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Post by chang on Jan 13, 2021 20:59:31 GMT
Bought a little SGOL at the close, just to put my toe in the water.
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Post by uncleharley on Jan 14, 2021 16:58:32 GMT
Added a few shares to my KMI position this morning because of a technical buy signal. Fwiw, I am now fully invested. Primarily in Infrastructure.
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Post by Norbert on Jan 14, 2021 17:39:34 GMT
Added a few shares to my KMI position this morning because of a technical buy signal. Fwiw, I am now fully invested. Primarily in Infrastructure. Would you mind sharing your infrastructure positions? Here or separate thread, as you think appropriate. TIA.
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Post by chang on Jan 14, 2021 18:24:03 GMT
Sold off entire position in Raytheon RTX. Why: (1) I don't really need/want individual stocks; this was a spur of the moment RTN purchase before the merger, with a couple of BTDs, (2) new Administration may spend less on defense; (3) stock is going sideways, (4) analysts are cool on the stock's potential, (5) trying to lower US equity exposure.
Closing out FXNAX bond position in my IRA, finally. Proceeds going into FHKCX.
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Post by richardsok on Jan 14, 2021 20:48:30 GMT
Yesterday before the close, I added to positions in USDP, GLOPpA and PBFX. I still like KNOP a lot, but am full up to my max comfort level.
This morning at the open I took today's XDiv plus gains on XFLT and rolled over into a similar fund, ACP, to catch next week's XDiv. So far it's been a good week; thinking the market's waiting for Biden to announce new goodies.
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Post by chang on Jan 15, 2021 1:57:17 GMT
Oops, I just bought SIGIX by accident. Here is what happened: on Wednesday I placed an AIP (auto invest) at Fido to add $25k of SIGIX to my existing holding. I changed my mind not more than 10 minutes later and deleted the AIP, but during that short window the order must have activated, and I didn't think to check "Orders". Technology!
Being a TF fund, I can sell it on Friday .... or keep it .... I haven't decided.
I haven't added to (or sold) SIGIX in several years. It is a rare EM value fund, and I decided to add a little EM on the value side. I deleted the order because I thought, on reflection, to wait for a dip. But the order went through by accident. So I'm thinking now, so be it, maybe I will just hold onto it. Sometimes these snafus turn out for the best.
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Post by uncleharley on Jan 15, 2021 15:01:59 GMT
Added a few shares to my KMI position this morning because of a technical buy signal. Fwiw, I am now fully invested. Primarily in Infrastructure. Would you mind sharing your infrastructure positions? Here or separate thread, as you think appropriate. TIA. See my new thread on Market Insights
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Post by rhythmmethod on Jan 15, 2021 17:26:59 GMT
I was a bit active today. I liquidated a modest trust in Fidelity to deploy there later. In my VG account, BTD, as usual. I added to VGWAX, VTMFX, FLPSX (I consider that an easy to own multi-cap global value). I lightened my overweight position in PIMIX for funds. I also added small amount to VDIGX, VWIAX and SCHD. I've become considerably underweight value so I'm adding on the diplet.
edit to add... picked up some FPF, a cliff favorite, and on article in Barron’s regarding preferreds.
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Post by retiredat48 on Jan 18, 2021 20:22:05 GMT
When I started the initial/continuous B/S/W thread on M*, I requested that everyone try to post in "real time", as being most valuable.
So forgive me in that I have just started on this forum, but be advised (posted elsewhere) that I started pyramid-up buying of the etf of marijuana stocks/companies, called MJ...in early November, 2020. Six states (especially NJ) passing legality of pot laws in Nov elections, maybe a game changer. MJ has had a huge decline in last couple years, is way below its high, and still below its 200 day Moving Average. But recent performance zooming upward.
My seat-belt is fastened; this may be only a relatively shorter term trade, but the long term holding aspect is a clear choice tbd. I'm trying "to use momentum to my advantage." Edit to add: I'm changing to doing some shorter term trading (weeks not days), just to add some fun to my life. And to be prepared for a possible huge bear market, when it comes.
R48
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Post by uncleharley on Jan 19, 2021 14:48:09 GMT
I added a few shares to my UTG position this morning. Just reinvesting excess dividends. Utg is still selling near NAV.
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Post by chang on Jan 19, 2021 18:08:21 GMT
1. Exchanging $X of VDIGX (VG Div Growth) to VUSFX (UST Bond). Why: trying to work my equity % down and take a more cautious risk posture. Why VDIGX: have been a little disappointed in this fund vs. peers like VIG, SCHD, DSEEX.
