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06-13-2011, 10:54 PM
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#21
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Thinks s/he gets paid by the post
Join Date: Aug 2006
Posts: 1,558
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I don't hide from the volatility, I embrace it.
Outside of tiny amounts in some of my 401k mutual funds, I've never owned a bond.
Up and down, up and down. Buy high, buy low. I've been buying stocks twice a month for 16 years.
If the cross-section of American and international businesses don't prosper, I doubt that any of those safe havens will be any good anyway.
Quote:
Originally Posted by Pete44
Where do you hide from the volatility?
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06-14-2011, 12:58 AM
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#22
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Thinks s/he gets paid by the post
Join Date: Jul 2005
Location: Los Angeles area
Posts: 1,708
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Still 100% individual equities (since 1993). All still increasing earnings and dividends. Hiding primarily in JNJ, PG, ABT, SYY, ADP, MSFT, KO, ... . Not really buying or selling since my spending pretty much matches my dividends.
__________________
learn, work, save, invest, fire
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06-14-2011, 05:03 AM
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#23
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Feb 2005
Location: Central MS/Orange Beach, AL
Posts: 9,072
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Quote:
Originally Posted by CyclingInvestor
Still 100% individual equities (since 1993). All still increasing earnings and dividends. Hiding primarily in JNJ, PG, ABT, SYY, ADP, MSFT, KO, ... . Not really buying or selling since my spending pretty much matches my dividends.
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Bigger gonads than Evil Kenevil ever had.
__________________
Retired 3/31/2007@52
Investing style: Full time wuss.
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06-14-2011, 06:21 AM
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#24
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Oct 2006
Posts: 7,733
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Not really I think this is probably much safer than portfolio of US Treasury bills and even CDs of sustaining a retirement.
The stocks he named all have yields of between 2.8 to 3.8% making them competitive or higher than 10 year treasuries and not much below AAA corporate bonds. The one thing we know for a fact is that bonds coupons have zero chance of increasing over time, inflation or no inflation. In contrast pretty much all of the companies he named have a long sometimes 100+ year history of raising dividends.
I'm quite a bit more confident that people will continue to buy Coke, Pampers, Tide, Johnson baby shampoo, Band-Aids during my lifetime than that Uncle Sam will continue to pay its debts. We are after all only 52 days away from a debt crisis, and the media is talking pretty much exclusively about Wiener's wiener.
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06-14-2011, 06:39 AM
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#25
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Mar 2003
Posts: 18,085
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Futures up this morning. We will see if it is sustained. I was hoping to scoop some more F in the 11s, but perhaps that is not in the cards.
__________________
"All animals are equal, but some animals are more equal than others."
- George Orwell
Ezekiel 23:20
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06-14-2011, 12:38 PM
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#26
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Recycles dryer sheets
Join Date: Jun 2011
Location: Hollywood
Posts: 50
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The broader market rally has been getting a bit toppy, and with QE2 ending this month, concerns about the economy's ability to function on it's own may result in a substantial correction. I'm planning on accumulating individual stocks on major dips towards the end of the summer.
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06-15-2011, 02:35 AM
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#27
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Moderator Emeritus
Join Date: Aug 2007
Location: Northern Illinois
Posts: 16,603
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still buying every 2 weeks as I have for the last 30 years, but with more $ and less risky asset allocation
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06-15-2011, 06:51 AM
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#28
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Dryer sheet aficionado
Join Date: Mar 2010
Location: Phuket
Posts: 37
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Quote:
Originally Posted by Hamlet
I don't hide from the volatility, I embrace it.
Outside of tiny amounts in some of my 401k mutual funds, I've never owned a bond.
Up and down, up and down. Buy high, buy low. I've been buying stocks twice a month for 16 years.
If the cross-section of American and international businesses don't prosper, I doubt that any of those safe havens will be any good anyway.
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Sounds more like ignoring it rather than embracing it. I've bought 100 shares of DX. So basically I've done nothing. I'd rather be in but one good day doesn't mean a turn around.
Who said, "When you don't know what to do, don't do anything?" 60% cash, 40% whatever I had that stayed up before the market turned South. Permanent Portfolio, ED, T, some high yield bond mfs. Going to be a lean month for dividends but I'm only down .5 compared with the Dow and S&P off 4%.
I don't like to buy and sell but I don't like 4% losses either. Sitting here in Limbo.
__________________
Author of The Essential Thailand Retirement Guide
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06-15-2011, 06:56 AM
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#29
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Dryer sheet wannabe
Join Date: Dec 2010
Location: Grand Rapids
Posts: 17
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Adding to my 401k each week. I feel my AA reflects my level of risk. 60/40
+1 Staying pat.
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06-15-2011, 07:26 AM
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#30
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gone traveling
Join Date: Sep 2003
Location: DFW
Posts: 7,586
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Since April, I have been taking some profits and increasing cash position(currently about 40% cash). I don't like to be holding this much, but until we see improvement in hiring and some positive action for the common good from our legislators, I am not confident the economy will continue to see the slow growth the experts are indicating.
Nevertheless, with dry powder on hand, I am poised to wade back in depending on economic/market climate.
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06-18-2011, 07:30 PM
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#31
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Thinks s/he gets paid by the post
Join Date: Oct 2010
Location: irradiated - too close to the nuclear furnace
Posts: 1,294
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Here's 2 differing opinions. I like to read what other have to say so I am not endorsing either of these tho I do tend to agree with Sy Harding.
Street Smart Report Online
News Headlines
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06-18-2011, 07:41 PM
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#32
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Feb 2005
Location: Central MS/Orange Beach, AL
Posts: 9,072
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Quote:
Originally Posted by clifp
Not really I think this is probably much safer than portfolio of US Treasury bills and even CDs of sustaining a retirement.
The stocks he named all have yields of between 2.8 to 3.8% making them competitive or higher than 10 year treasuries and not much below AAA corporate bonds. The one thing we know for a fact is that bonds coupons have zero chance of increasing over time, inflation or no inflation. In contrast pretty much all of the companies he named have a long sometimes 100+ year history of raising dividends.
I'm quite a bit more confident that people will continue to buy Coke, Pampers, Tide, Johnson baby shampoo, Band-Aids during my lifetime than that Uncle Sam will continue to pay its debts. We are after all only 52 days away from a debt crisis, and the media is talking pretty much exclusively about Wiener's wiener.
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I have quite a few on his list for the same reasons. But I couldn't sleep at 100%. To each his own.
__________________
Retired 3/31/2007@52
Investing style: Full time wuss.
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06-20-2011, 10:54 PM
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#33
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Thinks s/he gets paid by the post
Join Date: Mar 2011
Location: North TX
Posts: 1,834
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Picked up some INTC, MSFT & PBI on Friday; TOT a week ago. All dividend plays that have pulled back a bit lately...sold INTC & TOT when they ran up and bought them back when they pulled back 8 & 10%...
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06-21-2011, 12:50 PM
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#34
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Thinks s/he gets paid by the post
Join Date: Aug 2007
Posts: 1,224
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As soon as the transfer clears I'll be buying VEU (Total International Index) as predicted.
DD
__________________
At 54% of FIRE target
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