Stock Thread (10 Viewers)

[McBokonon]

Intel very, very low and with a ~5.7% dividend. Seems like a no brainer?

Sometimes companies that used to be good stop being good, permanently. I’m not sure that’s Intel, but I’m not willing to bet it isn’t.

My link

Closing this loop, Intel cut their dividend this morning by 66%.

 

[Willy]

Intel very, very low and with a ~5.7% dividend. Seems like a no brainer?

Sometimes companies that used to be good stop being good, permanently. I’m not sure that’s Intel, but I’m not willing to bet it isn’t.

My link

Closing this loop, Intel cut their dividend this morning by 66%.

True story: The only stock I ever managed to sell high was Intel in 2000. Just incidentally I needed the cash for a down payment on my 1st house. Had accumulated it from 1994-1998. Memory is fading now, but I want to say I sold it at $67 per share - just a few bucks short of its all-time high. Within a few months, it crashed and hasn't seen those prices again. All these years later I still don't get why a company that was previously so successful is still valued less than when I sold it 20+ years ago.

I think about that every time I want to jump into Amazon, Microsoft, Tesla or whatever. The reality is I'm really not truly skilled at this stuff, and if stuff does work out, it's mostly due to luck.

 

[Todem]

INTC has been removed from the master list.

 

[ChiefD]

INTC has been removed from the master list.

Thanks.

Do you have an updated master list for 2023? I've tried to keep track of these on my spreadsheet and you have been very gracious with this. Much appreciated!

 

[McBokonon]

INTC has been removed from the master list.

What’s it gonna take to get you into this bad boy? :slapsQCOMhood:

 

[McBokonon]

There’s a rumor that Apple might have had a breakthrough on getting the apple watch to check glucose levels. Worth monitoring if you own DXCM or something else related.

 

[stbugs]

Intel very, very low and with a ~5.7% dividend. Seems like a no brainer?

Sometimes companies that used to be good stop being good, permanently. I’m not sure that’s Intel, but I’m not willing to bet it isn’t.

My link

Closing this loop, Intel cut their dividend this morning by 66%.

True story: The only stock I ever managed to sell high was Intel in 2000. Just incidentally I needed the cash for a down payment on my 1st house. Had accumulated it from 1994-1998. Memory is fading now, but I want to say I sold it at $67 per share - just a few bucks short of its all-time high. Within a few months, it crashed and hasn't seen those prices again. All these years later I still don't get why a company that was previously so successful is still valued less than when I sold it 20+ years ago.

I think about that every time I want to jump into Amazon, Microsoft, Tesla or whatever. The reality is I'm really not truly skilled at this stuff, and if stuff does work out, it's mostly due to luck.

It’s hard to tell sometimes. Intel was the semiconductor stock. AMD, NVDA, Apple and others have eaten their lunch in their core PC market and all the newer channels like smart phones and data centers. Microsoft was linked at the hip to Intel way back when but they pivoted to other areas like cloud and were agnostic to AMD or Intel and in that same 20 years, Microsoft is 5 times the peak it hit back then.

Intel clearly didn’t innovate to keep going and now you look at say 2019 and 2022 and their revenue and earnings are down quite a bit. I know INTC got some mentions in here but I never but because they were behind and the only positive analysts were always talking about how Intel’s future stuff could get them back on top, but that’s assuming that the guys who blew by them were just sitting on their asses and assuming Intel would succeed.

 

[stbugs]

There’s a rumor that Apple might have had a breakthrough on getting the apple watch to check glucose levels. Worth monitoring if you own DXCM or something else related.

Don’t want to be a Debbie downer (owned but sold for a decent gain a bit of DXCM), but I’d really be interested in the science there. I get the ECG stuff because the alternative is something that monitors on the skin. How would you measure levels of something that takes under the skin measurements? How would you measure that without blood? Sweat? Some sort of formula of heartbeats?

 

[Todem]

Master List as of today 2023


Communications Services:

GOOGL
T
VZ
META
DIS

Consumer Discretionary:

AMZN
HD
MCD
NKE
TSCO
TGT

Consumer Staples:

KO
GIS
PEP
NSRGY
PG
WMT

Energy:

XOM
CVX
PEO

Financials:

JPM
V
MA

Health Care:

ABBV
PFE
JNJ
MRK
BMY (may be removed)

Industrials:

BA
CAT
CMI
DE
ETN
EMR
LMT
RTX

Information Technology:

AAPL
CSCO
QCOM

Materials:

DOW
LYB

Utilities:

AEP
EXC
NEE

Real Estate:

O
GLPI

Equity Hedges:

BXMX
DIAX
QQQX
JEPI
GCV

High Growth High Multiple Stocks:

SHOP
RBLX
NVDA
AMD
BLDP

For smaller accounts (50K or less) looking for high yield/growth and hedges (think Roth or Traditional IRA’s) looking to set it and forget it (not looking to buy individual stocks)

ADX - Adams Equity Growth Fund (1.23% Yield)
DIAX - Dow 30 Overwrite Fund (7.4% Yield)
QQQX - Nasdaq 100 Overwrite Fund (8.65% Yield)
BXMX - S&P 500 Overwrite Fund (7.06% Yield)
JEPI - Premium Equity Dividend Fund (11.80% Yield)
RSP - Equal Weight S&P 500 ETF ( 1.73% Yield)
GCV - Gabelli Convertible Bond Fund (9.63%)

 

[ChiefD]

Thank you @Todem !

