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Post by steadyeddy on Feb 26, 2022 0:51:40 GMT
Up 2.5% YTD. Continue near zero common equities. Near zero bonds. Very heavy into commodities BCI, RJA, and smaller amounts in GLTR and PDBC, with 1% of PV left in bearish hedges. Recently bought PDI. Still holding some long time individual preferreds picked up in the wild 2008 days. About 40% cash. richardsok, Way to go!! What is your reasoning to totally shun stocks/bonds?
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Post by steadyeddy on Feb 26, 2022 0:53:06 GMT
My portfolio is currently down 2.6%.. cash level is 58% of PV. I have made profitable ITOT trades in the last couple of days, acquiring them yesterday/day-before and selling today.
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Post by Deleted on Feb 26, 2022 13:12:36 GMT
82% of my portfolio is down 4.73% ytd after Friday. All equities. Rest - 18% - is cash, G fund and I bonds. Big exposure is AAPL which is 9% of entire portfolio. In a taxable account. I expect it to go down temporarily, but with a long term outlook will leave it be. IOW - I expect future paper losses to be higher!
What an interesting week.
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Post by uncleharley on Feb 26, 2022 13:16:44 GMT
For the week I was up 1.76%, for the yr I am down abt 2%.
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Post by win1177 on Feb 26, 2022 19:13:24 GMT
Up slightly over 2% for Friday (2/25/22), down about 2.3% for the year. Happy with our performance, especially since we are about 84% equity. Nearly all of our equities are strong wide moat dividend growers that have tended to be more resistant to market pullbacks.
Win
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Post by Deleted on Mar 5, 2022 0:32:34 GMT
82% of my portfolio is down 4.73% ytd after Friday. All equities. Rest - 18% - is cash, G fund and I bonds. Big exposure is AAPL which is 9% of entire portfolio. In a taxable account. I expect it to go down temporarily, but with a long term outlook will leave it be. IOW - I expect future paper losses to be higher! What an interesting week. Down 5.6% YTD in 83% of portfolio equity positions. Not a good trend.....International holdings not doing well!
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Post by uncleharley on Mar 5, 2022 1:17:59 GMT
For the week I was up 9.7%. For the yr I am up 3.8%
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Post by Deleted on Mar 5, 2022 1:34:39 GMT
UH - I was hoping you would chime in! Well done!
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Post by fishingrod on Mar 5, 2022 1:35:17 GMT
I am down -1.04% YTD with 23% stocks now.
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Post by alvinthechipmunk on Mar 5, 2022 6:09:39 GMT
60 bonds 28 domestic 10 international
Down -4.967% YTD. and that is also -4.967% from my all-time high at Jan. 1st, '22.
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Post by steadyeddy on Mar 5, 2022 13:21:32 GMT
I am down 3.4% YTD.. I sold a bunch of high-grade bonds that I bought a couple of days ago. Will buy them back when a relief rally comes in equities.
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Post by Deleted on Mar 5, 2022 14:02:19 GMT
I'm the laggard......
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Post by Deleted on Mar 5, 2022 14:50:23 GMT
I'm down 5.47% YTD
36% Savings Bonds & Cash 21% Domestic Stocks 18% International Stocks 24% Higher Quality Bonds 1% Other
Best: SPYD +2.95% Worst GISYX -23.80%
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Post by fritzo489 on Mar 5, 2022 15:41:23 GMT
@django, with GP stalwarts off 21% YTD , are you thinking of adding to it at this point in time ? Dry powder willing, considered ?
Thanks, fritzo489
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Post by Fearchar on Mar 5, 2022 15:53:10 GMT
For the week I was up 9.7%. For the yr I am up 3.8% That's fantastic. Congratulations!!!
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Post by win1177 on Mar 5, 2022 15:54:28 GMT
Down 0.38% for Friday. Portfolio is down about 4.36% for the year, which is REALLY good for us since we are so heavily weighted in equity. We are currently 84% equity, 5% bonds (muni funds), and 11% cash. Best performers are oil/gas (XOM), NEM, ABBV, BRK.B, WFC, AEP, VZ. Worst are MCHP, BLK, PFE, CCI, MMM.
Win
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Post by Capital on Mar 5, 2022 16:00:20 GMT
Year to date I'm down about 7.5% - looking back one year I am up about 8.5%.
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Post by Fearchar on Mar 5, 2022 16:48:11 GMT
Personally down 0.78% yesterday. Year to date off 4.41%.
My Mom is off 9.55%. She owns a lot of SPGI with tremendous long term gains.
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Post by Deleted on Mar 5, 2022 17:03:56 GMT
@django, with GP stalwarts off 21% YTD , are you thinking of adding to it at this point in time ? Dry powder willing, considered ?
