Point of the day...
And if things aren't looking good in your portfolio...
Comments
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Don't confuse IQ with QE. Very powerful message in just a few words.HoustonHusky said:Follow this guy on Twitter...have my own thoughts on him but thought this was appropriate for this bored.
And if things aren't looking good in your portfolio... -
I'm at the lowest % of equities since 2000 based on this thinking.creepycoug said:
Don't confuse IQ with QE. Very powerful message in just a few words.HoustonHusky said:Follow this guy on Twitter...have my own thoughts on him but thought this was appropriate for this bored.
And if things aren't looking good in your portfolio...
Of course, I may be wrong but the mounting risk has me seeking calmer waters. -
I bought $5000 in Zoom last year at ~$50a share and my brother bought the same. That one easy buy is now sitting at over $34,000. What would you do?Blu82 said:
I'm at the lowest % of equities since 2000 based on this thinking.creepycoug said:
Don't confuse IQ with QE. Very powerful message in just a few words.HoustonHusky said:Follow this guy on Twitter...have my own thoughts on him but thought this was appropriate for this bored.
And if things aren't looking good in your portfolio...
Of course, I may be wrong but the mounting risk has me seeking calmer waters.
I’m not a Finance Guy other than being aware but my brother and I and our wives saw Zoom as a good buy so we jumped in. -
Interesting. I asked this question the other day and got few takers. Basically, is it time to park equities in your retirement until the market resets?Blu82 said:
I'm at the lowest % of equities since 2000 based on this thinking.creepycoug said:
Don't confuse IQ with QE. Very powerful message in just a few words.HoustonHusky said:Follow this guy on Twitter...have my own thoughts on him but thought this was appropriate for this bored.
And if things aren't looking good in your portfolio...
Of course, I may be wrong but the mounting risk has me seeking calmer waters.
It's a balance of FOMO on incremental value loss vs. riding the market down and missing an opportunity to jump back on good buying opportunities.
I have never sold all of my equities. I'm not that kind of guy. I'm a buy and hold kind of guy, so when the shit hits the fan, I get hit. But I also don't panic and sell when things are shitty either.
I'm just wondering if now the signs are so obvious that it makes sense to finally do it. -
As an s&p 500 heavy guy for your core investment, you should never sell and continue your cash allocation into it Full steam ahead. For all of the reasons you set it up that way in the first place. Just keep Buying shares. Reinvesting all cash, CG and distributions.
Yes, even now. It’s the only way to hang with the 90%. What If S&P 500 is headed to 5,000? 10, 25k? Don’t fight the fed.
One day, you can just switch the lever over to paying dividends in cash, if needed.
As I recall you’re 60% sp 40% other, right?
Still not sure where this board is going, but it has great potential.
Thanks Creep for running it.
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Happy to do it. My sense is that it's going to take a good mix of topics. Along with straight, hardcore trading chat, we need to mix it up. I'm serious when I say that political economy, along with pure econ talk, is fair game here. We've got real estate investment with @pawz , which, as Derek intimated the other day, may be the single most important topic for most of us from a wealth building standpoint.doogie said:As an s&p 500 heavy guy for your core investment, you should never sell and continue your cash allocation into it Full steam ahead. For all of the reasons you set it up that way in the first place. Just keep Buying shares. Reinvesting all cash, CG and distributions.
Yes, even now. It’s the only way to hang with the 90%. What If S&P 500 is headed to 5,000? 10, 25k? Don’t fight the fed.
One day, you can just switch the lever over to paying dividends in cash, if needed.
As I recall you’re 60% sp 40% other, right?
Still not sure where this board is going, but it has great potential.
Thanks Creep for running it.
I didn't realize until I came to this sub-board, but there are some hard core finance guys here. @godawgst is a Fin Techie. He and @UW_Doog_Bot had some good exchanges. You couldn't read through all that and not come away with something and be just a little smarter. The @89ute is a sophisticated trader. There are many others. @Tequilla is in the game. If we turn all you guys and the many others here loose, yeah, there is a lot of potential for a meaningful exchange.
I've always found that when you're around a lot of smart people and you express yourself, the process of those other people checking you, agreeing with you, disagreeing you, amplifying what you said, pointing out the implications of what you said ... all that benefits you tremendously, and so it stands to reason someone else might get something out of it.
It's no joke: there are a lot of smart dudes on HCH. I think back to the Dawgman dayz and lolz ... that place has nothing on this one. -
Yep. A little over 60% S&P, close to 40% Extended Mkt. Index. In the investment account some MS, Cisco and few other techs I bought after the tech. bubble blew up in March 2000, and I've just held. Back then, never did I think there would be dividends to reinvest with those companies. It was unheard of.doogie said:As an s&p 500 heavy guy for your core investment, you should never sell and continue your cash allocation into it Full steam ahead. For all of the reasons you set it up that way in the first place. Just keep Buying shares. Reinvesting all cash, CG and distributions.
Yes, even now. It’s the only way to hang with the 90%. What If S&P 500 is headed to 5,000? 10, 25k? Don’t fight the fed.
One day, you can just switch the lever over to paying dividends in cash, if needed.
As I recall you’re 60% sp 40% other, right?
Still not sure where this board is going, but it has great potential.
Thanks Creep for running it.