 

[Todem]

Thank you @Todem !

My pleasure......added ABBV as well....left that off by mistake.

 

[ChiefD]

Thank you @Todem !

My pleasure......added ABBV as well....left that off by mistake.

Did you sell off CEG once they split off of EXC? I still have some of both.

 

[Todem]

Thank you @Todem !

My pleasure......added ABBV as well....left that off by mistake.

Did you sell off CEG once they split off of EXC? I still have some of both.

We took all our profits in it year end 2022.

 

[McBokonon]

How would you measure that without blood?

I have no earthly idea. I still get wide-eyed and jump up and down with excited grunting like a caveman every time I use Shazam.

 

[stbugs]

How would you measure that without blood?

I have no earthly idea. I still get wide-eyed and jump up and down with excited grunting like a caveman every time I use Shazam.

I honestly am completely confused. Not sure if you are excited for Shazam 2 (I like the guy from Chuck too), the music app or some glucose monitoring system named Shazam.

 

[McBokonon]

How would you measure that without blood?

I have no earthly idea. I still get wide-eyed and jump up and down with excited grunting like a caveman every time I use Shazam.

I honestly am completely confused. Not sure if you are excited for Shazam 2 (I like the guy from Chuck too), the music app or some glucose monitoring system named Shazam.

The music app. Just saying how Apple could make that glucose thing work is way beyond my understanding.

 

[bcat01]

There’s a rumor that Apple might have had a breakthrough on getting the apple watch to check glucose levels. Worth monitoring if you own DXCM or something else related.

Don’t want to be a Debbie downer (owned but sold for a decent gain a bit of DXCM), but I’d really be interested in the science there. I get the ECG stuff because the alternative is something that monitors on the skin. How would you measure levels of something that takes under the skin measurements? How would you measure that without blood? Sweat? Some sort of formula of heartbeats?

Probably like these. https://www.healthline.com/health/diabetes/blood-sugar-monitor-without-finger-pricks#our-picks

 

[Schmeabs]

NVDA earnings after the bell today should be interesting

 

[stbugs]

There’s a rumor that Apple might have had a breakthrough on getting the apple watch to check glucose levels. Worth monitoring if you own DXCM or something else related.

Don’t want to be a Debbie downer (owned but sold for a decent gain a bit of DXCM), but I’d really be interested in the science there. I get the ECG stuff because the alternative is something that monitors on the skin. How would you measure levels of something that takes under the skin measurements? How would you measure that without blood? Sweat? Some sort of formula of heartbeats?

Probably like these. https://www.healthline.com/health/diabetes/blood-sugar-monitor-without-finger-pricks#our-picks

Even that is still reading fluids just under the skin. Reports of inaccurate numbers and a sensor to apply (and possibly irritate your skin) every 14 days doesn’t seem doable with a watch. Maybe an add-on. I’m just thinking of the current watches and how it could do a reading that seems to require some bodily fluids even if not blood.

 

[McBokonon]

There’s a rumor that Apple might have had a breakthrough on getting the apple watch to check glucose levels. Worth monitoring if you own DXCM or something else related.

Don’t want to be a Debbie downer (owned but sold for a decent gain a bit of DXCM), but I’d really be interested in the science there. I get the ECG stuff because the alternative is something that monitors on the skin. How would you measure levels of something that takes under the skin measurements? How would you measure that without blood? Sweat? Some sort of formula of heartbeats?

Probably like these. https://www.healthline.com/health/diabetes/blood-sugar-monitor-without-finger-pricks#our-picks

Even that is still reading fluids just under the skin. Reports of inaccurate numbers and a sensor to apply (and possibly irritate your skin) every 14 days doesn’t seem doable with a watch. Maybe an add-on. I’m just thinking of the current watches and how it could do a reading that seems to require some bodily fluids even if not blood.

Quit being a Type II PITA.

 

[ConstruxBoy]

There’s a rumor that Apple might have had a breakthrough on getting the apple watch to check glucose levels. Worth monitoring if you own DXCM or something else related.

Don’t want to be a Debbie downer (owned but sold for a decent gain a bit of DXCM), but I’d really be interested in the science there. I get the ECG stuff because the alternative is something that monitors on the skin. How would you measure levels of something that takes under the skin measurements? How would you measure that without blood? Sweat? Some sort of formula of heartbeats?

LOL, that's your default mode in here.

 

[Desert_Power]

There’s a rumor that Apple might have had a breakthrough on getting the apple watch to check glucose levels. Worth monitoring if you own DXCM or something else related.

Don’t want to be a Debbie downer (owned but sold for a decent gain a bit of DXCM), but I’d really be interested in the science there. I get the ECG stuff because the alternative is something that monitors on the skin. How would you measure levels of something that takes under the skin measurements? How would you measure that without blood? Sweat? Some sort of formula of heartbeats?

LOL, that's your default mode in here.

