Search found 80 matches

by BuyandHold37
Tue Sep 01, 2020 5:08 pm
Forum: Investing - Theory, News & General
Topic: What is your age and asset allocation ?
Replies: 296
Views: 20722

Re: What is your age and asset allocation ?

42 years old

Excluding primary residence,

64% of net worth is in timber land
22% of net worth is in investment accounts - growth equities (45%), growth ETFs (38%), growth mutual funds (17%)
13% of net worth is in hard assets
by BuyandHold37
Tue Sep 01, 2020 4:56 pm
Forum: Personal Investments
Topic: Husband doesn’t want to follow my investment plan
Replies: 47
Views: 4951

Re: Husband doesn’t want to follow my investment plan

Short answer if it's commingled money, split it into 2 accounts. You manage half, and let him manage half. Funny seeing this post....my wife recently turned her brokerage and IRA accounts over to a group of FAs who manages her parents assets (which are considerable). To date her accounts were all in...
by BuyandHold37
Wed Aug 05, 2020 7:58 am
Forum: Personal Investments
Topic: Diversifying to timber/farmland
Replies: 25
Views: 1852

Re: Diversifying to timber/farmland

I own a little over 220 acres of timberland with a 4 BR 3 BA cabin, lake, roads, etc. on it. Has been in my family for 70 years, but I took ownership/purchased it back in 2014, so I have been dealing with it for 6 years now. I do all tractor work myself (New Holland TN65 with PTO), live 6 hours fro...
by BuyandHold37
Wed Aug 05, 2020 6:46 am
Forum: Personal Investments
Topic: Diversifying to timber/farmland
Replies: 25
Views: 1852

Re: Diversifying to timber/farmland

I own a little over 220 acres of timberland with a 4 BR 3 BA cabin, lake, roads, etc. on it. Has been in my family for 70 years, but I took ownership/purchased it back in 2014, so I have been dealing with it for 6 years now. I do all tractor work myself (New Holland TN65 with PTO), live 6 hours from...
by BuyandHold37
Wed Aug 05, 2020 6:20 am
Forum: Personal Investments
Topic: Overcoming the fear of an early retirement
Replies: 117
Views: 8971

Re: Overcoming the fear of an early retirement

I voluntarily stopped working for a year and a half at age 38. It was not fun because my spouse still worked, and all my friends worked. I had free time, but no one else did. Also, in almost any social setting, people's first question was always about "so what are you doing?", etc......fun...
by BuyandHold37
Wed Aug 05, 2020 6:16 am
Forum: Non-US Investing
Topic: Do you include your house in your portfolio?
Replies: 36
Views: 3076

Re: Do you include your house in your portfolio?

No, and I also don't include my second home, boats, vehicles....

When I say portfolio, I am thinking about when I log on to my broker dealer's website, and I see my brokerage account, IRAs, 401(k), etc. Liquid assets that are for investment purposes.
by BuyandHold37
Mon Jun 08, 2020 4:24 pm
Forum: Personal Investments
Topic: Have recent events affected boglehead investment philosophy?
Replies: 41
Views: 2756

Re: Have recent events affected boglehead investment philosophy?

I did some swing trading during April and May of some individual stocks that I am very familiar with, beat the market both months, reinvested my capital back into my pre-Covid allocation, but now with 10% more than before Covid, so I am glad I didn't "do nothing". This was an unprecedented...
by BuyandHold37
Mon May 18, 2020 2:48 pm
Forum: Personal Investments
Topic: Trading vs. Holding
Replies: 72
Views: 2448

Re: Trading vs. Holding

bondsr4me wrote: Mon May 18, 2020 2:45 pm Volatility does help when it comes to trading.

I wouldn't expect to see things calm down anywhere soon.
:sharebeer
by BuyandHold37
Mon May 18, 2020 1:48 pm
Forum: Personal Investments
Topic: Trading vs. Holding
Replies: 72
Views: 2448

Re: Trading vs. Holding

How much time u r spending to research/bu/sell etc? I was taught about money and stocks beginning at a young age.....I am a trustee of about $20 million dollars in trust accounts that have to distribute 5% annually to the beneficiaries, so I have a fiduciary responsibility to pay attention to the m...
by BuyandHold37
Mon May 18, 2020 1:42 pm
Forum: Personal Investments
Topic: Trading vs. Holding
Replies: 72
Views: 2448

