*Investors Blog*

[Astro14]

My portfolio got massacred today, everything except the big tech, are now in the red. All the gains gone.

What are you in that wiped out all the gains?

How long have you held them?

What sectors are you targeting?

What is your asset allocation strategy?

I ask because we were down less than 1% yesterday, and we own a variety of stocks across tech, industrials, energy, transportation, health care and the preponderance of the portfolio is index funds, but the individual stocks were mildly fluctuating yesterday.

 

[SC Maintenance]

Well. We are waiting. For tickers.

MPC
VLO
NUE
COP
OXY
STLD is another I am watching - but not quite 52 week low

Not buying now - just paying attention.

 

[SC Maintenance]

What are you in that wiped out all the gains?

How long have you held them?

What sectors are you targeting?

What is your asset allocation strategy?

I ask because we were down less than 1% yesterday, and we own a variety of stocks across tech, industrials, energy, transportation, health care and the preponderance of the portfolio is index funds, but the individual stocks were mildly fluctuating yesterday.

Very strangely, more than 50% of the S&P 500 is down 11 days in a row, so says Danielle (former fed economist)

So good question on allocation.

 

[Vil_Riker]

What are you in that wiped out all the gains?

How long have you held them?

What sectors are you targeting?

What is your asset allocation strategy?

I ask because we were down less than 1% yesterday, and we own a variety of stocks across tech, industrials, energy, transportation, health care and the preponderance of the portfolio is index funds, but the individual stocks were mildly fluctuating yesterday.

Pharmaceuticals, utilities, shipping and mining. They have been going down for the last couple of weeks and yesterday they went red. Some are back to green today.

 

[Pablo]

Buy 200 Shares of NUKZ at Market (Day) - filled this AM

 

[SC Maintenance]

Buy 200 Shares of NUKZ at Market (Day) - filled this AM

Interesting. I have been watching LNG - and a couple others - for more or less the same reason I am guessing.

 

[99Saturn]

Do you put the money in a 529 plan or your regular brokerage account ?

Both. I/we contribute to a 529 but most remaining funds go to the brokerage account after contributing to IRAs, 401k, HSA, 529, etc.

I'm not trying to get to the 529 max annual contribution for NY or the max account balance though - I've been contemplating how later in life 529 versus brokerage savings may have different impacts depending on what institutions they want to go to for school, though I sense I am going to have a "problem" regardless of where the money is saved.

Brokerage becomes the catch all "slush fund", "rainy day fund", "future savings fund", etc.

 

[Astro14]

Very strangely, more than 50% of the S&P 500 is down 11 days in a row, so says Danielle (former fed economist)

So good question on allocation.


View attachment 254531

Looks like "noise" to me. I read nothing into that statistic. Stocks - fluctuate.

Our total portfolio is not substantially affected by this declines in some, not all, of the S&P 500.

 

[MBBW]

Well, this year's Black Friday was a record year, so apparently the economy is not so bad after all?
The markets will be fine, over time anyways.

Great time to be optimistic imo. Wouldn't want to miss the epic bull run we're about to go on.

 

[MBBW]

XRP I have a fair amount of sitting on hard drive on a computer that I haven’t thrown away.

Lol you mean the private keys are on your hard drive, not the XRP itself..

 

[MBBW]

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.

Technically not the CME, but the Fed Funds futures contracts which price in this "prediction" via how they are settled day-to-day. But yes that is generally the best tool to look at (CME FedWatch).

 

[SC Maintenance]

Technically not the CME, but the Fed Funds futures contracts which price in this "prediction" via how they are settled day-to-day. But yes that is generally the best tool to look at (CME FedWatch).

Yes, sorry the Chicago mercantile Exchange is a futures (among other things) marketplace, not a predictions market. I keep forgetting such a thing exists.'

Futures now predict 98.6% of -25bps.

 

[alarmguy]

Lol you mean the private keys are on your hard drive, not the XRP itself..

Crud you are right, I only hope it comes back to me on how to get this into a Coinbase
I’m a little nervous about doing what I have to do. I’ll work on it after the holidays. I was way ahead of my time at the time.

 

[MBBW]

Yes, sorry the Chicago mercantile Exchange is a futures (among other things) marketplace, not a predictions market. I keep forgetting such a thing exists.'

Futures now predict 98.6% of -25bps.

Haha no I meant like there is a feature built into the way Fed Funds futures settle that technically acts as a "predictor" of what the market expects the effective rate to be. It is unique to this contract only, and not any other CME-listed contract that I can think of at the moment. Specifically, it is an average of each daily closing price over that particular month.

 

[JeffKeryk]

Great time to be optimistic imo. Wouldn't want to miss the epic bull run we're about to go on.

We've been on that run for years; indices continue to set all time highs. Anybody can make money in this market, as long as you were in. Hopefully you didn't miss it. I am a long term investor. I did not miss it.

 

[Pablo]

Wham

 

[SC Maintenance]

Anyone here actually buy a TIP?

I am not buying to today, just trying to understand them. This is a 5 year on re-open auction (4yr10 months) - its this one. https://www.treasurydirect.gov/instit/annceresult/press/preanre/2024/A_20241212_4.pdf

I completely understand that the 1.625% is the yield above the CPI. Current CPI is 2.7% so that should mean yield is roughly 4.325%.

Fidelity says the expected yield is 2.007. So I guess like a regular treasury that means the bond is expected to sell below par such that yield currently would be CPI + 2.007%?

 

[Dave Hess]

https://www.cnbc.com/2024/12/19/ama...n-us-facilities-ahead-of-christmas-rush-.html

This might hurt Amazon sales if more facilities strike.

 

[Pablo]

Buy 1,000 Shares of BACPRB Limit at $24.90 (Good 'til Canceled)

Filled at $24.90

Below par is always good. Adding to my XX,XXX shares, first time since C-19 2020. Yes raises my basis a tiny bit but does not matter because in an IRA and dividends don't DRIP with preferreds.

 

[Pablo]

Gonna fade?