Investment Thread

[fuse]

Creating a space for all DBR financial wizards to share investment thoughts.

[fuse]

Areas in which I am currently invested:

Roth IRA:
Very small amount of money.
Apple, Gilead, Johnson & Johnson.

Rollover IRA:

FLBAX
FOCPX
FSCRX
FUSVX
HAINX

Current company 401k:
FCNKX
VTSNX

My grandmother gave me some Norfolk Southern stock.

I’d qualify myself as self taught, fairly ignorant and with a pretty aggressive risk tolerance.

Would like to learn more about bond funds and find some balance in my portfolio.

Overall happy with return- I watch my portfolio more than I should due to the 2000 crash. I consider adjustments quarterly.


Hope someone finds this helpful.

[rthomas]

Areas in which I am currently invested:

Roth IRA:
Very small amount of money.
Apple, Gilead, Johnson & Johnson.

Rollover IRA:

FLBAX
FOCPX
FSCRX
FUSVX
HAINX

Current company 401k:
FCNKX
VTSNX

My grandmother gave me some Norfolk Southern stock.

I’d qualify myself as self taught, fairly ignorant and with a pretty aggressive risk tolerance.

Would like to learn more about bond funds and find some balance in my portfolio.

Overall happy with return- I watch my portfolio more than I should due to the 2000 crash. I consider adjustments quarterly.


Hope someone finds this helpful.

How far away are you from retirement?

[PackMan97]

Bitcoin, Gold, Canned Foot and lots and lots of ammunition.

[fuse]

Bitcoin, Gold, Canned Foot and lots and lots of ammunition.

I really hope canned foot is a typo ;-)

[dudog84]

I really hope canned foot is a typo ;-)

I think they still sell pigs feet.

Edit: yep. Semi-boneless. Gets 2 stars.

https://www.amazon.com/Hormel-Pork-P...ords=pigs+feet

[PackMan97]

I think they still sell pigs feet.

Edit: yep. Semi-boneless. Gets 2 stars.

https://www.amazon.com/Hormel-Pork-P...ords=pigs+feet

I'm telling ya, it's gonna be the next big thing! I'm all in...talked to a couple of big Pork guys at the State game on Saturday. They convinced me.

[OldPhiKap]

I'm telling ya, it's gonna be the next big thing! I'm all in...talked to a couple of big Pork guys at the State game on Saturday. They convinced me.

I'm tellin' 'ya, go long on frozen concentrated orange juice. The freeze will not be as bad as expected.

I mentioned on the other thread, the old saw was that your percentage of stocks should be roughly the same as 110 minus your age. Obviously generic advice which is not worth much. But is that still a broad rule of thumb for the typical, mid-risk-tolerant investor?

[RPS]

I mentioned on the other thread, the old saw was that your percentage of stocks should be roughly the same as 110 minus your age. Obviously generic advice which is not worth much. But is that still a broad rule of thumb for the typical, mid-risk-tolerant investor?

It has been. But with expected bond returns so low (without getting too geeked out, long-term expected bond returns are roughly equal to new issue coupon value), because bonds have been in rally mode pretty much since 1981, it is being re-thought. Quant types are now including a "credit" category (e.g., BIICX) and an "alternative" category (e.g., AQMIX) to go along with the more traditional categories of "equities" (e.g., JPUS) and "bonds" (e.g., TLT).

[Reilly]

... Canned Foot ...

I really hope canned foot is a typo ;-)

I think they still sell pigs feet ...

My 4th grade teacher kept a stillborn piglet in a jar of alcohol in the classroom. To teach us ... something.

At Duke, I wrote a paper on the poetry of James Dickey, and came across this gem:

https://www.poetryfoundation.org/poe...he-sheep-child

[dudog84]

My 4th grade teacher kept a stillborn piglet in a jar of alcohol in the classroom. To teach us ... something.

At Duke, I wrote a paper on the poetry of James Dickey, and came across this gem:

https://www.poetryfoundation.org/poe...he-sheep-child

I thought we weren't allowed to bash the tarheels anymore.

That is one freaky poem.

[-jk]

I thought we weren't allowed to bash the tarheels anymore.

That is one freaky poem.

Isn't that the same guy who wrote Deliverance?

-jk

[jimsumner]

I thought winning the lottery was the preferred investment option.

[PackMan97]

I thought winning the lottery was the preferred investment option.

Just a note here, you don't need to win the lottery...you just need to get a hold of the winning ticket

[thedukelamere]

Things I expected to see in the investment thread:
- Bitcoin
- Lottery tickets
- A sidebar convo about lack of investment in players during the one and done era

Things I did not expect to see in the investment thread:
-A poem about a farmer raping a sheep, begetting a mutant half-breed


But then again...
UNC.jpg

[hurleyfor3]

Yes, I have investments. No, I don't tell people what to invest in for free, unless you're (a) my mother or (b) my source for Final Four tickets. I mean the money to invest in things has to come from somewhere.

[OldPhiKap]

Yes, I have investments. No, I don't tell people what to invest in for free, unless you're (a) my mother or (b) my source for Final Four tickets. I mean the money to invest in things has to come from somewhere.

That’s no way to talk to others, son.

Now, about crypto . . . .



;-)

[fuse]

Yes, I have investments. No, I don't tell people what to invest in for free, unless you're (a) my mother or (b) my source for Final Four tickets. I mean the money to invest in things has to come from somewhere.

If you work in the financial industry, I understand and respect your perspective.

I don’t know that I would change my portfolio based on this thread. I do think if someone shared “hey, I had some luck with $abc” it might pique my curiousity and give me an opportunity to learn something.

[rthomas]

I'm a believer in indexing - you don't really need a lot of paid advice for this to work.

Pick your index (mine has been the S&P 500), put money in regularly (I've been adding a little bit each month since 1995), don't look until 20 years later, and you will have an account full of fun coupons.

[RPS]

If you work in the financial industry, I understand and respect your perspective.

I don’t know that I would change my portfolio based on this thread. I do think if someone shared “hey, I had some luck with $abc” it might pique my curiousity and give me an opportunity to learn something.

The free version of my professional thoughts on this broad subject came out this week. If anybody wants a link I'll gladly share.

I'm a believer in indexing - you don't really need a lot of paid advice for this to work.

The research data says otherwise. The biggest issues in personal finance are not the investment choices per se. They are dealing with the bad markets that inevitably come, issues of risk need and risk capacity, asset location, spending priorities in retirement and the like. You may be different (the research data also is clear that almost everyone thinks s/he is in the "different" category), but most people would benefit a lot with good, professional advice.

Pick your index (mine has been the S&P 500), put money in regularly (I've been adding a little bit each month since 1995), don't look until 20 years later, and you will have an account full of fun coupons.

Diversification among indexes is as important as diversification among individual securities.