Investing megathread extravaganza

[DaFace]

A place to talk about investing stuff.

[lewdog]

They’ve been predicting a crash and long bear market for 5 years now. Yawn.

[Hog's Gone Fishin]

Originally Posted by scho63

I know all about shit.

Yeah , well I raised Hogs for 30 years. I know more about shit than anyone.

[Peter Gibbons]

Originally Posted by Hog's Gone Fishin

Yeah , well I raised Hogs for 30 years. I know more about shit than anyone.

Is sort of a funny thing that while we’ve had a long discussion of Skyline chili in another thread this week, never once did it come up that it is one of the fastest ways I know to relive constipation. Seriosuly, you must drive home from the restaurant if you’re over the age of 25 if you know what is good for you. I guess this just further adds to the shit you know.

[scho63]

I'm liking Tilray here.

Good for a pop after all this tax selling.

Think it goes back to $10-12 in first months

[Buehler445]

Originally Posted by scho63

I'm liking Tilray here.

Good for a pop after all this tax selling.

Think it goes back to $10-12 in first months

That looks interesting. They need to show some income, and the additional stock issuance is not great, but surely the downside is about out.

[scho63]

Originally Posted by Buehler445

That looks interesting. They need to show some income, and the additional stock issuance is not great, but surely the downside is about out.

I'm buying 1000 shares and will buy 1000 more if it drops below 6

[ghak99]

Originally Posted by Rain Man

Inflation is my biggest concern. I don't see it slowing down as fast as we're hearing, because wages are going up and production and shipping costs are going up and people have more money to spend.

I've been reading that good stocks in an inflationary environment are companies that can easily siphon off increased dollar flows (e.g., banks and credit card companies) and low-cost consumer goods (e.g., Coke and Pepsi, fast food, etc.) What do you all think?

Here locally, rent has inflated significantly. Do a cheap remodel on a house and you can pull in a new tenant looking to improve their housing image and directly cut off most of the new income a lower level family is now pulling in. They're happy, the owner is happy, and the money is gone.

[lewdog]

Anyone brave enough to share their YTD gains in their investing accounts (brokerage, 401k, IRA)? Any traders beat the index?

[Rain Man]

Originally Posted by lewdog

Anyone brave enough to share their YTD gains in their investing accounts (brokerage, 401k, IRA)? Any traders beat the index?

I like this time of year because I can summarize things.

I got an 18.6 percent return this year. I try to be diversified, which means that I'm underweighted in FAANG stocks. So I underperformed the market, but I'm fine with that from a risk perspective and still had a really good year. My wife is a little more tech-heavy, and she got a 20.1 percent return.

My ten largest holdings (not including my wife's stuff) are 31.1 percent of my total holdings, and are presented below with their annual total return.

Cash and Money Markets 0.01%
GOOG 67.43%
AMZN 4.64%
MSFT 55.23%
TSLA 44.81%
MPW 18.35%
ATCO 37.05%
TSM 9.26%
FTANX 5.67%
AAPL 37.72%

My biggest holdings did pretty well. Other than the cash, AMZN was my lowest performer and it was still up. FTANX is a really conservative preservation fund, and it more or less kept pace with inflation. So I didn't take a bath on any of my big stuff this year.

My biggest gainers combine for 11.1 percent of my account and were superb. It helps to have GOOG on this list. I keep buying SYNA on every down day and it's been a rock star.

RMCF is one that I knew was going to do great if it didn't go bankrupt. If I'd had any guts, I would've doubled down on it. But as it is, I'm still losing money on it since it tanked so badly in the shutdowns. The past is the past, though, and I'm getting close to breakeven.

SYNA 197.24%
MRNA 127.32%
NVDA 124.32%
RMCF 90.24%
COP 83.52%
INTU 73.47%
ANF 69.99%
GOOG 67.43%
KLAC 66.20%
HCI 63.35%

My biggest losers combine for 2.7 percent of my account, so the good news is that they were really underweighted. Of course, part of that is because they lost a lot of money. I haven't been buying into any of these losses, just holding for the most part.

JWN -25.42%
SQ -26.97%
LVS -35.05%
SLP -36.47%
EDUC -37.03%
CVGW -37.25%
UWMC -47.53%
ZM -48.91%
KD -55.58%
EDIT -62.91%

EDIT is a flyer stock that spikes up and down occasionally. I was up pretty good in EDUC, CVGW, SQ, and ZM for a while and then they tanked. I'm still up a lot in ZM because I bought it at a really good time. SLP is down a lot this year, but I'm still doing great on it because it was fantastic last year.

Do we think any of these are coming back?

[lewdog]

Originally Posted by Rain Man

I like this time of year because I can summarize things.

I got an 18.6 percent return this year. I try to be diversified, which means that I'm underweighted in FAANG stocks. So I underperformed the market, but I'm fine with that from a risk perspective and still had a really good year. My wife is a little more tech-heavy, and she got a 20.1 percent return.

My ten largest holdings (not including my wife's stuff) are 31.1 percent of my total holdings, and are presented below with their annual total return.

Cash and Money Markets 0.01%
GOOG 67.43%
AMZN 4.64%
MSFT 55.23%
TSLA 44.81%
MPW 18.35%
ATCO 37.05%
TSM 9.26%
FTANX 5.67%
AAPL 37.72%

My biggest holdings did pretty well. Other than the cash, AMZN was my lowest performer and it was still up. FTANX is a really conservative preservation fund, and it more or less kept pace with inflation. So I didn't take a bath on any of my big stuff this year.

