+- Dividend Growth Forum (http://DividendGrowthForum.com)
+-- Forum: Dividend Growth Investing (http://DividendGrowthForum.com/forumdisplay.php?fid=15)
+--- Forum: Dividend Growth Investing (http://DividendGrowthForum.com/forumdisplay.php?fid=33)
+--- Thread: What Did You Buy Today? (/showthread.php?tid=699)
Pages:
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
101
102
103
104
105
106
107
108
109
110
111
112
113
114
115
116
117
118
119
120
121
122
123
124
125
126
127
128
129
130
131
132
133
134
135
136
137
138
139
140
141
142
143
144
145
146
147
148
149
150
151
152
153
154
155
156
157
158
159
160
161
162
163
164
165
166
167
168
169
170
171
172
173
174
175
176
177
178
179
180
181
182
183
184
185
186
187
188
189
190
191
192
193
194
195
196
197
198
199
200
201
202
203
204
205
206
207
208
209
210
211
212
213
214
215
216
217
218
219
220
221
222
223
224
225
226
227
228
229
230
231
232
233
234
235
236
237
238
239
240
241
242
243
244
245
246
247
248
249
250
251
252
253
254
255
256
257
258
259
260
261
262
263
264
265
266
267
268
269
270
271
272
273
274
275
276
277
278
279
280
281
282
283
284
285
286
287
288
289
290
291
292
293
294
295
296
297
298
299
300
301
302
303
304
305
306
307
308
309
310
311
312
313
314
315
316
317
318
319
320
321
322
323
324
325
326
327
328
329
330
331
332
333
334
335
336
337
338
339
340
341
342
343
344
345
346
347
348
349
350
351
352
353
354
355
356
357
358
359
360
361
362
363
364
365
366
367
368
369
370
371
372
373
374
375
376
377
378
379
380
381
382
383
384
385
386
387
388
389
390
391
392
393
394
395
396
397
398
399
400
401
402
403
404
405
406
407
408
409
410
411
412
413
414
415
416
417
418
419
420
421
422
423
424
425
426
427
428
429
430
431
432
433
434
435
436
437
438
439
440
441
442
443
444
445
446
447
448
449
450
451
452
453
454
455
456
457
458
459
460
461
462
463
464
465
466
467
468
469
470
471
472
473
474
475
476
477
478
479
480
481
482
483
484
485
486
487
488
489
490
491
492
493
494
495
496
497
498
499
500
501
502
503
504
505
506
507
508
509
510
511
512
513
514
515
516
517
518
519
520
521
522
523
524
525
526
527
528
529
530
531
532
533
534
535
536
537
538
539
540
541
542
543
544
545
546
547
548
549
550
551
552
553
554
555
556
557
558
559
560
561
562
563
564
565
566
567
568
569
570
571
572
573
574
575
576
577
578
579
580
581
582
583
584
585
586
587
588
589
590
591
592
593
594
595
596
597
598
599
600
601
602
603
604
605
606
607
608
609
610
611
612
613
614
615
616
617
618
619
620
621
622
623
624
625
626
627
628
629
630
631
632
633
634
635
636
637
638
639
640
641
642
643
644
645
646
647
648
649
650
651
652
653
654
655
656
657
658
659
660
661
662
663
664
665
666
667
668
669
670
671
672
673
674
675
676
677
678
679
680
681
682
683
684
685
686
687
688
689
690
691
692
693
694
695
696
697
698
699
700
701
702
703
704
705
706
707
708
709
710
711
712
713
714
715
716
717
718
719
720
721
722
723
724
725
726
727
728
729
730
731
732
733
734
735
736
737
738
739
740
741
742
743
744
745
746
747
748
749
750
751
752
753
754
755
756
757
758
759
760
761
762
763
764
765
766
767
RE: What Did You Buy Today? - fenders53 - 03-05-2021
(03-05-2021, 10:02 AM)kblake Wrote: That's the democrats plan. Take away our retirement plans so we're dependent on them. Who voted for this guy lol. All our retirement will be gone at this rate in a month lolWe've been printing money since about 9/12/01. Every President has pretty much doubled down on his predecessor's FED Deficit stats since then. And here we are. It still hasn't caused a real problem for investors but it is sure threatening to now.
Anyway... I added to CRWD, XEL, GOLD, AAPL, and LMT
I'm down to like 5k now to spend lol
Question. For guys like Eric who have no cash ON hand. How do you stomach bad weeks or months like this and cant add to holdings like CRWD, CRSP, NTLA and PACB?
I have added just a couple shares to quite a few stocks already today. I'll post the totals later.
RE: What Did You Buy Today? - fenders53 - 03-05-2021
(03-05-2021, 10:02 AM)kblake Wrote: ....Question. For guys like Eric who have no cash ON hand. How do you stomach bad weeks or months like this and cant add to holdings like CRWD, CRSP, NTLA and PACB?If this response comes off as all knowing, well that's not my intent. The tech bubble crash seemed life changing at the time and caused me to do things differently.