Thanks, fritzo489
Yep, I raised some cash by selling a chunk of a Target Retirement Income fund and I bought more Granduer Peaks on the first 10% drop back in late January and again just yesterday, and will continue for every 10% drop in the future until I've exhausted my cash. When that's gone I will sell my least risky fund to keep to buying my most risky funds. I wrote this process down in an Investment Policy Statement years ago. I think I also should also mention I'm not wealthy but I can survive on just my pension and Social Security, so adding riskier assets in down markets doesn't freak me out.
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Post by Deleted on Mar 5, 2022 17:36:36 GMT
Steelpony - I see this more or less as how various portfolio allocations are doing during a volatile time. I think everyone here is seasoned to see it as a datapoint through a correction. I hope it doesn't cause stress, but rather support for one another! Sounds like you are on track - as expected!
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Post by Deleted on Mar 5, 2022 17:38:04 GMT
For the week I was up 9.7%. For the yr I am up 3.8% That's fantastic. Congratulations!!! UH is our member in the tail end of the bell curve!
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Post by Deleted on Mar 5, 2022 17:41:24 GMT
@django , with GP stalwarts off 21% YTD , are you thinking of adding to it at this point in time ? Dry powder willing, considered ?
Thanks, fritzo489
Yep, I raised some cash by selling a chunk of a Target Retirement Income fund and I bought more Granduer Peaks on the first 10% drop back in late January and again just yesterday, and will continue for every 10% drop in the future until I've exhausted my cash. When that's gone I will sell my least risky fund to keep to buying my most risky funds. I wrote this process down in an Investment Policy Statement years ago. I think I also should also mention I'm not wealthy but I can survive on just my pension and Social Security, so adding riskier assets in down markets doesn't freak me out. Cool. What's the scoop on GP Stalwarts - i.e. why did you select it for your portfolio?
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Post by Fearchar on Mar 5, 2022 19:25:39 GMT
That's fantastic. Congratulations!!! UH is our member in the tail end of the bell curve! Yes indeed; During a Bull Market, nearly everybody feels like a genius. It's only during a Bear Market that the truly exceptional investor can be identified. But of course the next question is he a one trick pony or not? (I hope not.)
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Post by kathiel on Mar 5, 2022 21:42:46 GMT
I'm up 1.4% on the year, 100% equities.
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Post by Deleted on Mar 5, 2022 23:42:55 GMT
That is impressive!
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Post by alvinthechipmunk on Mar 6, 2022 4:38:16 GMT
All of you who are in the black, rather than the red, YTD, deserve recognition!!! Good on ya.
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Post by shridog on Mar 6, 2022 14:51:56 GMT
Currently our portfolio is down 0.9% YTD. The portfolio is nearly 50% BDCs, 15% Fixed Income CEFs (mainly PIMCO suite), 12% Preferreds, 12% Mortgage and Commercial Reits, 7% OEFs (PRWCX the largest) and 4% Cash. Cash is always in the 2 to 5% area except when I panic as in Feb-March of 2020.
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Post by Deleted on Mar 6, 2022 19:30:16 GMT
Yep, I raised some cash by selling a chunk of a Target Retirement Income fund and I bought more Granduer Peaks on the first 10% drop back in late January and again just yesterday, and will continue for every 10% drop in the future until I've exhausted my cash. When that's gone I will sell my least risky fund to keep to buying my most risky funds. I wrote this process down in an Investment Policy Statement years ago. I think I also should also mention I'm not wealthy but I can survive on just my pension and Social Security, so adding riskier assets in down markets doesn't freak me out. Cool. What's the scoop on GP Stalwarts - i.e. why did you select it for your portfolio? I think especially in the smid-cap area of active funds, having fund families willing to close funds when they get too big and hot is very much in the intetest of current investors. My portfolio is dominated by cap-weighted indexed holdings, so when I decided to allocate 10% to smaller and more aggressive growth stocks, PRIMECAP and Grandeur Peaks are the fund families that stood out and were available in my Roth brokerage account. Grandeur actually states the asset level where they will close a fund when they start a fund. I've also added once to my PRIMECAP holding on its 10% drop. I'm not good at market timing, using asset allocation and tax management in taxable to inform my buys and sell is about the best I can do. It's the only way I've found to keep emotions out of the investment process.
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Post by alvinthechipmunk on Mar 8, 2022 0:45:27 GMT
Not fun to watch this. Monday: down another -1.27%. Remembering to keep the "big picture" in mind. Markets go up AND down. The war is a big factor, right now. It will get worse before it gets better. Interest rates? Still looming, but this kind of Market behavior is not explained by worry over rates. And REMEMBER: Mr. Market ALWAYS overreacts to things, both to the upside AND the downside.
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Post by Deleted on Mar 8, 2022 1:39:01 GMT
Django - that makes sense. Good to take emotions out. Alvin - no it isn't fun, but we are all in it together. I am trusting in my allocation decisions and just investing a little of what I have to invest a bit at a time. Trying to buy at decent valuations and make sure I am generating dividends/income that I need. That is the best I can do.
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