My biggest gainers combine for 11.1 percent of my account and were superb. It helps to have GOOG on this list. I keep buying SYNA on every down day and it's been a rock star.

RMCF is one that I knew was going to do great if it didn't go bankrupt. If I'd had any guts, I would've doubled down on it. But as it is, I'm still losing money on it since it tanked so badly in the shutdowns. The past is the past, though, and I'm getting close to breakeven.

SYNA 197.24%
MRNA 127.32%
NVDA 124.32%
RMCF 90.24%
COP 83.52%
INTU 73.47%
ANF 69.99%
GOOG 67.43%
KLAC 66.20%
HCI 63.35%

My biggest losers combine for 2.7 percent of my account, so the good news is that they were really underweighted. Of course, part of that is because they lost a lot of money. I haven't been buying into any of these losses, just holding for the most part.

JWN -25.42%
SQ -26.97%
LVS -35.05%
SLP -36.47%
EDUC -37.03%
CVGW -37.25%
UWMC -47.53%
ZM -48.91%
KD -55.58%
EDIT -62.91%

EDIT is a flyer stock that spikes up and down occasionally. I was up pretty good in EDUC, CVGW, SQ, and ZM for a while and then they tanked. I'm still up a lot in ZM because I bought it at a really good time. SLP is down a lot this year, but I'm still doing great on it because it was fantastic last year.

Do we think any of these are coming back?

That's an awesome breakdown. Pretty good return this year for an account with individual stocks. Nice job.

Do you have accounts where you just own mutual or index funds?

[scho63]

Originally Posted by Rain Man

I like this time of year because I can summarize things.

I got an 18.6 percent return this year. I try to be diversified, which means that I'm underweighted in FAANG stocks. So I underperformed the market, but I'm fine with that from a risk perspective and still had a really good year. My wife is a little more tech-heavy, and she got a 20.1 percent return.

My ten largest holdings (not including my wife's stuff) are 31.1 percent of my total holdings, and are presented below with their annual total return.

Cash and Money Markets 0.01%
GOOG 67.43%
AMZN 4.64%
MSFT 55.23%
TSLA 44.81%
MPW 18.35%
ATCO 37.05%
TSM 9.26%
FTANX 5.67%
AAPL 37.72%

My biggest holdings did pretty well. Other than the cash, AMZN was my lowest performer and it was still up. FTANX is a really conservative preservation fund, and it more or less kept pace with inflation. So I didn't take a bath on any of my big stuff this year.

My biggest gainers combine for 11.1 percent of my account and were superb. It helps to have GOOG on this list. I keep buying SYNA on every down day and it's been a rock star.

RMCF is one that I knew was going to do great if it didn't go bankrupt. If I'd had any guts, I would've doubled down on it. But as it is, I'm still losing money on it since it tanked so badly in the shutdowns. The past is the past, though, and I'm getting close to breakeven.

SYNA 197.24%
MRNA 127.32%
NVDA 124.32%
RMCF 90.24%
COP 83.52%
INTU 73.47%
ANF 69.99%
GOOG 67.43%
KLAC 66.20%
HCI 63.35%

My biggest losers combine for 2.7 percent of my account, so the good news is that they were really underweighted. Of course, part of that is because they lost a lot of money. I haven't been buying into any of these losses, just holding for the most part.

JWN -25.42%
SQ -26.97%
LVS -35.05%
SLP -36.47%
EDUC -37.03%
CVGW -37.25%
UWMC -47.53%
ZM -48.91%
KD -55.58%
EDIT -62.91%

EDIT is a flyer stock that spikes up and down occasionally. I was up pretty good in EDUC, CVGW, SQ, and ZM for a while and then they tanked. I'm still up a lot in ZM because I bought it at a really good time. SLP is down a lot this year, but I'm still doing great on it because it was fantastic last year.

Do we think any of these are coming back?

Really nice diversification and well managed portfolio.

The only small bit of advice is to never left a stock loss exceed 25-30%. Once you start hitting the 40-50% or more level, the stock has to double just to break even.

There are other strategies for hedging to protect your downside when a stock rolls over.

That's it. Overall you did very well and congratulations.

[Zebedee DuBois]

I'm a pretty conservative investor (I think), with about 30% in Index Funds, and 30% in Bond Funds, and the rest is scattered amongst small and mid cap funds, international, and large cap individual stocks

My annual return, across all investments, for 2021 was 15%. I'm happy with that, I am at a more risk adverse point in life.

[DaFace]

16.8% for me. Pure target date index fund.

[lewdog]

Trading account 12.3% gain.

ROTH IRA, which is invested in actively managed mutual funds with T Rowe Price, most in growth and healthcare funds, 16.07% gain.

401k invested in Vanguard index funds, 23.05% gain.


Seems to follow the trends that most noticed this year....the indexes were king. Trading was hard as the market was very choppy most of the year. I know a guy who has been a professional trader for a decade and he noted 2021 as his hardest year yet. He had a 16% gain and that’s his full time job.

[KCUnited]

15.75% (401K, Roth IRA, HSA, trading acct)