Investing General Discussion

  • Guest, it's time once again for the massively important and exciting FoH Asshat Tournament!



    Go here and give us your nominations!
    Who's been the biggest Asshat in the last year? Give us your worst ones!

Sanrith Descartes

You have insufficient privileges to reply here.
<Aristocrat╭ರ_•́>
44,491
120,660
I'm a bit concerned about this. The company I work for (and own a sizable bucket of stock in) has been one of those rallying very nicely. No reason to think that fundamentals are going to go south on us, but I am concerned a "sinking tide sinks all ships" factor is going to beat my nice little next egg of company RSU's into the dirt.
It's the way it works. Rebalances are a necessary evil.
 

Haus

<Silver Donator>
12,704
49,334
It's the way it works. Rebalances are a necessary evil.
Oh, I know... I'm just really enjoying the land of "there's a better than 50/50 we set a new ATH today"

We were on a week streak of green candle days, and only barely went to a red candle today, but it was on massive volume. Which I'm still trying to figure out the volume reason... Other than we crossed some automated trading magical line in the sand to cause some profit taking.
 
  • 1Like
Reactions: 1 user

Furry

🌭🍔🇺🇦✌️SLAVA UKRAINI!✌️🇺🇦🍔🌭
<Gold Donor>
21,885
28,606
I'm a bit concerned about this. The company I work for (and own a sizable bucket of stock in) has been one of those rallying very nicely. No reason to think that fundamentals are going to go south on us, but I am concerned a "sinking tide sinks all ships" factor is going to beat my nice little next egg of company RSU's into the dirt.
Nobody smart wants to sit on a pile of cash in this economy.
 

Il_Duce Lightning Lord Rule

Lightning Fast
<Charitable Administrator>
11,012
57,933
Most of the dividend ETFs will have very small stock price appreciation and focus the returns on the dividends. I have a position of HDV in my mom's, portfolio (among others like JEPI). It's very, very low beta and keeps Capital intact. It pays like 3-3.5% last time I checked it (which was admittedly not recently).

PFF is another option. It's a preferred shares ETF that used to run in around 4.5% div yield. And of course there is JEPI.
It's for my Roth in this case. 4.5 isn't bad, but that's currently what the money market cash is yielding. JEPI might be the play here...
 
  • 1Like
Reactions: 1 user

Edaw

Parody
<Gold Donor>
13,271
87,993
Screenshot 2023-06-17 at 08-49-34 Home _ Twitter.png
 
Last edited:
  • 1Galaxy Brain
  • 1Worf
  • 1Jonesing
Reactions: 2 users

Big Phoenix

Pronouns: zie/zhem/zer
<Gold Donor>
46,370
98,475
How do you have a soft landing ahead when your largest corps are have already surpassed previous ATHs or are very quickly coming back to ATHs? Top 10;

1687139423226.png

Looking at their all time charts you would never suspect the world thought it was going to end in the spring of 2020, you would think we entered a third industrial revolution.

I like the Microsoft chart going back to the dotcom bubble. Got up to around $55 before the bubble burst, then took 15 years to reach that price again.
 
Last edited:
  • 2Like
Reactions: 1 users

Tmac

Adventurer
<Aristocrat╭ರ_•́>
9,969
16,984
I think the relative performance of Financials, Real Estate, Consumer Defensive, Healthcare, Utilities, and Energy are behind everything else YTD.

So is the general idea to ride an index to the top and then diversify by investing in a lagging sector?

Inevitably there's a shift? Is it possible to forecast what's next?

Financials seem risky with the impending commercial real estate FUD, real estate seems to be in a stalemate with sellers sitting bc of rates and buyers not having anything affordable available, consumer defensive should already be baked in bc Ukraine right?, and I have no thoughts about healthcare, ultilities, or energy.
 

Ranak

Molten Core Raider
214
383
AAPL already running into issues with its Vision Pro on the trademark sides of things.

 
  • 1Worf
Reactions: 1 user

ShakyJake

<Donor>
7,911
19,956
So is the general idea to ride an index to the top and then diversify by investing in a lagging sector?

Inevitably there's a shift? Is it possible to forecast what's next?

Financials seem risky with the impending commercial real estate FUD, real estate seems to be in a stalemate with sellers sitting bc of rates and buyers not having anything affordable available, consumer defensive should already be baked in bc Ukraine right?, and I have no thoughts about healthcare, ultilities, or energy.
Several of the financial YouTubers I watch have all been parroting the same message -- metals and miners will be big over the next decade. I've been buying shares of the gold and silver mining ETFs and related stocks.
 
  • 1Like
Reactions: 1 user