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Originally Posted by Buehler445
So I was looking through some of my shit. I should do it more frequently, but whatever, I'm not in anything for a short term.
I bought a couple shares of IBM in August and hell they're up 18% (excluding dividends). I was pretty shocked not expecting that kind of runup. I don't hate how their situated from a business/strategy standpoint, so I bought a couple more shares and turned on DRIP.
My positions in google are looking rough recently, but are up 19% since March. I think I may look to layer in some more purchases.
I have some positions in AGM which is a bank that does ag lending. I just picked up a share when the banking shit started happening as a reminder to check their financials regularly. That ****ing share is up 86.74% (excluding dividends). Holy hell. So I layered in some more in July that's up 17%. I don't know WTF it's performing so well. But I think I may just pick up a share every time I make a payment.
I bought a few shares of 3M stock in March when they hired a different CEO. That is up 48%. I haven't layered in anymore purchases because I'm still nervous about the lawsuits, but I do have DRIP on. I may look at their filings and see if I should layer more in.
MAIN is one I brough when HogFarmer was pushing it. It has been pretty good over the course of time, so I pick up a couple shares now and then. I'm not thrilled with the business structure, but it's been good, so I keep buying some.
The Deere stock I have had a rough summer. But has boomed recently. I haven't looked into why. This is another one I need to buy a share when I make a payment.
The other individual stocks I have I'm not excited about. Most of the portfolio is in VOO VUG and SCHD.
What are you guys excited about these days?
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I've had IBM forever, and I don't even really know what they do any more. The stock was stagnant for a long time and I only kept it because it paid a good dividend and I didn't know where else to put the money. But then a few years ago it started doing pretty well. It's actually been a nice producer for me for the past few years.
I completely flubbed MMM. I bought it and held it for several years while it declined, and then I finally sold it off right as it started climbing. You win some, you lose some.
I started buying into banks headlong about four months ago. That's not because I have any theories, but more because I was having some cash freeing up and I've been underrepresented in bank stocks. I've been buying CFG, OPBK, PFBC, HSBC, and ... one other that I don't recall right now. The HSBC and the other one have been muddling around, but the first three have been doing well. I started buying the CFG about a year ago as a one-off, and it's been a star for me.
I keep thinking that companies that are fully operating in the USA will probably enjoy some advantages over the next couple of years, which may help companies like IBM, MMM, GE, and others.