We all could have listened to him a bit more

 

[KGB]

Everyones a genius in a bull lmarket when the sun shines twice a day. Even if I cant spell genius

 

[stbugs]

There’s a rumor that Apple might have had a breakthrough on getting the apple watch to check glucose levels. Worth monitoring if you own DXCM or something else related.

Don’t want to be a Debbie downer (owned but sold for a decent gain a bit of DXCM), but I’d really be interested in the science there. I get the ECG stuff because the alternative is something that monitors on the skin. How would you measure levels of something that takes under the skin measurements? How would you measure that without blood? Sweat? Some sort of formula of heartbeats?

LOL, that's your default mode in here.

I wish I was. I might have sold way more at the top.

 

[stbugs]

There’s a rumor that Apple might have had a breakthrough on getting the apple watch to check glucose levels. Worth monitoring if you own DXCM or something else related.

Don’t want to be a Debbie downer (owned but sold for a decent gain a bit of DXCM), but I’d really be interested in the science there. I get the ECG stuff because the alternative is something that monitors on the skin. How would you measure levels of something that takes under the skin measurements? How would you measure that without blood? Sweat? Some sort of formula of heartbeats?

LOL, that's your default mode in here.

We all could have listened to him a bit more

I didn’t listen to myself. SMH.

 

[JB Breakfast Club]

NVDA good
BROS bad

 

[Steeler]

@Todem - was TSLA ever on your master list? Either way, thoughts on it for ~10 year horizon?

 

[jvdesigns2002]

Master List as of today 2023


Communications Services:

GOOGL
T
VZ
META
DIS

Consumer Discretionary:

AMZN
HD
MCD
NKE
TSCO
TGT

Consumer Staples:

KO
GIS
PEP
NSRGY
PG
WMT

Energy:

XOM
CVX
PEO

Financials:

JPM
V
MA

Health Care:

ABBV
PFE
JNJ
MRK
BMY (may be removed)

Industrials:

BA
CAT
CMI
DE
ETN
EMR
LMT
RTX

Information Technology:

AAPL
CSCO
QCOM

Materials:

DOW
LYB

Utilities:

AEP
EXC
NEE

Real Estate:

O
GLPI

Equity Hedges:

BXMX
DIAX
QQQX
JEPI
GCV

High Growth High Multiple Stocks:

SHOP
RBLX
NVDA
AMD
BLDP

For smaller accounts (50K or less) looking for high yield/growth and hedges (think Roth or Traditional IRA’s) looking to set it and forget it (not looking to buy individual stocks)

ADX - Adams Equity Growth Fund (1.23% Yield)
DIAX - Dow 30 Overwrite Fund (7.4% Yield)
QQQX - Nasdaq 100 Overwrite Fund (8.65% Yield)
BXMX - S&P 500 Overwrite Fund (7.06% Yield)
JEPI - Premium Equity Dividend Fund (11.80% Yield)
RSP - Equal Weight S&P 500 ETF ( 1.73% Yield)
GCV - Gabelli Convertible Bond Fund (9.63%)

Great list. As always—thank you for sharing your knowledge. I’m pretty happy to see a lot of stocks that I own on that list. I have a long term horizon—and many of those names are names that I feel comfortable with. One name that I have a decent amount of that I don’t see on your list is Costco (COST). I’m actually hoping to add more of it if it comes down to more inviting levels. Can I bug you for your thoughts on Costco and why it‘s not appealing enough to make your list?

 

[Ridgeback]

Master List as of today 2023





Communications Services:



GOOGL

T

VZ

META

DIS



Consumer Discretionary:



AMZN

HD

MCD

NKE

TSCO

TGT



Consumer Staples:



KO

GIS

PEP

NSRGY

PG

WMT



Energy:



XOM

CVX

PEO



Financials:



JPM

V

MA



Health Care:



ABBV

PFE

JNJ

MRK

BMY (may be removed)



Industrials:



BA

CAT

CMI

DE

ETN

EMR

LMT

RTX



Information Technology:



AAPL

CSCO

QCOM



Materials:



DOW

LYB



Utilities:



AEP

EXC

NEE



Real Estate:



O

GLPI



Equity Hedges:



BXMX

DIAX

QQQX

JEPI

GCV



High Growth High Multiple Stocks:



SHOP

RBLX

NVDA

AMD

BLDP



For smaller accounts (50K or less) looking for high yield/growth and hedges (think Roth or Traditional IRA’s) looking to set it and forget it (not looking to buy individual stocks)



ADX - Adams Equity Growth Fund (1.23% Yield)

DIAX - Dow 30 Overwrite Fund (7.4% Yield)

QQQX - Nasdaq 100 Overwrite Fund Todem(8.65% Yield)

BXMX - S&P 500 Overwrite Fund (7.06% Yield)

JEPI - Premium Equity Dividend Fund (11.80% Yield)

RSP - Equal Weight S&P 500 ETF ( 1.73% Yield)

GCV - Gabelli Convertible Bond Fund (9.63%)

Master List as of today 2023


Communications Services:

GOOGL
T
VZ
META
DIS

Consumer Discretionary:

AMZN
HD
MCD
NKE
TSCO
TGT

Consumer Staples:

KO
GIS
PEP
NSRGY
PG
WMT

Energy:

XOM
CVX
PEO

Financials:

JPM
V
MA

Health Care:

