The Long Term Investor

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

  1. WXYZ

    WXYZ Well-Known Member

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    Hey Strathmore. I like SpaceX and Starlink in general. But I really dont know a lot about them other than media "stuff". As private companies they are very opaque.
     
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  2. WXYZ

    WXYZ Well-Known Member

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    As to gold and indirectly silver.......SHOCKING.

    "This is, in my opinion, the most interesting chart in all of finance. This shows the return from gold versus the total return of the S&P 500 since 1/1/2000. As you can see, gold’s return has exceeded that of stocks by almost 3 to 1; it isn’t even close. If you had bought gold at the turn of the century, at no point over the next 25 years would you have been better off having bought the S&P 500 instead. "

    Maybe We Need Our Golden Fetters

    https://alhambrapartners.com/weekly-market-pulse-maybe-we-need-our-golden-fetters/?src=news
     
  3. WXYZ

    WXYZ Well-Known Member

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  4. WXYZ

    WXYZ Well-Known Member

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    LOL...poor FED. Just a JOKE.

    I just got done with one major financial site. AND....not a single article about the FED meeting today. Thank goodness. They are IRRELEVANT.....since everyone knows POWELL is not going to do anything for the rest of his term.

    BUT....many, many articles on.....GOLD.
     
  5. WXYZ

    WXYZ Well-Known Member

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    EARNINGS.....mostly ignored but good. UPS, BOEING, GM, BIG TECH....starts tomorrow.
     
  6. WXYZ

    WXYZ Well-Known Member

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    That is about it........pre-market open.
     
  7. oldmanram

    oldmanram Well-Known Member

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    WXYZ,
    For the most part , NEWS outlets just churn over the same stories all day long, over and over again. In reality you can get 99% of the news you need in just 15 minutes. And that's why I'm here, because the vetting has already been done by WXYZ , Thank You very much

    As I'm getting older everybody seems to be talking about rotating from growth stocks to income , fair enough, for the most part when we retire we are more interested in income than growth. I'm thinking of opening another account just for income stocks/ETF's . I could then follow the characteristics of certain types of income stocks more easily. Plus I think I could set up an auto withdrawal feature to fund the WIFE's checking account monthly. I was thinking of starting all the different income positions with the same opening value, and watch how each reacts over time. Maybe include some covered call positions as well ???
    Your thought's ???


    Stocks Killing it this morning........
    MU micron
    AAPL
    GOOGL
    AMZN
     
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  8. WXYZ

    WXYZ Well-Known Member

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    Seems like a good strategy to explore....oldmanram. Probably relevant to most people in retirement. I am a rare person that has divorced my retirement from my stocks....with my income annuities.

    if i was doing that strategy I would probably focus on a portfolio of 10-20 stocks like.....PG, WMT, KO, COST, JPM, XOM, JNJ, MCD. I would focus on the cream of the crop of the big cap dividend companies.

    Or I might consider a strategy of an....equal weight SP500 fund.

    I guess my primary question is what do you consider......"income stocks"?

    AND....with much of your income coming from real estate holdings.....you have freedom to try out some stock strategies.

    Did you go to the Hawk game?
     
  9. WXYZ

    WXYZ Well-Known Member

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  10. WXYZ

    WXYZ Well-Known Member

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    All in all....NOTHING...going on today in terms of the markets and investing. Fine with me.....it is called "normal".
     
  11. oldmanram

    oldmanram Well-Known Member

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    Didn't make it to the game, BUT , I had a heck of a fun time watching from home and bothering my neighbors !!!
    I hooked up a Triple Marine Air Horn to my compressor in my shop. And set off a barrage of honks with every score.
    I had to turn it down to 1/3 power , it was just too darn loud !!!

    And as far as loading the account , I thought I try comparing all sorts of different INCOME stocks etf's , I have noticed that I get a better FEEL for a position if I actually own it and check on it daily , than if I am just Following something
     
  12. WXYZ

    WXYZ Well-Known Member

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    I agree completely.

    I need to own something to really know if I like it or not. That is why I do a fair number of "trial positions" or little "training wheel" stocks. Most of them dont stick...but once in a while I hit on one that does.
     