2. Buying $X/2 of FICDX (Fido Canada). Why: lots of reasons, maybe deserves a separate post. CAD/USD exchange rate rising from 0.70 to 0.80 in recent months, maybe just the beginning of a reversal of a long decline for the last 15 years? FICDX holds some very strong banks yielding 4%+, some beaten down gold miners, and some wide-moat consumer staples companies. Canadian stocks are not subject to tax withholding in an IRA.
I can see repeating this move four more times to continue reducing equity.
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Post by helmut on Jan 19, 2021 20:55:49 GMT
1. Exchanging $X of VDIGX (VG Div Growth) to VUSFX (UST Bond). Why: trying to work my equity % down and take a more cautious risk posture. Why VDIGX: have been a little disappointed in this fund vs. peers like VIG, SCHD, DSEEX. 2. Buying $X/2 of FICDX (Fido Canada). Why: lots of reasons, maybe deserves a separate post. CAD/USD exchange rate rising from 0.70 to 0.80 in recent months, maybe just the beginning of a reversal of a long decline for the last 15 years? FICDX holds some very strong banks yielding 4%+, some beaten down gold miners, and some wide-moat consumer staples companies. Canadian stocks are not subject to tax withholding in an IRA. I can see repeating this move four more times to continue reducing equity. Chang, I noticed FICDX is holding about 30% in financials. Do you think Canadian financials will do better than U.S. financials? helmut
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Post by richardsok on Jan 19, 2021 21:38:09 GMT
In the IRA took good gains on TWOpB and rolled it over into added ACP shares to catch this week's ex div. All my market tech signals remain bullish, seems (I think) on the new Biden/Yellen tag team match to see who can shovel more helicopter money out the hatch and onto the voters.
As debt approaches infinity, can there truly be no consequences? Evidently, not yet.
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Post by chang on Jan 19, 2021 22:12:43 GMT
helmut "I noticed FICDX is holding about 30% in financials. Do you think Canadian financials will do better than U.S. financials?" I wish I were smart enough to answer that. My hunch is yes. First, there is the currency issue: I'm banking on a weakening dollar. (Time will tell, but that bet has been working for the last 6 months.) Second, they have been more stable than US banks during crises (they fared better during the last one). Also, I think the US consumer may drive Canadian bank growth (more than the other way around). But at the end of day, I would lying if I said that this wasn't ..... a hunch.
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Post by richardsok on Jan 20, 2021 20:28:24 GMT
Added to cash about another 4% of port value, by selling FPI, FFTY and CEN. Took good gains on all three. Latest unknown: are current vaccines effective protection against the newer, mutating strains of Covid? I don't believe the market is pricing in the possibility of another vicious round of Big Bad News .... if one occurs. OTOH, technicals remain bullish.
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Post by steadyeddy on Jan 21, 2021 1:44:26 GMT
I was a bit active today. I liquidated a modest trust in Fidelity to deploy there later. In my VG account, BTD, as usual. I added to VGWAX, VTMFX, FLPSX (I consider that an easy to own multi-cap global value). I lightened my overweight position in PIMIX for funds. I also added small amount to VDIGX, VWIAX and SCHD. I've become considerably underweight value so I'm adding on the diplet. edit to add... picked up some FPF, a cliff favorite, and on article in Barron’s regarding preferreds. saw cliff mentioned. Has anyone been in touch with him? How is he doing... sorry for being off topic.
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Post by steadyeddy on Jan 21, 2021 1:46:15 GMT
Sold my ITOT (iShares total stock market ETF) for a handy profit. Increased cash position even more... not sure what to do but I ain't buying into this market
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Post by chang on Jan 25, 2021 15:47:01 GMT
Bought SGOL at $17.80. Funds from cash.
Order placed to exchange all remaining VBILX for VUSFX. Why: tired of VBILX going down.
Edit: adding a sliver more of FICDX.
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Post by acksurf on Jan 25, 2021 23:05:53 GMT
I think I announced this before but sold the last bits of VLAAX. Decided to reduce balanced funds to Wellesley & American Funds. YBB mentioned FBALX was starting to get more into an aggressive balanced. Not sure that applies to VLAAX but in the end just looking for boring for this part of my allocation. Also will think about moving into things other than bonds to minimize volatility. Not retired so don't need income from investments allocated towards retirement.
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Post by yogibearbull on Jan 26, 2021 1:30:11 GMT
I think I announced this before but sold the last bits of VLAAX. Decided to reduce balanced funds to Wellesley & American Funds. YBB mentioned FBALX was starting to get more into an aggressive balanced. Not sure that applies to VLAAX but in the end just looking for boring for this part of my allocation. Also will think about moving into things other than bonds to minimize volatility. Not retired so don't need income from investments allocated towards retirement. Here is up to date calculation of effective-equity over 5 years to 12/31/20: FBALX 76.28% [that is aggressive-allocation, not moderate-allocation]; CAGR 12.75% VLAAX 63.57% [that is well within 50-70% range for moderate allocation]; CAGR 12.38% Of course, recent months show FBALX sprinting ahead, but steady VLAAX did quite fine over time.
