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Dg west deptford Offline
#1 Posted: Wed, May 4 2022, 6:51 PM EST
Joined: 05-25-2019
Posts: 2,836
I'll tell you my trades if you'll tell me yours.

The indices have nothing on me

Sure I'm a sucker for dividends but show me the money

Tax free muni-bond you say? Tell me more

Ok, hows bout' a top 5 stock pick?

Your a bear? What can we short?
Give me your bottom 5

Why isn't Twitter at $54.20 yet?
BuckyB93 Offline
#2 Posted: Wed, May 4 2022, 11:35 PM EST
Joined: 07-16-2004
Posts: 14,184
I don't do individual stock picking. I don't have the time or energy for the due diligence needed to make good picks. I mostly do boring broad market index fund ETFs.

Back in 2020 I was more active and was doing swing trades when any monkey could make money in the market unless they were a complete idiot. Was up about 40% ytd in 2020 but then things started coming back down to earth early in 2021. I sold out of all the speculative stuff on the slide down and back into into index ETFs. I made a nice profit but the fun was over.

I don't mess with my 401(k) or IRAs much other than adding money on a periodic basis and re balancing quarterly. Again broad market index funds, kinda sorta follow the Bogle investment strategy.

With that said, I moved some money around in my Roth last year to add a heavy load of PSLDX. (https://www.optimizedportfolio.com/psldx/). I don't have the gonads large enough to go full into a HFEA strategy (https://www.optimizedportfolio.com/hedgefundie-adventure/) so I went with PSLDX. It's been getting killed this year as both stocks and bonds have been taking a hit.

If you are one that likes dividends PSLDX might be worth looking into. MAJORITY of their returns are dividend distributions. It's very tax inefficient so it's not a good one to use in a taxable account. (https://www.dividendinvestor.com/dividend-history-detail/psldx/)

One Brokerage account is:
- The S&P 500 ETF (~50%) as a core. I'd do VOO but my brokerage doesn't do fractional shares so went with SPLG.
- VONG added for a tech tilt (~20%). Use to use QQQ but did some tax harvesting last year Sold QQQ and bought VONG to avoid a wash sale. Might go back to QQQ, we'll see.
- AVUV for additional small cap value exposure (~10%).

With these these three ETFs I'll likely sit on and let it ride while adding periodic deposits along the way to feed them.

What I'm missing is pure international exposure. This is intentional as I'm "home country biased" to US companies.

Also have a splash of utilities using FUTY (~5%).

That leaves 15% for play/gambling. Been buying into UPRO (3x leveraged S&P 500) as the market has been sliding so I'll sock some of this away for a bit while waiting for the market to recover. Currently down about 10% on UPRO but a daily 5% flip flop either way is not out of the norm for a 3x leveraged fund.
deadeyedick Offline
#3 Posted: Thu, May 5 2022, 11:29 AM EST
Joined: 03-13-2003
Posts: 17,087
I have been a Boglehead for about 45 years. Learned long ago that the way to beat most active investors and even the pros was to not churn my equities. Switched most of my S&P 500 funds to ETF (VOO) for tax advantages when they first appeared.

Never have been much of a gambler but just an investor letting it ride.
Dg west deptford Offline
#4 Posted: Thu, May 5 2022, 6:29 PM EST
Joined: 05-25-2019
Posts: 2,836
^ I like these plays
Thanks

I had planned on being out of most of my positions before now but with margins so tight on real estate right now I'm still trying to beat inflation in the market for the moment.

CF has been my main bet at $29 I dipped my toe then quickly jumped in
I'm still aiming at $150 but I may sell at $110 if it gets there

MOS & LXU have been my 2nd favorites in the Fertilizer game while these have been very good to me, resistance has been met

LMT - Lockheed Martin, LOW - Lowe's. (May take profits on these as well & look to get back in around midterms)

NS - Nustar energy, & PLUG are 2 companies I love that I've been watching for years & finally added at what I hope is a bargain

Personal Hydrogen power plants for residential use. It's coming!

KLIC - I had to buy this when it dipped recently to $46
Who doesn't like a sexy semiconductor engineering firm?

I won't scare you with some of my other riskier plays as I do like to gamble. Private local investment group for that though

Some boring "safe" bets have been in CIM & NLY - they may finally turn up
MAAGX may find a bottom soon for an added boring play

Always looking for solid Cos.that have low P/e ratios & dividends so keep me in the loop you savvy cigar smoking venture capitalists

Let's make money
Dg west deptford Offline
#5 Posted: Fri, Jun 3 2022, 5:00 PM EST
Joined: 05-25-2019
Posts: 2,836
Anyone out west know of Dutch bros ?
Any thoughts?

