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Post by chang on Dec 31, 2020 0:10:18 GMT
Added to MATFX and VWIGX on neg news on China. Looks like big dip on BABA and TENCENT. See my post from Barron's. Why - underweight foreign and especially China. You were rewarded today! MATFX up 3.33%, and my latest foray into FHKCX up 2.33%. (Although I've also been following FSEAX, which seems to be kicking FHKCX's butt.) VWIGX up a not-too-shabby 1.12%.
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Post by chang on Jan 1, 2021 8:05:40 GMT
First BSW of 2021! Orders placed to:
1. Sell $25k VUSFX (my cash parking lot) and buy VHCOX in a VG IRA. $25k is the max allowed per year/account. I put in $25k last month, so with this $25k I will convert to VHCAX. This sits alongside an older VHCAX position in my taxable account. I decided to tap the IRA so I could increase my overall position in this fund subject to VG's annual cap. Why: I am betting on a reversion to the mean. Everyone knows Primecap's ups and downs; I'm hoping for an "up" in 2021.
2. Move remainder of VUSFX into Wellesley VWIAX. Why: slight shift from growth to value.
Edit: canceled the other orders I placed; will wait for a better day for those.
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Post by acksurf on Jan 1, 2021 18:38:59 GMT
SCHD - Schwab Dividend Equity; sold some BIV. Hope to be long term taxable holding along with VTI. Starting to think a little about yield and using dividends for expenses in the future.
FEMKX - Fido emerging markets for SEP. Many would say I am woefully underweight foreign (currently only 9%). This is a starter position and will have to sell something or wait for 2021 SEP contributions for additional investment.
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Post by Chahta on Jan 2, 2021 17:55:10 GMT
Cutting my ready cash by 1/2 (it's about time) on Monday by selling SWTXX. Adding to a muni fund. Not sure if it will be NMBAX or WITAX or PTIMX. The sell order is in. I also have a limit order in to sell QQQJ for now.
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Post by wannabechef on Jan 3, 2021 22:00:34 GMT
Finally cutting the cord on FMIJX. Purchased initially for downside protection in 2018, which it did not accomplish in 2020. Ultimately made a positive rate of return but having a hard time seeing where its going from here. I like the sizable mid cap exposure, however I also hold PRIDX (T Rowe International Discovery) so I still have SMID International exposure.
Swapping the FMI fund for PRGSX (T Rowe Global Stock), partially due to lack of better options. Considered adding VWIGX (Vanguard International Growth) but the recent run-up has been substantial so Im a little cautious to establish a position now.
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Post by uncleharley on Jan 4, 2021 15:02:39 GMT
I reopened my position in SILJ this morning because the the price is breaking above resistance and the value of the USD continues to point down. FWIW, all commodities ETFS & CEFS are trending up. I also added a few shares to my position in UTF. Just reinvesting dividends.
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Post by rhythmmethod on Jan 4, 2021 15:42:47 GMT
Ringing in the New Year...and the register on CNRG to fund both my and wife IRAs. I'm planning to put it all in VWIAX. That's about as close to putting the Vegas winnings in the bank as I can get. I plan to purchase more alt. energy later at a more attractive price. Thanks to Norbert for his postings regarding clean energy! Edit to add - Lucked out selling CNRG while up ove a percent this AM. On dip, adding to PRGSX and VGWAX. With VIX rising I'm looking for lower lows.
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Post by xray on Jan 4, 2021 21:56:15 GMT
"BIG" changes in the oil sector this morning [as expected] as the oil sector improves. Most of us have been buying the undervalued oil sector [with the higher dividends and lower risk] for a while now [17% of my current portfolio is in the oil sector with >10% dividends (before the oil move this morning)]. The big changes [price increases] are going to the investors who have been dollar cost averaging....
Looking at my analysis data, my oil selections currently have report card grades that vary with report card grades from 57 to 100 [0-100 rating system]. HESM has the 100 [and 10star (0-10star rating system] with their MktPrc expected to go to mid 20's in mid year according to Zack's.Currently their dividend [COB Friday] is 9.03% with a "RISK" factor of +3.063 [must be >+1.277]. Good for income/CapGain investors IMHO....
Disclosure: Some of us currently have 1.84% [phase #1] of portfolio in HESM currently....
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Post by rhythmmethod on Jan 5, 2021 17:49:25 GMT
Added to EDV in the event events in the south might cause market to go south.
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Post by cactusjack on Jan 5, 2021 20:59:41 GMT
Added a bit to ENB. Energy and international appear to be coming to life, and I was light on both. The divvy was an added incentive.
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Post by chang on Jan 6, 2021 4:09:38 GMT
Order placed to exchange some VBILX (IT Bond index)(about 40% of position) into VWALX (HY Muni Bond). Why: VBILX wobbly performance for the last few months; plus expectation of higher taxes in 2021.
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Post by Chahta on Jan 6, 2021 13:57:28 GMT
Cutting my ready cash by 1/2 (it's about time) on Monday by selling SWTXX. Adding to a muni fund. Not sure if it will be NMBAX or WITAX or PTIMX. The sell order is in. I also have a limit order in to sell QQQJ for now. Bought PTIMX.
