Join Early Retirement Today
Reply
 
Thread Tools Search this Thread Display Modes
Old 01-02-2012, 08:08 PM   #21
Recycles dryer sheets
 
Join Date: Dec 2011
Location: philadelphia
Posts: 106
Quote:
Originally Posted by MichaelB View Post
Hi james7. According to iShares, this ETF paid $0.915 since its inception in 03/11 and made two distributions in December, one for $0.01, so that was probably some additional income. Feel free to stop by and introduce yourself here Hi, I am... - Early Retirement & Financial Independence Community

Sorry, I apologize if my information is wrong. I got my stats at Marketwatch.com. I have used many other websites for quotes and I find that Marketwatch is most accurate, but it seems that funds are a whole different ball game when it comes to providing dividend and yield information. I guess that is why sites such as www.finance.yahoo.com will give no dividend or yield information for many funds; better to give no info than to be misinterpreted.
__________________

__________________
james7 is offline   Reply With Quote
Join the #1 Early Retirement and Financial Independence Forum Today - It's Totally Free!

Are you planning to be financially independent as early as possible so you can live life on your own terms? Discuss successful investing strategies, asset allocation models, tax strategies and other related topics in our online forum community. Our members range from young folks just starting their journey to financial independence, military retirees and even multimillionaires. No matter where you fit in you'll find that Early-Retirement.org is a great community to join. Best of all it's totally FREE!

You are currently viewing our boards as a guest so you have limited access to our community. Please take the time to register and you will gain a lot of great new features including; the ability to participate in discussions, network with our members, see fewer ads, upload photographs, create a retirement blog, send private messages and so much, much more!

Old 01-03-2012, 06:57 AM   #22
Thinks s/he gets paid by the post
 
Join Date: Nov 2006
Posts: 2,268
I like AAPL, PM, HD, FAST, MA and GWW
__________________

__________________
utrecht is offline   Reply With Quote
Old 01-03-2012, 02:06 PM   #23
Thinks s/he gets paid by the post
 
Join Date: Aug 2006
Posts: 1,358
Fastenal has become my largest holding (outside of index funds).

I am developing serious valuation concerns at these levels though. It's a great company, but at 40 times earnings I'm starting to think about trimming back my position some.


Quote:
Originally Posted by utrecht View Post
I like AAPL, PM, HD, FAST, MA and GWW
__________________
Hamlet is offline   Reply With Quote
Old 01-05-2012, 10:31 PM   #24
Recycles dryer sheets
 
Join Date: Jun 2009
Location: SoCal
Posts: 230
I have (I have owned these for awhile and plan to hold them):
MCD
PG
VZ

I added a couple of days ago, betting that the financials won't have a terrible year like they did last year:
C
BAC

Am considering buying some NFLX here but haven't decided yet. May just watch it for awhile before I decide.
__________________
caninelover is offline   Reply With Quote
Old 04-06-2012, 07:54 AM   #25
Thinks s/he gets paid by the post
 
Join Date: Nov 2006
Posts: 2,268
Quote:
Originally Posted by utrecht View Post
I like AAPL, PM, HD, FAST, MA and GWW
1st quarter results for my picks:

AAPL...+48%
PM......+12.9%
HD......+19.7%
FAST...+24%
MA......+12.8%

AVG...+23.5%

SP500...+12.2%

I'd say I'm kicking some butt so far.....
__________________
utrecht is offline   Reply With Quote
Old 04-06-2012, 08:22 AM   #26
Recycles dryer sheets
 
Join Date: Mar 2011
Location: Dallas
Posts: 457
I've recently sold FDO and AMZN. Still holding NLY, T, EXC, CTL, GMCR and PGH.

