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Stock Thread (16 Viewers)
- Thread starter St. Louis Bob
- Start date
sporthenry
Footballguy
You sure about that? PPL had generation risk but spun that off into Talen Energy. I don't believe they have any oil/pipeline exposure and if they do, it is much less than Dominion. Think PPL is cheaper due to UK exposure.
ETA: I should clarify that they do have some regulated generation in KY and do work with pipelines there but it's not as risky as MLP pipelines. Generation is the riskiest of all utility activities especially in de-regulated markets like PA. Hence, why they sold their PA generation assets. Regulated transmission companies are the least volatile as they are just paid to run the electric through the wires. Something that won't change much and allowed to earn a set ROE.
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NajehHejan
Footballguy
Circuit breakerr coming? Is that 5% or 7%? Oof
sporthenry
Footballguy
7%. 5% is after-hours. Although worth noting, they don't trip after 3:25pm ET. Have to get the level 3 circuit breaker (20%) to get a halt after 3:25. Level 2 is 13%. So things could get interesting.
ghostguy123
Footballguy
DFS anyone adding?
Polish Hammer
made of glass
What's the quickest way to get funds from my bank account into my Schwab account?
caustic
Footballguy
So I have some big picture questions.
With the wild volatility this year, I've been able to outperform the S&P by making a bunch of swing trades. As that easy money dries up, though, I'm wanting to move towards stronger long-term investments that I can leave an autopilot.
Virtually all my investment $$$ is in a Roth IRA. Currently, my Roth is 30% VOO + VTI and 70% stocks. I'm on the younger side, so it'll probably be at least 30 years until I retire. My long-term stock list looks like this, ordered from largest position to smallest:
AAPL
MSFT
NFLX
BABA
JPM
DIS
MCD
WMT
These are the questions I have:
-Since this is a Roth, should I be focusing more on individual stocks instead of indexes? Or is the 70/30 split I have right now alright?
-Do those 8 long-term names look good, or are there some I should add/subtract? Is 8 too many (or too few)? Pretty much all of the names on that list have already "arrived," should I be looking into stocks with higher growth potential?
Due to risk aversion & ignorance, I was mostly in indexes until this year -- so I'm trying to figure out how to balance things now that I'm in the world of individual stocks. Thanks in advance.
With the wild volatility this year, I've been able to outperform the S&P by making a bunch of swing trades. As that easy money dries up, though, I'm wanting to move towards stronger long-term investments that I can leave an autopilot.
Virtually all my investment $$$ is in a Roth IRA. Currently, my Roth is 30% VOO + VTI and 70% stocks. I'm on the younger side, so it'll probably be at least 30 years until I retire. My long-term stock list looks like this, ordered from largest position to smallest:
AAPL
MSFT
NFLX
BABA
JPM
DIS
MCD
WMT
These are the questions I have:
-Since this is a Roth, should I be focusing more on individual stocks instead of indexes? Or is the 70/30 split I have right now alright?
-Do those 8 long-term names look good, or are there some I should add/subtract? Is 8 too many (or too few)? Pretty much all of the names on that list have already "arrived," should I be looking into stocks with higher growth potential?
Due to risk aversion & ignorance, I was mostly in indexes until this year -- so I'm trying to figure out how to balance things now that I'm in the world of individual stocks. Thanks in advance.
I’m done for a bit. I think there’s a bit more downside even if tomorrow is an up day. Definitely don’t think March lows but I could see a 10-15% dip. Those happen a lot and the market is ripe for it considering how torrid the upswing from March has been.
Todem
Footballguy
SouthJersey
Footballguy
Start banking with Schwab. I made the switch a few years ago and have no regrets. Fantastic customer service and i can transfer $$ to my brokerage ASAP. Only downside is limited offices if I ever need to deposit cash, but that happens maybe once a year and i'll pay for things with cash rather than always using my CC.
Polish Hammer
made of glass
Is it quicker to have Schwab "pull" the funds or the bank "push" them? Or is it a one-way street only?
Polish Hammer
made of glass
How do you deposit checks? How are they on ATM fees? I think if my wife had to re-enter all the online bill pay info she might shoot me.
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-OZ-
Footballguy
Oh, my actual retirement is definitely not actively managed. TSP plus 2 pensions.
My wife's Roth IRA is the next part which might just pay for grandkids college and charity while mine will probably just be used to travel.
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SouthJersey
Footballguy
Photo with the app or you can mail it in. No ATM fees including internatonally, they credit you any fees you paid at the end of the month.
BassNBrew
Footballguy
I agree. Could easily go back to $8-9. I'm dripping money back. If it goes back up, I'll take a very small profit. Every 10-15% down, I'll double down.
sporthenry
Footballguy
Bottom hasn’t fallen out yet. That’s an ugly intraday chart though. Slow bleed. No support isn’t a good sign. Last hour seems important - John Madden
Damn. Was bad enough this morning, I go for a run and the bottom falls out.
