Investing megathread extravaganza

[DaFace]

A place to talk about investing stuff.

[lewdog]

Originally Posted by Hog's Gone Fishin

Watch the video and quit being so ****ing negative.

The YieldMax funds were created for DIVIDENDS.

BUT MY DIVIDENDS ARE SO ****ING SWEET!!!!

#totalreturnsmatter

[Hog's Gone Fishin]

LewDog = The Debbie Downer of Dividends

[lewdog]

Originally Posted by Hog's Gone Fishin

My initial investment of 9991 is now at $8857 Down overall -11.35% TSLY

Buying TSLA with a t 10K investment would now be worth $7846 Down -21%

Through dividend reinvestment my share count went from 592 to 662.

The dividend value returned in two months was $1151.84. More than 10% of the initial investment.


Since TSLA became a huge terd the last 30 days I'm anxiously awaiting the next TSLY dividend announcement. Their low is .44 and high is 1.07

Here's what I can honestly figure out.

I think something like TSLY works in sideways and maybe slightly down markets, to keep you ahead of the regular TSLA stock as far as total return. Remember, total return is all that matters. I don't give a shit if that's from the stock price or dividends.

However, you will assume much more risk in downside loss in a true bear market with TSLY. Also during a rapid recovery and very bullish pattern, you won't gather the same upside gains that the straight TSLA stock would see and you'll lag returns then.

Just what I can gather from the price action on both.

[Hog's Gone Fishin]

Originally Posted by lewdog

Here's what I can honestly figure out.

I think something like TSLY works in sideways and maybe slightly down markets, to keep you ahead of the regular TSLA stock as far as total return. Remember, total return is all that matters. I don't give a shit if that's from the stock price or dividends.

However, you will assume much more risk in downside loss in a true bear market with TSLY. Also during a rapid recovery and very bullish pattern, you won't gather the same upside gains that the straight TSLA stock would see and you'll lag returns then.

Just what I can gather from the price action on both.

TSLA dropped from 279 to 215 the last 30 days (-22.93%)
TSLY dropped from 16.74 to 13.37 last 30 days (-20.13%)

That amount of drop in 30 days I would think constitute a full Bear market (For TSLA/TSLY) so we will see what the dividend announcement is for September.

edit : Also the fund manager states on the upside if the underlying stock will increase 5% or less during the 30 day period , they can pretty much capture ALL the upside, but when it grows at a faster pace it will lag.

[Buehler445]

Originally Posted by lewdog

Here's what I can honestly figure out.

I think something like TSLY works in sideways and maybe slightly down markets, to keep you ahead of the regular TSLA stock as far as total return. Remember, total return is all that matters. I don't give a shit if that's from the stock price or dividends.

However, you will assume much more risk in downside loss in a true bear market with TSLY. Also during a rapid recovery and very bullish pattern, you won't gather the same upside gains that the straight TSLA stock would see and you'll lag returns then.

Just what I can gather from the price action on both.

In theory.

But if valuation theory holds, Tesla is still overpriced. Boring shit like J&J is still underpriced. Fact is sentiment doesn’t always match financial performance.

You’re arguing theory. Hog is arguing historical pricing (sentiment)

[lewdog]

Originally Posted by Buehler445

In theory.

But if valuation theory holds, Tesla is still overpriced. Boring shit like J&J is still underpriced. Fact is sentiment doesn’t always match financial performance.

You’re arguing theory. Hog is arguing historical pricing (sentiment)

I'm not comparing anything like that. I'm comparing owning a stock of an actual company against a ticker that spins off huge dividends using a covered call strategy. People continue to underestimate the risk on something like TSLY but I do think it can benefit you in sideways markets.

[KCUnited]

You can add my employer to the growing list of corporations cutting staff

Announced a 10% bloodbath yesterday morning. Mostly manager/director level and unfortunately a lot of our analytics teams were let go as budgets shrink

Outside of my boss, a couple peers and a number of others that I've crossed paths with over the years, my role wasn't impacted, but man, survivors guilt is real

Stay safe and well positioned out there

[SurroundedByMorons]

Originally Posted by KCUnited

You can add my employer to the growing list of corporations cutting staff

Announced a 10% bloodbath yesterday morning. Mostly manager/director level and unfortunately a lot of our analytics teams were let go as budgets shrink

Outside of my boss, a couple peers and a number of others that I've crossed paths with over the years, my role wasn't impacted, but man, survivors guilt is real

Stay safe and well positioned out there

Yeah, it is getting scary out there. I saw farmers insurance announce 11% reduction. You willing to say who your employer is or the industry? My employer (tech) was rumored to cut ~25% this month, local employer T-Mobile just laid off "back office" folks which is code for IT people. I am told the numbers are much higher due to contractors, consultants, etc not being included in the official reduction numbers.

[ghak99]

Hate to hear that.

Tyson is quietly murdering the shit out of things right now. Insiders claim the problem started during the shutdown and they rode the rail all this time trying to get ahead of the issues. Demand, especially for chicken, is really high and it doesn't even matter. New guy has been implemented and is quickly sending them down the road of eliminating the inflated wages and replacing with automation. More locations will be announce as being on the chopping block soon.

I've been surprised at how well the rate hikes have been accepted. That figure is quickly becoming a serious line item on the budget.

[scho63]

Originally Posted by lewdog

Everyone post what stock is your biggest individual holding.

I’ll go first.

PYPL as a long term position started over the past year for me.

AAPL - over 26 years. You don't want to know my CB or you will cry. I really can't sell or else I would pay gains on about 96% of the sale.

I use margin to borrow against it.

[lewdog]

Bloodbath!

We might test the 200 day MA if we keep this up.

[myselff77]

Originally Posted by lewdog

Bloodbath!

We might test the 200 day MA if we keep this up.

It's been a painful quarter.

[myselff77]

Originally Posted by Hog's Gone Fishin

Have you followed this guy long? At least lately, he seems to post a ton of content all basically touting the same thing.

What's everyone's predictions on a major bull run in crypto happening 12-18 months from now with as large of growth as he's suggesting?

[Rain Man]

Originally Posted by myselff77

Have you followed this guy long? At least lately, he seems to post a ton of content all basically touting the same thing.

What's everyone's predictions on a major bull run in crypto happening 12-18 months from now with as large of growth as he's suggesting?

I stay out of stuff I don't understand, and crypto is something I don't understand.

We had such a great first half of the year. I was hoping we could keep it going. This quarter has not been ideal. But I also think that we can see the code. The Fed raises rates and the market goes down. The Fed doesn't lower rates and the market goes down. At some point the Fed will lower rates and I have a prediction about what will happen. This seems like a good buying opportunity for those with some risk tolerance.

[myselff77]

Originally Posted by scho63

AAPL - over 26 years. You don't want to know my CB or you will cry. I really can't sell or else I would pay gains on about 96% of the sale.

I use margin to borrow against it.

How does this work? Is it basically like a normal loan just backed by your AAPL position? Are you just paying the interest each month while investing in something else with the assumption that investment is growing at a larger percentage that the interest rate?