We've sold the following in the past year... BMY, ABT, TGT, INTC, CMG, PNRA, TOT, PBI, NLY, DUK and CHK. Many of these were range trades made multiple times for quick 5-20% gains.
__________________
Surewhitey is offline   Reply With Quote
Old 04-08-2012, 01:31 AM   #27
Dryer sheet aficionado
 
Join Date: Apr 2012
Location: Springfield
Posts: 28
Looking at a new portfolio allocation of: CAT(15%), CSX(15%), F(15%), KSS(15%), SI(15%), TOT(15%), and WPRT(10%).
__________________
SRyan is offline   Reply With Quote
Old 04-08-2012, 08:15 AM   #28
Thinks s/he gets paid by the post
 
Join Date: Nov 2006
Posts: 2,268
Quote:
Originally Posted by utrecht View Post
1st quarter results for my picks:

AAPL...+48%
PM......+12.9%
HD......+19.7%
FAST...+24%
MA......+12.8%

AVG...+23.5%

SP500...+12.2%

I'd say I'm kicking some butt so far.....
Oops...I forgot to calculate GWW into my average returns. As of 3/30/12 GWW is +14.8% which brings my 6 stock portfolio to an avg return of 22%. BTW, this is not a real portfolio. Just my response to my top stock picks for 2012.
__________________
utrecht is offline   Reply With Quote
Old 04-08-2012, 08:32 AM   #29
Full time employment: Posting here.
urn2bfree's Avatar
 
Join Date: Feb 2011
Posts: 711
Quote:
Originally Posted by utrecht

1st quarter results for my picks:

AAPL...+48%
PM......+12.9%
HD......+19.7%
FAST...+24%
MA......+12.8%

AVG...+23.5%

SP500...+12.2%

I'd say I'm kicking some butt so far.....
And if you sold now - after commissions and short term cap gains taxes - what would the return be?
__________________
urn2bfree is offline   Reply With Quote
Old 04-08-2012, 03:55 PM   #30
Thinks s/he gets paid by the post
 
Join Date: Nov 2006
Posts: 2,268
Quote:
Originally Posted by urn2bfree View Post
And if you sold now - after commissions and short term cap gains taxes - what would the return be?
Almost double what my return would be if I had bought an SP500 index fund and sold it now and subtracted my short term capital gains.
__________________
utrecht is offline   Reply With Quote
Old 04-08-2012, 04:07 PM   #31
Full time employment: Posting here.
urn2bfree's Avatar
 
Join Date: Feb 2011
Posts: 711
Quote:
Originally Posted by utrecht

Almost double what my return would be if I had bought an SP500 index fund and sold it now and subtracted my short term capital gains.
But the point is not about comparing to an index...the point is that looking at short term gains is meaningless unless you look at net returns less taxes and commissions.
__________________
urn2bfree is offline   Reply With Quote
Old 04-08-2012, 04:11 PM   #32
Full time employment: Posting here.
urn2bfree's Avatar
 
Join Date: Feb 2011
Posts: 711
Also the cost of selling multiple stocks is higher than selling one index....and of course, just looking at the returns for one quarter is worth nothing if you don't sell now. It is all meaningless until you sell.
__________________
urn2bfree is offline   Reply With Quote
Old 04-09-2012, 11:43 AM   #33
Thinks s/he gets paid by the post
 
Join Date: Nov 2006
Posts: 2,268
Quote:
Originally Posted by urn2bfree View Post
But the point is not about comparing to an index...the point is that looking at short term gains is meaningless unless you look at net returns less taxes and commissions.
This is a thread about what stocks people like for 2012. Nothing more, nothing less. The stocks I picked are doing well so far. The only way to know they are doing well is to compare them to the overall market results.

If this were a real portfolio that I was talking about, the $5 stock commission I pay would not make any difference in a large portfolio.
__________________
utrecht is offline   Reply With Quote
Old 04-09-2012, 05:55 PM   #34
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
clifp's Avatar
 
Join Date: Oct 2006
Posts: 7,450
Here is my Q1 performance for my picks.
My safe picks
ABT 9.0% + .9% dividend
KMI 20.14% +1% dividend

My speculative picks
RBCAA 4.4% + .67% dividend
AWX 93.2%

In case anybody is interested I think ABT is still modestly undervalued, KMI is fairly valued.
I think RBCAA is good buy they make a lot of money from refund anticipation loans (although they entered an agreement not to abuse them) so Q2 revenue will get a spike.