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  13. WXYZ

    WXYZ Well-Known Member

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    YES....we are the GUTS of the markets. We are the silent majority. NOT the big banks and NOT the Hedge funds. they get all the attention but......WE.....are the real ones in control.

    Five years after the GameStop mania, retail investors have become a force Wall Street can’t ignore

    https://www.cnbc.com/2026/01/27/gamestop-meme-stocks-retail-investors-wall-street.html

    "Key Points

    • What began as a dramatic short squeeze in early 2021 has evolved into a persistent force in equity markets.
    • Retail participation in U.S. equities has risen to nearly 20% of average daily trading activity, up from low single digits before Covid.
    • Retail investors’ influence is reinforced by a favorable backdrop of rising stocks and a looming generational wealth transfer from baby boomers."
     
  14. WXYZ

    WXYZ Well-Known Member

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    YEA.....a nice small....big gain for me today. Two stocks RED....PLTR and COST. I also beat the SP500 by 0.43%.

    Big Tech earnings start tomorrow with MSFT.
     
  15. WXYZ

    WXYZ Well-Known Member

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    PLTR was down in spite of:

    Palantir's deal with HD Hyundai worth 'hundreds of millions,' report says

    https://www.msn.com/en-us/money/com...rt-says/ar-AA1UBo4r?ocid=finance-verthp-feeds

    HD Hyundai and Palantir Technologies (PLTR) Strengthen Their Partnership

    https://finance.yahoo.com/news/hd-hyundai-palantir-technologies-pltr-145810167.html

    BUT....the lull in the stock continues. It is actually a correction that has been going on for a couple of months now.

    Do I care......NO.....an emphatic.....NO. This company seems to be achieving more real world application of AI than anyone else.
     
  16. oldmanram

    oldmanram Well-Known Member

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    A nice little surprise when I got home, nice green day,
    88.5 % of my stocks UP
    77% of my ETF's UP

    UP .79% today , so about the same as WXYZ today
    I'm going to go out on a limb here, REALLY LARGE Mutual Funds and LARGE ETF's RE-balance how often a year ?
    Some only once a year , some bi-annual and some quarterly,
    I'm thinking just based on how my portfolio has acted since the new year that they are moving to a portfolio closer to mine and less balanced. The reason I am thinking this is ....................................
    I am already UP 5.47% since the beginning of the year , and I have done NOTHING !!
    Unless that is what everybody is up so far this year ............
    The S&P 500 is only up about 1.60%
     
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  17. WXYZ

    WXYZ Well-Known Member

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    We will get reports from MSFT, META, and TSLA....tomorrow after the bell. I only own MSFT.
     
  18. WXYZ

    WXYZ Well-Known Member

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    No.....you are doing good oldmanram.

    As of the close today I am at......+1.32%....for the year. I think today is my high of the year.

    If I can tack on a little bit more by the end of the week I will be very happy with that. Considering...that PLTR is being a drag on my returns right now....and there is good potential for it to turn around some time during the year. So far I like how most of the big tech names are doing for 2026.
     
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  19. Smokie

    Smokie Well-Known Member

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    Yeah, quite a bit of stuff is off to a good start and within that 5-7% range. Some dividend funds, consumer staple funds, small and mid-cap stuff, international funds and so on. Nice to see some of this from a broader perspective.
     
  20. Lori Myers

    Lori Myers Active Member

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    Hey, W, all good here thanks. Not planning on making any changes to my portfolio this year. I'm very happy with it.

    That said, I need a new kitchen this year. This isn’t a luxury purchase — mine is literally falling to bits! I really don’t want to sell too much stock to fund it, so I’ve paused my monthly deposits for the time being and am trying to build up some cash instead.

    If I can hold off for six months or so, I’m hoping I won’t need to sell much. It’s actually a very nice position to be in. Ten years ago, it would have been unthinkable for me to buy a new kitchen without taking out a loan or putting it on credit. As much as I don’t want to sell stock, it’s reassuring to know I’m in a position where I can if I need to.
     

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