The Long Term Investor

Discussion in 'Investing' started by WXYZ, Oct 2, 2018.

  1. WXYZ

    WXYZ Well-Known Member

    Joined:
    Oct 2, 2018
    Messages:
    17,756
    Likes Received:
    5,809
    LORI...it was a good feeling. Mainly because the new painting only triggered....FIVE....other items to move. The last time we hung something it triggered.....THIRTEEN......moves.

    As you can see..... we no longer have open wall space....so every time we buy something it triggers a cascading impact of moving things around the house.
     
    Lori Myers likes this.
  2. WXYZ

    WXYZ Well-Known Member

    Joined:
    Oct 2, 2018
    Messages:
    17,756
    Likes Received:
    5,809
    How nice.......and....we did not have to sit through endless fear-mongering, market trashing, and commentary from the media and the FED morons....compliments of the shutdown.

    Inflation rate hit 3.0% in September, lower than expected, long-awaited CPI report shows

    https://www.cnbc.com/2025/10/24/cpi-inflation-september-2025.html

    PERFECT.....3%...it right in the historic GOLDEN range for inflation with a good economy.
     
  3. WXYZ

    WXYZ Well-Known Member

    Joined:
    Oct 2, 2018
    Messages:
    17,756
    Likes Received:
    5,809
  4. WXYZ

    WXYZ Well-Known Member

    Joined:
    Oct 2, 2018
    Messages:
    17,756
    Likes Received:
    5,809
  5. WXYZ

    WXYZ Well-Known Member

    Joined:
    Oct 2, 2018
    Messages:
    17,756
    Likes Received:
    5,809
  6. WXYZ

    WXYZ Well-Known Member

    Joined:
    Oct 2, 2018
    Messages:
    17,756
    Likes Received:
    5,809
    The USUAL.....for those of us that are long term investors and understand.

    ".....here’s overwhelming evidence that most active managers don’t add enough value to cover their costs, even in market environments that should be more favorable for stock-picking."

    GEE....shocking.....the so called professionals can not beat the averages....or....very often, the little retail investors.

    The Myth of the Stock-Picker’s Market
    Investors, be warned: Hope springs eternal, but outperformance is rare.

    https://www.morningstar.com/stocks/myth-stock-pickers-market
     
  7. WXYZ

    WXYZ Well-Known Member

    Joined:
    Oct 2, 2018
    Messages:
    17,756
    Likes Received:
    5,809
  8. WXYZ

    WXYZ Well-Known Member

    Joined:
    Oct 2, 2018
    Messages:
    17,756
    Likes Received:
    5,809
    A good day for me so far. Only a single stock in the red....guess who.....COST, of course. They are stuck in a nasty trading range well below their 52 week high.

    LOL....I have to say it....SPLIT THE STOCK.....morons.....AND MAKE IT ATTRACTIVE AND AFFORDABLE.
     
  9. WXYZ

    WXYZ Well-Known Member

    Joined:
    Oct 2, 2018
    Messages:
    17,756
    Likes Received:
    5,809
    I am basking in the....GREEN GLOW.....emanating from my stocks today. So I am just going to sit and watch the fun.
     
  10. WXYZ

    WXYZ Well-Known Member

    Joined:
    Oct 2, 2018
    Messages:
    17,756
    Likes Received:
    5,809
    TARGET ACHIEVED.

    Last year a few weeks before the end of the year I put out my SP500 prediction for 2025. My number was probably higher than any of the so called expert predictions that I was seeing. My number.....6800 to 6900...by year end.

    HERE we are....still....2.5 months from year end and I see that the SP500 hit 6800 today. Right now it is at....6805.

    It has been an EPIC year for investors so far.
     
    Smokie likes this.
  11. Smokie

    Smokie Well-Known Member

    Joined:
    May 24, 2022
    Messages:
    2,067
    Likes Received:
    1,544
    For our thread record....LOL. Many years from now people will wonder why so much attention was given to inflation around 3%....remember when it was 7%. More talk about it now than back then it seems.