-If you are past your first few years of investing career, then zero cash isn't a great idea IMO. I don't let FOMO and greed talk me out of this belief.
-When the market is going nutso I tuck more gains in boring stuff. Gold, short-term bonds, even utilities. If I run completely out of cash those become a second option. Do I want to sell UTE shares that are down 10% next month? Not really but I sure would if AVGO, MSFT or JNJ dipped 40% and there was no company specific reason for it.
-Nobody can time a market correction, but you have to learn to smell when it is becoming more likely than not. When an index runs straight up for 6 months without a breather, there's a clue. When gamblers completely ignore valuations and debt, and pay for earnings that might not even happen five years from now. That's a STRONG clue. It's time to prepare for the next dip. I am conservative now so when I am feeling like I am missing out, I know I am not alone and it's time to raise a little cash.
-I always stay invested, but I keep my head best I can. My port is honestly down exactly 2% off all time high. I lose zero sleep over that. I am buying good stocks 25% off the past few weeks. I can do this for a longtime but I don't actually think the market is going to fall hard for months. Someday it will though. Too much liquidity for me to think this is the end. I am worried about a year from now though. A large infrastructure bill is likely next because that is a bipartisan desire. We are pushing our luck though. There aren't enough rich people to tax to pay for all this. We legitimately grow the economy or this thing is in trouble before long.
What Did You Buy Today? - vbin - 03-05-2021
Disclaimer: I am not political.
Nothing to do with Biden. I would actually not like if a president was pushing unnecessary pressure on FEDs or Treauries to his short term gains.
Those youtubers calling Nio to 300, tesla to 2000, this spac and then those who bought in are the ones.
Grantham was so right and on the spot.
UTEs running up, I am not done yet building the position I want
Added a little NEE.
RE: What Did You Buy Today? - fenders53 - 03-05-2021
(03-05-2021, 11:44 AM)vbin Wrote: Disclaimer: I am not political.This is political though I am a Republican but not a Trump fan.
Nothing to do with Biden. I would actually not like if a president was pushing unnecessary pressure on FEDs or Treauries to his short term gains.
Those youtubers calling Nio to 300, tesla to 2000, this spac and then those who bought in are the ones.
Grantham was so right and on the spot.
UTEs running up, I am not done yet building the position I want
Added a little NEE.
Powell should have blown the Prez off and did what past FED chairs did. Made speeches that called the market frothy when it was, and to the best of their ability did what they knew was tight to keep a leash on it. Whether it ends well or not, any qualified FED chair forgot more about financials than any politician will ever know.
A little voice told you UTEs would make a stand at some point. Don't chase them, though. They have been trying to find support for days and if interest rates get volatile they will still give a little more ground. It will be blind luck if you pick the bottom. Just nibble soon and you can yell at me later if I am wrong. You probably don't have months to decide and you'll still be buying shares cheaper than some of my purchases a few weeks ago. PS, WEC just got upgraded to BUY and a nice price target (that means nothing) by WFC yesterday. CFRA still has a sell rating on it still I think. I called that one. These talking chimps are usually too late to be useful.
RE: What Did You Buy Today? - divmenow - 03-05-2021
(03-05-2021, 11:44 AM)vbin Wrote: Disclaimer: I am not political.Agreed. I'm not political either but we cant blame Biden. I mean he has only been in office for less then a month. Not even enough time to get his closets in order lol
Nothing to do with Biden. I would actually not like if a president was pushing unnecessary pressure on FEDs or Treauries to his short term gains.
Those youtubers calling Nio to 300, tesla to 2000, this spac and then those who bought in are the ones.
Grantham was so right and on the spot.
UTEs running up, I am not done yet building the position I want
Added a little NEE.
This is all about those people that bid up companies to sky rocket levels that has no business being up there. Once you get in nosebleed territory its a long way down
I know tech will come back. In fact I have been buying a few shares of the ones I see as market leaders and will be a around for a long time. I'm talking about the AAPL, CRM, PYPL, ETSY, MSFT, AVGO, TXN, TDOC ect. I bought them all today lol. 2-5 shares each.
