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Twil's (future) portfolio
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(10-23-2014, 02:10 PM)Kerim Wrote:
(10-23-2014, 09:24 AM)EricL Wrote: In my opinion, you will be building and adding to this portfolio over many years, so as you do there will be different sectors that rise and fall with the world economy. If a sector is giving you a sale on a stock and you like the company, I wouldn't be concerned about being too exposed at this point.

..... with new money coming in monthly and many more purchases ahead of you, buy what deals the market is giving you now and worry about diversification later.

This! Could not agree more.

Excellent advice. You never know when Mr Market is going to offer a bargain or what that bargain might be. However, you don't want to be without a written plan that includes the criteria you will use to identify bargains. With a plan, you will not be forced to make spur of the moment decisions that might not be well thought out or that you might not stick with. This is one more reason to write that plan, if you have not already done so.
I went with SBUX as my most recent purchase. I really like how they sell a product that is seen as healthy and at the same time addictive. Smile I was reading some articles and the future seems pretty good for them.

Saving for the next purchase.


When should I start adding to my positions I already have vs adding new positions?
Buy when the stock price is on sale? Impossible to time.
Good purchase. I have limited exposure because I can't tell whether it's expensive, but I guess we'll see when they report on Thursday after the close.
I like the SBUX purchase as well, great company.

I own a small position and have been waiting patiently for the price to come in a bit before I add to it. I think its a great idea to start a stake now and then keep your eyes on it and add opportunistically when it falls back into fair value in the future.
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Time for monthly investment. I wish I had the funds a week ago to get into the big oil dip oh well there will be others.

Now it's time to start researching.

I will edit my first post when I finally reach a decision.
Quick question,

Currently I am down ~18% in COP right now, yikes Confused . Would it be better to buy the dip on this rather than purchase a whole new position? Since it is down so much from my initial investment.

Any suggestions would be greatly appreciated, I am sort of in a pickle.
I had to go back and look. As best as I can tell, you're holding: AAPL, KMI, KO, OHI, PM, T, SBUX & COP -- correct? Don't remember all that's on the watchlist.

I went back to my portfolios & watchlists looking for anything that said "buy me".

AFL still seems undervalued but with Japan hanging over their head, this is going to take a while to work itself out. I just sold a covered call on part of it today just to generate a little extra cash. I don't think it's going anywhere for a while.

JNJ you could argue is in it's normal range and still has a promising future.

CVX interests me here but I'm overallocated so I'll just watch & reinvest.

MCD took a spanking today. You might find an interesting price in the next few days if you can bear watching it languish for the next year.

TUP I keep going back and looking at trying to find a solid yes or no reasoning. I'm finding nothing compelling me either way here but if it dropped a few more points I'd begin to get convinced. I'd like a little more margin of safety since the majority of their sales are outside the US.

COP is a good choice here. That yield can sooth a lot of pain while waiting. During the recession, I sat with a double-digit loss in my wife's portfolio for almost a year so patience may be required.

The rest of the oil patch is looking pretty good now and for the next 6 months so I wouldn't rush. It may take a while for oil to come back up. You didn't miss the deals in the oil-related companies.

In other words, I'm not finding a lot of reasonable choices here. If you're really willing to hold for the long term and don't mind a little underperformance for a while, you could always look at some of the lower yield/faster growers such as V, MC, CHD, GWW, TJX, or NKE to name a few. All are a little pricey to me and the yield may buy some bubblegum but you're young so you have a long flight path.

Choices, choices!
How do they get the deer to cross at that yellow road sign?

This article has an interesting perspective on oil:

I am interested in CVX but will wait a bit longer before nibbling. Hedge funds that are long on oil are still liquidating as far as I can see, so there is no point in going long until the 'smart' money selling has run its course.
(12-08-2014, 10:35 PM)Be Here Now Wrote: I am interested in CVX but will wait a bit longer before nibbling.

If it gets down much below $90, I believe I might have some slightly used children for sale on eBay. Confused
How do they get the deer to cross at that yellow road sign?


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