Investment Opportunities

[Flieger]

Ignoring politics, I am seeing potential investment entry opportunities upcoming, perhaps over the next weeks. As someone had noted in another post where I presented my allocations, I have a lot of dry powder! I need to increase the Growth side of my 3 tier investment plan (Cash Equivalent, Income/Div, Growth).

What investments are you looking at, and at what entry level? As stated, mostly looking at the Growth "bucket", but any things you are looking at is fair game.

Flieger

 

[FREE866]

I try to make as few decisions as possible. I'm basically always fully invested. If one were to ask me what I should invest in for growth I'd buy SPY to track the S and P 500, QQQ to track the NASDAQ ( I have SCHG which sort of trades the same), and IWM to track the Russell 2000 ( small cap stocks). All almost no cost and tax efficient. Buy them today and forget it. Simple.

 

[Flieger]

I try to make as few decisions as possible. I'm basically always fully invested. If one were to ask me what I should invest in for growth I'd buy SPY to track the S and P 500, QQQ to track the NASDAQ ( I have SCHG which sort of trades the same), and IWM to track the Russell 2000 ( small cap stocks). All almost no cost and tax efficient. Buy them today and forget it. Simple.

I do have some of each of those, along with VOO and ONEQ. I will probably add to some of these "overall market" investments, but trying to think of some others as well. I have a little over $200k to invest get to my investment target(s).

Flieger

 

[FREE866]

I do have some of each of those, along with VOO and ONEQ. I will probably add to some of these "overall market" investments, but trying to think of some others as well. I have a little over $200k to invest get to my investment target(s).

Flieger

Nice.

Not sure what your time frame is, but if you wanted to really amp it up you could buy UPRO which is 3x the S and P hahaha
I personally like simple and never bought it ( unfortunately)

 

[Flieger]

I have some SPYI and QQQI in the Investment bucket, but think I'll steer clear of the 3x Derivative stuff. A little too much "Growth" for me!

Flieger

 

[FiveDriver]

Speaking for myself, I am not making any moves based on this turmoil.

I have positions in the ETF's mentioned above, SPY QQQ, IWM, and IWF.

I also have some 'dry powder' just as you do. You should track the market action on the ETF's in your Growth Tier over the next few weeks before making any moves.

Growth may be hard to find until the dust settles on this chaos. Meanwhile, you can observe a lot just by watching.

 

[Qs Laptop]

Ignoring politics, I am seeing potential investment entry opportunities upcoming, perhaps over the next weeks. As someone had noted in another post where I presented my allocations, I have a lot of dry powder! I need to increase the Growth side of my 3 tier investment plan (Cash Equivalent, Income/Div, Growth).

What investments are you looking at, and at what entry level? As stated, mostly looking at the Growth "bucket", but any things you are looking at is fair game.

Flieger

What is your risk level?

Would you consider individual stocks? Or do you want to stick with mutual funds and/or ETF's?

Where are your investments held?

 

[Flieger]

What is your risk level?

Would you consider individual stocks? Or do you want to stick with mutual funds and/or ETF's?

Where are your investments held?

I may look outside of ETF's, but likely only 10-20% of my growth allocation. I have no individual (or leveraged) positions at the moment.

Flieger

 

[Flieger]

Speaking for myself, I am not making any moves based on this turmoil.

I have positions in the ETF's mentioned above, SPY QQQ, IWM, and IWF.

I also have some 'dry powder' just as you do. You should track the market action on the ETF's in your Growth Tier over the next few weeks before making any moves.

Growth may be hard to find until the dust settles on this chaos. Meanwhile, you can observe a lot just by watching.

Good point. It's already looking this morning there's a limit to the pullback. VOO and ONEQ did not even drop to my current cost basis. I'm looking for more of a drop.

Also, seems my holding account (SPAXX) is sticking just over 4%, so no hurry at this time.

Flieger

 

[FiveDriver]

SPAXX is probably as good as a Bond Fund over the short term.

I wait til the last hour of trading to get a better idea of what has transpired. Don't want to be one of those traders that mutter, "Wha' happened?"

If you really want to kick it up a notch......keep track of the SQQQ ETF.

 

[Qs Laptop]

I would suggest FBCG, but you are well served with ONEQ and QQQI. You could simply increase your positions in either of those two funds, as all three are very similar.

If you are looking for a bit more growth potential there is FSELX. Kind of volatile but if you are buy and hold it should be excellent in the long haul.

There is always FXAIX.

 

[Flieger]

I would suggest FBCG, but you are well served with ONEQ and QQQI. You could simply increase your positions in either of those two funds, as all three are very similar.

