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Post by archer on Mar 5, 2024 17:53:53 GMT
Sold XLC and bought XLE with the proceeds. These are short term momentum trades.
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Post by keppelbay on Mar 5, 2024 18:19:13 GMT
Sadly I am sitting on a fairly sizable lot of PFE with a cost basis of $13/share. Hence I am destined to own this piece of dogsqueeze forever, unless it actually gets back to $13. if that isn't a typo, you should be pleased. PFE currently trading at 26+...
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Post by chang on Mar 5, 2024 18:25:38 GMT
Sadly I am sitting on a fairly sizable lot of PFE with a cost basis of $13/share. Hence I am destined to own this piece of dogsqueeze forever, unless it actually gets back to $13. if that isn't a typo, you should be pleased. PFE currently trading at 26+... Hence my handcuffs (it’s in taxable). And no, not pleased at all - owned since 5/09 and what a crap return!
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Post by anitya on Mar 5, 2024 20:34:50 GMT
We also added to our position in Pfizer today. Believe it will eventually recover, and will enjoy a good dividend while we wait. Win Do you guys see any news why this is down today - heavy volume is not good news? I noticed that WBA (do not see any news) is down massively (light volume) today but still 5% above its 52 week low. Edit: Is it investors' just taking the trash out and cleaning out their portfolios or this headline, "US judge upholds Medicare drug price negotiation program"? Edit, Edit: Added to existing PFE - seems like I have been playing the momentum trade but in falling stocks. WBA up 2% (surprised me) and PFE is up 1% today - on no particular news. I had been watching WBA but recently decided against buying WBA because of costplusdrugs.com/
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Post by retiredat48 on Mar 5, 2024 22:29:17 GMT
Bought some more AVUV Small Caps today....Pyramiding Up! Next purchases may be in mid-caps.
R48
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Post by keppelbay on Mar 7, 2024 20:43:51 GMT
In a big break with my usual focus on Fixed Income funds, I've initiated a small starter position in CGGR, a growth focused equity CEF from the Captial Group. They have an impressive long-term track record in their offshore funds. The ETF is relatively new, and US focussed. I'm far from sure I have the stomach for the likely volatility, but I'm giving it a go...
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Post by saratoga on Mar 7, 2024 22:35:53 GMT
Bought some more AVUV Small Caps today....Pyramiding Up! Next purchases may be in mid-caps. R48 Would you Pyramid up Nvidia or some semi-conductor funds? Just wondering.
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kent
Ensign
Posts: 44
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Post by kent on Mar 8, 2024 2:31:22 GMT
Bought a chunk of Nvidia just for fun, will keep it for 15-20 % profit. Gain is already upto 7%.
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Post by retiredat48 on Mar 8, 2024 4:50:48 GMT
Bought some more AVUV Small Caps today....Pyramiding Up! Next purchases may be in mid-caps. R48 Would you Pyramid up Nvidia or some semi-conductor funds? Just wondering. --Yes I would pyramid up any individual stock I am accumulating; but I don't buy individual stocks--haven't bot one in over 55 years. BTW I own a lot of Nvidia via my largest fund holding, FSPTX. --Yes, I would pyramid up any stock fund buying I am doing. Not adding to high tech now as it is my largest holding, and the internal generic growth is enough...more than enough. BTW#2...due internal growth, FSPTX is now 85% of portfolio for my youngest daughters IRA. A nice problem to face. R48
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Post by flipperxxx on Mar 8, 2024 14:32:58 GMT
ya'll probably know this, but i just realized that at fidelity you can do automatic investments into stocks/ETFs, for any amount over a dollar (ie fractional shares are ok), weekly if you like, any day of the week you like, purchases made at the 10am price. what the heck, set it up with SSO (ie S&P x 2) for an insignificant amount, weekly, monday being my day, just to see what happens, planning to let it roll for as long as I do, for the benefit of my daughter.
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Post by dougj1 on Mar 9, 2024 15:34:49 GMT
Added a small amount of SCHG - long term purchase believe there is still some upside
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Post by uncleharley on Mar 11, 2024 14:30:11 GMT
Added a few shares of AGNC to my IRA this morning at $9.80 per share. It pays 14.8% annualized per month. The daily chart shows a break out above the lip line of a cup w handle pattern while the DJR index remains weak.
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Post by keppelbay on Mar 12, 2024 9:11:22 GMT
Sold a small tranche of MO. Taking profit on the recent run-up. Gain was in excess of the upcoming distribution on those shares. As usual, I may have been a bit early, but I'm pretty sure I can buy back cheaper later, if the money doesn't find another home in the meantime.