ABBV
PFE
JNJ
MRK
BMY (may be removed)

Industrials:

BA
CAT
CMI
DE
ETN
EMR
LMT
RTX

Information Technology:

AAPL
CSCO
QCOM

Materials:

DOW
LYB

Utilities:

AEP
EXC
NEE

Real Estate:

O
GLPI

Equity Hedges:

BXMX
DIAX
QQQX
JEPI
GCV

High Growth High Multiple Stocks:

SHOP
RBLX
NVDA
AMD
BLDP

For smaller accounts (50K or less) looking for high yield/growth and hedges (think Roth or Traditional IRA’s) looking to set it and forget it (not looking to buy individual stocks)

ADX - Adams Equity Growth Fund (1.23% Yield)
DIAX - Dow 30 Overwrite Fund (7.4% Yield)
QQQX - Nasdaq 100 Overwrite Fund (8.65% Yield)
BXMX - S&P 500 Overwrite Fund (7.06% Yield)
JEPI - Premium Equity Dividend Fund (11.80% Yield)
RSP - Equal Weight S&P 500 ETF ( 1.73% Yield)
GCV - Gabelli Convertible Bond Fund (9.63%)

Todem, for Roth accounts, would you recommend an equal mix of the ETF's above?

 

[Todem]

Master List as of today 2023





Communications Services:



GOOGL

T

VZ

META

DIS



Consumer Discretionary:



AMZN

HD

MCD

NKE

TSCO

TGT



Consumer Staples:



KO

GIS

PEP

NSRGY

PG

WMT



Energy:



XOM

CVX

PEO



Financials:



JPM

V

MA



Health Care:



ABBV

PFE

JNJ

MRK

BMY (may be removed)



Industrials:



BA

CAT

CMI

DE

ETN

EMR

LMT

RTX



Information Technology:



AAPL

CSCO

QCOM



Materials:



DOW

LYB



Utilities:



AEP

EXC

NEE



Real Estate:



O

GLPI



Equity Hedges:



BXMX

DIAX

QQQX

JEPI

GCV



High Growth High Multiple Stocks:



SHOP

RBLX

NVDA

AMD

BLDP



For smaller accounts (50K or less) looking for high yield/growth and hedges (think Roth or Traditional IRA’s) looking to set it and forget it (not looking to buy individual stocks)



ADX - Adams Equity Growth Fund (1.23% Yield)

DIAX - Dow 30 Overwrite Fund (7.4% Yield)

QQQX - Nasdaq 100 Overwrite Fund Todem(8.65% Yield)

BXMX - S&P 500 Overwrite Fund (7.06% Yield)

JEPI - Premium Equity Dividend Fund (11.80% Yield)

RSP - Equal Weight S&P 500 ETF ( 1.73% Yield)

GCV - Gabelli Convertible Bond Fund (9.63%)

Master List as of today 2023


Communications Services:

GOOGL
T
VZ
META
DIS

Consumer Discretionary:

AMZN
HD
MCD
NKE
TSCO
TGT

Consumer Staples:

KO
GIS
PEP
NSRGY
PG
WMT

Energy:

XOM
CVX
PEO

Financials:

JPM
V
MA

Health Care:

ABBV
PFE
JNJ
MRK
BMY (may be removed)

Industrials:

BA
CAT
CMI
DE
ETN
EMR
LMT
RTX

Information Technology:

AAPL
CSCO
QCOM

Materials:

DOW
LYB

Utilities:

AEP
EXC
NEE

Real Estate:

O
GLPI

Equity Hedges:

BXMX
DIAX
QQQX
JEPI
GCV

High Growth High Multiple Stocks:

SHOP
RBLX
NVDA
AMD
BLDP

For smaller accounts (50K or less) looking for high yield/growth and hedges (think Roth or Traditional IRA’s) looking to set it and forget it (not looking to buy individual stocks)

ADX - Adams Equity Growth Fund (1.23% Yield)
DIAX - Dow 30 Overwrite Fund (7.4% Yield)
QQQX - Nasdaq 100 Overwrite Fund (8.65% Yield)
BXMX - S&P 500 Overwrite Fund (7.06% Yield)
JEPI - Premium Equity Dividend Fund (11.80% Yield)
RSP - Equal Weight S&P 500 ETF ( 1.73% Yield)
GCV - Gabelli Convertible Bond Fund (9.63%)

Todem, for Roth accounts, would you recommend an equal mix of the ETF's above?

Absolutely

 

[Todem]

Master List as of today 2023


Communications Services:

GOOGL
T
VZ
META
DIS

Consumer Discretionary:

AMZN
HD
MCD
NKE
TSCO
TGT

Consumer Staples:

KO
GIS
PEP
NSRGY
PG
WMT

Energy:

XOM
CVX
PEO

Financials:

JPM
V
MA

Health Care:

ABBV
PFE
JNJ
MRK
BMY (may be removed)

Industrials:

BA
CAT
CMI
DE
ETN
EMR
LMT
RTX

Information Technology:

AAPL
CSCO
QCOM

Materials:

DOW
LYB

Utilities:

AEP
EXC
NEE

Real Estate:

O
GLPI

Equity Hedges:

BXMX
DIAX
QQQX
JEPI
GCV

High Growth High Multiple Stocks:

