021, 06:00 PM)fenders53 Wrote:(10-18-2021, 03:04 PM)crimsonghost747 Wrote: Added to JNJ. Not a very flashy play, just sticking with the old and reliable.I just can't buy any more pharma unless it gets absolutely destroyed. Sold a lot of covered calls and puts today.
Yeah I get that, I know you are pretty heavily in some of those names.
I just really like JNJ. Sure, it's a bit on the expensive side but I think it's pretty much a guaranteed winner over the long-term. And the next couple of years are going to be pretty nice on the earnings side as most countries are busy clearing up the backlog to medical procedures.
RE: What I Am Buying Today. - fenders53 - 10-19-2021
JNJ is like a healthcare ETF. It would probably take a big market correction to get it much cheaper. I have too much BMY right now.
RE: What I Am Buying Today. - ken-do-nim - 10-19-2021
JNJ is the stock that introduced me to DGI and led me to this forum. I only have 7 shares now, but I've learned about so many more great DGI stocks since I joined here. My top 2 DGI holdings are BroadCom and Target. I am eagerly awaiting BroadCom's next dividend increase.
I will be further de-leveraging the ROTH today, as I want to add to Tesla, Upstart, Adobie, Nvidia, and others.
RE: What I Am Buying Today. - fenders53 - 10-19-2021
Some of those companies are spendy now but if you are killing some leverage that's good.
JNJ best growth years are behind them but it should be a safe place to park some of your less speculative money as long as you only add on dips. It's about like a choppy bond these days but it will give you a 10% annual return now and then and the dividend will grow some. I started my position right after the tech crash. Added up the burning remains of all my computer hardware companies.
I think I'm getting another Tech PTSD flashback again.
I am going to have to FOMO a few ETF index shares today. Just enough to make sure I don't end up paying more for QQQ than the mutual fund I liquidated last month.