How are you positioned going into 23'? Pretty much topped out in the IRA, with mostly stock funds, and 25% cash. Will look at selling to raise some cash and reposition if the current rally continues. We don't need IRA income at the moment, so we can let it ride for another five-six years. I might take some cap distributions, but otherwise reinvesting in a dog's breakfast of a fund portfolio Christine Benz would love to simplify. Will really need to simplify as distributions approach.
Still at 40% cash in the taxable. Harvesting some tax losses in theses I no longer have interest in. Looking for buying opportunities in the near future as inflation news continues. Mainly focused on dividends, health, tech, utilities, alt energy, water, and staples. Taking a few cap gains distributions to help with the holidays. But otherwise reinvesting.
Not living large. But the house is paid for. And cash flow is currently less stressful than when we were working.
Ex-FTX CEO Bankman-Fried arrested in Bahamas as U.S. files charges
TRP: Active Funds Outperformed Passive Peers
Mid & Small Another SV fund to consider is a relatively conservative approach QRSVX. Holds up well in down turns but won't blow the doors off if stocks decide to go full-bull again. 5* fund, mainly small and midcap, but holds about 14% large also and about the same in treasuries. Maybe you can call it multi-cap. The only domestic small cap I own... FWIW.
Unusual VIX Today, 12/12/22 On a strong market day,
stock VIX, VXN, RVX up; bond MOVE up;
EM VXEEM down; gold GVZ down; oil OVX down. Looks strange.
Also interesting that, historically, VIX down on SP
500 down days is MORE common than VIX up on up days (like today; also looks an outlier).
Chart
LINK
How are you positioned going into 23'? I intend to go into '23 pretty much the same way I went into '22. That is I'll be muddling along drifting where the current takes me. I hold a good slug of dividend paying blue chips that haven't skipped a beat for over 10-2
5 years. I have a goodly sum of CEF bond funds and BDC's which although they've come down in price, are still over-earning and paying their monthly 9-12% distributions. But lastly, and maybe most importantly I purchased for the first time ever a S&P
500 fund back in Feb-Mar that is only down like less than 3% to date. I will continue to add to that should Mr. Market crash and burn again while meanwhile stockpiling those before mentioned distributions until the fog lifts. If all the experts with all their resources can't seem to agree on where we are going what clue does anyone, including me, think I have.
One final thought,
@hank favorite columnist Randall Forsyth shared an interview with Felix Zulauf recently in Barron's
Market Vet Predicts the Next Decade Will Be Awful for the 60/40 Portfolio. How to Invest. I don't know if his track record is any better than
50-
50 but a lot of what he said made sense.
Buy Sell Why: ad infinitum. #ON csp 12/23 expiration price 65 Delta 20.... #On severe resistance near 65.5... 80bucks premium... Free $$
If assigned next Fri will hold
Techs chips could be very good hold or 12 24 months
Buy Sell Why: ad infinitum. HCA Healthcare, Inc. 7.5% 11/06/2033
BBB- / Baa3
Callable
Available at Schwab
How are you positioned going into 23'?
Buy Sell Why: ad infinitum. Good morning
Added more hca healthcare bond
Big hospital system expanding in TX hope won't bankrupt... Hard beat 6.2% annual income... Good Hedgie... So many etf bonds mf have this vehicle
404119AJ8
Happy holidays
Have hca for 4 5 yrs now nothing bad happen
How are you positioned going into 23'? Yes sir
@Catch22Only use
5% of portfolio tradings but quit past few months hurt pretty bad and massive downswings/ impossible time market, can only speculate and wrong more than 60% of time
Passive portfolio keep buying sp
500 Vang204
5, and Corp Bonds, this is what I been doing last 12 yrs before trading and had annual ~9% returns until late 2021... Why fix when not broken. 2023 likely use same investment philosophy, think if get
5 7% annual returns I am happy
Thx for suggestions kind regards
This week's CPI Tues 13th
7.3% Market consensus
How are you positioned going into 23'? Sorry my bad, corrections/ was thinking of data few wks ago regard rsi for Ust when 2 yrs yield was > 4.5% prices and did not look at this wk chart for Ust. Thank you sir Yogibeabull for the mistake corrected .
The reverse maybe true now and $SPY may go down w macd crossover, unable to support 200d MA 50 and 50 days MA past wk, and rsi was higher than 50 60 past few wks. $UST and $UUP reached support levels may have momentum changes w low rsi and may have short upswings from here.
Unless cpi inflation data weds extremely good on Dec 13th, spy may have good rally afterwards. Lots bear folks Shorting betting last leg downs spy ( - 7 - 10%) next few wks.
TBO private board - respond to this thread to apply for access to the board Hello my name is R Berleth. I am a collections attorney in Houston Texas. Over a year ago A Texas Court appointed my firm as Receiver to collect a multimillion dollar Judgment against TBO and Its CEO. I have been after both since. I have a lot of time and research in this case that we both can benefit from. This is the first time I have gotten a strong lead on the company doing recent business. I think I can be a great help you and would like to set up a time to get as much info as possible. As a Receiver over both debtors had a broad range of power to collect. Some of these options I do not want to write in a public post as to give any possible notice to the Company or CEO of my strategy. Please email my associate Mr Perez if you would like set up a time to talk at
[email protected] or call my office at 713-
588-6900.