We don't have any on the east coast but the numbers looked good so I bought at $27 a few weeks back sold today @$41.

I like my profits but I'm having sellers remorse on this one.

I put a limit buy order in at $27 in the event it dips down again
bgz Offline
#6 Posted: Fri, Jun 3 2022, 7:03 PM EST
Joined: 07-29-2014
Posts: 13,023
I've been runnin hills on evs and semiconductors.

Tsla, lcid, rvn
Amd, mu, mrvl

Got puts on baba, some sh*t ipo, and bby

Recently Picked up some zim, cvx, dis long on those dips.

Had lmt on a breakout, sold the spike.
gummy jones Offline
#7 Posted: Fri, Jun 3 2022, 7:09 PM EST
Joined: 07-06-2015
Posts: 7,969
Cop has become my biggest holding, avgo my second largest

Sold 105 covered calls on cf and got executed a few weeks ago

Bought wmt and dg on their recent big dips

Schd is my biggest etf holding

Backed the truck up on semis (amd, mu, nvda) when they were near 52 wk lows. Have owned on since it was like 13 and want to sell some calls but think I still like it long
Stogie1020 Offline
#8 Posted: Tue, Jul 12 2022, 1:38 PM EST
Joined: 12-19-2019
Posts: 5,320
OK, with a recession looming, where would you stick 25K in cash right now?

SP500?
Bonds?
Under Jonesie's matress?
deadeyedick Offline
#9 Posted: Tue, Jul 12 2022, 3:44 PM EST
Joined: 03-13-2003
Posts: 17,087
Stogie1020 wrote:
OK, with a recession looming, where would you stick 25K in cash right now?

SP500?
Bonds?
Under Jonesie's matress?


Series I savings bonds @ 9.62 percent

Had some cash so I did $10K each for the wife and I.
Stogie1020 Offline
#10 Posted: Tue, Jul 12 2022, 4:06 PM EST
Joined: 12-19-2019
Posts: 5,320
deadeyedick wrote:
Series I savings bonds @ 9.62 percent

Had some cash so I did $10K each for the wife and I.

Intersting, how long do you plan to hold them? Am I reading correctly that you loose the last three month's worth of accrued interest if you cash it prior to five years?
ZRX1200 Online
#11 Posted: Tue, Jul 12 2022, 4:31 PM EST
Joined: 07-08-2007
Posts: 60,589
I drink Dutch Bros occasionally, their new CFO (3-4 years OTJ now) is a fancy boy from SF and has ruined the family vibe of the business. It was started in Grants Pass OR.

Only bear I can think of is DrafterX.

Buy ammo and water filters.
frankj1 Offline
#12 Posted: Tue, Jul 12 2022, 9:04 PM EST
Joined: 02-08-2007
Posts: 44,221
Stogie1020 wrote:
Intersting, how long do you plan to hold them? Am I reading correctly that you loose the last three month's worth of accrued interest if you cash it prior to five years?

Bucky had a lot of info not long ago on this...
rfenst Online
#13 Posted: Tue, Jul 12 2022, 9:30 PM EST
Joined: 06-23-2007
Posts: 39,289
deadeyedick wrote:
Series I savings bonds @ 9.62 percent

Had some cash so I did $10K each for the wife and I.

Winner, Winner, Chicken Dinner!
Done x4 (wife, kids and I).
deadeyedick Offline
#14 Posted: Wed, Jul 13 2022, 11:38 AM EST
Joined: 03-13-2003
Posts: 17,087
Stogie1020 wrote:
Intersting, how long do you plan to hold them? Am I reading correctly that you loose the last three month's worth of accrued interest if you cash it prior to five years?


I just consider it a small part of the portfolio so most likely it will be held for years unless the next reset rate(after Oct 2022) looks askew. I'm not making anything with cash sitting around in MM or bank accounts anyway.
Stogie1020 Offline
#15 Posted: Wed, Jul 13 2022, 12:04 PM EST
Joined: 12-19-2019
Posts: 5,320
^Got it, thx.
Sunoverbeach Offline
#16 Posted: Wed, Jul 13 2022, 5:20 PM EST
Joined: 08-11-2017
Posts: 14,665
Is stuffing cash in your mattress still a viable strategy?
Dg west deptford Offline
#17 Posted: Tue, Jul 19 2022, 5:47 PM EST
Joined: 05-25-2019
Posts: 2,836
Today was a relief

Hit a few sales today that finally went green
TWTR went at $40.20
It did hit $40.50 before dropping.
Who bought that at $40.50? Not Elon! Has he sold his shares yet? Poor noob.