SHOP
RBLX
NVDA
AMD
BLDP

For smaller accounts (50K or less) looking for high yield/growth and hedges (think Roth or Traditional IRA’s) looking to set it and forget it (not looking to buy individual stocks)

ADX - Adams Equity Growth Fund (1.23% Yield)
DIAX - Dow 30 Overwrite Fund (7.4% Yield)
QQQX - Nasdaq 100 Overwrite Fund (8.65% Yield)
BXMX - S&P 500 Overwrite Fund (7.06% Yield)
JEPI - Premium Equity Dividend Fund (11.80% Yield)
RSP - Equal Weight S&P 500 ETF ( 1.73% Yield)
GCV - Gabelli Convertible Bond Fund (9.63%)

Great list. As always—thank you for sharing your knowledge. I’m pretty happy to see a lot of stocks that I own on that list. I have a long term horizon—and many of those names are names that I feel comfortable with. One name that I have a decent amount of that I don’t see on your list is Costco (COST). I’m actually hoping to add more of it if it comes down to more inviting levels. Can I bug you for your thoughts on Costco and why it‘s not appealing enough to make your list?

I missed the boat on getting into Costco 5 years ago…..and I won’t chase that high multiple, very low dividend when it had a great growth run here. At 37 times current earnings and a less than 1% yield I just can’t get excited about it here. I think it’s a great company. But not a great stock at these levels to start a new position. If I ever see a broad sell off in Costco…I will look to enter if it makes sense.

 

[Todem]

@Todem - was TSLA ever on your master list? Either way, thoughts on it for ~10 year horizon?

I go into TSLA back in 2011. We sold pre split in the high 400’s with a $21 cost basis. We have never re entered. I hate the multiple even more now knowing they are IMO primarily a car company.

Maybe one day we will enter in again and sell covered calls on its next pull back….and I know people who still own it and swear by it.

I simply can’t own everything lol.

 

[humpback]

More hot data, sweet.

 

[Bossman]

For smaller accounts (50K or less) looking for high yield/growth and hedges (think Roth or Traditional IRA’s) looking to set it and forget it (not looking to buy individual stocks)

ADX - Adams Equity Growth Fund (1.23% Yield)
DIAX - Dow 30 Overwrite Fund (7.4% Yield)
QQQX - Nasdaq 100 Overwrite Fund (8.65% Yield)
BXMX - S&P 500 Overwrite Fund (7.06% Yield)
JEPI - Premium Equity Dividend Fund (11.80% Yield)
RSP - Equal Weight S&P 500 ETF ( 1.73% Yield)
GCV - Gabelli Convertible Bond Fund (9.63%)

Thanks Todem.
Let's say someone has a large chunk of cash they were looking to put someplace safe for the next couple of years.... maybe collect some dividends ... vs. just letting it sit in a bank.
Would these funds make sense for that?

 

[Capella]

Man you really have to have some stone cold nuts and belief in what you are doing to ride through this. I do, but this **** sucks.

 

[ChiefD]

Man you really have to have some stone cold nuts and belief in what you are doing to ride through this. I do, but this **** sucks.

Just logged into my account just now.




(slowly backs out. opens a beer.)

 

[Dr_Zaius]

There’s a rumor that Apple might have had a breakthrough on getting the apple watch to check glucose levels. Worth monitoring if you own DXCM or something else related.

Don’t want to be a Debbie downer (owned but sold for a decent gain a bit of DXCM), but I’d really be interested in the science there. I get the ECG stuff because the alternative is something that monitors on the skin. How would you measure levels of something that takes under the skin measurements? How would you measure that without blood? Sweat? Some sort of formula of heartbeats?

Probably like these. https://www.healthline.com/health/diabetes/blood-sugar-monitor-without-finger-pricks#our-picks

Even that is still reading fluids just under the skin. Reports of inaccurate numbers and a sensor to apply (and possibly irritate your skin) every 14 days doesn’t seem doable with a watch. Maybe an add-on. I’m just thinking of the current watches and how it could do a reading that seems to require some bodily fluids even if not blood.

One of the products talked about sending IR light and then reading the temperature rise in the glucose. I'd assume Apple would try to do something like that, as it's completely non-invasive, and an IR LED and a temperature sensor can both easily be integrated into a wearable. Accuracy seems like it would be a hard ask, though, as presumably you'd be sending a light pulse and then looking for a small temperature rise that you could correlate back to glucose levels.

 

[Todem]

For smaller accounts (50K or less) looking for high yield/growth and hedges (think Roth or Traditional IRA’s) looking to set it and forget it (not looking to buy individual stocks)

ADX - Adams Equity Growth Fund (1.23% Yield)
DIAX - Dow 30 Overwrite Fund (7.4% Yield)
QQQX - Nasdaq 100 Overwrite Fund (8.65% Yield)
BXMX - S&P 500 Overwrite Fund (7.06% Yield)
JEPI - Premium Equity Dividend Fund (11.80% Yield)
RSP - Equal Weight S&P 500 ETF ( 1.73% Yield)
GCV - Gabelli Convertible Bond Fund (9.63%)

Thanks Todem.
Let's say someone has a large chunk of cash they were looking to put someplace safe for the next couple of years.... maybe collect some dividends ... vs. just letting it sit in a bank.
Would these funds make sense for that?

