Thread Rating:
  • 3 Vote(s) - 4.67 Average
  • 1
  • 2
  • 3
  • 4
  • 5
What Did You Buy Today?
I added to AMT, MO, and CP today. These are stocks I will never sell. These are for my kids college fun 18 years from now lol
Reply
I almost sold everything early last week and cashed out but was too lazy... in the meanwhile I've "made" an additional $10k. This market is insane!

Hope that it can sustain at least until the end of this month. Then it can have it's deserved correction so you folks can go get your sales!
Reply
People said to sell everything 2 years ago and look at us now lol. One thing is you can never time the market. If you get out, you may not be able to get back in. Just look at the rotation taking place now. Out of tech and into value and tax reform related stocks. Look at the moves in TGT, NKE, WMT, BAC, DE, CAT and some other names. But people will rotate back into tech in the coming days because the growth is better. This is why you need to be well diversified into many sectors.
Reply
Added to AMAT. I originally thought I had enough of AMAT but come on now, below $50? Had to buy a small batch.
Reply
I will be selling most of my stocks in January. With rising interest rates, the new tax laws that will affect the middle class, I can see the market correcting itself real soon. I may be wrong but my hunch I am right.
Reply
quote myself from my today's comment in Chowders comment stream (SA blog: Psychology of the Market):

- - -

Last page of the orderbook for 2017 as of today:

Sold the double position of CEF [=ticker], as part of the plan to raise the DGI part of the portfolio to 90%. Remaing 10% with allowance for gambling, doghouse, greenhouse, or DGI without D such as BRK.B.

Added to SU, RY, TD, CSCO, ABBV, AMGN, SPG.
All of them do have a high yield of above 2.9% and their most recent dividend increases or announcements [MRIA] are above 9%, high yield and high growth, Class I.

Added to IBM, high yield and low MRIA, Class II for income.
Added to LOW, low yield and high MRIA, Class III for growth.
Added to MCD, low yield and low MRIA, Class IV for I'm lovin' it,
My table shows MCD among the most highly valued stocks - and yes, I really value it.
Also, I do have a tiny suspicion that it is turning back from an income stock into a growth stock.

All those buys dedicated 10% of the portfolio to an income with an all over weighted yield of 3.0% and MRIA of 10.5%.

Non-DGI postions in the portfolio are BRK.B with 3% and cash with 0.1%.
New deposits will be send Jan 2nd, 2018 to the broker.

Lucky as I was in July 2015, today I might have bought again on an all time high for the next 12 months. But. I. Bought.

Orderbook of 2017 closed.
Bamm!
The back side of the book reads:
Merry Christmas and all the very best for 2018, especially health!
Reply
I added to SBUX and HON today.
Reply
Bought UNIT and added some more CIM today.
Reply
(12-14-2017, 03:52 PM)Sunrise61 Wrote: I will be selling most of my stocks in January. With rising interest rates, the new tax laws that will affect the middle class, I can see the market correcting itself real soon. I may be wrong but my hunch I am right.

Certainly won't tell you what to do with your money, but I've been hearing people call for an imminent correction for 5 or 6 years now. Those who sold back in 2011/2012 because of fears of tax changes and government shutdowns missed out on a hell of a run.

Which is why I focus on the dividend income rather than my portfolio value. Really takes the worries away about what the market is doing, because up or down my dividend income keeps going up, up, up.
My website: DGI For The DIY
Also on: Facebook - Twitter - Seeking Alpha
Reply
Sold out CVS
Sold a 1/3 of my LB position after a 38% gain in 1,5 months
Added some AMGN, SBUX and BABA
Reply




Users browsing this thread: 5 Guest(s)