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k1xv said:
I bought Tesla on Nov 15 and its up 25% in 3 1/2 weeks.

Should have bought more. Its now about 20% of my IRA.
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Gee, I wonder what Tesla did for such a nice run up?
Full disclosure, I've owned the stock for years.... And the cars. I should have put the money into the stock! All good.
 
k1xv said:
I bought Tesla on Nov 15 and its up 25% in 3 1/2 weeks.

Should have bought more. Its now about 20% of my IRA.
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Perhaps, but perhaps now is a good time to sell, limit your exposure, in case the market changes.

Started reading The Intelligent Investor and it quotes (I think) JP Morgan's response to questions about what the market will do: "It will fluctuate."

20% of my holdings in one stock would make me worry, unless if was a money market fund or some bond that I had high trust in (not sure on the bond, I'm still unclear on those holdings).
 
Dave Hess said:
More Boeing layoffs and the stock is still overpriced.


https://www.foxla.com/news/boeing-lay-off-nearly-500-workers-across-la-orange-counties

https://www.reuters.com/business/ae...ashington-state-warn-notice-shows-2024-12-09/
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The only good thing about the stock is that it’s near a 10 year low.
If and only if one thinks that they will survive as a company, which I think they will, it may not be a bad time to get in.

I’m not saying you’re wrong by any means, but when I look at stocks and what their PE ratios are this market and some of these stocks are flying so high that it might make Boeing look attractive.

Tesla now over 100 times earnings? That’s the same as bitcoin.
Walmart nearing 50 times earnings as you know, I’ve been a big promoter in Walmart stock over the years and it’s treating me really really well, but I don’t even know if I could recommend that anymore.

When will this market end? It’s making me nervous.
So right now I’m sitting on a large holding of Walmart and Meta. Both will be long-term as Walmart has been for a long time now.

I have some cash in this spec Roth account that I hold that typically I’m 100% invested, but I don’t know what to invest in anymore because I like to see some value in the price earnings ratio.

So as freaking crazy as this might sound, maybe I should put a little bit into Boeing, which thanks to you you brought up!🙄

Don’t get me wrong. I think the company is trash, but I don’t see how they could possibly go out of business and all these layoffs will just counter the wage increases that they had to give with a new contract.

I have no idea what I’m talking about regarding this company, but I might look into it and learn a little bit more.
I’m really torn in my thoughts only at this point of cashing out somewhere in the near future because at some point there has to be a correction. I just don’t know if that’s next week, next month or three years from now. A very long time ago, I learned not to fight the market and for years now I have not even when my thinking thinks things are overpriced. I’m going with the flow. It’s been working out OK so far but that’s easy to say when the market keeps going up.
 
Random cite

"The latest data from the Bureau of Labor Statistics showed that the Consumer Price Index (CPI) increased 2.7% over the prior year in November, a slight uptick from October's 2.6% annual gain in prices. The yearly increase matched economist expectations."
 
supton said:
Perhaps, but perhaps now is a good time to sell, limit your exposure, in case the market changes.

Started reading The Intelligent Investor and it quotes (I think) JP Morgan's response to questions about what the market will do: "It will fluctuate."

20% of my holdings in one stock would make me worry, unless if was a money market fund or some bond that I had high trust in (not sure on the bond, I'm still unclear on those holdings).
Click to expand...
Been bugging me all day, thinking about what I typed... Actually I wonder if having a "high" amount in a money market fund is that bad. It might lose money in a real downturn, but not double digit % like stocks would. I'm tempted to start saving there next year, but only because with two kids in college I'll have money going in and out in unpredictable ways. Hate to turn down the wick on my 401k savings but it's going to be a ride for sure next year.

Having all my money in an S&P500 index fund would worry me if I needed the money in less than 10 years, otherwise I'd be fine (and am). It's money needed before say 10 years that should not be so risky.
 
supton said:
Been bugging me all day, thinking about what I typed... Actually I wonder if having a "high" amount in a money market fund is that bad. It might lose money in a real downturn, but not double digit % like stocks would. I'm tempted to start saving there next year, but only because with two kids in college I'll have money going in and out in unpredictable ways. Hate to turn down the wick on my 401k savings but it's going to be a ride for sure next year.