Re: Trading vs. Holding

I think, to be fair, the OP is discussing things within the province of buying an individual stock, not the whole market or any broad index. Since a single stock investment is in itself a very volatile situation, the question of whether it is more profitable (or even less volatile) to just hold it ...
by BuyandHold37
Mon May 18, 2020 1:33 pm
Forum: Personal Investments
Topic: Trading vs. Holding
Replies: 72
Views: 2448

Re: Trading vs. Holding

I bought apple in 2015 and sold today for 4000% gain... I am not looking for this update.. Pl tell us what u bought today and what price.. (or whenever u buy this week).. That helps.. thanks.. Show me which one of your ETFs or mutual funds you picked up last week beat my trades? I'll be holding my ...
by BuyandHold37
Mon May 18, 2020 1:33 pm
Forum: Personal Investments
Topic: Trading vs. Holding
Replies: 72
Views: 2448

Re: Trading vs. Holding

How much time u r spending to research/bu/sell etc? I was taught about money and stocks beginning at a young age.....I am a trustee of about $20 million dollars in trust accounts that have to distribute 5% annually to the beneficiaries, so I have a fiduciary responsibility to pay attention to the m...
by BuyandHold37
Mon May 18, 2020 1:25 pm
Forum: Personal Investments
Topic: Trading vs. Holding
Replies: 72
Views: 2448

Re: Trading vs. Holding

I bought apple in 2015 and sold today for 4000% gain... I am not looking for this update.. Pl tell us what u bought today and what price.. (or whenever u buy this week).. That helps.. thanks.. Show me which one of your ETFs or mutual funds you picked up last week beat my trades? I'll be holding my ...
by BuyandHold37
Mon May 18, 2020 1:23 pm
Forum: Personal Investments
Topic: Trading vs. Holding
Replies: 72
Views: 2448

Re: Trading vs. Holding

Two points of mine you haven't responded to now: 1. whether you recognize that there are individual stocks that never reach a prior peak and just do down, and 2. that you have not explained how your strategy is supposed to work in periods of reduced volatility when stocks are climbing for long peri...
by BuyandHold37
Mon May 18, 2020 1:15 pm
Forum: Personal Investments
Topic: Trading vs. Holding
Replies: 72
Views: 2448

Re: Trading vs. Holding

I believe u.. Pl share whenever u buy so that I can track ur stocks.. These are the gains I locked in this morning, purchased last week: 25% return on NVAX 20% return on VBIV 17% return on ATRA 8.5% return on HUYA I bought apple in 2015 and sold today for 4000% gain... I am not looking for this upd...
by BuyandHold37
Mon May 18, 2020 12:56 pm
Forum: Personal Investments
Topic: Trading vs. Holding
Replies: 72
Views: 2448

Re: Trading vs. Holding

I believe u.. Pl share whenever u buy so that I can track ur stocks.. These are the gains I locked in this morning, purchased last week: 25% return on NVAX 20% return on VBIV 17% return on ATRA 8.5% return on HUYA I bought apple in 2015 and sold today for 4000% gain... I am not looking for this upd...
by BuyandHold37
Mon May 18, 2020 12:41 pm
Forum: Personal Investments
Topic: Trading vs. Holding
Replies: 72
Views: 2448

Re: Trading vs. Holding

I notice that you did not announce your buy when you made it back on the 13th... Your credibility suffers when you don't document both sides of every trade (that is a polite way of saying you're just a troll if you don't "show your work".) You can follow me on tipranks and see all my trad...
by BuyandHold37
Mon May 18, 2020 12:38 pm
Forum: Personal Investments
Topic: Trading vs. Holding
Replies: 72
Views: 2448

Re: Trading vs. Holding

Did I accidently click on a reddit thread? This is basically anti Bogleheads. Not sure the point of this thread. Plenty of people on this forum trade individual stocks in addition to owning mutual funds and ETFs, but it's a taboo topic because it threatens the implied superiority of many who believ...
by BuyandHold37
Mon May 18, 2020 12:33 pm
Forum: Personal Investments
Topic: Trading vs. Holding
Replies: 72
Views: 2448

Re: Trading vs. Holding

also pl share what u bought today morning.. (assuming u are going to sell them on Friday 5/22). Pl share so that we can all see. I did not buy today...the sells were a combination of FAANG stocks and a few biopharma names. If I were to buy names today they would be cyclical or banks. There is no ru...
by BuyandHold37
Mon May 18, 2020 12:31 pm
Forum: Personal Investments
Topic: Trading vs. Holding
Replies: 72
Views: 2448