AWX is currently trading around 5 and I'll be selling at 8-10 and took some money off the table after I got a double.

My average is 32.3% (or a mere 300% on annualized basis LOL) but to be fair KMI, ABT positions are couple times larger than AWX and RBCCA.
__________________
clifp is offline   Reply With Quote
Old 04-09-2012, 08:55 PM   #35
Full time employment: Posting here.
urn2bfree's Avatar
 
Join Date: Feb 2011
Posts: 711
Corey Hart has three home runs and is on pace to hit 162 home runs this year!
__________________
urn2bfree is offline   Reply With Quote
Old 04-10-2012, 11:09 PM   #36
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
clifp's Avatar
 
Join Date: Oct 2006
Posts: 7,450
Quote:
Originally Posted by urn2bfree View Post
Corey Hart has three home runs and is on pace to hit 162 home runs this year!

Yup and at the rate my portfolio is performing in a April I should be broke by July.
__________________
clifp is offline   Reply With Quote
Old 04-12-2012, 05:01 AM   #37
Thinks s/he gets paid by the post
obgyn65's Avatar
 
Join Date: Sep 2010
Location: midwestern city
Posts: 4,061
I have zero investment in stocks but if I wanted to invest I would put 50% in IT (i.e. Apple) and 50% in the financial sector.
__________________
Very conservative with investments. Not ER'd yet, 48 years old. Please do not take anything I write or imply as legal, financial or medical advice directed to you. Contact your own financial advisor, healthcare provider, or attorney for financial, medical and legal advice.
obgyn65 is offline   Reply With Quote
Old 04-13-2012, 06:26 PM   #38
Thinks s/he gets paid by the post
BUM's Avatar
 
Join Date: Feb 2004
Location: Mid Hudson Valley
Posts: 1,778
The older I get the more I watch dividend payers. I'm mostly out of the market now but I still hold a bunch of PCRIX and NCT
__________________
In a panamax down by the river.
BUM is offline   Reply With Quote
Old 04-13-2012, 07:02 PM   #39
Full time employment: Posting here.
Coolius's Avatar
 
Join Date: May 2010
Posts: 683
A bad week.

Fortunately, the majority of my portfolio is in Preferred Issues, so I took only about a 1.5% hit. Now at about 2% gain YTD - not a good performance.

Just sold a corporate bond for a little bit of Capital Gain, so am looking for a new home for the proceeds. Hoping to get a high-rated Preferred Stock yielding about 6.4%, but there are few around now.
__________________
Coolius is online now   Reply With Quote
Old 05-17-2012, 10:06 PM   #40
Recycles dryer sheets
 
Join Date: Dec 2011
Location: philadelphia
Posts: 106
Quote:
Originally Posted by BUM View Post
The older I get the more I watch dividend payers. I'm mostly out of the market now but I still hold a bunch of PCRIX and NCT

NCT??!! You really like to gamble don't you?
__________________

__________________
james7 is offline   Reply With Quote
Reply


Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
 
Thread Tools Search this Thread
Search this Thread:

Advanced Search
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off


Similar Threads
Thread Thread Starter Forum Replies Last Post
Roth vs. stock GrayHare FIRE and Money 10 12-01-2011 07:00 PM
When to leave; Dec 2011 or Jan 2012? pb4uski Other topics 31 11-14-2011 06:02 PM
401K help for 2012, strategy l2ridehd FIRE and Money 12 10-15-2011 07:01 AM
Are robots controlling stock prices? flotsamandjetsam Stock Picking and Market Strategy 6 08-07-2011 01:32 PM

 

 
All times are GMT -6. The time now is 01:15 PM.
 
Powered by vBulletin® Version 3.8.8 Beta 1
Copyright ©2000 - 2017, vBulletin Solutions, Inc.