The way CD rates are now….if you truly want safe I would shop for a 4.75-5% 2 year cd.

I have not seen longer ones at those rates. Best I was able to get was 4.85% 2 years.

If you need safety and can get a guaranteed 4.75% for two years that is the way I would go.

I say that because you were specific “someplace safe” “couple of years”

I would not take any risk when I see the word safe and less than 3 years.

 

[ghostguy123]

For smaller accounts (50K or less) looking for high yield/growth and hedges (think Roth or Traditional IRA’s) looking to set it and forget it (not looking to buy individual stocks)

ADX - Adams Equity Growth Fund (1.23% Yield)
DIAX - Dow 30 Overwrite Fund (7.4% Yield)
QQQX - Nasdaq 100 Overwrite Fund (8.65% Yield)
BXMX - S&P 500 Overwrite Fund (7.06% Yield)
JEPI - Premium Equity Dividend Fund (11.80% Yield)
RSP - Equal Weight S&P 500 ETF ( 1.73% Yield)
GCV - Gabelli Convertible Bond Fund (9.63%)

Thanks Todem.
Let's say someone has a large chunk of cash they were looking to put someplace safe for the next couple of years.... maybe collect some dividends ... vs. just letting it sit in a bank.
Would these funds make sense for that?

The way CD rates are now….if you truly want safe I would shop for a 4.75-5% 2 year cd.

I have not seen longer ones at those rates. Best I was able to get was 4.85% 2 years.

If you need safety and can get a guaranteed 4.75% for two years that is the way I would go.

I say that because you were specific “someplace safe” “couple of years”

I would not take any risk when I see the word safe and less than 3 years.

Is there something like this that can be purchased in a Roth so that I wouldn't have to withdraw any of the money to do it?

 

[Desert_Power]

For smaller accounts (50K or less) looking for high yield/growth and hedges (think Roth or Traditional IRA’s) looking to set it and forget it (not looking to buy individual stocks)

ADX - Adams Equity Growth Fund (1.23% Yield)
DIAX - Dow 30 Overwrite Fund (7.4% Yield)
QQQX - Nasdaq 100 Overwrite Fund (8.65% Yield)
BXMX - S&P 500 Overwrite Fund (7.06% Yield)
JEPI - Premium Equity Dividend Fund (11.80% Yield)
RSP - Equal Weight S&P 500 ETF ( 1.73% Yield)
GCV - Gabelli Convertible Bond Fund (9.63%)

Thanks Todem.
Let's say someone has a large chunk of cash they were looking to put someplace safe for the next couple of years.... maybe collect some dividends ... vs. just letting it sit in a bank.
Would these funds make sense for that?

The way CD rates are now….if you truly want safe I would shop for a 4.75-5% 2 year cd.

I have not seen longer ones at those rates. Best I was able to get was 4.85% 2 years.

If you need safety and can get a guaranteed 4.75% for two years that is the way I would go.

I say that because you were specific “someplace safe” “couple of years”

I would not take any risk when I see the word safe and less than 3 years.

Is there something like this that can be purchased in a Roth so that I wouldn't have to withdraw any of the money to do it?

Check with the brokerage your roth is at.

 

[Todem]

For smaller accounts (50K or less) looking for high yield/growth and hedges (think Roth or Traditional IRA’s) looking to set it and forget it (not looking to buy individual stocks)

ADX - Adams Equity Growth Fund (1.23% Yield)
DIAX - Dow 30 Overwrite Fund (7.4% Yield)
QQQX - Nasdaq 100 Overwrite Fund (8.65% Yield)
BXMX - S&P 500 Overwrite Fund (7.06% Yield)
JEPI - Premium Equity Dividend Fund (11.80% Yield)
RSP - Equal Weight S&P 500 ETF ( 1.73% Yield)
GCV - Gabelli Convertible Bond Fund (9.63%)

Thanks Todem.
Let's say someone has a large chunk of cash they were looking to put someplace safe for the next couple of years.... maybe collect some dividends ... vs. just letting it sit in a bank.
Would these funds make sense for that?

The way CD rates are now….if you truly want safe I would shop for a 4.75-5% 2 year cd.

I have not seen longer ones at those rates. Best I was able to get was 4.85% 2 years.

If you need safety and can get a guaranteed 4.75% for two years that is the way I would go.

I say that because you were specific “someplace safe” “couple of years”

I would not take any risk when I see the word safe and less than 3 years.

Is there something like this that can be purchased in a Roth so that I wouldn't have to withdraw any of the money to do it?

Your brokerage account should be able to allow you to purchase CD’s whether it is a roth, traditional or taxable account. Talk to your advisor or customer service.

 

[Ridgeback]

For smaller accounts (50K or less) looking for high yield/growth and hedges (think Roth or Traditional IRA’s) looking to set it and forget it (not looking to buy individual stocks)

ADX - Adams Equity Growth Fund (1.23% Yield)
DIAX - Dow 30 Overwrite Fund (7.4% Yield)
QQQX - Nasdaq 100 Overwrite Fund (8.65% Yield)
BXMX - S&P 500 Overwrite Fund (7.06% Yield)
JEPI - Premium Equity Dividend Fund (11.80% Yield)
RSP - Equal Weight S&P 500 ETF ( 1.73% Yield)
GCV - Gabelli Convertible Bond Fund (9.63%)

Thanks Todem.
Let's say someone has a large chunk of cash they were looking to put someplace safe for the next couple of years.... maybe collect some dividends ... vs. just letting it sit in a bank.
Would these funds make sense for that?