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Post by chang on Jan 6, 2021 16:37:53 GMT
Selling 100% of my FSPGX in taxable acct today. Why: just ringing the cash register. Looking to inch my equity down. Nasdaq futures were down over 2% before the open; luckily the market recovered, but...
Also: buying a little more FHKCX in IRA using 2021 contribution.
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Post by rhythmmethod on Jan 6, 2021 20:38:12 GMT
Added some more to EDV. Why - buying the LongTresDip. Switched some PGWAX to PRGSX - Why - more global. Also unusual for me, adding to FLPSX in IRA - Why mmmomentum. I can't even say it. Also added a little to MATFX for more China.
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Post by rhythmmethod on Jan 7, 2021 15:11:55 GMT
Whew - Busy AM. My limit order to sell JPM triggered today @135. 56% profit in 7 months. I know it's likely to go higher with $$ falling like rain. I'm reducing my risk via single equity holdings. I allocated the winnings to core funds VGWAX, VTMFX also added to SCHD, VDIGX, MATFX (will put me in higher share class) and threw a little at preferred fund FPF (Cliff recommended that last April) I know I've been posting here and trading a lot more than usual. The reason is I just concluded several projects that were postponed since last March thus getting almost a year's worth of earnings in a few months. (Probably small by some standards here) My wife also inherited a small sum that I've been trying to put to work. I'm ready to take a break soon...maybe. Stay safe!
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Post by wannabechef on Jan 7, 2021 19:10:39 GMT
Added to PRIMECAP POGRX as a core holding and hoping for a better 2021 compared to peers in 2020 and a little mean reversion.
Sold some VDIGX (VG Divy Growth) to swap for VWIGX (VG Int Growth) to keep my international allocation in line after recently selling FMIJX (FMI international). Also set up toehold in PRGTX (T Rowe Global Tech) <3% total allocation to further add to global allocation bit in a more specialized way.
Slightly active day but expect to lazily DCA into my 401K throughout the year without any major shifts there. Expect to be a little more quiet the rest of the year on B/S/W. Cheers to 2021, it has to get better from here right?
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Post by chang on Jan 8, 2021 2:58:11 GMT
Moved proceeds from previous equity sale into VUSFX (Vanguard UST Bond). Why: this is my go-to parking lot for "ballast".
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Post by acksurf on Jan 8, 2021 13:11:16 GMT
I like Vanguard and the International Growth fund that I had there but finally closed it out due to the fact it was a small, orphaned account and I couldn't easily add money to that particular account type. I moved it to Fidelity. In the future I may re-open a Vanguard account with more money in "normal" accounts. I sold BIV and haven't re-allocated the proceeds yet. I've added a small amount to MATFX. I also sold VLAIX so I am down to American Funds Balanced and Wellesley. Not a bad problem but I am ending up with more money in taxable that I don't want to put into equity at the moment so I am increasing equity in tax deferred accounts.
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Post by Chahta on Jan 8, 2021 18:09:02 GMT
Put an order in for HYM MMHAX using proceeds from BAGIX. This was a change of direction for me. I have not owned a HYM (other than NVHAX a few months before the black swan) and felt the exposure would not be a huge deal. I reevaluated my AA and decide I was too careful owning enough IT/ST type of funds. MMHAX has very low correlation to equities so should act as some ballast. Growth in investing requires thinking outside one's comfort zone.
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Post by wannabechef on Jan 8, 2021 20:43:12 GMT
Turns out, I lied, I still had more to do this January. Parked some extra cash in taxable account in BSV (Vanguard Short Term IG Bond) today. Not looking to do much more buying in the short term but needed somewhere a bit boring and unexciting to stash it. I hold a smaller position in VCORX (VG Core Bond) for longer duration, which has mostly been a smooth ride. If a new buying opportunity presents itself this year I'll plan to deploy a portion of BSV into equities (most likely a nice boring index fund as well).
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Post by Chahta on Jan 8, 2021 22:17:22 GMT
I am a fan of indexing. It is easy and does well without a lot of maintenance. I do own one managed fund and that is enough for me.
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galeno
Commander
KISS & STC
Posts: 221
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Post by galeno on Jan 8, 2021 23:16:12 GMT
Yesterday I sold our global small cap ETF (6.2% of port) AND our EM equity ETF (5.3% of port).
Reason is we got VERY scared because of what happened on Jan 6th. We were already scared enough with this "VID" pandemic.
Started year at 40% equities. Bear took us to 35%. Over-rebalanced to 45% on April 1st. When we sold we were at 56% equities. We are now at 45% equites.
As an older man I'd rather be safe than sorry.
It feels like the year 2000.
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Post by chang on Jan 11, 2021 15:03:59 GMT
Adding to FISMX and FHKCX on weakness. These will probably be my last buys of these two funds for the near future. (Selling FXNAX to fund the purchases.)
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Post by Chahta on Jan 11, 2021 17:51:43 GMT
I trimmed a little from SCHX, SCHD and VIG at the open today, for the time being. Once an opportunity arises I will add to them again and then some. I am back to 45/55 as I was last year. I think back to JRfromNY that posted caution last year at this time.