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Post by anitya on Jan 26, 2021 2:54:28 GMT
I think I announced this before but sold the last bits of VLAAX. Decided to reduce balanced funds to Wellesley & American Funds. YBB mentioned FBALX was starting to get more into an aggressive balanced. Not sure that applies to VLAAX but in the end just looking for boring for this part of my allocation. Also will think about moving into things other than bonds to minimize volatility. Not retired so don't need income from investments allocated towards retirement. Here is up to date calculation of effective-equity over 5 years to 12/31/20: FBALX 76.28% [that is aggressive-allocation, not moderate-allocation]; CAGR 12.75% VLAAX 63.57% [that is well within 50-70% range for moderate allocation]; CAGR 12.38% Of course, recent months show FBALX sprinting ahead, but steady VLAAX did quite fine over time. Yogi, Are the stats available for the past one year (in addition to the 5 year stats noted above)?
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Post by yogibearbull on Jan 26, 2021 3:03:43 GMT
Here is up to date calculation of effective-equity over 5 years to 12/31/20: FBALX 76.28% [that is aggressive-allocation, not moderate-allocation]; CAGR 12.75% VLAAX 63.57% [that is well within 50-70% range for moderate allocation]; CAGR 12.38% Of course, recent months show FBALX sprinting ahead, but steady VLAAX did quite fine over time. Yogi, Are the stats available for the past one year (in addition to the 5 year stats noted above)? For 1 yr, FBALX Effective-Equity 77.35%, CAGR 22.43% VLAAX Effective-Equity 61.60%, CAGR 15.24% Over various timeframes, effective-equity is fairly stable, so I typically use 3 or 5 years.
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Post by acksurf on Jan 26, 2021 18:59:03 GMT
It's not really the equity percentage that I am looking at but the stocks being held. I want Johnson and & Johson not Tesla in my balanced fund. I have separate funds to cover tech/growth.
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Post by rhythmmethod on Jan 27, 2021 23:04:08 GMT
Alert all media. Breaking 📰 Stocks can go down. Added small amounts to SCHD, MATFX, PRGSX, VWILX. Why - BTD. Also because I recently liquidated some holdings my wife inherited. I agree with Norbert that some folks are sleepwalking through this new COVID situation. Stay safe.
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Post by chang on Jan 27, 2021 23:06:32 GMT
Added a little more to FHKCX on today's dip.
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Post by acksurf on Jan 28, 2021 1:19:47 GMT
Sold BSV. Adding a bit to PTIAX and just leaving the rest in cash at the moment. I may move into muni funds.
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Post by richardsok on Jan 28, 2021 4:03:57 GMT
Got initial technical SELL signals at noon Wednesday. Bought opening position in RWM as a hedge and sold 1/4 my silver position. IF tomorrow's market is down again by noon, I intend to add to RWM and sell PFN and another 1/4 my silver. As my monthly payers go ex-div, I will sell and not replace. Hoping for a quick rally but I suspect traders are getting antsy over the disappointing COVID news and the possibility of mutating and more virulent strains. The Biden hostility toward fossil fuels only augurs increased retail costs and future tax blather is not promising. Insider buying is all but nonexistent. I'm at 25% cash now. An accommodating FED has taken us a long, long way, but near-zero interest rates can't carry us forever if other wheels fall off the cart.
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Post by chang on Jan 28, 2021 10:40:25 GMT
Order in to sell all remaining shares of VDIGX (exchange to VUSFX). Why: capital preservation mode until the markets stabilize. I may continue to sell equity down to 40%. (I am open to buying more EM, however; and maybe a little more HC.)
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Post by rhythmmethod on Jan 28, 2021 16:20:31 GMT
Using today's upward motion to exchange VDIGX for VWIAX in my ROTH. A subtle decrease of risk and decreasing an under-performing fund.
Edit to add - Exchanged more VDIGX in non sheltered account for VGWAX. Same reason as above.
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Post by chang on Jan 29, 2021 10:45:52 GMT
Selling some BCSSX (US SCG) in my IRA; buying the same amount of GPGIX (Global SCG).
I know this is just rearranging chairs. But I am continually shifting from US to foreign, and right now am a little more comfortable with GP fishing around in a very big pond.
Edit: I decided to double the size of the BCSSX sale. I am not going to get caught with my pants down a second time!
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