Good riddance

I did gamble on a tip from a corporate lizard but went with AMD at $82.20 & INTC at $39. instead.

Sunoverbeach Offline
#18 Posted: Tue, Jul 19 2022, 6:29 PM EST
Joined: 08-11-2017
Posts: 14,665
So, about the mattress stuffing thing?
Dg west deptford Offline
#19 Posted: Tue, Jul 19 2022, 10:57 PM EST
Joined: 05-25-2019
Posts: 2,836
^ sounds more fiscally responsible then crypto but ymmv -
Your mattress may vary

TPX - Tempur sealy international inc. looks like a great buy though

bgz Offline
#20 Posted: Wed, Jul 20 2022, 12:17 AM EST
Joined: 07-29-2014
Posts: 13,023
Dg west deptford wrote:
Today was a relief

Hit a few sales today that finally went green
TWTR went at $40.20
It did hit $40.50 before dropping.
Who bought that at $40.50? Not Elon! Has he sold his shares yet? Poor noob.

Good riddance

I did gamble on a tip from a corporate lizard but went with AMD at $82.20 & INTC at $39. instead.



Bought nvda yesterday morning shortly after open, already had amd, mrvl and mu.

I had intc, lost some on it, but made it up hill running on the others. No longer on intc.

Build your own etf :)
gummy jones Offline
#21 Posted: Wed, Jul 20 2022, 10:30 PM EST
Joined: 07-06-2015
Posts: 7,969
Have some amd calls with an expiration just after earnings. They are up 267% right now and I'm thinking about letting them ride. Thoughts?
bgz Offline
#22 Posted: Thu, Jul 21 2022, 1:02 AM EST
Joined: 07-29-2014
Posts: 13,023
Gambling on spy hitting 100 ma and possibly a 200 ma tap.

Just using spy as a metric. Thought about calls, but sh*ts been creeping more than spiking.

So I want to see another candle or two
gummy jones Offline
#23 Posted: Thu, Jul 21 2022, 5:33 AM EST
Joined: 07-06-2015
Posts: 7,969
I'm hoping for one more dip so I can get more of my cash position in
bgz Offline
#24 Posted: Thu, Jul 21 2022, 9:55 AM EST
Joined: 07-29-2014
Posts: 13,023
Got scared, took some off.
Dg west deptford Offline
#25 Posted: Thu, Jul 21 2022, 10:05 AM EST
Joined: 05-25-2019
Posts: 2,836
Amd will go to 95 today

Ymmv
bgz Offline
#26 Posted: Thu, Jul 21 2022, 10:18 AM EST
Joined: 07-29-2014
Posts: 13,023
I don't know, bears putting up a fight.
gummy jones Offline
#27 Posted: Thu, Jul 21 2022, 10:30 AM EST
Joined: 07-06-2015
Posts: 7,969
bgz wrote:
Got scared, took some off.


almost sold off half of the calls

but lets gamble
bgz Offline
#28 Posted: Thu, Jul 21 2022, 10:56 AM EST
Joined: 07-29-2014
Posts: 13,023
Lol... This is a fight. Don't know what to do next.
gummy jones Offline
#29 Posted: Thu, Jul 21 2022, 12:05 PM EST
Joined: 07-06-2015
Posts: 7,969
im still sitting on a 17% cash position. wish i would have gotten 7% of that in over the past 2-3 weeks.

its all still fragile enough that we may put in new lows
HockeyDad Offline
#30 Posted: Thu, Jul 21 2022, 12:06 PM EST
Joined: 09-20-2000
Posts: 46,128
There’s always lottery tickets….
Dg west deptford Offline
#31 Posted: Thu, Jul 21 2022, 5:18 PM EST
Joined: 05-25-2019
Posts: 2,836
AMD wasn't horrible today (+1.41%)
I'll take profits tomorrow if it hits 95
But,

TSLA !!!

Thanks for dumping that bitcoin Elon, maybe I'll hang on to TSLA a little longer
bgz Offline
#32 Posted: Fri, Jul 22 2022, 9:03 AM EST
Joined: 07-29-2014
Posts: 13,023
Bought puts on nio

edit:

SPY puts
bgz Offline
#33 Posted: Tue, Jul 26 2022, 9:22 AM EST
Joined: 07-29-2014
Posts: 13,023
Bump...