She would be someone to attract to Big Bang.
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Post by chang on Jan 12, 2021 1:11:34 GMT
I trimmed a little from SCHX, SCHD and VIG at the open today, for the time being. Once an opportunity arises I will add to them again and then some. I am back to 45/55 as I was last year. I think back to JRfromNY that posted caution last year at this time. She would be someone to attract to Big Bang. JRinNY is here as JR.FA !
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Post by richardsok on Jan 12, 2021 5:50:13 GMT
Seems like ages, guys. Nice to see so many familiar names. In the past couple of weeks I've been active in RORO, ICLN, PCI, PFN, COMB, FTF. Trying short term trades on technical signals back-and-forth with QQQJ (bull) and RWM (bear). On today's mini dip I took an opening position in SLVO; got tired of waiting for PMs to plunge and offer a good entry. SLVO is speculative, of course; not as volatile as the metal, but throws off a good distribution. Still holding KNOP all through its long claw-back after the crash. It, along with PCI is one of my favorite positions. Love the yields. EURO is still a bust, but am holding. I'm a perverse believer in old-school energy & MLPs like AMLP, which I added to last week. Looking at PBFX, TGP, ET, but no triggers pulled yet. Why did PFE drop? Any news? May buy opening position tomorrow. Well, that's it. Good to catch up a bit. Am down in Florida for the winter. The fishing is lousy....but I keep buying bait. Stay safe.
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Post by chang on Jan 12, 2021 12:17:12 GMT
Doing an easy "exchange between Vanguard funds" in my VG IRA — selling a few dollars of VWUAX and buying VWIAX. (Changing "U" to "I".) Why: simple de-risking.
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Post by richardsok on Jan 12, 2021 16:13:17 GMT
Last night I was piqued by a recent post by Ensign (fast Eddie? skelly?) regarding USDP. I believe old-school energy is showing promise, especially natural gas. USDP had good numbers for their November report and Jan 6-7 presented at the Goldman Sachs Virtual Energy Conference. I couldn't find what was said, but I surmise it wasn't "Gee, we did awful. Avoid our stock." Opened a new position this morning for the well-covered yield and also took an opening position in XOM. In a separate bucket, took gains on FOF (went XD today), rolling it over into CEFS which will be XD in a few days.
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Post by uncleharley on Jan 12, 2021 17:40:27 GMT
Sold my position in SILJ this morning for a small loss. Added afew shares to my KMI position because it is trending up and nearly thru a a band of resistance. The worst is now support.
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Post by xray on Jan 12, 2021 21:10:03 GMT
richardsok : Been a while since we exchanged some conversation on the same investment. I mainly hang out on the Closed End board since going to this website. We all had a "great" 2020 [portfolio performance and cash performance (45% Div+ CapGains)]. With that said.... I have great hopes for USDP. All of my analysis numb3rs [looking forward] remain very positive. USDP has a great dividend and is in the "railroad" [oil] business. If/when oil comes back into favor , Oil will have to be moved to somewhere and they also have a new terminal opening up in the 2nd Qtr....
Looking at current math analysis numb3rs for USDP: Analysis data [COB Friday], we currently have a report card grade of 54 [0-100 rating system] and remains at 5star neutral [0-10 star rating system], with a dividend [MktPrc @ 3.51] of 12.65% with a "RISK" factor of +0.453 [must be >+1.335 for continual active buying for addt'l shares]. Good for income/CapGain investors IMHO.... Disclosure: Some of us currently have 4.97% [phase #2 position] of portfolio in USDP ....
Comment: You might want to look at KYN [relatively hot] as their NAV increased by $0.62 last week. KYN used to pay $1.44/Yr before the crash of oil.... Looking at my current math analysis numb3rs for KYN: Analysis data [COB Friday], we currently have a report card grade of 83 [0-100 rating system] and KYN has increased their star rating to 10star [0-10 star rating system], with a dividend [MktPrc @ 6.51] of 9.21% with a "RISK" factor of +1.068 [must be >+1.335 for continual active buying for "addt'l shares"]. Good for income/CapGain investors IMHO.... Disclosure: Some of us currently have 5.75% [phase #2 position] of current portfolio in KYN....
KYN changed their direction last September [you might not be aware of this].... HOUSTON, Sept. 28, 2020 (GLOBE NEWSWIRE) -- Kayne Anderson Energy Infrastructure Fund, Inc. (NYSE: KYN) (the “Company”) announced today that the Company’s name has been changed from Kayne Anderson MLP/Midstream Investment Company to Kayne Anderson Energy Infrastructure Fund, Inc. KYN previously announced its plan to make this change when it provided a strategic update in July 2020. The changes to certain of KYN’s non-fundamental investment policies, which were also announced as part of the strategic update, take effect today as well.
Keep in mind that both of these securities are considered "Penny Stocks" [<$10 and the normal amount of shares being held by any investor can be considered excessive] and the CapGain potential can be enormous which makes our EOY total gains substantial. We need to mention though [strongly] that penny stocks are not for everyone and a lot of analysis is required so as not to lose one's "TOTAL"investments [that can not easily be replaced]....
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