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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 05-24-2022, 09:18 PM   #12916
Rain Man Rain Man is offline
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Quote:
Originally Posted by Hog's Gone Fishin View Post
Faang stocks ,TSLA /MSFT since Jan.1

AAPL -20.96%
MSFT -22.81%
GOOGL -26.79%
AMZN -37.56%
TSLA -40.57%
FB -46.10%
NFLX -70.07%
Yep, that fits per my end of year summary.

Quote:
Originally Posted by Rain Man View Post

...

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%

...
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Old 05-24-2022, 09:24 PM   #12917
Hog's Gone Fishin Hog's Gone Fishin is offline
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Yep, that fits per my end of year summary.
I actually think GOOGL and AMZN splitting soon may be good timing. Those stocks will be reasonably priced now when the day comes that money starts coming back in.

If you just google up "which companies have the most cash" you get:

AAPL
GOOGL
MSFT
Amazon

Those aren't staying down , They're the backbone of investment portfolios.
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Old 05-25-2022, 11:43 AM   #12918
petegz28 petegz28 is offline
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If things hold today I will get the first buy signal on my volatility indicator since March on the QQQs. SPYs are close but not quite there.

I am also seeing some positive divergences in other indicators but we still remain firmly in a downtrend
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Old 05-25-2022, 03:44 PM   #12919
scho63 scho63 is offline
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Originally Posted by Hog's Gone Fishin View Post
Might be some good gigs in Ukraine. Construction supervisor jobs should be in high demand. Don't go back to China though, I think they'll still be battling new Covid strains and you might get trapped. Good luck in whatever you do, I'm sure a year off is looking tasty right now.
I'm actually looking at Vietnam. Nha Trang Beach area

Apartment on Beach $350-400 a month
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Old 05-26-2022, 08:29 AM   #12920
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Good chart action today on both the QQQs and SPYs. Looks like at the least a pause in the downtrend. Not close to calling it a reversal and won't be anytime soon.

I think the freak out over Snap Chat the other day signaled a lot of irrationality in the market. We have the best chart action right now since early March. Some positive divergences on various indicators, volatility is trying to come in and it looks like things like high gas and food prices are starting to put the kibosh on things.

Home sales and the related are starting to take a huge hit which is actually good. High gas prices are doing what the Fed didn't, wouldn't or couldn't do, which is create some demand destruction.
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Old 05-26-2022, 09:23 AM   #12921
Hog's Gone Fishin Hog's Gone Fishin is offline
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Originally Posted by scho63 View Post
I'm actually looking at Vietnam. Nha Trang Beach area

Apartment on Beach $350-400 a month
My brother was telling me last night that when he was in the marines in vietnam the joke was that ." make sure you don't get captured by the women VC because they have orders to rape any and all prisoners"
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Old 05-26-2022, 10:14 AM   #12922
Peter Gibbons Peter Gibbons is offline
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I'm actually looking at Vietnam. Nha Trang Beach area

Apartment on Beach $350-400 a month
Nice! Make sure to try one of those hanging/swinging chair things with the locals. I’ve always been fascinated by the thought of that device.
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Old 05-26-2022, 10:58 AM   #12923
scho63 scho63 is offline
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Nice! Make sure to try one of those hanging/swinging chair things with the locals. I’ve always been fascinated by the thought of that device.
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Old 05-26-2022, 11:11 AM   #12924
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My volatility indicators keep wanting to flash a buy signal, but these 2%-4% moves every day are erasing it.
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Old 05-26-2022, 01:26 PM   #12925
petegz28 petegz28 is offline
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Too many talking heads saying the same thing, "we haven't seen capitulation yet..."

They act as if there is some rule that you have to have some form of capitulation. I am not even saying this is the bottom but I am getting more and more convinced that a lot of these talking heads are going to miss the bottom.
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Old 05-26-2022, 01:56 PM   #12926
Hog's Gone Fishin Hog's Gone Fishin is offline
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They just said on CNBC awhile ago the last 100 days of NASDAQ has been the Worst 100 days in the history of the NASDAQ

They mentioned some fool on Chiefsplanet apparently started a Stock challenge that sunk the ship. Well, not really but the 100 day part was really stated.

Last edited by Hog's Gone Fishin; 05-26-2022 at 02:01 PM..
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Old 05-26-2022, 03:54 PM   #12927
scho63 scho63 is offline
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Old 05-26-2022, 05:44 PM   #12928
ChiliConCarnage ChiliConCarnage is offline
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Originally Posted by petegz28 View Post
Home sales and the related are starting to take a huge hit which is actually good. High gas prices are doing what the Fed didn't, wouldn't or couldn't do, which is create some demand destruction.


That's the highest the 30 year mortgage rate has been since the GFC. In a matter of a few months from the lowest it'd ever been. It's higher than we got in the 2018 tightening cycle where they took FFR to 2.75%(?) - not sure on the exact number.

I think the Feds rhetoric is definitely slowing demand and, sadly, I think if you flip that chart upside down it's my stock portfolio. Psychology is important for both the economy and stock market and I'm seeing recession references a lot of late. Nobody likes losing wealth

I did get a .10% boost to my savings account though! hooray
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Old 05-26-2022, 06:06 PM   #12929
Buehler445 Buehler445 is offline
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Quote:
Originally Posted by ChiliConCarnage View Post


That's the highest the 30 year mortgage rate has been since the GFC. In a matter of a few months from the lowest it'd ever been. It's higher than we got in the 2018 tightening cycle where they took FFR to 2.75%(?) - not sure on the exact number.

I think the Feds rhetoric is definitely slowing demand and, sadly, I think if you flip that chart upside down it's my stock portfolio. Psychology is important for both the economy and stock market and I'm seeing recession references a lot of late. Nobody likes losing wealth

I did get a .10% boost to my savings account though! hooray
LOL.

I had to go to the bank to ask my banker about some equipment notes I was thinking about doing. I told him I got my notice of the .5% rate hike in my LOC and asked when I was getting the corresponding one for my savings (LOC balance: 0, Savings account balance, >0), I like to watch him squirm.
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Old 05-26-2022, 07:42 PM   #12930
lewdog lewdog is offline
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