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Post by chang on Mar 12, 2024 12:29:21 GMT
Sold a small tranche of MO. Taking profit on the recent run-up. Gain was in excess of the upcoming distribution on those shares. As usual, I may have been a bit early, but I'm pretty sure I can buy back cheaper later, if the money doesn't find another home in the meantime. I’m holdings BATS.L (= BTI), a very similar company. Your MO yields 9.2%, mine 10.2%. I’m hoping these tobacco stocks will see some NAV uplift after getting hammered the last couple of years. I’m encouraged by the inexplicable popularity of cigarette smoking (traditional and e-) among the youth of Europe and Asia. Meanwhile, the yields are rich. Are there many more compelling high-yielders than MO or BAT.L (or PM, IMB.L)?
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Post by uncleharley on Mar 12, 2024 12:40:30 GMT
Sold a small tranche of MO. Taking profit on the recent run-up. Gain was in excess of the upcoming distribution on those shares. As usual, I may have been a bit early, but I'm pretty sure I can buy back cheaper later, if the money doesn't find another home in the meantime. I’m holdings BATS.L (= BTI), a very similar company. Your MO yields 9.2%, mine 10.2%. I’m hoping these tobacco stocks will see some NAV uplift after getting hammered the last couple of years. I’m encouraged by the inexplicable popularity of cigarette smoking (traditional and e-) among the youth of Europe and Asia. Meanwhile, the yields are rich. Are there many more compelling high-yielders than MO or BAT.L (or PM, IMB.L)? I am finding some REITS and CEFS that yield more, but the risk is probably higher. Examples can be found in the Pimco stable of CEFS. AGNC would be an example of a high yielding REIT.
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Post by keppelbay on Mar 12, 2024 13:20:51 GMT
Sold a small tranche of MO. Taking profit on the recent run-up. Gain was in excess of the upcoming distribution on those shares. As usual, I may have been a bit early, but I'm pretty sure I can buy back cheaper later, if the money doesn't find another home in the meantime. I’m holdings BATS.L (= BTI), a very similar company. Your MO yields 9.2%, mine 10.2%. I’m hoping these tobacco stocks will see some NAV uplift after getting hammered the last couple of years. I’m encouraged by the inexplicable popularity of cigarette smoking (traditional and e-) among the youth of Europe and Asia. Meanwhile, the yields are rich. Are there many more compelling high-yielders than MO or BAT.L (or PM, IMB.L)?
Thx chang,. I'm presently constrained from buying UK domiciled shares (tax reasons). BAT is on my radar for next year, when the constraints go away.
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Post by keppelbay on Mar 12, 2024 13:22:54 GMT
I’m holdings BATS.L (= BTI), a very similar company. Your MO yields 9.2%, mine 10.2%. I’m hoping these tobacco stocks will see some NAV uplift after getting hammered the last couple of years. I’m encouraged by the inexplicable popularity of cigarette smoking (traditional and e-) among the youth of Europe and Asia. Meanwhile, the yields are rich. Are there many more compelling high-yielders than MO or BAT.L (or PM, IMB.L)? I am finding some REITS and CEFS that yield more, but the risk is probably higher. Examples can be found in the Pimco stable of CEFS. AGNC would be an example of a high yielding REIT. I've already got a position in AGNC. Thought about adding a while back, did, then chickened out... Portfolio is v heavy on PIMCO CEFs. Might add to DMO or AFT on a pull back. Or just try to catch a good price on MO after the ex-div drop...
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Post by chang on Mar 12, 2024 15:40:35 GMT
1) Order in to add to FSEAX (EM Asia) in my IRA - up 10% from 1st buy, so a late "PyrUp" buy.
IRA space is finite, and I keep IRAs 100% invested, so the money has to come from somewhere. I sold FBGRX (LCG) to make the exchange. FBGRX is 100% of my Roth and about 1/4 of my T-IRA, so I have plenty left.
2) Bought an equal amount TCAF in my Taxable Acct to "cover" the sale of FBGRX. (TCAF is a LB-leaning-to-LG ETF, probably everybody knows it's Giroux's new S&P500-alternative ETF similar to the equity sleeve of PRWCX.) (Edited to clarify.)
It's all small potatoes, but small potatoes can grow into big potatoes, especially in EM Asia equity.