    United States Inflation Rate
    3.01%
    As of the end of September 2025
     
    WXYZ likes this.
  12. WXYZ

    WXYZ Well-Known Member

    Joined:
    Oct 2, 2018
    Messages:
    17,756
    Likes Received:
    5,809
    AND....next week we hit the GUTS of earnings. Over the next 3-4 weeks the vast majority of companies will report. So far earnings are at historic BEAT levels.

    I have not checked my dates recently....they change sometimes......but if they are what I put donw earlier.....heere are my stocks that will report next week:

    GOOGL.......October 29
    MSFT...........October 29
    AMZN..........October 30
    AAPL...........October 30

    I am expecting very...GOOD RESULTS. BRING IT ON.
     
  13. WXYZ

    WXYZ Well-Known Member

    Joined:
    Oct 2, 2018
    Messages:
    17,756
    Likes Received:
    5,809
    Good comment Smokie. AND.....the big news....the Ten Year Treasury is at.....drum roll please....3.993%.

    After the next couple of FED cuts we should be solidly into the 3% range. GREAT news for the economy and the markets.
     
  14. WXYZ

    WXYZ Well-Known Member

    Joined:
    Oct 2, 2018
    Messages:
    17,756
    Likes Received:
    5,809
    So much for my little attempt to lessen the dominance of NVDA on my portfolio by purchasing a painting two days ago with NVDA profit proceeds.

    I have now made back all the money plus more. AND....the percentage of NVDA in my account is right back to where it was....actually a little bit higher.

    OH WELL....a good problem to have.

    Today is a classic.....RIDING THE WAVE....day.
     
    rg7803 and roadtonowhere08 like this.
  15. roadtonowhere08

    roadtonowhere08 Well-Known Member

    Joined:
    Apr 13, 2020
    Messages:
    970
    Likes Received:
    864
    NICE! Here's to hoping you get the other two as well :)
     
  16. Smokie

    Smokie Well-Known Member

    Joined:
    May 24, 2022
    Messages:
    2,067
    Likes Received:
    1,544
    Nice close to the week. Actually, a nice week overall once again.

    Looks like AMD (sometimes mentioned in the thread) had a great day up +7.63%. Up +167% in the last six months....what a turnaround for them lately.

    Interesting to see the ebb and flow of things in the market this year, so far anyway. We are closing in on the final two months soon.
     
    WXYZ likes this.
  17. WXYZ

    WXYZ Well-Known Member

    Joined:
    Oct 2, 2018
    Messages:
    17,756
    Likes Received:
    5,809
    A.....BOOMER...of a day today for me. S single red stock....COST. I ended with a BIG gain today in my stocks.....but not an all time high. I also beat the SP500 today by....0.79%.

    ONWARD AND UPWARD.....TO INFINITY AND BEYOND.
     
  18. WXYZ

    WXYZ Well-Known Member

    Joined:
    Oct 2, 2018
    Messages:
    17,756
    Likes Received:
    5,809
    For the week I ended with my entire portfolio at year to date....+25.92%. A week ago I was at 23.14% for my entire account year to date. If this can keep up we might see a historic rally to year end and ALL of us will end up with BIG GAINS for the year.

    I ran the figures taking into account the funds I cashed out to buy my painting....I also ran them as if those funds were not taken out....just to check accuracy of my calculation. Both were generally very similar....so I know I am accurate.

    Next week with MSFT, AAPL, GOOGL, and AMZN reporting will be a big factor in how the year moves forward from here in the markets. Of course the big two......PLTR and especially NVDA will come later.......as will HD and COST.
     
  19. WXYZ

    WXYZ Well-Known Member

    Joined:
    Oct 2, 2018
    Messages:
    17,756
    Likes Received:
    5,809
    HAVE A GREAT WEEKEND EVERYONE.
     
  20. WXYZ

    WXYZ Well-Known Member

    Joined:
    Oct 2, 2018
    Messages:
    17,756
    Likes Received:
    5,809
    A nice little article here. Interesting that the top 10% own about 87% of the stock market. The other 90% own about 13%.

    We are certainly a very select group on this thread.....definately above average.

    Revisiting the Wealth Effect

    https://ritholtz.com/2025/10/revisiting-the-wealth-effect/
     

Share This Page