What is your Long Term Trade?

VFK57

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Some of us have a Long Term Trade, usually stable, dividends paying stocks, kept for 5 plus years. What do you keep for a long term?
 
I am in the process of (slowly) assembling what is sometimes called a "widows and orphans" portfolio. About ten stocks in a taxable account.

The most recent addition, bought while (believe it or not) laying in a bed awaiting surgery, was Johnson & Johnson. I thought that was pretty appropriate, even funny.

It was a limit buy order that triggered during the downturn in August 2015. That order had been open for a while.
 
MO.
 
Are we talking about long term "trades" or long term "holdings?"

My most significant long term holding is a low cost TSM MF.
 
Individual stocks only one: PM.

Not sure I'll keep even that one in the long run though.
 
GE and Walmart purchased Aug 1994 are the oldest. Have several others purchased in 1998 and 1999 time frame.
 
Long term trade?

AAPL (Apple) very, very near the low in 1997. Backed up the truck and bought quite a bit. Sold on the way up, some at a 13 bagger. Finally stopped trading when it hit 100 (but that was the price at the time, not sure about the split adjustments since). But it hit 700 after that. If only I had held some!

But I ain't complaining.

-ERD50
 
Some of us have a Long Term Trade, usually stable, dividends paying stocks, kept for 5 plus years. What do you keep for a long term?


I don't buy anything that I wouldn't mind holding for the rest of my life, but if I see a better deal elsewhere I have no problem selling assets to buy a new one.

My investment method is based on building sustainable (and growing) income. My income from my taxable brokerage account investments can now cover around 78% of my yearly living expenses.

I'd like to get it up to 110% - 120% with 3+ years living expenses in cash. Then retire...
 
My strategy changed over the years ... Moved away from buying more dividend stocks like vz, so, o, jpm, (many of which we've held for 25 years) into IDV, DVY, spy and a couple of other dividend ETFs

I never sell, never just buy and hold... Why would I sell? As long as those dividends 'keep a Rollin.' I'm not selling...,

So to specifically answer your question all my trades are long term trades...
Sent from my iPad using Early Retirement Forum.
 
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We are index investors and rebalance through redirecting new money, not through selling. We only have two exceptions to this rule: Wellesley and one non-index stock (dh's company stock, which is not publicly traded and which pays dividends.)

So.... all of our holdings are long-term holdings. Most pay dividends.
 
I have IVV, IVW, DVY, QQQ, IWM. No commissions, no trading fees (mostly), set and forget. Not a bad dividend either.

Never under estimate trading fees and capital gains on frequent trading.
 
My wife owns a bunch of CVX in her 401K. We didn't sell in order to capitalize on NUA rules, but have lost more in value than the tax saving will be.
 
Looking back at my records, the longest I've held any stock was in my 401k. Almost 20 years before I traded it for a fixed income investments. Individually I've very rarely keep any stock more than a few months.
 
Johnson & Johnson.
Bought my first 100 shares at around $48 in 2002.

Reinvested dividends, & added smaller amounts when I thought it was oversold.

Now own just over 600 shares.
Stop reinvesting dividends about 1.5 years ago.
Stock was around $110 a share & since I knew i'd be retiring soon, I wanted the income.

I like to call it my $50,000 3.00% CD :LOL:
 
Long term and trade are mutually exclusive. Or, I suppose, if you are a day-trader it might be "what trades do you keep overnight"? Can you re-phrase your question?
 
Long term and trade are mutually exclusive. Or, I suppose, if you are a day-trader it might be "what trades do you keep overnight"? Can you re-phrase your question?
I mean your Long Term Holding
 
Five biggest holdings are ABC, SBUX, T, O and MAIN. ABC and SBUX provide the growth while T, O and MAIN provide strong dividends. WE have about 25 other stocks and ETFs, but these make up our core.
 
Just had a short look at them, they have a high return on invested capital as well (>10%).

Seems like a solid company. Payout ratio is kindof high though it seems in recent years.
 
VTI.... 2 percent dividend yield. Long term hold. I'll never sell.
 
Reference POT. Maybe a value play but the basic materials sector including agri minerals and miners are all way way down.

Pot is Down from 60 in 2011.

A Canadian stock so trades on general commodities strength. The loonie weakening against the dollar will keep some pressure on POT
 
I purchased 300 shares of Walmart today. Could not resist.

Hopefully this will be a quick swing trade that I complete much sooner than later.

If I end up long there is always the dividend.
 
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