Re: Trading vs. Holding

also pl share what u bought today morning.. (assuming u are going to sell them on Friday 5/22). Pl share so that we can all see. I did not buy today...the sells were a combination of FAANG stocks and a few biopharma names. If I were to buy names today they would be cyclical or banks. There is no ru...
by BuyandHold37
Mon May 18, 2020 12:24 pm
Forum: Personal Investments
Topic: Trading vs. Holding
Replies: 72
Views: 2448

Re: Trading vs. Holding

Locked in gains today from buys on Wednesday (5/13) and increased my IRA portfolio value by 10%. also pl share what u bought today morning.. (assuming u are going to sell them on Friday 5/22). Pl share so that we can all see. I did not buy today...the sells were a combination of FAANG stocks and a ...
by BuyandHold37
Mon May 18, 2020 12:19 pm
Forum: Personal Investments
Topic: Trading vs. Holding
Replies: 72
Views: 2448

Re: Trading vs. Holding

Locked in gains today from buys on Wednesday (5/13) and increased my IRA portfolio value by 10%. I notice that you did not announce your buy when you made it back on the 13th... Your credibility suffers when you don't document both sides of every trade (that is a polite way of saying you're just a ...
by BuyandHold37
Mon May 18, 2020 12:18 pm
Forum: Personal Investments
Topic: Trading vs. Holding
Replies: 72
Views: 2448

Re: Trading vs. Holding

Locked in gains today from buys on Wednesday (5/13) and increased my IRA portfolio value by 10%. I notice that you did not announce your buy when you made it back on the 13th... Your credibility suffers when you don't document both sides of every trade (that is a polite way of saying you're just a ...
by BuyandHold37
Mon May 18, 2020 12:05 pm
Forum: Personal Investments
Topic: Stock Screen
Replies: 21
Views: 1070

Re: Stock Screen

Hi all, I was reading through different sources on how to screen stocks and I came across something in the AAII that I thought was interesting. Below is their way of screening stocks. I was wondering what you all think about this and how you would rank these in order of importance. I looked at a fe...
by BuyandHold37
Mon May 18, 2020 11:41 am
Forum: Personal Investments
Topic: Trading vs. Holding
Replies: 72
Views: 2448

Re: Trading vs. Holding

Locked in gains today from buys on Wednesday (5/13) and increased my IRA portfolio value by 10%. I notice that you did not announce your buy when you made it back on the 13th... Your credibility suffers when you don't document both sides of every trade (that is a polite way of saying you're just a ...
by BuyandHold37
Mon May 18, 2020 11:38 am
Forum: Personal Investments
Topic: Trading vs. Holding
Replies: 72
Views: 2448

Re: Trading vs. Holding

Locked in gains today from buys on Wednesday (5/13) and increased my IRA portfolio value by 10%. also pl share what u bought today morning.. (assuming u are going to sell them on Friday 5/22). Pl share so that we can all see. I did not buy today...the sells were a combination of FAANG stocks and a ...
by BuyandHold37
Mon May 18, 2020 10:42 am
Forum: Personal Investments
Topic: Trading vs. Holding
Replies: 72
Views: 2448

Re: Trading vs. Holding

Locked in gains today from buys on Wednesday (5/13) and increased my IRA portfolio value by 10%.
by BuyandHold37
Thu May 07, 2020 7:20 am
Forum: Personal Investments
Topic: Trading vs. Holding
Replies: 72
Views: 2448

Re: Trading vs. Holding

KingRiggs wrote: Tue May 05, 2020 10:59 am That is a really impressive track record.

Could you let us know when you publish your investing newsletter so we can all subscribe?
Here is your first lesson: Sell in the green. Buy when it's red. Rinse and repeat. Anybody can do this during this volatility....very easy.
by BuyandHold37
Tue May 05, 2020 12:56 pm
Forum: Personal Finance (Not Investing)
Topic: [thinking about buying a house in LA, wait for RE crash?]
Replies: 72
Views: 6031

Re: do you expect there to be a housing market crash? If so, when?