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Post by anitya on Mar 12, 2024 18:39:42 GMT
1) Order in to add to FSEAX (EM Asia) in my IRA - up 10% from 1st buy, so a late "PyrUp" buy. IRA space is finite, and I keep IRAs 100% invested, so the money has to come from somewhere. I sold FBGRX (LCG) to make the exchange. FBGRX is 100% of my Roth and about 1/4 of my T-IRA, so I have plenty left. 2) Bought an equal amount TCAF in my Taxable Acct to "cover" the sale of FBGRX. ( TCAF is a LB-leaning-to-LG ETF, probably everybody knows it's Giroux's new S&P-alternative ETF similar to PRWCX.) It's all small potatoes, but small potatoes can grow into big potatoes, especially in EM Asia equity. is it a market, Gr vs blend, or rebalance call u making for going from FBGRX to TCAF? what %age of portfolio you moved from FBGRX to TCAF?
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Post by chang on Mar 12, 2024 18:49:45 GMT
anitya - Honestly it’s just a matter of convenience: ... I wanted to add to FSEAX; ...... I had to sell something in the IRA, so I sold FBGRX; ......... I wanted to “fill the gap” so I decided to buy something in Taxable; ............ Obviously I could have bought FBCG (sister of FBGRX), but since I have a fairly new position in TCAF, I decided to toss a few more bucks into that (hoping it will be a successful investment); ............... Close enough (to FBCG) for government work. And to answer your 2nd question - tiny. Remember, all I really wanted to do was to throw another log on the EM fire. (Seems I’m the only one …)
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Post by anitya on Mar 12, 2024 19:34:01 GMT
chang, You are not the only one. I do not post buys that are not high conviction because I will have to remember to post sells and also I do not know how lurkers will interpret and how much money they might lose. I own FEASX since June 2023 and bought Chinese stocks last week.
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Post by bigseal on Mar 13, 2024 13:14:12 GMT
1) Order in to add to FSEAX (EM Asia) in my IRA - up 10% from 1st buy, so a late "PyrUp" buy. IRA space is finite, and I keep IRAs 100% invested, so the money has to come from somewhere. I sold FBGRX (LCG) to make the exchange. FBGRX is 100% of my Roth and about 1/4 of my T-IRA, so I have plenty left. 2) Bought an equal amount TCAF in my Taxable Acct to "cover" the sale of FBGRX. ( TCAF is a LB-leaning-to-LG ETF, probably everybody knows it's Giroux's new S&P-alternative ETF similar to PRWCX.) It's all small potatoes, but small potatoes can grow into big potatoes, especially in EM Asia equity. TCAF is not “similar” to PRWCX.
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Post by chang on Mar 13, 2024 14:29:01 GMT
I meant the stock sleeve. I think everyone understood what was meant, both funds being quite well known. I clarified the previous post by edit.
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Post by keppelbay on Mar 14, 2024 14:48:48 GMT
Looks like MO is selling some of their large Bud stake and increasing share buyback. I probably sold too early. Definitely could have taken a larger profit today. So it goes. That said, I'm no longer expecting to buy back cheaper soon, so I rolled the cash into DMO. 12% yield, apparently well covered. Looks OK for the near-mid term.
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Post by uncleharley on Mar 14, 2024 20:01:21 GMT
Sold my position in MVV for a break even transaction. That particular fund is too thinly traded for me, but it was a cheap lesson.
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Post by steadyeddy on Mar 14, 2024 22:09:54 GMT
Started nibbling at TLT as yields are rising/fluctuating. Will continue to accumulate on dips like today.
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Post by Chahta on Mar 15, 2024 0:08:39 GMT
Started nibbling at TLT as yields are rising/fluctuating. Will continue to accumulate on dips like today. It produced a 3-line break down today.
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Post by steadyeddy on Mar 15, 2024 2:36:18 GMT
Started nibbling at TLT as yields are rising/fluctuating. Will continue to accumulate on dips like today. It produced a 3-line break down today. Chahta, what exactly does 3-line breakdown mean?
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Post by Chahta on Mar 15, 2024 12:21:06 GMT
The price drops to a level below the previous 2 lows (or highs). It is used to signal a reversal (up or down). I am not an expert, just look charts to see the 3-line breaks. I think you must be a disciplined trader to use it. The chart shows only the breaks up or down, not daily prices. The rest of us can use the drops to accumulate. Attachments:
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Post by chang on Mar 15, 2024 14:08:20 GMT
Sold some SCHD and bought some TCAF at the open, when SCHD was up and TCAF was down (60-70 bp difference, briefly).
Just a (relatively) minor tweak to existing holdings; I prefer a little less SCHD and want to increase TCAF. I sold off the tax lots of SCHD with the smallest profits. The rest have handcuffs.
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