The way CD rates are now….if you truly want safe I would shop for a 4.75-5% 2 year cd.

I have not seen longer ones at those rates. Best I was able to get was 4.85% 2 years.

If you need safety and can get a guaranteed 4.75% for two years that is the way I would go.

I say that because you were specific “someplace safe” “couple of years”

I would not take any risk when I see the word safe and less than 3 years.

Is there something like this that can be purchased in a Roth so that I wouldn't have to withdraw any of the money to do it?

How about a Treasury instead? No state or local taxes.

 

[ghostguy123]

For smaller accounts (50K or less) looking for high yield/growth and hedges (think Roth or Traditional IRA’s) looking to set it and forget it (not looking to buy individual stocks)

ADX - Adams Equity Growth Fund (1.23% Yield)
DIAX - Dow 30 Overwrite Fund (7.4% Yield)
QQQX - Nasdaq 100 Overwrite Fund (8.65% Yield)
BXMX - S&P 500 Overwrite Fund (7.06% Yield)
JEPI - Premium Equity Dividend Fund (11.80% Yield)
RSP - Equal Weight S&P 500 ETF ( 1.73% Yield)
GCV - Gabelli Convertible Bond Fund (9.63%)

Thanks Todem.
Let's say someone has a large chunk of cash they were looking to put someplace safe for the next couple of years.... maybe collect some dividends ... vs. just letting it sit in a bank.
Would these funds make sense for that?

The way CD rates are now….if you truly want safe I would shop for a 4.75-5% 2 year cd.

I have not seen longer ones at those rates. Best I was able to get was 4.85% 2 years.

If you need safety and can get a guaranteed 4.75% for two years that is the way I would go.

I say that because you were specific “someplace safe” “couple of years”

I would not take any risk when I see the word safe and less than 3 years.

Is there something like this that can be purchased in a Roth so that I wouldn't have to withdraw any of the money to do it?

Your brokerage account should be able to allow you to purchase CD’s whether it is a roth, traditional or taxable account. Talk to your advisor or customer service.

I have Fidelity

 

[ghostguy123]

For smaller accounts (50K or less) looking for high yield/growth and hedges (think Roth or Traditional IRA’s) looking to set it and forget it (not looking to buy individual stocks)

ADX - Adams Equity Growth Fund (1.23% Yield)
DIAX - Dow 30 Overwrite Fund (7.4% Yield)
QQQX - Nasdaq 100 Overwrite Fund (8.65% Yield)
BXMX - S&P 500 Overwrite Fund (7.06% Yield)
JEPI - Premium Equity Dividend Fund (11.80% Yield)
RSP - Equal Weight S&P 500 ETF ( 1.73% Yield)
GCV - Gabelli Convertible Bond Fund (9.63%)

Thanks Todem.
Let's say someone has a large chunk of cash they were looking to put someplace safe for the next couple of years.... maybe collect some dividends ... vs. just letting it sit in a bank.
Would these funds make sense for that?

The way CD rates are now….if you truly want safe I would shop for a 4.75-5% 2 year cd.

I have not seen longer ones at those rates. Best I was able to get was 4.85% 2 years.

If you need safety and can get a guaranteed 4.75% for two years that is the way I would go.

I say that because you were specific “someplace safe” “couple of years”

I would not take any risk when I see the word safe and less than 3 years.

Is there something like this that can be purchased in a Roth so that I wouldn't have to withdraw any of the money to do it?

How about a Treasury instead? No state or local taxes.

I don't care what it is. Just possibly looking for something inside the roth to park money with a GUARANTEED return

 

[Pigskin Fanatic]

For smaller accounts (50K or less) looking for high yield/growth and hedges (think Roth or Traditional IRA’s) looking to set it and forget it (not looking to buy individual stocks)

ADX - Adams Equity Growth Fund (1.23% Yield)
DIAX - Dow 30 Overwrite Fund (7.4% Yield)
QQQX - Nasdaq 100 Overwrite Fund (8.65% Yield)
BXMX - S&P 500 Overwrite Fund (7.06% Yield)
JEPI - Premium Equity Dividend Fund (11.80% Yield)
RSP - Equal Weight S&P 500 ETF ( 1.73% Yield)
GCV - Gabelli Convertible Bond Fund (9.63%)

Thanks Todem.
Let's say someone has a large chunk of cash they were looking to put someplace safe for the next couple of years.... maybe collect some dividends ... vs. just letting it sit in a bank.
Would these funds make sense for that?

The way CD rates are now….if you truly want safe I would shop for a 4.75-5% 2 year cd.

I have not seen longer ones at those rates. Best I was able to get was 4.85% 2 years.

If you need safety and can get a guaranteed 4.75% for two years that is the way I would go.

I say that because you were specific “someplace safe” “couple of years”

I would not take any risk when I see the word safe and less than 3 years.

