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What is your Long Term Trade?
Old 10-10-2015, 11:19 AM   #1
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What is your Long Term Trade?

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?
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Old 10-10-2015, 11:34 AM   #2
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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.
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Old 10-10-2015, 11:47 AM   #3
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Old 10-10-2015, 11:48 AM   #4
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Are we talking about long term "trades" or long term "holdings?"

My most significant long term holding is a low cost TSM MF.
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Old 10-10-2015, 11:51 AM   #5
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My most significant long term holding is a low cost TSM MF.
Same here, VTSAX.
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Old 10-10-2015, 12:40 PM   #6
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Individual stocks only one: PM.

Not sure I'll keep even that one in the long run though.
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Old 10-10-2015, 01:02 PM   #7
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GE and Walmart purchased Aug 1994 are the oldest. Have several others purchased in 1998 and 1999 time frame.
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Old 10-10-2015, 08:25 PM   #8
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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.

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Old 10-10-2015, 10:43 PM   #9
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Quote:
Originally Posted by VFK57 View Post
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...
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What is your Long Term Trade?
Old 10-11-2015, 06:49 AM   #10
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What is your Long Term Trade?

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...
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Old 10-11-2015, 11:00 AM   #11
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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.
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Old 10-11-2015, 12:58 PM   #12
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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.
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Old 10-11-2015, 03:32 PM   #13
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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.
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Old 10-12-2015, 03:04 PM   #14
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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.
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Old 10-12-2015, 03:31 PM   #15
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Old 10-13-2015, 04:06 PM   #16
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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
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Old 10-13-2015, 09:35 PM   #17
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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?
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Old 10-14-2015, 12:42 AM   #18
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I take the question to mean you executed a trade and hold it long term. For example, FIL holds some T from the late eighties.
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Old 10-14-2015, 12:50 AM   #19
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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
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Old 10-14-2015, 08:10 AM   #20
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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.
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