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10-01-2015, 12:38 PM
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#41
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Thinks s/he gets paid by the post
Join Date: Oct 2012
Location: Reno
Posts: 1,331
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Bought GM and a mid-size refiner in the August drop. I'm looking at buying another biotech like Biogen with the dividends that came in over the last 3 weeks.
In the mutual accounts, I'm looking to see if we test or break below the August lows and will slowly rebalance emerging markets mutuals/bonds; Europe; and midcap. I barely breached my stock holding % so need to add about 3% on the stock funds, which I'll do over the next 3 months, unless there is another big swing down.
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10-01-2015, 01:13 PM
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#42
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Moderator Emeritus
Join Date: May 2007
Posts: 12,894
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I have been doing some tax loss harvesting to bring my income down to "gimme the goodies" level this year (no net selling though, as I reinvested the proceeds immediately). And on Monday I put 5% of my cash reserve to work in the market. Kind of a timid move, but I expect more buying opportunities down the road as stocks are still far from cheap.
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10-01-2015, 08:59 PM
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#43
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Full time employment: Posting here.
Join Date: Aug 2013
Location: https://www.google.com
Posts: 750
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I just put $180K in two days ago, split evenly between DVY and VYM.
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10-02-2015, 09:26 AM
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#44
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Full time employment: Posting here.
Join Date: Mar 2010
Posts: 889
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Quote:
Originally Posted by modhatter
Haven't heard peep on the subject, so I was wondering the current mood and whether it signaled a buying opportunity for some, or if others feel we have further to go. Evaluations even with the recent drop are high according to number crunchers, which includes both stocks and bonds.
Of course the global markets are fueling the fire, but according to Carl Icahn's latest mini documentary, there is more to it than that. But then we must question the motives in putting it out.
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I'm always buying when I have money. Which is probably why I'm always broke...
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10-03-2015, 11:28 AM
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#45
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Full time employment: Posting here.
Join Date: May 2013
Posts: 609
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In 2013 I pretty consistently sold, mostly Total Stock, to the tune of around $1 million in sales. In the past month I've been a buyer, mostly of Total International, to the tune of around $140k in purchases.
Sent from my iPhone using Early Retirement Forum
__________________
Saved 8 figures by my mid-40's as a professional bubble-spotter. Beware...the Fed creates bubble after bubble after bubble.
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10-03-2015, 12:24 PM
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#46
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Recycles dryer sheets
Join Date: Jul 2011
Location: Oregon - Dry Side
Posts: 246
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I've been writing naked puts on stocks I wouldn't mind owning. Mostly they just expire and I keep the premiums. Recently did pick up GILD and AAPL as the stocks dipped lower than my strike.
Sent via ER iPad app
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10-03-2015, 10:10 PM
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#47
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Full time employment: Posting here.
Join Date: Aug 2005
Posts: 945
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Quote:
Originally Posted by RenoJay
In 2013 I pretty consistently sold, mostly Total Stock, to the tune of around $1 million in sales. In the past month I've been a buyer, mostly of Total International, to the tune of around $140k in purchases.
Sent from my iPhone using Early Retirement Forum
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You obviously feel Total Stock has run it's course and Total International is up next. Yes?
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10-04-2015, 05:01 AM
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#48
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Thinks s/he gets paid by the post
Join Date: Jan 2014
Location: Bloomington, MN
Posts: 1,136
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During the latter half of 2014 I started reducing equities and moving the money into an Interest income fund. Starting last week I changed course and will dollar cost average back into equities.
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10-04-2015, 08:35 AM
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#49
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Full time employment: Posting here.
Join Date: Aug 2015
Posts: 550
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I had a CD matured last week and purchased RDS. Consider CVX if it is going to drop or remain same by the time my next CD matures next year.
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10-04-2015, 08:49 AM
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#50
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Full time employment: Posting here.
Join Date: May 2013
Posts: 609
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Quote:
Originally Posted by modhatter
You obviously feel Total Stock has run it's course and Total International is up next. Yes?
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Modhatter, though I won't make any comments about WHEN things might turn, I do feel the US has had a great run and will likely underperform international over the next 10 or so years. I've also bought about $50k in the Vanguard energy ETF in recent months that I forgot to mention. Pretty much same theory of buying when all the talking heads scream sell. What about you? Theories??
Sent from my iPhone using Early Retirement Forum
__________________
Saved 8 figures by my mid-40's as a professional bubble-spotter. Beware...the Fed creates bubble after bubble after bubble.
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10-04-2015, 12:40 PM
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#51
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Full time employment: Posting here.
Join Date: Apr 2010
Posts: 717
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I am buying over last several weeks, adding to international equities position.
__________________
“The problem with the world is that the intelligent people are full of doubt, while the stupid people are full of confidence.”
(—Charles Bukowski)
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10-05-2015, 05:56 PM
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#52
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Full time employment: Posting here.
Join Date: Aug 2005
Posts: 945
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Quote:
Originally Posted by RenoJay
Modhatter, though I won't make any comments about WHEN things might turn, I do feel the US has had a great run and will likely underperform international over the next 10 or so years. I've also bought about $50k in the Vanguard energy ETF in recent months that I forgot to mention. Pretty much same theory of buying when all the talking heads scream sell. What about you? Theories??
Sent from my iPhone using Early Retirement Forum
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I tend to agree with you on both counts. May take a couple of years for things to change Internationally, and I agree utilities look attractive now. I know they are volatile, but also think waiting out the bad times with larger dividends isn't so bad either.
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