Is there something like this that can be purchased in a Roth so that I wouldn't have to withdraw any of the money to do it?

Your brokerage account should be able to allow you to purchase CD’s whether it is a roth, traditional or taxable account. Talk to your advisor or customer service.

I have Fidelity

look into something called BrokerageLink. It's a Fidelity addon. my account is a corporate account so it may be a little different, but BrokerageLink allows me to self manage with access stocks and funds from my tax deferred account. i didn't notice any additional fees, but again, mine's a corporate account.

 

[Todem]

For smaller accounts (50K or less) looking for high yield/growth and hedges (think Roth or Traditional IRA’s) looking to set it and forget it (not looking to buy individual stocks)

ADX - Adams Equity Growth Fund (1.23% Yield)
DIAX - Dow 30 Overwrite Fund (7.4% Yield)
QQQX - Nasdaq 100 Overwrite Fund (8.65% Yield)
BXMX - S&P 500 Overwrite Fund (7.06% Yield)
JEPI - Premium Equity Dividend Fund (11.80% Yield)
RSP - Equal Weight S&P 500 ETF ( 1.73% Yield)
GCV - Gabelli Convertible Bond Fund (9.63%)

Thanks Todem.
Let's say someone has a large chunk of cash they were looking to put someplace safe for the next couple of years.... maybe collect some dividends ... vs. just letting it sit in a bank.
Would these funds make sense for that?

The way CD rates are now….if you truly want safe I would shop for a 4.75-5% 2 year cd.

I have not seen longer ones at those rates. Best I was able to get was 4.85% 2 years.

If you need safety and can get a guaranteed 4.75% for two years that is the way I would go.

I say that because you were specific “someplace safe” “couple of years”

I would not take any risk when I see the word safe and less than 3 years.

Is there something like this that can be purchased in a Roth so that I wouldn't have to withdraw any of the money to do it?

How about a Treasury instead? No state or local taxes.

Two year treasury if you can find one you meet the minimum required investment for.....sure. Buy them direct from treasurydirect.gov

 

[Sand]

For smaller accounts (50K or less) looking for high yield/growth and hedges (think Roth or Traditional IRA’s) looking to set it and forget it (not looking to buy individual stocks)

ADX - Adams Equity Growth Fund (1.23% Yield)
DIAX - Dow 30 Overwrite Fund (7.4% Yield)
QQQX - Nasdaq 100 Overwrite Fund (8.65% Yield)
BXMX - S&P 500 Overwrite Fund (7.06% Yield)
JEPI - Premium Equity Dividend Fund (11.80% Yield)
RSP - Equal Weight S&P 500 ETF ( 1.73% Yield)
GCV - Gabelli Convertible Bond Fund (9.63%)

Thanks Todem.
Let's say someone has a large chunk of cash they were looking to put someplace safe for the next couple of years.... maybe collect some dividends ... vs. just letting it sit in a bank.
Would these funds make sense for that?

The way CD rates are now….if you truly want safe I would shop for a 4.75-5% 2 year cd.

I have not seen longer ones at those rates. Best I was able to get was 4.85% 2 years.

If you need safety and can get a guaranteed 4.75% for two years that is the way I would go.

I say that because you were specific “someplace safe” “couple of years”

I would not take any risk when I see the word safe and less than 3 years.

Is there something like this that can be purchased in a Roth so that I wouldn't have to withdraw any of the money to do it?

How about a Treasury instead? No state or local taxes.

Two year treasury if you can find one you meet the minimum required investment for.....sure. Buy them direct from treasurydirect.gov

4.9% through Fidelity right now for a 2 year. And a 3 month.

 

[ghostguy123]

So I am able to use the money from my Roth for this?

 

[McBokonon]

So I am able to use the money from my Roth for this?

Yes

 

[Bossman]

For smaller accounts (50K or less) looking for high yield/growth and hedges (think Roth or Traditional IRA’s) looking to set it and forget it (not looking to buy individual stocks)

ADX - Adams Equity Growth Fund (1.23% Yield)
DIAX - Dow 30 Overwrite Fund (7.4% Yield)
QQQX - Nasdaq 100 Overwrite Fund (8.65% Yield)
BXMX - S&P 500 Overwrite Fund (7.06% Yield)
JEPI - Premium Equity Dividend Fund (11.80% Yield)
RSP - Equal Weight S&P 500 ETF ( 1.73% Yield)
GCV - Gabelli Convertible Bond Fund (9.63%)

Thanks Todem.
Let's say someone has a large chunk of cash they were looking to put someplace safe for the next couple of years.... maybe collect some dividends ... vs. just letting it sit in a bank.
Would these funds make sense for that?

The way CD rates are now….if you truly want safe I would shop for a 4.75-5% 2 year cd.

I have not seen longer ones at those rates. Best I was able to get was 4.85% 2 years.

If you need safety and can get a guaranteed 4.75% for two years that is the way I would go.

I say that because you were specific “someplace safe” “couple of years”

I would not take any risk when I see the word safe and less than 3 years.

That is definitely something I would consider. The only thing I don't like is the 2 year commitment. If the market starts to turn around I'd want to jump in. I was thinking dividend paying funds would be easy to get out of when I was ready.