01-13-2024, 05:57 AM
(01-10-2024, 07:24 AM)ken-do-nim Wrote: By the way, I will share my portfolio when I overhaul it sometime around 2026. In the middle of 2023, I completely switched up my portfolio to be mostly homebuilder stocks & funds. Homebuilders are in a sweet spot until mortgage rates get low enough that existing home sales become competition again, but that won't happen experts say until mortgage rates reach about 5%, when all these people with mortgage rates in the 3s and 4s are expected to say, "Good enough" and try to upgrade their homes. Whenever that happens, I will switch back to a diversified DGI portfolio, but until now I am riding the wave. My first half year doing this was awesome.
I've been thinking about builders but haven't gone there yet--they had a hell of a run--but lots of "certain" stocks had great runs in 2023.