What are your winners & losers today?

[NilesMike]

Added to HD @ 295 today

[ken-do-nim]

Just to share how beaten up my account is, the yield is up to 4.67%.

[fenders53]

(05-11-2022, 04:24 PM)ken-do-nim Wrote: Just to share how beaten up my account is, the yield is up to 4.67%.

Yield vs current share prices?

[rnsmth]

None of our companies cut the dividend, so they are all winners

[Mr1share]

Added UNP. GOOG, SBUX and O

[fenders53]

My port finally reached a new all-time high today. It lasted an hour, shattering my 2022 record by 40 minutes.

[ken-do-nim]

(06-06-2022, 06:31 PM)fenders53 Wrote: My port finally reached a new all-time high today.  It lasted an hour, shattering my 2022 record by 40 minutes.

Quite an accomplishment in these difficult times, even if just for 40 minutes.

[fenders53]

(06-07-2022, 08:24 AM)ken-do-nim Wrote:

(06-06-2022, 06:31 PM)fenders53 Wrote: My port finally reached a new all-time high today.  It lasted an hour, shattering my 2022 record by 40 minutes.

Quite an accomplishment in these difficult times, even if just for 40 minutes.

It's been a battle.  Retail beat me up bad.  Only thing that has helped is a lot of oil and put selling.  My two largest holdings are cash and oil.  I will gradually back off oil very soon and see where that goes.  I don't have any dreams to make money this year.  Not losing too much and keeping the income flowing is good enough.

[ken-do-nim]

Yeah I'm just looking to add quality names this year. And next, too. I don't think the good times flow again until 2024 at the earliest.

I think when my port is in a better place, the top 10 individual stocks will be:
1. AVGO
2. HPQ
3. BX
4. MSFT
5. AAPL
6. STX
7. F
8. ABBV
9. LLY
10. HD

It's not that I don't love Google, Nvidia, Intuitive Surgical and Adobe, but since they offer little to no dividend I doubt I will be as excited to buy them in as large quantities as the above. Apple is probably the lowest dividend payer that, after I buy a share, I still recheck to see my new annual dividend total. Also, I had been really excited about Oracle, but my enthusiasm is somewhat diminished. Not selling, but not adding much either at this time. ABBV will climb higher if they successfully navigate losing the Humira patent.

[fenders53]

(06-07-2022, 05:01 PM)ken-do-nim Wrote: Yeah I'm just looking to add quality names this year.  And next, too.  I don't think the good times flow again until 2024 at the earliest.

I think when my port is in a better place, the top 10 individual stocks will be:
1. AVGO
2. HPQ
3. BX
4. MSFT
5. AAPL
6. STX
7. F
8. ABBV
9. LLY
10. HD

It's not that I don't love Google, Nvidia, Intuitive Surgical and Adobe, but since they offer little to no dividend I doubt I will be as excited to buy them in as large quantities as the above.  Apple is probably the lowest dividend payer that, after I buy a share, I still recheck to see my new annual dividend total.  Also, I had been really excited about Oracle, but my enthusiasm is somewhat diminished.  Not selling, but not adding much either at this time.  ABBV will climb higher if they successfully navigate losing the Humira patent.

I usually avoid market predictions but it does seem certain we are not going to fly high this year.  Nine down market weeks out of 10 is rare.  I am shocked the SPY is only down about 10%. The huge disparity between small caps and blue chips is probably historical.  I'm not even sure how a market capitulation even looks.  Decent small cap stocks can't really go much lower.  They needed to correct of course. but this is just a strange correction so far.  My only tech stock at the moment is GOOGL.  I had a LOT of index ETFs but I bailed on them when indexes were clearly a bad place to be.  Now to time my re-entry.  I am waiting for a good summer dip and I suppose I should start nibbling.  I can always trim and add if the volatility continues.  If I'm too lethargic they will run off and leave me.  You know how th market is. When it decides to it will rip 10% and I will be caught sucking my thumb.

[ken-do-nim]

As an aside how does one decide between buying GOOG and GOOGL? Do you buy GOOGL because you prefer to vote?

[rayray]

(06-07-2022, 08:52 PM)ken-do-nim Wrote: As an aside how does one decide between buying GOOG and GOOGL?  Do you buy GOOGL because you prefer to vote?

i buy the one that is cheaper, if the same or close within a couple of bucks i buy googl