Post by retiredat48 on Apr 19, 2021 15:17:53 GMT
Poster hobei65, on the Fidelity Forum, on March 29 asked: "R48 please state the one stock you would buy now, if you would, and what is it?." Also share some ETF/MF ideas in the current situation if possible."
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OK. I take your post as a good-faith desire to hear of some opportunities going forward. Here are some for consideration:
Asset you most likely can hold forever:
Stock: AMZN Amazon. Been recommending for a decade plus; see no need to change now. CNBC's Cramer states consistent seasonal pattern of recent swoon exists, and consider buying 1st week of April. See multiyear thread on Forum.
Fund/ETF: S&P 500 Index Fund, such as SPY or Vangaurd comparable etf.(Passive)
VPCCX --Vang'd Capital Opportunity Fund (active mgmt)
sleeper: MGK, Vang'd Mega Cap Growth etf
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Retirees seeking dividend yield
Stock: CVX Chevron
Fund/ETF: VIG...Vang'd Dividend Appreciation Fund. Attempts to grow the dividend each year.
XLF SPDR Financials etf ...1.9% yield...(or KRE ...KBE banks). Favorable earnings ahead.
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Investment for next decade
stock: MDT...Medtronics Inc...medical devices
fund/ETF: IHI US Medical Devices Fund...was hit by hospital elective surgery limitations with covid---a reopen fav. Also, boomers entering final decade of life need medical devices like replacement knees, heart pacemakers. Generic growth.
Another aggressive Stock: MP...MP Materials Corp: Rare earth metals, needed for future...a USA play.
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Investment for next 1-2 years
MJ, marijuana company etf. Legalization underway; use of foodstuffs and beverages opens up new users; expect strong brand name drinks to evolve. MSOS is an etf of USA only companies.
SPHB Invesco S&P500 Hi Beta etf...1.6% yield; selects top 100 of S&P, momentum based, currently 27% financials; 19% energy; 18% cyclicals; 12% industrials. A return from covid theme Sorry, gone parabolic recently.
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Young investor, max growth
ARKG, ARK family genomic revolution multi sector etf. Top growth prospects; revolutionary field. Sad it is getting so well known...Cathy Woods manager.
VSS, Vang'd All World ex USA Small Cap Fund--small caps are historic good growth; get an almost 2% dividend yield along the way.
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Highly speculative, mad money big winner potential
CCJ Cameco Corp...uranium...if world wants to truly reduce emissions, by going nuclear power.
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International space
ARTYX, Artison Developing World Fund...growth theme
Emerging Market Fund such as EEM--better if weak dollar; covid recovery will happen.
sleeper: ECON, Columbia Emerg Mkt Consumer. Doesn't rely on oil/gas theme. Generic consumer growth.
FSEAX, Fidelity SE Asia Fund. For retirees: MAPIX...Matthews Asia Dividend Fund
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For retirees, seeking alternatives to poor bond allocation yields available (bond fund)assets
TIBIX...Thornberg Income Builder Fund (mostly stocks). Higher yield (4+%)...attempts to grow dividend annually. Int'l . Somewhat heavy Europe.
PFF and HPS(leveraged--7.6% yield) Preferred Share Funds.
PCI and PDI...PIMCO leveraged mortgage based funds...9.3% yields. Takes advantage of current zero interest rate environment, expected to now last through 2023.
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Final comments. Too bad many of these investments have had great upward moves recently, some almost parabolic. Investors need to be responsible for their own investing. Do your due diligence, and consider how you invest and your style. Individual Company stock investors can review top 10 holdings in any funds listed above , and select one company. I am not an individual stock company investor...have not owned one for 50 years. Disclosure: Have owned Vanguard's Wellington fund since 1953 (not a typo--1953).
Good luck all...
R48
---------------------------------------------------
OK. I take your post as a good-faith desire to hear of some opportunities going forward. Here are some for consideration:
Asset you most likely can hold forever:
Stock: AMZN Amazon. Been recommending for a decade plus; see no need to change now. CNBC's Cramer states consistent seasonal pattern of recent swoon exists, and consider buying 1st week of April. See multiyear thread on Forum.
Fund/ETF: S&P 500 Index Fund, such as SPY or Vangaurd comparable etf.(Passive)
VPCCX --Vang'd Capital Opportunity Fund (active mgmt)
sleeper: MGK, Vang'd Mega Cap Growth etf
-------------------------------------------
Retirees seeking dividend yield
Stock: CVX Chevron
Fund/ETF: VIG...Vang'd Dividend Appreciation Fund. Attempts to grow the dividend each year.
XLF SPDR Financials etf ...1.9% yield...(or KRE ...KBE banks). Favorable earnings ahead.
-------------------------------------------
Investment for next decade
stock: MDT...Medtronics Inc...medical devices
fund/ETF: IHI US Medical Devices Fund...was hit by hospital elective surgery limitations with covid---a reopen fav. Also, boomers entering final decade of life need medical devices like replacement knees, heart pacemakers. Generic growth.
Another aggressive Stock: MP...MP Materials Corp: Rare earth metals, needed for future...a USA play.
----------------------------------------------------------------------
Investment for next 1-2 years
MJ, marijuana company etf. Legalization underway; use of foodstuffs and beverages opens up new users; expect strong brand name drinks to evolve. MSOS is an etf of USA only companies.
SPHB Invesco S&P500 Hi Beta etf...1.6% yield; selects top 100 of S&P, momentum based, currently 27% financials; 19% energy; 18% cyclicals; 12% industrials. A return from covid theme Sorry, gone parabolic recently.
------------------------------------------------------------------------
Young investor, max growth
ARKG, ARK family genomic revolution multi sector etf. Top growth prospects; revolutionary field. Sad it is getting so well known...Cathy Woods manager.
VSS, Vang'd All World ex USA Small Cap Fund--small caps are historic good growth; get an almost 2% dividend yield along the way.
----------------------------------------------
Highly speculative, mad money big winner potential
CCJ Cameco Corp...uranium...if world wants to truly reduce emissions, by going nuclear power.
-----------------------------------------------------------
International space
ARTYX, Artison Developing World Fund...growth theme
Emerging Market Fund such as EEM--better if weak dollar; covid recovery will happen.
sleeper: ECON, Columbia Emerg Mkt Consumer. Doesn't rely on oil/gas theme. Generic consumer growth.
FSEAX, Fidelity SE Asia Fund. For retirees: MAPIX...Matthews Asia Dividend Fund
----------------------------------------------------------------------------
For retirees, seeking alternatives to poor bond allocation yields available (bond fund)assets
TIBIX...Thornberg Income Builder Fund (mostly stocks). Higher yield (4+%)...attempts to grow dividend annually. Int'l . Somewhat heavy Europe.
PFF and HPS(leveraged--7.6% yield) Preferred Share Funds.
PCI and PDI...PIMCO leveraged mortgage based funds...9.3% yields. Takes advantage of current zero interest rate environment, expected to now last through 2023.
-----------------------------------------------------------------
Final comments. Too bad many of these investments have had great upward moves recently, some almost parabolic. Investors need to be responsible for their own investing. Do your due diligence, and consider how you invest and your style. Individual Company stock investors can review top 10 holdings in any funds listed above , and select one company. I am not an individual stock company investor...have not owned one for 50 years. Disclosure: Have owned Vanguard's Wellington fund since 1953 (not a typo--1953).
Good luck all...
R48
