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What new investments have you made this year?
Old 03-18-2005, 08:33 AM   #1
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What new investments have you made this year?

I've been pretty busy. I bought some Life Partners (LPHI), Sportsman's Guide (SGDE), and more recently some Stockgroup (SWEB). I also started a Limited Brands (LTD), Energen (EGN), and Paychex (PAYX) Dividend reinvestment plans, and finally got a $3k 1YR CD. For the remainder of the year I don't plan to do a whole lot except maybe start another couple DRIP plans to round that part of my portfolio out and continue to add to my 401K and DRIP plans as well as maybe a little more into CD's.
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Re: What new investments have you made this year?
Old 03-18-2005, 10:41 AM   #2
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Re: What new investments have you made this year?

None. Moved some short term money around.
That's it. The way things look right now, my answer
will be the same at the end of the year.

JG
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Re: What new investments have you made this year?
Old 03-18-2005, 12:04 PM   #3
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Re: What new investments have you made this year?

I exchanged my CA intermediate muni for high yield. Not a lot of my port, just enough to keep ~$600 a month in income dribbling in.

Since our joint returns are running a combined ~14% fed/state tax rate, I didnt need the tax relief. Chasing yield.

Thats it.
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Re: What new investments have you made this year?
Old 03-18-2005, 12:09 PM   #4
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Re: What new investments have you made this year?

Does adding monthly to my six DRIPs (BWA, WEC, HNZ, KEY, UST, MOD) and ibonds count? Thats it , and adding to my 401k index funds.
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Re: What new investments have you made this year?
Old 03-18-2005, 12:52 PM   #5
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Re: What new investments have you made this year?

If I-Bonds count, yep. Otherwise, nada!
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Re: What new investments have you made this year?
Old 03-18-2005, 04:00 PM   #6
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Re: What new investments have you made this year?

lightened up on HY exposure and leveraged preferred/or no longer re-investing divvy's in such(CEF's).bought a good handfull of short term cds mostly 6-9 months to roll over continuosly.And this week finally after 2 or 3 years of avoiding them bought 4 US based nat gas royalty trusts in nearly equal $ amounts.Enough to burp $200/month in divvy's to cover monthly energy bills.In the taxable side,sold GM about 2 weeks ago and added to pimco muni fund.
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Re: What new investments have you made this year?
Old 03-18-2005, 04:31 PM   #7
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Re: What new investments have you made this year?

I posted this elsewhere so forgive the repetition.
I changed my coffeehouse stock/bond ratio from
60/40 to 50/50, added iShares for Pacific ex Japan
and iShares for China and added GIM .... an
unhedged foreign bond fund (just before it plunged).
Thinking about buying more GIM. In January I
converted almost all my FI to 2+% + CPI intermediate
term bonds and CD's.

Worry about coming inflation prompted these changes.


Cheers,

Charlie
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Re: What new investments have you made this year?
Old 03-18-2005, 05:01 PM   #8
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Re: What new investments have you made this year?

Nothing new - I am still contemplating energy/natural resource ETFs.

SPanky
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Re: What new investments have you made this year?
Old 03-18-2005, 05:09 PM   #9
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Re: What new investments have you made this year?

I just don't know enough yet, so I'm anchored in index funds, with some low cost value and international on the riskier side, and a toe in bonds/low risk/fixed. My big change this year was working out how to max both my wife and I's 401k contribution. Now I'm playing catch up on the investing learning curve, I thought I knew something before I found this board. Anybody catch me giving investment advice, slap me, please!
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Re: What new investments have you made this year?
Old 03-18-2005, 07:22 PM   #10
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Re: What new investments have you made this year?

Is anyone interested in a couple of funds that protect bond values in a rising interest rate environment? I don't care about bonds too much b/c I am young but I can share if anyone gives a hoot.
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Re: What new investments have you made this year?
Old 03-18-2005, 07:27 PM   #11
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Re: What new investments have you made this year?

