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Post by alvinthechipmunk on Mar 9, 2022 23:48:25 GMT
steadyeddy,@slooow, uncleharley, win1177, fishingrod, alvinthechipmunk,@django, fritzo489, Fearchar, Capital, kathiel, shridog, Some of us might do VERY well, re: the Amazon buy-back plan. 20-for-1. www.cnbc.com/2022/03/09/amazon-announces-20-for-1-stock-split-10-billion-buyback.html
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Post by steadyeddy on Mar 10, 2022 0:44:14 GMT
This stock-split news from Amazon is disingenuous - AMZN fell from 3700s to 2700s from early summer 2021 to now; and they choose to split the stock. It is a ploy. There is a pop after market close but won't last. The growth stocks will continue to struggle for the foreseeable future.
By the way, I am thinking of canceling AMZN Prime membership when it comes up for renewal - they stopped doing quality checks on their B2B platform. I have had so many issues lately with product purchased from AMZN. Many previously sold products are being sold as brand new - it is a crime. About time the world wakes up to what AMZN is doing.
I own AMZN via my total stock market funds but I will not purchase AMZN separately.
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Post by alvinthechipmunk on Mar 10, 2022 0:59:30 GMT
Yes, it's one of the companies I love to hate.
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Post by Chahta on Mar 12, 2022 14:04:27 GMT
Horrible on March 11.
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Post by uncleharley on Mar 12, 2022 14:09:36 GMT
I am +6.8% YTD, +2.1% for the week. Based on info at my Fido account.
I need to add that my portfolio is not needed for day to day living expenses. Those expenses are covered by a pension and social security. My protfolio returns are used for larger ticket items that may or may not be necessary.
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Post by Deleted on Mar 12, 2022 14:30:46 GMT
I net to 0 with our SuperStar investor ! -6.8% My laggards are AAPL (now 9% of my portfolio) and international (now 19%). My staples have been trending down - CLX, PG, KMB - I had trimmed them all and expect them to lag for this year and maybe more - on reinvestment.
Have not been posting my small adds - but have added to APD, MMM, CLX, JPM, EWJ. Going to look at UTG. I sold 25% of my CVX position.
I don't know how everyone is feeling (not talking to you UH!) - but I feel measured and am making thoughtful adds. My fellow dividend investors will understand my continuing comfort in the dividend stream I have built and continue with. I do feel the last 10 years are not something I can really base outcomes on though.
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Post by oldskeet on Mar 12, 2022 15:26:56 GMT
Hi guys,
What has helped is my above average cash position being about 24% of my portfolio. This has helped stabilize it while all the other areas have shown declines thus far this year.
Year to date my Income Area (38% of portfolio) is down -4.4%, my Growth & Income Area (25% of portfolio) is down -5.5% while the big hit (percentage wise) has taken place in the Growth Area (13% of portfolio) which is down 17.1%. Overall this puts me down year to date about 5.27% as I write. Generally, the more risky an investment the less held.
For me diversification along with my all weather asset allocation has worked allowing me to remain invested and continue to receive the income benefit that my portfolio provides.
Old_Skeet
Trailing comment. Backing cash out the results change a good bit being down about 6.9%.
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Post by fishingrod on Mar 12, 2022 16:03:54 GMT
I am now down YTD 1.8% with 22.26% stocks now. Down roughly .76% on the week.
I have 9 holdings consisting of 65.62% of my total portfolio that have gone up to one extent or another YTD. These are CD like Annuities/MM/CDs/ and VDE +37.39%YTD and KMI +17.65% YTD.
What has hurt me the most this year is VWILX Intl growth down 25.25% YTD and VUG lg Growth down 19.35% YTD.
Lucky enough to still have Annuity purchased in 2009 consisting of 32% of total port now, accumulating tax deferred at 5.70%.
All of this is the truth. Great thing about the truth is you don't have to remember your lies.
You just have to remember!
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Post by acksurf on Mar 12, 2022 16:40:11 GMT
Down 7.64% for the year. JENSX is my worst performer. Don't have much providing ballast. Wish I had more in commodities/energy and utilities but I don't. I'd be down more if I didn't have so much cash. I am pretty busy with work so haven't had time to adjust much. Probably just as well I am likely to do more damage that way!
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Post by Mustang on Mar 12, 2022 18:31:26 GMT
I still haven't lost a penny. The dollar value is down 7.6% but I don't intend to sell and I own the same number of shares I did before. Later this month when dividends and capital gain distributions are posted I will have more shares. And, when I buy later this month I will get more shares per dollar than I did last year.
Even if share prices only recover to last years numbers I will be better off than before.
P.S. If I were a market timer I would have sold last year and jumped back in at some unforeseeable future date. But I'm not a gambler, I can't see the future and I don't want to work that hard.
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Post by Deleted on Mar 12, 2022 18:59:22 GMT
36% Cash & Equivalents 20% Domestic Equity 18% International Equity 24% Quality Bonds 01% Other
-6.55% YTD
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Post by Fearchar on Mar 12, 2022 19:53:30 GMT
On Friday, my portfolio was off 0.67%. However, this thread seems to be more focused on YTD than Friday. Sooooo....
YTD, my portfolio is off 6.00%. ouch! Because of trades since January 1st, it's difficult to calculate exactly how that can be accurately broken down. However, it appears that the single largest holding loss has been PIMIX, which is -5.32% YTD (-0.89% last week and -3.70% last month). Fortunately, my Cash level is fairly high for me; 34.5% and my largest holding BRK is up 9.61% YTD, 6.31% last week and 3.97% last month.
There are many minor positions that have taken a beating, but could in time prove attractive. These include PRGTX and PDO/PDI.
Psychologically, what also helps is reflecting upon past performance. No guarantee of course for the future, but it does sooth some of the sting.
2021 +24.9% 2020 +24.2% 2019 +29.8% 2018 -5.2% 2017 +21.5% 2016 +12.8% 2015 +3.4% 2014 +16.1% 2013 +30.3%
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Post by alvinthechipmunk on Mar 12, 2022 20:42:33 GMT
Friday, 11th March, '22: down by -0.4%. YTD: down -6.08%.
60 bonds 28 US stocks 10 foreign stocks.
Reaching my self-chosen limit with ENIC soon: 2,000 shares. Chilean electric utility. Their new Prez was just inaugurated. Big celebrations. We'll see about the stock! They're in the process of writing a new constitution to replace the one they've been operating with from the ugly Pinochet and military junta years. I fearlessly predict a Left-Center structure. I cannot see them desiring to kill this electric utility. Soviet-style nationalization of companies is shit that old Fidel did, and maybe Maduro....... ENIC's been getting killed, needing to buy resources at top dollar. They've been required to cover homes with electricity, even if they could not pay, during the pandemic. That can't last forever... The Chairwoman of the constitution-writing committee is an educated woman, an epidemiologist. Will she kill the goose that laid the golden egg, with this opportunity? I think not. I HOPE not.
Thanks for the CEF tips!
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Post by kathiel on Mar 12, 2022 21:54:50 GMT
My portfolio balance is now half a percentage point less than at the beginning of the year. This is an all-equities portfolio.
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