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Your Top 10 Largest Holdings (2021)
#11
(03-22-2021, 05:27 PM)fenders53 Wrote:
(03-22-2021, 10:42 AM)ken-do-nim Wrote: Including everything in my taxable accounts and my ROTH IRA ...

1. PEGA
2. TECL
3. SOXL
4. TQQQ
5. RETL
6. LABU
7. NAIL
8. AVGO (the first DGI one!)
9. MSFT
10. CURE
Only three triple leveraged funds in your top 4 positions?  That won't be boring.  Big Grin


PEGA is arguably worse than my triple leveraged funds too when it comes to volatility.  TECL, SOXL, TQQQ, RETL, LABU, NAIL are all triple leveraged, as is CURE.  Both Microsoft and CURE (highest holding Johnson & Johnson) haven't moved in 6 months.  TECL and TQQQ have managed modest gains recently despite having Microsoft & Apple as their highest holdings.  SOXL, RETL, and LABU are all over the place.  NAIL had stalled out for a while but has recently gained traction.
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#12
(03-22-2021, 06:50 PM)ken-do-nim Wrote:
(03-22-2021, 05:27 PM)fenders53 Wrote:
(03-22-2021, 10:42 AM)ken-do-nim Wrote: Including everything in my taxable accounts and my ROTH IRA ...

1. PEGA
2. TECL
3. SOXL
4. TQQQ
5. RETL
6. LABU
7. NAIL
8. AVGO (the first DGI one!)
9. MSFT
10. CURE
Only three triple leveraged funds in your top 4 positions?  That won't be boring.  Big Grin


PEGA is arguably worse than my triple leveraged funds too when it comes to volatility.  TECL, SOXL, TQQQ, RETL, LABU, NAIL are all triple leveraged, as is CURE.  Both Microsoft and CURE (highest holding Johnson & Johnson) haven't moved in 6 months.  TECL and TQQQ have managed modest gains recently despite having Microsoft & Apple as their highest holdings.  SOXL, RETL, and LABU are all over the place.  NAIL had stalled out for a while but has recently gained traction.
So 7 of 10 triple leveraged and the #1 position is very volatile non-leveraged?  It will be exciting to watch this port for sure.
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#13
Just wait; I'm going to start reading up on Bitcoin lol.
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#14
(03-22-2021, 07:52 PM)ken-do-nim Wrote: Just wait; I'm going to start reading up on Bitcoin lol.
Has to be a way to leverage that too.  Catch an up year and you will have a ridiculous return.  I wonder if there is an ETF that buys lotto tickets and places sports bets?  You might be crazy but I get to watch for free so keep us posted lol. Smile
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#15
My top 10 as of today (not consider funds in my 401k & HSA account)
1. XOM
2. ABBV
3. MO
4. T
5. UNH
6. AAPL
7. JNJ
8. PM
9. AVGO
10. AMZN
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#16
(03-22-2021, 11:45 PM)Dividendwayfarer Wrote: My top 10 as of today (not consider funds in my 401k & HSA account)
1. XOM
2. ABBV
3. MO
4. T
5. UNH
6. AAPL
7. JNJ
8. PM
9. AVGO
10. AMZN

Nice.  I missed out on XOM when it was in the 30s and 40s; do you think it's still worth looking into now?
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#17
(03-23-2021, 06:01 AM)ken-do-nim Wrote:
(03-22-2021, 11:45 PM)Dividendwayfarer Wrote: My top 10 as of today (not consider funds in my 401k & HSA account)
1. XOM
2. ABBV
3. MO
4. T
5. UNH
6. AAPL
7. JNJ
8. PM
9. AVGO
10. AMZN

Nice.  I missed out on XOM when it was in the 30s and 40s; do you think it's still worth looking into now?

I will not add at this point but that’s just my opinion. Most stocks in my portfolio I like to hold until the dividend gets cut or I trim to raise cash. With the trend of moving away from fossil fuel, I don’t consider XOM to be a hold forever stock anymore. If your expectation is just to collect the dividend, XOM still has a pretty high yield rate. They are cyclical so they may have short term gain. But personally I am not good enough to time it and that’s not my investment strategy.
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#18
(03-23-2021, 06:01 AM)ken-do-nim Wrote:
(03-22-2021, 11:45 PM)Dividendwayfarer Wrote: My top 10 as of today (not consider funds in my 401k & HSA account)
1. XOM
2. ABBV
3. MO
4. T
5. UNH
6. AAPL
7. JNJ
8. PM
9. AVGO
10. AMZN

Nice.  I missed out on XOM when it was in the 30s and 40s; do you think it's still worth looking into now?
Ken,

When you get serious about building a true DGI port remember this one.  It's a great example of disciplined investing in my opinion.  Here is why I believe that.

Almost everything in his top 8 was thrown to the curb by the market within the past two years or so.  Still in his top ten as he was ignoring the noise and adding to at least some of them.  Now many of them are a little too expensive to buy.  He has a few growth stocks at the bottom of the list that will likely climb the list while he is collecting dividends from the others.  Average dividends on his core holdings are way above SPY.  

As far as XOM...  Commodities are VERY tricky.  Almost always extremely cyclical and I am bad at timing them.  It's not easy to repeatedly get it right.  The following is my opinion.  1.  You either buy them when everyone hates them and wait.  2.  You ride the momentum up and hope you can time your exit before you give most of it back and have to wait possibly years for the next cycle.  

I usually choose #1 and then I sell them too early on the way back up.  Option #2 may be viable now or soon.  The consensus is oil will go up a little or a lot in the next months.  It's hard to imagine it crashes.  

If you want some XOM I'd buy a small amount and spend some time learning commodities.  Pull up a 20+ year chart on oil-natural gas-gold-silver-copper-even semi conductors.  Look how volatile the price can be.  Notice how painfully long the down cycles can last.  Note how fast the prices move in both directions.  If you get shaken out you will lose.  If you get greedy you will lose. I truly do recommend you learn commodities  Throw down $1K and call it tuition if you lose some of it.  XOM yield is sweet so you can be a little patient.  That div was shakey though.  They were borrowing the payout.  XOM was "JNJ safe" for decades.  They aren't going out of business but those days are gone, and probably forever.  XOM is interesting to me here and definitely a little lower if it happens.  If I jump in I bet I am gone in a year or less.  I bailed too soon on option #1 above.
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#19
I wouldn't say I'm not serious about building a DGI port; after all, I have about $100k in DGI stocks, it's just that it's not my only strategy, as pure growth and pure income are in my portfolio too. I'm not as diversified as I could be, true, but I'm also hesitant, as you point out, to go into markets I know less about, commodities certainly being one of them. For instance, I used to own PAAS (Pan American Silver) in a prior portfolio. But it's really just cyclical; not very good for a buy-and-hold strategy. So yeah, lots of learning to do.
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#20
I never stop learning. Our choices are so diverse. Some are just more difficult than others. I do my best to "know what I don't know". I try to keep position size appropriate while I learn a strategy or sector. Like you, DGI is worthy of a portion of our assets. It's possible that's all you need to do but the same could be said for a basket of index funds. We can't know what is best for the next 20 years. We all enjoy the chase. I have a better idea how to approach commodity stocks but the damage is done. I doubt I will ever have a market beating average. I bet I am even at best. They can really humble you.
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