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Old 06-27-2016, 11:23 AM  
DaFace DaFace is offline
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Investing megathread extravaganza
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Old 01-02-2022, 08:30 AM   #12211
rydogg58 rydogg58 is offline
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When I'm viewing the Cost Basis the only tab that lets me set a date range is the Realized Gain/Loss tab. In the example of my Roth IRA, that only shows the realized gains from selling shares to rebalance.

The Unrealized Gain/Loss tab doesn't have a date range, and simply shows me my entire unrealized holdings, so I can't tell how much it grew in 2021 alone.

There is also a tab labeled Gain/Loss Reports, but again that only gives me the realized gain/loss.

My Roth 401k doesn't have any realized gains, so all I can do there is choose unrealized, but again, no date range available there. Just shows the entire account history.

Do you see something different in yours that I'm overlooking?
No, you are correct. I can't find another way that will show your gains unless they are realized. I guess maybe go through the monthly statements and figure it up from there? I'm not really sure what you would do.
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Old 01-03-2022, 12:19 PM   #12212
ChiliConCarnage ChiliConCarnage is offline
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I put my annual IRA contribution in yesterday morning. Had half go to Target date fund, the other half into money market for now.

I'll have to figure out my prior year performance at some point. Enjoying those posts. I don't think any beat the S&P, it was a beast last year. Even the NASDAQ didn't keep pace
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Old 01-03-2022, 12:47 PM   #12213
lewdog lewdog is offline
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Is AMC a buy on this Green Day?!?!?!
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Old 01-04-2022, 09:39 AM   #12214
BigBeauford BigBeauford is offline
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Old 01-04-2022, 10:25 AM   #12215
Tylerthigpen!1! Tylerthigpen!1! is offline
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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.
This would be a good opportunity to take advantage of tax loss harvesting right?
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Old 01-04-2022, 11:01 AM   #12216
scho63 scho63 is offline
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This would be a good opportunity to take advantage of tax loss harvesting right?

If they were sold by Dec 31st , yes.
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Old 01-04-2022, 04:10 PM   #12217
ChiliConCarnage ChiliConCarnage is offline
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Some new year's repositioning today? or maybe the new variant spreading? A lot of tech got beat up. I saw some high flyers down 10+% like Shopify

The broader market seemed to hang in there pretty good. Equal weight S&P was up .8%
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Old 01-04-2022, 08:00 PM   #12218
lewdog lewdog is offline
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Some new year's repositioning today? or maybe the new variant spreading? A lot of tech got beat up. I saw some high flyers down 10+% like Shopify

The broader market seemed to hang in there pretty good. Equal weight S&P was up .8%
Gas, oil and banks all did nicely but many on the NASDAQ took a whooping.
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Old 01-05-2022, 03:06 AM   #12219
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Is AMC a buy on this Green Day?!?!?!
What a turd. And I gotta say, I've recieved investment advise from a lot of different people and spaces and this place has always been the worst.

Thanks, guys.
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Old 01-05-2022, 11:33 AM   #12220
lewdog lewdog is offline
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AMC in the 23’s!

Clay you loading more?!!?!
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Old 01-05-2022, 11:35 AM   #12221
DaFace DaFace is offline
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AMC in the 23’s!

Clay you loading more?!!?!


You have way too much fun watching AMC. It's back in the area I'm very curious about, but we've seen it up and down so often that I think there's enough of a cushion of long-term holders at the bottom to prevent a true crash. Wouldn't surprise me to see it pop up near 30 again sometime soon.

(But I'm still staying far away from it.)
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Old 01-05-2022, 01:04 PM   #12222
Buehler445 Buehler445 is offline
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You have way too much fun watching AMC. It's back in the area I'm very curious about, but we've seen it up and down so often that I think there's enough of a cushion of long-term holders at the bottom to prevent a true crash. Wouldn't surprise me to see it pop up near 30 again sometime soon.

(But I'm still staying far away from it.)


Lew is committed to the troll.

Side note, wife wanted to take the kids to the AMC in Westminster. I was meh on it but she was wound up. So she got online and gets all excited because the recliners and waited snacks. So she set up an order and then promptly cancelled it when she got the subtotal.

I don’t remember the number but it was a lot for this hayseed. She was super excited about it then made a giant heel turn to **** that we’ll go to Garden for 1/4 of the money.

I chuckled.

Sorry guys. I didn’t do my part to prop up AMCs earnings.
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Old 01-05-2022, 01:21 PM   #12223
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The 10 year bond yield has spiked up quickly. Lets hope it doesn't bust 1.8%
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Old 01-05-2022, 02:01 PM   #12224
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Lew is committed to the troll.

Side note, wife wanted to take the kids to the AMC in Westminster. I was meh on it but she was wound up. So she got online and gets all excited because the recliners and waited snacks. So she set up an order and then promptly cancelled it when she got the subtotal.

I don’t remember the number but it was a lot for this hayseed. She was super excited about it then made a giant heel turn to **** that we’ll go to Garden for 1/4 of the money.

I chuckled.

Sorry guys. I didn’t do my part to prop up AMCs earnings.

Pre-Covid, my wife and I went to a theater like that. We both got burgers and fries, and my wife got a glass of wine to complement my Dr. Pepper. I think the total bill came to well over $100 including the movie.

It's a great concept, but not for that kind of dough.
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Old 01-05-2022, 04:16 PM   #12225
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I'm liking Tilray here.

Good for a pop after all this tax selling.

Think it goes back to $10-12 in first months
You still in? Today was a rough one for Tilray.
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