If you are looking for a bit more growth potential there is FSELX. Kind of volatile but if you are buy and hold it should be excellent in the long haul.

There is always FXAIX.

Yes, have a small positioning FXAIX as well. If we do see more drop, I'll add to my others. So far no joy.

Flieger

 

[OldShooter]

WADR I don't think I've ever worried about the calendar when looking to make a trade and I really don't pay too much attention to current events. To me those are trader things and I am an investor.

That said I had $150K sitting in SWVXX that I'm not going to need for a while, and due to the craziness in Washington I moved it into 5-year TIPS last week. It's hard for me to see that inflation will not rise for at least some intervals in the next 5 years.

 

[Kings over Queens]

Discussed this with my wife this morning. I don't plan on doing anything unless I see a 12% drop in QQQ, then I'd buy more. Otherwise my cash keeps earning 4% and I'll wait out the turbulence.

I don't hold any one individual stock and don't plan to based on the current economic situation.

 

[jebmke]

I am always fully invested. Been this way since we ditched our EF back in 1990

Dollar strengthening so might invest in a trip to Canada this year.

 

[Koolau]

I consider my investment plan pretty much on autopilot at this point. There are few changes I'd consider. I am looking for ways to take out more cash without as serious tax and "gotcha" ramifications. Also thinking ahead to a couple of potential tax bombs I need to deal with (like I-bonds when they mature in a few years.)

But as far as actual investment changes, I think I'm good right now. I will be interested to follow other's plans here as they anticipate the next 4 years or so. Let's hope your moves are all good ones! Best luck.

I shall live vicariously through your sharing here in these pages.

 

[Flieger]

WADR I don't think I've ever worried about the calendar when looking to make a trade and I really don't pay too much attention to current events. To me those are trader things and I am an investor.

That said I had $150K sitting in SWVXX that I'm not going to need for a while, and due to the craziness in Washington I moved it into 5-year TIPS last week. It's hard for me to see that inflation will not rise for at least some intervals in the next 5 years.

This action could be construed as "paying attention to current events" with respect to your investments, and therefore "trader things".

Flieger

 

[mrfeh]

I try to make as few decisions as possible. I'm basically always fully invested.

+1

Choose an AA and stick to it. No "dry powder", no market timing.

 

[DangerDad]

+1

Choose an AA and stick to it. No "dry powder", no market timing.

+2

Ignore the noise.
No market timing.
Stay the course.

 

[camfused]

You can get between 5.05% and 5.25% return right now at UHaul Investors Club. Online Direct Investment Opportunities - U-Haul Investors Club®

 

[Koolau]

You can get between 5.05% and 5.25% return right now at UHaul Investors Club. Online Direct Investment Opportunities - U-Haul Investors Club®

Thanks, I think I'll pass on this particular opportunity.

 

[Kings over Queens]

Thanks, I think I'll pass on this particular opportunity.

Not gonna lie, I checked the link. Never in a million years did I think such a thing existed. Feels like crowd funding.

I forget the guy in India, I think, that did something like that...micro lending for small businesses. Like you I passed but I give Uhaul credit for thinking outside the box.

 

[TheWizard]

I have ruffly four ETFs (or MF equivalent) that I'm actively putting $$ into: VOO, QQQ, MGK, VGT.
I also have some VXF but haven't bought any new for a while.
I'm something over 90% stock funds, taking tax-deferred, taxable, and Roth as a whole.

I'm expecting to see some TLH opportunities before too long so I'm trying to AVOID buying each of my four main funds each month, to avoid having Wash Sale issues on everything in my taxable account.

So each month, I'm trying to rotate to a different fund to buy...

 

[Qs Laptop]

WADR I don't think I've ever worried about the calendar when looking to make a trade and I really don't pay too much attention to current events. To me those are trader things and I am an investor.

If a person comes into a sum of money, say an inheritance, and they know they are going to invest it, there is nothing wrong with waiting for a market dip to make your purchase. In fact, it could be very prudent.

Another situation where one might wait for a dip to invest is gaining control of a previous employer's 401k into an IRA rollover.

Flieger is sitting on a large sum of cash, wanting to invest. It makes sense to buy the dip (or dips.) Especially if investing in a market index fund. Some years the returns on these funds is in single digit territory and buying the index after a day where it dips 2% can wind up being significant.

Dollar cost averaging on a regular basis is a different animal.

 

[MarieIG]

I nibbled at the open this morning on SCHG, SCHD, JEPQ. Nothing much, as I don't know which way the market will be heading, but those are positions to which I had intended to add in any event.