As for changes, I am taking the advice of some of the people here and I am going to add some international exposure. It has taken me a little time to warm up to the idea but you all are smart people. I am sticking to some small cap value ideas and I am always on the hunt for more. I do have more cash than usual :-/ & would like to see more value in the market. Can I get a double :-/ :-/
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Re: What new investments have you made this year?
Old 03-19-2005, 08:26 AM   #12
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Re: What new investments have you made this year?

Quote:
sold GM about 2 weeks ago and added to pimco muni fund.
Dude, you're looking smart !

-helen
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Re: What new investments have you made this year?
Old 03-19-2005, 08:45 AM   #13
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Re: What new investments have you made this year?

I've added to our energy and international funds. (asia and europe)

I switched some money in our emergency fund to a 15 month CD at 3.5%. ($$ that we won't need for some time)

And I added to my GE position.

And I'm thinking of buying an I bond.
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Re: What new investments have you made this year?
Old 03-19-2005, 10:38 AM   #14
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Re: What new investments have you made this year?

I'm thinking about putting some in one of three timberland investment companies that were mentioned on this website a few months ago:

http://www.kauaitimbers.com/
http://www.forestenterprises.co.nz/
http://www.greenplan.co.nz/default.asp

Anyone have any references/testimonials, or know of any other direct timberland investment companies?

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Re: What new investments have you made this year?
Old 03-19-2005, 11:45 AM   #15
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Re: What new investments have you made this year?

No but heck, I'd thoroughly enjoy the tax-deductible research trips...

I'm cynically suspicious of the Kauai outfit. If it's such a good deal why do they need our money, etc. This state can't even supply its own Christmas trees. They're also using some of the state's most expensive land-- admittedly perhaps with very restrictive zoning-- in an area that was absolutely clobbered by Hurricane Iniki 14 years ago and is still recovering. Now add in that they're growing non-native woods and not koa or mango, which doesn't strike me as very credible for their "environmentally responsible" claim. But, hey, perhaps someone will show me where I'm wrong before we get over there on our next holoholo.
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Re: What new investments have you made this year?
Old 03-19-2005, 12:51 PM   #16
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Re: What new investments have you made this year?

Besides a little gold bet I have not changed anything. I want to switch from EEM to the new Vanguard Viper for EM equity (much lower e/r) and would also not mind to get a decent foreign small cap value fund onboard.
Cheers!
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Re: What new investments have you made this year?
Old 03-19-2005, 01:58 PM   #17
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Re: What new investments have you made this year?

I invested in ProFunds Rising Rates Opp Inv (RRPIX).

I believe I will do better there than a 5 year CD. I think within the next 4 or 5 years, long-term interest rates will climb to historical normal levels so this fund should benefit. If I can get at least a 7% average rate over the next 4 or 5 years then sell and move the money to 7% CDs or quality bonds, I'll be happy.
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Re: What new investments have you made this year?
Old 03-19-2005, 02:17 PM   #18
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Re: What new investments have you made this year?

I'm laddering I-bonds for an emergency fund. My Roth contributions will round up my DVY to an even 100. I am thinking of selling my big oil stocks.
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Re: What new investments have you made this year?
Old 03-20-2005, 07:33 AM   #19
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Re: What new investments have you made this year?

That timber website was very interesting. Has anyone planted trees on land that they own as an investment? About a decade ago, my dad planted several thousand pines and oaks on 140 acres that he owns. He thinks they'll be worth a lot in 40 years for the pines and 60 years for the oaks. I guess we'll see.
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Re: What new investments have you made this year?
Old 03-20-2005, 08:18 AM   #20
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Re: What new investments have you made this year?

Nope

But the State of Ms offers me free trees to plant every few years. Weyerhaeuser has asked me to consider a swap(tax free). I thinking maybe next year: finances and enthusiasm willing to explore a swap for vacation property to build on.
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