I think there will be a decrease, but no "crash". If anything, hard assets will be a haven in the event of a sustained or drastic market downturn. There was already an inventory shortage before all of this started....less people want to sell their house because they have nowhere to go, and...
by BuyandHold37
Tue May 05, 2020 11:58 am
Forum: Personal Finance (Not Investing)
Topic: Vanguard as Trustee of Estate Trust
Replies: 99
Views: 6067

Re: Vanguard as Trustee of Estate Trust

Another thing you may want to consider, depending on the amount of money we are talking about. Create trusts that follow the bloodline, in perpetuity. For example: Upon the death of the surviving spouse, 50% of assets go into a trust for son #1, and 50% of assets go into a trust for son #2. They are...
by BuyandHold37
Tue May 05, 2020 9:41 am
Forum: Personal Investments
Topic: Trading vs. Holding
Replies: 72
Views: 2448

Trading vs. Holding

Trading: Buy 100 shares of stock at $95 on April 1 and sell on April 10 for $100. + $500 Buy 100 shares of same stock at $96 on April 13 and sell on April 18 for $100. + $400 Buy 100 shares of same stock at $94 on April 21 and sell on April 24 for $100. + $600 Buy 100 shares of same stock at $97 on ...
by BuyandHold37
Thu Apr 30, 2020 12:38 pm
Forum: Personal Investments
Topic: Diversifying from Amazon stock - help!
Replies: 40
Views: 6496

Re: Diversifying from Amazon stock - help!

OK, my math was actually wrong. She said they had $800K and half was in AMZN, so she had $400K worth. So $400,000/$1,650 is 242 shares. Trading now @ $2,416 x 242 = $584,672. (Still a 46% gain in less than 24 months.) You index boys left $184,672 on the table. I got news for you, not all stocks or ...
by BuyandHold37
Thu Apr 30, 2020 12:14 pm
Forum: Personal Investments
Topic: Diversifying from Amazon stock - help!
Replies: 40
Views: 6496

Re: Diversifying from Amazon stock - help!

OK, my math was actually wrong. She said they had $800K and half was in AMZN, so she had $400K worth. So $400,000/$1,650 is 242 shares. Trading now @ $2,416 x 242 = $584,672. (Still a 46% gain in less than 24 months.) You index boys left $184,672 on the table. I got news for you, not all stocks or ...
by BuyandHold37
Thu Apr 30, 2020 11:42 am
Forum: Personal Investments
Topic: Diversifying from Amazon stock - help!
Replies: 40
Views: 6496

Re: Diversifying from Amazon stock - help!

OK, my math was actually wrong. She said they had $800K and half was in AMZN, so she had $400K worth. So $400,000/$1,650 is 242 shares. Trading now @ $2,416 x 242 = $584,672. (Still a 46% gain in less than 24 months.) You index boys left $184,672 on the table. I got news for you, not all stocks or c...
by BuyandHold37
Thu Apr 30, 2020 11:17 am
Forum: Personal Investments
Topic: Diversifying from Amazon stock - help!
Replies: 40
Views: 6496

Re: Diversifying from Amazon stock - help!

OP posted on June 2nd, 2018, with $500K worth of AMZN, which was worth at that time ~$1,650/share, so they had around 303 shares. Today @ $2,422/share, those 303 shares are worth ~$733,866 (a return of 46% in less than 2 years) Anyone who recommended she sell and put into an index fund is looking pr...
by BuyandHold37
Mon Apr 27, 2020 10:53 am
Forum: Personal Investments
Topic: Thoughts on buy and hold strategy
Replies: 57
Views: 2726

Re: Thoughts on buy and hold strategy

I'm a believer in the buy and hold aspects of the boglehead investment philosophy, but I disagree with holding total market funds because I have found through my experience that you can do better by holding a more selective group of stocks that are higher in quality or have specific characteristics...
by BuyandHold37
Thu Apr 23, 2020 4:35 pm
Forum: Personal Investments
Topic: How are the "100% Stocks" people doing?
Replies: 139
Views: 13171

Re: How are the "100% Stocks" people doing?

I sold all positions in my IRA yesterday for the second time this calendar year. 2 oil positions were in the red, but the rest were all green. Net gain. 100% cash now in IRA and in brokerage....waiting to buy back in......I believe we are in for new lows in the coming months, worse than March 23rd....
by BuyandHold37
Thu Apr 23, 2020 3:18 pm
Forum: Personal Investments
Topic: How are the "100% Stocks" people doing?
Replies: 139
Views: 13171

Re: How are the "100% Stocks" people doing?