Having all my money in an S&P500 index fund would worry me if I needed the money in less than 10 years, otherwise I'd be fine (and am). It's money needed before say 10 years that should not be so risky.
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I can only recall one time - in 2008 - where a money market "broke the buck" - ie lost money. Although I still prefer T-bills.

Not predicting anything - just pointing it out. When the market crashed in 2008 it took like 6 years to recover. In 1999 it took I think 8. In 1929 it took 30. None of those are adjusted for inflation. I think your 10 year rule makes sense.
 
supton said:
Been bugging me all day, thinking about what I typed... Actually I wonder if having a "high" amount in a money market fund is that bad. It might lose money in a real downturn, but not double digit % like stocks would. I'm tempted to start saving there next year, but only because with two kids in college I'll have money going in and out in unpredictable ways. Hate to turn down the wick on my 401k savings but it's going to be a ride for sure next year.

Having all my money in an S&P500 index fund would worry me if I needed the money in less than 10 years, otherwise I'd be fine (and am). It's money needed before say 10 years that should not be so risky.
Click to expand...
Lot of trade offs to consider IMHO as well as risk tolerance. The closer you are to needing the money the more stable (less risky) place it should be parked. But 10 years to park it in something stable for the entire amount you need versus the some portion (rainy day fund, rainy day fund + portion of some expenses, etc.) of amount you need is different.

When I read 10 years I thought to myself,
- say I was planning on buying a new car in 10 years, would I park what I need in 10 years for the new car in something safe or let it ride?
- say my kid is 8 and in 10 years I anticipate needing $X for their first year of college, would I park that amount in something stable for 10 years?

That said - I don't think I would be parking tuition and room and board payments needed next year in the S&P if my intent was to withdraw from that savings to pay over the coming months.
 
Apollo just came out saying inflation is back on the rise. It will be interesting to see if any other big asset managers join in to that outlook.

The CME is currently predicting 96% chance of a fed cut next meeting. The Fed always gives the street what they want.

Might be an interesting week.
 
99Saturn said:
Lot of trade offs to consider IMHO as well as risk tolerance. The closer you are to needing the money the more stable (less risky) place it should be parked. But 10 years to park it in something stable for the entire amount you need versus the some portion (rainy day fund, rainy day fund + portion of some expenses, etc.) of amount you need is different.

When I read 10 years I thought to myself,
- say I was planning on buying a new car in 10 years, would I park what I need in 10 years for the new car in something safe or let it ride?
- say my kid is 8 and in 10 years I anticipate needing $X for their first year of college, would I park that amount in something stable for 10 years?

That said - I don't think I would be parking tuition and room and board payments needed next year in the S&P if my intent was to withdraw from that savings to pay over the coming months.
Click to expand...

Do you put the money in a 529 plan or your regular brokerage account ?
 
The Mag 7 are now 33% of the S&P500 market cap, and are up 50% this year. The other 497 stocks are up "just" 20% - which sounds like lagging, but 20% is still insane.

I am thinking of buying some refinery stocks. There at 1 year lows. I almost can't resist. I probably need help. :ROFLMAO:

In other news, T-Rowe Price is predicting we will see 6% Treasury yields, which is laughable because that would mean all the banks would be out of business, fed funds would be zero, and the printing press would go brrrr.
 
Pablo said:
Yeah it happens. Me too yesterday to some lesser extent, I was off ~0.10% dow was off 0.25%, tiny . I am on a steady/level path now. I have ups/downs but nothing severe.
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It's a new portfolio for dividend income mainly so the basis are quite high. Any drop in price puts me in the red.
 
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Vil_Riker said:
It's a new portfolio for dividend income mainly so the basis are quite high. Any drop in price puts me in the red.
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I have a bunch of stocks I am interested in on a Yahoo watchlist, and when something important happens I get a notification. The last couple days I keep getting notifications they have been hitting 52 week lows. Mostly energy and Industrial stocks. I don't try to catch a falling knife, but at some point I will likely be a buyer.

In the meantime I will bide my time and ride my 33% mag 7 / 66% not so mag 493 portfolio.
 
SC Maintenance said:
I have a bunch of stocks I am interested in on a Yahoo watchlist, and when something important happens I get a notification. The last couple days I keep getting notifications they have been hitting 52 week lows. Mostly energy and Industrial stocks. I don't try to catch a falling knife, but at some point I will likely be a buyer.
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Well. We are waiting. For tickers.
 
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