![[icon]](/data/avatars/m/5/5167.jpg?1660313464){kind=avatar}
Todem
Footballguy
SFBayDuck
Footballguy
4 positions left to fill in my Roth long term bucket....watching XOM trickle down getting ready to pull the trigger.
Todem
Footballguy
Here we are folks......buy the dips.
Probably some more pain.....but hard to time a bottom.
Anyway. take advantage because this is a big sell off today. Pure sentiment....just like the run up. The media blaring Covid is spiking badly...we are in huge trouble, the Fed gave a gloomy outlook......lot's of headline news on this sell off.....oh and profit taking.
Buckle in for the long term. Stocks are not on a fire sale (that time came and went in March) but lots of good stuff down 4-5-6-7%.
BUYING OPPORTUNITY. FEAR IS EVERYWHERE ON WALL STREET TODAY!!!
Probably some more pain.....but hard to time a bottom.
Anyway. take advantage because this is a big sell off today. Pure sentiment....just like the run up. The media blaring Covid is spiking badly...we are in huge trouble, the Fed gave a gloomy outlook......lot's of headline news on this sell off.....oh and profit taking.
Buckle in for the long term. Stocks are not on a fire sale (that time came and went in March) but lots of good stuff down 4-5-6-7%.
BUYING OPPORTUNITY. FEAR IS EVERYWHERE ON WALL STREET TODAY!!!
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adonis
Footballguy
Been half in cash waiting for the chance for a week or so...sadly AAPL ran up way past what I expected and I was selling all along the way.
Appreciate you continuing to point out solid buys like you have been.
Polish Hammer
made of glass
Polish Hammer
made of glass
Todem
Footballguy
I am doing both......but the more sensible thing is the long term values.
I am using my fun money (money I am willing to lose) on those traders.
-OZ-
Footballguy
Funny thing is, this is exactly what many of us predicted. Just didn't act on it because we don't "know" ####.
Todem
Footballguy
We are about 7% away from the May 15th close before this rally really took off.
So as we thought we are having that 7-10% correction (we are just about there on the 10%) correction.
The thing is....you get these fast violent down swings......this is what is so different this time around...vs slow bleed corrections. Elevator down today. Not the stairs.
I expect a little more selling.....but then we start our swing back and we should be range bound thru the election. We have been talking about this for months.
So as we thought we are having that 7-10% correction (we are just about there on the 10%) correction.
The thing is....you get these fast violent down swings......this is what is so different this time around...vs slow bleed corrections. Elevator down today. Not the stairs.
I expect a little more selling.....but then we start our swing back and we should be range bound thru the election. We have been talking about this for months.
Brony
Footballguy
I moved $ from cash to S&P ETF on Tuesday. I knew for sure that today was going to happen.
Todem
Footballguy
Look for long term investors (like myself) I constantly talk to my clients about this so they don’t get nervous or broadsided by the headlines and panic. We knew it was coming, and we know it is not staying down here long term. So don’t worry about it. Your portfolio has great companies, solid yields. You can sleep.
This is what being in the market is. Short term it is phycological and long term.....it is always economical.
We deployed some cash today.....these are the days we love to do that.
There is not much left either.
I say we may see a lot of buying heading into the close.....would not shock me at all.
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Shula-holic
Footballguy
My dad has owned SO for a long time. He was complaining about it the other day and I told him when you factor in your dividends how much you are up. He had also forgotten a 2:1 stock split it had in the past. My parents were good savers but this was the first and only stock he ever bought. Had to teach myself about the markets.
GoBirds
Footballguy
Thanks for the heads up on PPL, just grabbed some. Would you average in as a long term hold or as a utility is there less risk to jump in at one time?
Todem
Footballguy
Price targets change as often as my underwear.
If your following big tech....no value at all.
If your following energy, industrials, some select utilities, REITS, some consumer discretionary......there is value.
You gotta dig deeper.
SFBayDuck
Footballguy
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BassNBrew
Footballguy
Says the guy who's been giving us bad advice and only 30% returns for the last couple of months.
- Warrior
-OZ-
Footballguy
It's probably not the "right" choice but I've started to use utilities (VPU mostly) as a significant part of my "bonds". I know they're not the same, adds some risk, but I'm good with it.
BassNBrew
Footballguy
-OZ-
Footballguy
Todem
Footballguy
sporthenry
Footballguy
I actually like that play. I don't have access to historical yields between utilities and corporate bonds. But right now, XLU yielding 3.33% vs ICE Corporate Bond at 2.3%. I'd pick up an extra 100 bps in yield and also probably have more upside in the utility to begin with. Fed destroying corporate bond yields.
CR69
Footballguy
I'd still want to caution on the discretionary stuff like travel. TSA traffic is still down 80-85% depending on the day. As far as casinos, Vegas is a ghost town. Sure there was a pop on opening weekend but from my research it seems like it was a lot of locals and Californians. They're hurting bad with being limited on capacity and I think we'll see the same thing we saw in retail with their expenses skyrocketing due to COVID-19 procedures. Not to mention those with exposure to Macau are not seeing anywhere near the visitors they were prior to February.
