Investing General Discussion

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Sanrith Descartes

Sanrith Descartes

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Jysin said:
Where's @Shonuff when we need more Tom Lee "everything rally" CNBC videos!
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Im not tagging him as I dont want to pile on but I really hope he got out of this trade at some point. Like everything else in life, you have to ask yourself if just because a guy wears a tie on TV, does it mean he "really" knows what he is talking about? Take all investment advice with a pound of salt and do your own due dilligence.

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  • 1Thoughts & Prayers
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Sanrith Descartes

Sanrith Descartes

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Added another 100 shares to SPIR at $2.25. Got my cost basis to $4.10
If it can beat the shorts then I moon. If not, its less than 1% of my portfolio.
 
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Kiroy

Kiroy

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Sanrith Descartes said:
Something to note if you are pushing money in these days and you own both individual stocks and ETFs is to watch your portfolio weights with the changes. My adding heavy to FTEC the last two days has pumped up my stakes in AAPL and MSFT to levels I don't want to exceed. Always be aware of your weighting so one or two single stocks cant fuck your portfolio if they crash.

Here are my weightings as of this morning and adding the MTTR shares I will get assigned this weekend. I use data like this to give me a good visual of where my money is spread out and where I want to add/subtract. You can set this up in Excel and it will auto-adjust as you make changes. I also want to stress again an index ETF should really be the core holding in your portfolio. You have to have the diversity it provides.

View attachment 394007
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What breaks percentages out of indexes like that?

I've got all my shit in vanguard unfortunately, and manually entered it into the free version of yahoo finance for daily tracking.
 
Sanrith Descartes

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Kiroy said:
What breaks percentages out of indexes like that?

I've got all my shit in vanguard unfortunately, and manually entered it into the free version of yahoo finance for daily tracking.
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Example:
So if you own $10, 000 of AAPL and $10,000 of ITOT and your total portfolio was 100k
You AAPL weight in your portfolio would be (10,000+(10,000*0.0507))/100k. You just set these formulas for holdings in your ETFs. In the example your AAPL weight is 10.5% (it gets the additional .5% from the ETF position).


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Ravishing

Ravishing

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Looking at the DOW
13 down days and 6 up days in January so far
It's basically been flat since last April
You hear 2021 was a good year for the market, but most of the run-up occurred in the first 3 months of the year. (30K to 34K).
April-December it stayed within a 2k point range.

Healthy economy.
 
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Kiroy

Kiroy

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Sanrith Descartes said:
Example:
So if you own $10, 000 of AAPL and $10,000 of ITOT and your total portfolio was 100k
You AAPL weight in your portfolio would be (10,000+(10,000*0.0507))/100k. You just set these formulas for holdings in your ETFs. In the example your AAPL weight is 10.5% (it gets the additional .5% from the ETF position).


View attachment 394045
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Ya I understand how to manually do the weighting, but is there a program/site I can plug my indexes into that breaks everything out into individual weightings for me?
 
Sanrith Descartes

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Kiroy said:
Ya I understand how to manually do the weighting, but is there a program/site I can plug my indexes into that breaks everything out into individual weightings for me?
Click to expand...
Idk. I just spent the couple of minutes putting it into excel.
 
Sanrith Descartes

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Examining stocks that are still bleeding heavy and those who generally are looking to have bottomed or slowed the bleeding, I see a common denominator. PE. Many of the stocks that have leveled off have PE rations in the 25 or less range. Probably means nothing. Might mean something.
 
Blazin

Blazin

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Watching for an entry back into MPC if we can get a few percent lower. It did go sub 70 for a moment this morning but I think if patient an opportunity for $66-68 could come.
 
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