I'm glad someone thinks so. This is what my temperament is built for, and I'm not ready to build bond ladders. I'm not that old. I can't imagine just picking day and getting all the way out of it only to watch the market keep climbing.
In fast strategy and slow strategy, I'm definitely genetically coded for slow strategy. When I'm down $500 at the black jack table in Vegas, I walk away and start focusing on the other things to do down there and I never look back. I swing to get on base. It's just who I am. -
Hurtful.creepycoug said:
Happy to do it. My sense is that it's going to take a good mix of topics. Along with straight, hardcore trading chat, we need to mix it up. I'm serious when I say that political economy, along with pure econ talk, is fair game here. We've got real estate investment with @pawz , which, as Derek intimated the other day, may be the single most important topic for most of us from a wealth building standpoint.doogie said:As an s&p 500 heavy guy for your core investment, you should never sell and continue your cash allocation into it Full steam ahead. For all of the reasons you set it up that way in the first place. Just keep Buying shares. Reinvesting all cash, CG and distributions.
Yes, even now. It’s the only way to hang with the 90%. What If S&P 500 is headed to 5,000? 10, 25k? Don’t fight the fed.
One day, you can just switch the lever over to paying dividends in cash, if needed.
As I recall you’re 60% sp 40% other, right?
Still not sure where this board is going, but it has great potential.
Thanks Creep for running it.
I didn't realize until I came to this sub-board, but there are some hard core finance guys here. @godawgst is a Fin Techie. He and @UW_Doog_Bot had some good exchanges. You couldn't read through all that and not come away with something and be just a little smarter. The @89ute is a sophisticated trader. There are many others. @Tequilla is in the game. If we turn all you guys and the many others here loose, yeah, there is a lot of potential for a meaningful exchange.
I've always found that when you're around a lot of smart people and you express yourself, the process of those other people checking you, agreeing with you, disagreeing you, amplifying what you said, pointing out the implications of what you said ... all that benefits you tremendously, and so it stands to reason someone else might get something out of it.
It's no joke: there are a lot of smart dudes on HCH. I think back to the Dawgman dayz and lolz ... that place has nothing on this one. -
Forensic accounting and securities regulation? I’m all in.PurpleThrobber said:
Hurtful.creepycoug said:
Happy to do it. My sense is that it's going to take a good mix of topics. Along with straight, hardcore trading chat, we need to mix it up. I'm serious when I say that political economy, along with pure econ talk, is fair game here. We've got real estate investment with @pawz , which, as Derek intimated the other day, may be the single most important topic for most of us from a wealth building standpoint.doogie said:As an s&p 500 heavy guy for your core investment, you should never sell and continue your cash allocation into it Full steam ahead. For all of the reasons you set it up that way in the first place. Just keep Buying shares. Reinvesting all cash, CG and distributions.
Yes, even now. It’s the only way to hang with the 90%. What If S&P 500 is headed to 5,000? 10, 25k? Don’t fight the fed.
One day, you can just switch the lever over to paying dividends in cash, if needed.
As I recall you’re 60% sp 40% other, right?
Still not sure where this board is going, but it has great potential.
Thanks Creep for running it.
I didn't realize until I came to this sub-board, but there are some hard core finance guys here. @godawgst is a Fin Techie. He and @UW_Doog_Bot had some good exchanges. You couldn't read through all that and not come away with something and be just a little smarter. The @89ute is a sophisticated trader. There are many others. @Tequilla is in the game. If we turn all you guys and the many others here loose, yeah, there is a lot of potential for a meaningful exchange.
I've always found that when you're around a lot of smart people and you express yourself, the process of those other people checking you, agreeing with you, disagreeing you, amplifying what you said, pointing out the implications of what you said ... all that benefits you tremendously, and so it stands to reason someone else might get something out of it.
It's no joke: there are a lot of smart dudes on HCH. I think back to the Dawgman dayz and lolz ... that place has nothing on this one. -
Never fall in love with your inventory.NorthwestFresh said:
I bought $5000 in Zoom last year at ~$50a share and my brother bought the same. That one easy buy is now sitting at over $34,000. What would you do?Blu82 said:
I'm at the lowest % of equities since 2000 based on this thinking.creepycoug said:
Don't confuse IQ with QE. Very powerful message in just a few words.HoustonHusky said:Follow this guy on Twitter...have my own thoughts on him but thought this was appropriate for this bored.
And if things aren't looking good in your portfolio...
Of course, I may be wrong but the mounting risk has me seeking calmer waters.
I’m not a Finance Guy other than being aware but my brother and I and our wives saw Zoom as a good buy so we jumped in.
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It’s a nice addition to it. When Apple or MS buys them boom Zoom it’s go time? Or am I reading it wrong?Blu82 said:
Never fall in love with your inventory.NorthwestFresh said:
I bought $5000 in Zoom last year at ~$50a share and my brother bought the same. That one easy buy is now sitting at over $34,000. What would you do?Blu82 said:
I'm at the lowest % of equities since 2000 based on this thinking.creepycoug said:
Don't confuse IQ with QE. Very powerful message in just a few words.HoustonHusky said:Follow this guy on Twitter...have my own thoughts on him but thought this was appropriate for this bored.
And if things aren't looking good in your portfolio...
Of course, I may be wrong but the mounting risk has me seeking calmer waters.
I’m not a Finance Guy other than being aware but my brother and I and our wives saw Zoom as a good buy so we jumped in.