But the ones reddit and all these other bonehead sites bid up and then got margin calls and had to sell there winners to cover those losses are what's driving down the markets. Not to mention all those young kinds bought and now lost there lunch money lol
Just sit still and look away for a few weeks lol
I too added to NEE as well as JNJ and XEL
RE: What Did You Buy Today? - fenders53 - 03-05-2021
(03-05-2021, 12:32 PM)divmenow Wrote:Yup, hasn't really passed a damn thing financial through Congress yet but it's coming eventually. Executive orders to date have zero bearing on near-term oil/gasoline prices but they run higher anyway as pandemic slowly becomes less of a threat. In the meantime fools will take their 401K to cash after they lose some money, because some clueless idiot on their Facebook page convinces them. It's hard to watch watch some of my friends and relatives do it because they are all invested in political Kool-Aid. You have to be smart enough as an investor to play the cards you believe will be dealt soon.(03-05-2021, 11:44 AM)vbin Wrote: Disclaimer: I am not political.Agreed. I'm not political either but we cant blame Biden. I mean he has only been in office for less then a month. Not even enough time to get his closets in order lol
Nothing to do with Biden. I would actually not like if a president was pushing unnecessary pressure on FEDs or Treauries to his short term gains.
Those youtubers calling Nio to 300, tesla to 2000, this spac and then those who bought in are the ones.
Grantham was so right and on the spot.
UTEs running up, I am not done yet building the position I want
Added a little NEE.
This is all about those people that bid up companies to sky rocket levels that has no business being up there. Once you get in nosebleed territory its a long way down
I know tech will come back. In fact I have been buying a few shares of the ones I see as market leaders and will be a around for a long time. I'm talking about the AAPL, CRM, PYPL, ETSY, MSFT, AVGO, TXN, TDOC ect. I bought them all today lol. 2-5 shares each.
But the ones reddit and all these other bonehead sites bid up and then got margin calls and had to sell there winners to cover those losses are what's driving down the markets. Not to mention all those young kinds bought and now lost there lunch money lol
Just sit still and look away for a few weeks lol
I too added to NEE as well as JNJ and XEL
RE: What Did You Buy Today? - Otter - 03-05-2021
The December, 2018 taper tantrum is barely noticeable on a 10-year chart.
RE: What Did You Buy Today? - fenders53 - 03-05-2021
(03-05-2021, 12:49 PM)Otter Wrote: The December, 2018 taper tantrum is barely noticeable on a 10-year chart.Most of the couple month long bear events are only memorable if you are unable to do anything at all to your port to capitalize on the event to at least a small degree. Otherwise it's just the market rollercoaster and you tread water for awhile. Small story in the big scheme.
Playing with the fun stuff in small quantities. Added to QQQ-ENPH-ARKG-ARKF-DG on the early dip. Rolled some puts forward but I'll share that on the options thread.
RE: What Did You Buy Today? - vbin - 03-05-2021
(03-05-2021, 12:49 PM)Otter Wrote: The December, 2018 taper tantrum is barely noticeable on a 10-year chart.This just started, but yeah mostly a blip. If continues for 2 weeks, fed comes in with YCC.
Bought DASH puts, lock in expiration play. Their investors are in hurry to offload the 100+ million stocks next week.
RE: What Did You Buy Today? - EricL - 03-05-2021
(03-05-2021, 10:02 AM)kblake Wrote: That's the democrats plan. Take away our retirement plans so we're dependent on them. Who voted for this guy lol. All our retirement will be gone at this rate in a month lol
Anyway... I added to CRWD, XEL, GOLD, AAPL, and LMT
I'm down to like 5k now to spend lol
Question. For guys like Eric who have no cash ON hand. How do you stomach bad weeks or months like this and cant add to holdings like CRWD, CRSP, NTLA and PACB?
My trading account is a pretty small portion (less than 10%) of my overall savings, so its more for fun than anything I take too seriously.
I stay fully invested with my accounts because history shows that the stock market is up more often than not. I've learned I'm not a good market timer, so I just buy what I like and let it ride. I miss out on adding on dips, but for the most part I think it's worked out fairly well.
RE: What Did You Buy Today? - fenders53 - 03-05-2021
Great reason to feed your 401K. One down year out of three used to be very normal. That's a lot of buying lower over an investing career. Someday bear markets will last longer than a month.
RE: What Did You Buy Today? - ken-do-nim - 03-07-2021
(03-05-2021, 02:15 PM)EricL Wrote:(03-05-2021, 10:02 AM)kblake Wrote: That's the democrats plan. Take away our retirement plans so we're dependent on them. Who voted for this guy lol. All our retirement will be gone at this rate in a month lol
Anyway... I added to CRWD, XEL, GOLD, AAPL, and LMT
I'm down to like 5k now to spend lol
Question. For guys like Eric who have no cash ON hand. How do you stomach bad weeks or months like this and cant add to holdings like CRWD, CRSP, NTLA and PACB?
My trading account is a pretty small portion (less than 10%) of my overall savings, so its more for fun than anything I take too seriously.
I stay fully invested with my accounts because history shows that the stock market is up more often than not. I've learned I'm not a good market timer, so I just buy what I like and let it ride. I miss out on adding on dips, but for the most part I think it's worked out fairly well.
Are you saying 90%+ of your savings are in cash (as in, bank accounts)? Or am I misunderstanding?