Investments Trade Log
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- Posts: 441
- Joined: Sun Dec 05, 2010 9:58 pm
Bought 40 shares of HRS @$35.59.
Bought 25 shares of PEP @$62.09.
http://www.dividendmantra.com/2011/10/r ... uy_18.html
Bought 25 shares of PEP @$62.09.
http://www.dividendmantra.com/2011/10/r ... uy_18.html
Mostly tax reasons. I had some L/T losses and wanted to offset with gains. I'm also using the proceeds from the FXY and PHYS to pay down a short-term debt from a piece of property I recently acquired from a relative. Otherwise I probably would not have sold them right now. I'm almost entirely invested in FXY, cash and gold right now in the liquid investments that aren't restricted to certain funds.
- jennypenny
- Posts: 6858
- Joined: Sun Jul 03, 2011 2:20 pm
A month ago I wrote on this thread "I will also buy (if I get the chance) SPY @113.50, HNZ @50.50 and DKS @32. I am considering ignoring my personal rule to avoid tech and buy SAP @ $50."
So as of today, SPY is at $122, HNZ is around $52.50, Dks is above $37, and SAP is just over $60. Do I still own any of these? No, because I'm an idiot. I usually don't regret passing on things, but I let fear get in the way and I didn't stick to my guns. I wish I could learn to tune out the noise and trust myself a little more. My loss (over $5K).
(wow, I never realized how many cliches I could fit into such a short paragraph)
So as of today, SPY is at $122, HNZ is around $52.50, Dks is above $37, and SAP is just over $60. Do I still own any of these? No, because I'm an idiot. I usually don't regret passing on things, but I let fear get in the way and I didn't stick to my guns. I wish I could learn to tune out the noise and trust myself a little more. My loss (over $5K).
(wow, I never realized how many cliches I could fit into such a short paragraph)
I dont know much about investments from practical experience. I understand the purpose of portfolio with regards to balancing out risk and return. However, I am still not convinced; for example if there is a major inflation and the value of cash dissapeares how does that make stocks, bonds and all other investments (except gold, commodities, land and property - which have obvious physical value) safe? Having experienced hyperinflation first hand companies and government guaranteed bonds go bust as a part of the package. As mentioned previously in Australia interest rate on savings is 6-6.5% paid monthly thus I dont see why would I risk it with mutual funds or stocks when both on average in a combined portfolio have around 8% return?
noskich, there's a lot of talk about these scenarios over at the Permanent Portfolio forum (you can google it). There doesn't always seem to be consensus about how each asset will perform (at least on a single axis, most explanations I see use multiple axes such as inflation/deflation, money available/unavailable, prosperity/decline, rising interest rates/falling interest rates, and combinations thereof). Also, some businesses have a lot of capital assets (but maybe no pricing power to keep up with inflation, whereas others may not (but may get labor cheap as pay lags inflation).
In other news, it's not a trade in the sense of this thread, but I sold my TLT and bought some 30-year bonds directly. I don't have a variable portfolio right now, so unfortunately I don't have much to contribute here these days.
In other news, it's not a trade in the sense of this thread, but I sold my TLT and bought some 30-year bonds directly. I don't have a variable portfolio right now, so unfortunately I don't have much to contribute here these days.
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- Posts: 5406
- Joined: Wed Jul 28, 2010 3:28 am
- Location: Wettest corner of Orygun
Yesterday I sold some EWZ and PIN (Brazil and India ETFs, respectively), as these are my most volatile holdings. Came out flat between them. I still have some EWZ, but no PIN.
Also sold some DVY for a small gain, as I'm not too enthusiastic about dividend ETFs and although I'm more optimistic about the market than most, I'd prefer less pure beta exposure.
Looking to put more money into some stable individual dividend stocks, maybe MMM, PG, or some utilities.
Also sold some DVY for a small gain, as I'm not too enthusiastic about dividend ETFs and although I'm more optimistic about the market than most, I'd prefer less pure beta exposure.
Looking to put more money into some stable individual dividend stocks, maybe MMM, PG, or some utilities.
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- Posts: 441
- Joined: Sun Dec 05, 2010 9:58 pm
I've owned the NLY for about six months now and it seems to be kind of decaying, where the price is going down as the dividends are paid. I still made a little profit on it, but I wanted something that was more negatively correlated with my other holdings, which are mostly Yen and Gold, and also was not correlated with the stock market, which I don't trust right now. I am thinking this whole European mess is likely to hit stocks (and probably other assets) hard in the next year or so as things continue to unravel, which will tend to force the dollar higher short-term.
I've also been looking more into the Permanent Portfolio, which I had not really researched much before seeing the posts here. Its close to the way I was positioning myself already, although I think my biggest modifications would be to avoid stocks until they have a crash and avoid gold when real interest rates are positive (that's not going to happen anytime soon).
EDIT: This reflects my current thinking more eloquently than I could put it (but I agree with Steen on Yen):
http://globaleconomicanalysis.blogspot. ... nalysis%29
I've also been looking more into the Permanent Portfolio, which I had not really researched much before seeing the posts here. Its close to the way I was positioning myself already, although I think my biggest modifications would be to avoid stocks until they have a crash and avoid gold when real interest rates are positive (that's not going to happen anytime soon).
EDIT: This reflects my current thinking more eloquently than I could put it (but I agree with Steen on Yen):
http://globaleconomicanalysis.blogspot. ... nalysis%29
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- Posts: 441
- Joined: Sun Dec 05, 2010 9:58 pm
I purchased 37 shares of MDT @34.41 per share.
Currently looking at: RTN, GD, LMT, TEVA, BDX and EMR for a potential second purchase this month.
http://www.dividendmantra.com/2011/11/recent-buy.html
Currently looking at: RTN, GD, LMT, TEVA, BDX and EMR for a potential second purchase this month.
http://www.dividendmantra.com/2011/11/recent-buy.html
Bought 60 shares of ADM at $28.90.
Yield 2.42%
10 year DGR: 12.6% per CCC spreadsheet http://dripinvesting.org/Tools/U.S.Divi ... mpions.xls
Long term play on agriculture, inflation and dividend growth.
Larry
Yield 2.42%
10 year DGR: 12.6% per CCC spreadsheet http://dripinvesting.org/Tools/U.S.Divi ... mpions.xls
Long term play on agriculture, inflation and dividend growth.
Larry
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- Posts: 441
- Joined: Sun Dec 05, 2010 9:58 pm
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- Posts: 5406
- Joined: Wed Jul 28, 2010 3:28 am
- Location: Wettest corner of Orygun