Thoughts today?
BuckyB93 Offline
#34 Posted: Tue, Jul 26 2022, 12:48 PM EST
Joined: 07-16-2004
Posts: 14,184
Things have been trading sideways (for the most part) the past month or so. Have some cash I'd like to put in but being patient and waiting to see which way things go.
Dg west deptford Offline
#35 Posted: Tue, Jul 26 2022, 1:07 PM EST
Joined: 05-25-2019
Posts: 2,836
NRG has an ex dividend date coming up

In at $36 today
bgz Offline
#36 Posted: Tue, Jul 26 2022, 4:12 PM EST
Joined: 07-29-2014
Posts: 13,023
Dg west deptford wrote:
NRG has an ex dividend date coming up

In at $36 today


That's a decent look...

Thought about jumping on some energy related stuff, just not sure if it's done poopooing yet.

I like the play though.

I bought some COIN puts earlier today... gambly, it was already down a bunch, but it's earnings are coming up, kinda betting they are trash.

Plus the SEC news.
Dg west deptford Offline
#37 Posted: Tue, Jul 26 2022, 5:13 PM EST
Joined: 05-25-2019
Posts: 2,836
I hear ya on the poopoo

Just hoping I get out of AMD quick.
Even lizard picks waste my time during this recession
bgz Offline
#38 Posted: Tue, Jul 26 2022, 5:27 PM EST
Joined: 07-29-2014
Posts: 13,023
Damn... I mad dumped that sh*t in thursday.
gummy jones Offline
#39 Posted: Wed, Jul 27 2022, 7:46 AM EST
Joined: 07-06-2015
Posts: 7,969
We thinking big day?

Afternoon should be interesting

Added to adm, voo, schd, regn on down days earlier this week

Mostly treading water
gummy jones Offline
#40 Posted: Wed, Jul 27 2022, 8:22 AM EST
Joined: 07-06-2015
Posts: 7,969
Forgot I bought more LYB as well
gummy jones Offline
#41 Posted: Wed, Jul 27 2022, 10:32 AM EST
Joined: 07-06-2015
Posts: 7,969
Sold my amd calls at the high of the day (luck)

360 percent is plenty with all the questions on the horizon

My mu calls haven't faired as well
bgz Offline
#42 Posted: Wed, Jul 27 2022, 10:39 AM EST
Joined: 07-29-2014
Posts: 13,023
gummy jones wrote:
We thinking big day?

Afternoon should be interesting

Added to adm, voo, schd, regn on down days earlier this week

Mostly treading water


I don't know .. I'm not a believer... Could be a full 1% hike coming.
bgz Offline
#43 Posted: Wed, Jul 27 2022, 10:40 AM EST
Joined: 07-29-2014
Posts: 13,023
Good job on those calls. My puts looking shaky... But I'm only a little scared.
gummy jones Offline
#44 Posted: Wed, Jul 27 2022, 1:26 PM EST
Joined: 07-06-2015
Posts: 7,969
It's all shaky right now
bgz Offline
#45 Posted: Thu, Jul 28 2022, 9:17 AM EST
Joined: 07-29-2014
Posts: 13,023
Ya, shaky enough this thread deserves a bump.
BuckyB93 Offline
#46 Posted: Thu, Jul 28 2022, 9:21 AM EST
Joined: 07-16-2004
Posts: 14,184
Yesterday would have been a good day to do some swing/day trades.
Dg west deptford Offline
#47 Posted: Thu, Jul 28 2022, 10:49 AM EST
Joined: 05-25-2019
Posts: 2,836
Bought ALGN at $260 this morning
About to dump it at $282
bgz Offline
#48 Posted: Thu, Jul 28 2022, 10:51 AM EST
Joined: 07-29-2014
Posts: 13,023
Dumped SPY puts, lol... I blame MSFT
Ram27 Online
#49 Posted: Thu, Jul 28 2022, 11:18 AM EST
Joined: 04-30-2005
Posts: 49,009
Oh Bucky FORTY NEIN .Frying pan
Dg west deptford Offline
#50 Posted: Fri, Jul 29 2022, 3:10 PM EST
Joined: 05-25-2019
Posts: 2,836
In LMT at $403 this morning out at 414.05

Recessions suck

AMD almost made it across the finish line
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