I sold all positions in my IRA yesterday for the second time this calendar year. 2 oil positions were in the red, but the rest were all green. Net gain. 100% cash now in IRA and in brokerage....waiting to buy back in......I believe we are in for new lows in the coming months, worse than March 23rd....
by BuyandHold37
Thu Apr 23, 2020 2:39 pm
Forum: Personal Investments
Topic: How are the "100% Stocks" people doing?
Replies: 139
Views: 13171

Re: How are the "100% Stocks" people doing?

I sold all positions in my IRA yesterday for the second time this calendar year. 2 oil positions were in the red, but the rest were all green. Net gain. 100% cash now in IRA and in brokerage....waiting to buy back in......I believe we are in for new lows in the coming months, worse than March 23rd. ...
by BuyandHold37
Fri Mar 20, 2020 1:29 pm
Forum: Personal Investments
Topic: ICSH fund drop (ISHARES ULTRA Short)
Replies: 9
Views: 897

Re: ICSH fund drop (ISHARES ULTRA Short)

Yep, I put about $30,000 in it. I cashed out yesterday with a loss of $700....lesson learned

I can stomach seeing red in my retirement accounts (IRA, 401k), but not in my brokerage account.
by BuyandHold37
Thu Mar 19, 2020 12:31 pm
Forum: Personal Investments
Topic: Anyone buying oil/energy sector?!
Replies: 56
Views: 5399

Re: Anyone buying oil/energy sector?!

I bought today in my IRA account: 100 shares of CVX 590 shares of OXY 200 shares of XOM How's that working out? I sold 200 shares of APA on 1/21/20 (part of liquidating all of my remaining oil stocks). APA went under $5 today, I have no thoughts of going back in, even at this "bargain" pr...
by BuyandHold37
Thu Mar 19, 2020 12:28 pm
Forum: Personal Investments
Topic: For those that buy single stocks, what to watch?
Replies: 37
Views: 3330

Re: For those that buy single stocks, what to watch?

teddytimtam wrote: Thu Mar 19, 2020 5:33 am Oil stocks are very tempting...

If Chevron falls to $45, Exxon $25, Shell $15... I may buy 100 shares of each and let them ride.
Check out OXY and PXD
by BuyandHold37
Mon Mar 09, 2020 4:43 pm
Forum: Personal Investments
Topic: Anyone buying oil/energy sector?!
Replies: 56
Views: 5399

Re: Anyone buying oil/energy sector?!

I bought today in my IRA account:

100 shares of CVX
590 shares of OXY
200 shares of XOM
by BuyandHold37
Sat Mar 07, 2020 8:36 pm
Forum: Investing - Theory, News & General
Topic: Buffett on the S&P + Equities
Replies: 11
Views: 1695

Re: Buffett on the S&P + Equities

Warren Buffet: “Diversification…..makes very little sense for anyone that knows what they are doing…..Diversification is a protection against ignorance…..It is a perfectly sounds approach for somebody who does not feel they know how to analyze business….” Listen at the 2:00 mark: https://www.youtube...
by BuyandHold37
Sat Mar 07, 2020 8:06 pm
Forum: Investing - Theory, News & General
Topic: Where My 100% Equities Peeps At?!?
Replies: 211
Views: 21514

Re: Where My 100% Equities Peeps At?!?

Yep. I did sell my positions that were still in green on Friday morning to lock in gains, so am sitting at 65% cash at the moment, but I do have a list of names for next week to get back in. Hoping for a dive on Monday morning!
by BuyandHold37
Sat Mar 07, 2020 5:27 pm
Forum: Investing - Theory, News & General
Topic: Coronavirus and the market
Replies: 4077
Views: 321203

Re: Coronavirus and the market

Coronavirus might seal the coffin for shopping malls. Amazon will be a big winner in all of this. If Amazon stock price gets dragged down by the stock market crash, I’d be very tempted to buy some shares. A 50% haircut in Amazon and Google stock prices would be hard to resist. Yea but what about al...
by BuyandHold37
Sat Mar 07, 2020 3:19 pm
Forum: Investing - Theory, News & General
Topic: Coronavirus and the market
Replies: 4077
Views: 321203

Re: Coronavirus and the market

sambb wrote: Sat Mar 07, 2020 2:34 pm NYC declares state of emergency, and europe #s are way up. Commerce and market potentially in big trouble next week.
Last week was more about not knowing/fear.

If fears are getting confirmed now, I can only imagine it will get worse......