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What are your stocks that are up YTD?
Old 05-26-2022, 12:13 PM   #1
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What are your stocks that are up YTD?

Duk 8.48%

aep 13.81%

lly 12.77%

abc 18.08%

gis 3.8%

lmt 27.04%

cvx 50.15%

xom 57.33%

ko 8.83%

es 1.57%

bce 3.09%

jnj 4.9%

rtx 11.03%
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Old 05-26-2022, 12:39 PM   #2
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All those and more (I assume they are all components of VTI?).

And I did check first, this is not the "stock picking sub-forum" (that response might have been frowned upon by the mods in that sub-forum).

-ERD50
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Old 05-26-2022, 01:23 PM   #3
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Zero, zilch, nada! All in the red.
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Old 05-26-2022, 01:42 PM   #4
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PFE
ABBV
CEG
EXC
TTE
T
GSK & PARA (barely)
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Old 05-26-2022, 01:56 PM   #5
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Only own 3 individual stocks.

CVX: up 48%

SR: up 28%

VZ: down 2.6%

Given the S&P is down 15% YTD, maybe I should be a stock picker

Just kidding
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Old 05-26-2022, 02:11 PM   #6
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I only have two remaining individual stocks, and together they comprise slightly over 5% of my portfolio.

MO +13.6% YTD
SJT +107% YTD

not counting dividends for either, which are large.
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Old 05-26-2022, 02:11 PM   #7
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Only own two individual stocks:
OKE (up 10%)
KMI (up 20%)
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Old 05-26-2022, 02:15 PM   #8
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Quote:
Originally Posted by ERD50 View Post
All those and more (I assume they are all components of VTI?).

And I did check first, this is not the "stock picking sub-forum" (that response might have been frowned upon by the mods in that sub-forum).

-ERD50
same; I ditched individual stocks many years ago.
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Old 05-26-2022, 02:38 PM   #9
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11 are up:

LLY
TEF
MO
PM
ABBV
EXC
XO
BP
CEG
PEP
NGG

5 are down for the year.
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Old 05-26-2022, 03:50 PM   #10
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My ytd top performers so far--
bpt +330% ytd bought Feb 2021
cmpi +260% ytd bought Jan 2022
rcmt +210% ytd bought Mar 2020
I wouldn't buy any of these at current prices, and not just because they're no longer penny stocks.

Still just a drop in the bucket compared to my losses ytd mostly from crashing high fliers that I should have dumped in Q1 2021 but hesitated after racking up the biggest tax bill of my life. It wasn't just the taxes, though, it was galling watching winners triple in value just days to weeks after I sold, so probably deer in headlights too. Hopefully won't make that mistake again next time.

Of course that's what I said about nls which I bought under a buck a share back in the 2008/2009 crash. Two golden opportunities to exit and missed them both. I guess its crazy valuation gap last year compared to pton warped my expectations, and I actually had the idea to buy 2-yr puts on pton to hedge, but never followed through. This one is now back to penny land, and its ratios look not that bad, but as a rule I don't average up, so it'll take another down leg for me to add shares.
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Old 05-26-2022, 03:58 PM   #11
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Oils and pipelines, mostly bought in early 2021 when nobody wanted them:

OXY
XOM
EPD
WMB
CVX
AR
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Old 05-26-2022, 04:08 PM   #12
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Oxy. +137%.
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Old 05-26-2022, 04:56 PM   #13
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Thread moved to more appropriate forum.
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Old 05-26-2022, 05:04 PM   #14
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No stock picker, I, these long-term holdings ó copied at tonight's close with YTD data from Morningstar's portfolio manager (a tracker/aggregator used in addition to Personal Capital, online, and Quicken Mac 2007, offline) ó are mostly inherited, save for the ETFs (DBC & SPYD) and BRK.B.


Passed on to me through my dad, from my grandmother, I suppose you could say there is some tried-and-true "survivorship bias" to them that is in effect.


XOM . . . . 60.25%
DBC . . . . 36.43%
CC . . . . . 24.43%
BP . . . . . 24.00%
DOW . . . 19.89%
ENB . . . . 18.82%
XEL . . . . .12.54%
RTX . . . . . .9.95%
DUK . . . . . 9.02%
T . . . . . . . . 8.16%
SPYD . . . . . 6.26%
BRK.B . . . . .3.22%
IBM . . . . . . 3.01%
VZ . . . . . . . 1.08%
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Old 05-26-2022, 05:08 PM   #15
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I haven't checked everything, but XOM in the US and Canadian oil/pipeline stocks (TRP.TO, IPL.TO, ENB.TO, CNQ.TO) and telecom stocks (T.TO, BCE.TO) are all up.
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Old 05-26-2022, 05:55 PM   #16
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Ummm, Quicken sorts them for me by YTD ranking with just a mouse click. Across all of my and my wife's accounts, the list in decreasing order is shown below.

The YTD return numbers are provided by Quicken, and may not include dividends.

Occidental Petroleum (OXY): 124.9%
TeeKay Tankers (TNK): 80.1%
Turquoise Hill Resources (TRQ): 70.5%
Halliburton (HAL): 68.8%
Exxon Mobil (XOM): 57.2%
Marathon Petroleum (MPC): 53.9%
Dorian LPG (LPG): 53.8%
Pioneer Natural Resource (PXD): 51.2%
Mosaic (MOS): 48.42%
Schlumberger (SLB): 47.0%
Ovintiv (OVV): 45.8%
CF Industries (CF): 42.4%
...

I will stop now.
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Old 05-26-2022, 06:28 PM   #17
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While I had some winners, Iíve been pretty beat up by a few others. Some folks here have pretty heavy concentrations in energy stocks. Wish I had more.
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Old 05-26-2022, 06:30 PM   #18
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Hah, just realized I could have saved typing by capturing my Quicken screen.

You may think, Wowza, NW-Bound is getting filthy rich.

I wish these were my only stocks.

I guess you are now curious to see my worst stocks.

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Old 05-26-2022, 06:32 PM   #19
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And here's the dunce cap list, made by Quicken with just a mouse click to reverse the sort order.

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Old 05-26-2022, 06:32 PM   #20
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Stocks up YTD - Past performance and all that:
COP - Conoco Phillips - 53%
GCBC - Green County Bancorp - 42%
NOC - Northrup Grumman - 22%
AEC - American Electric Power Company - 17%
ABBV - Abbvie - 12%
RTX - Raytheon - 10%
AEE - Ameren - 8%
JNJ - Johnson & Johnson - 7%

YMMV has mostly gone down.
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