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Thanks Stillers.
Your NVDA trade is already making money for you!...
Whoa, Nellie!
But thanks! Always nice to end the first day in positive territory, BUT there's a LOT more wood to chop before we look at +/- action as this was just our project…
Entered order today for next-to-last sliver of NEAGX per the same reasons as last BUY.
Good trade on GOOG. I hope it works out with NVDA as well.
Just curious, Do you mind sharing what %age of your portfolio you anticipate is your NEAGX positi…
Entered order today for next-to-last sliver of NEAGX per the same reasons as last BUY.
Also, could not resist starting position in NVDA today with first BUY while it was DOWN ~6%, a rare event indeed. Will be monitoring price action closely thru e…
Added to NEAGX on overall, smallish SC weakness and specific, biggish weakness of SMCI. Can't quite bring ourselves to top off this puppy just yet, given its HIGH volatility and uncertainty if we are seeing lasting SC participation or simply anothe…
Well said, @yogibearbull.
On M* classifications, FMILX is surely a funny one. I recently carved into it while researching a possible replacement for an existing LCV holding.
Here are FMILX's Top Holdings as of 01/31/24.
Not quite your classic LCV …
Because it's a HUGE investment company that has been around a LONG time and the funds all have at least a slightly different strategy?
FWIW, from the Fido site, they show 9 LCG OEFs and 4 they refer to as Go anywhere:
Large Growth
Fidelity® Blue C…
Added back more stock exposure again today via the the same suspects. After the 3-day dust settles tonight, this week's uncommon rash of OEF trades effectively resulted in a slight rearrangement of some deck chairs, including jettisoning a LCV fund,…
Well, a reminder of DI's legendary "dancing at the exits" mantra helped push us part way out the door yesterday as previously noted to the tune of reducing our stock exposure by 25%. We had planned to let the proceeds idle for a while, waiting for …
SOLD a bunch of stuff at the close yesterday, shaving off outperformance gains primarily achieved over the past 3 1/2 months. Effectively reduced stock exposure by about 25%. The old DI exit door reference by @Graust had changed from a ringing to a…
M* 1* LG fund
ER over 1%
Consistently ranks 81% - 100% (worst) in its Category 1-10 years
Consistently underperforms S&P in arguably the easiest Category for success
S&P Index fund FXAIX outperforms it by at least their ER difference in ALL…
Fido accounts have at least the following options for your Core (or Settlement) Position. There are likely more than these options, but last I checked, these were the Core Positions we selected based on the respective highest yields of available MM…
What do you consider out performing or how do you determine outperforming. For instance , % above all time high or a certain % of gain over a certain amount of time. Thank you for your time, Derf
Please s…
UPDATE_2
In case this thread survives as intended, I'll routinely recap what's been posted so as not to lose track of it.
FWIW, Mag 7 allocations continue to be VERY surprising (to me at least) so far!
Thanks to all who have reported. And thanks …
@stillers
Nice trade! Also agree with the Lynch quote.
My own portfolio, and those of family members I help manage are going gangbusters the last 3 months or so, but at least for my late-70’s parents, I am “dancing near the exit” (as DI used to s…
Here is the Schwab MRFOX data sheet:
https://www.schwab.wallst.com/Prospect/Research/mutualfunds/Summary.asp?symbol=mrfox
=======================================
So @Graust makes a great point about what this fund actually may be, and that appears …
I've looked at this fund and commented on it on another thread. I'm just not sure what the fascination is with a (now) LCG fund that has these cat rankings since inception:
LCB
Year__Cat Rank
2016__8
2017__4
LCG
Year__Cat Rank
2018__15
2019__19
…
@stillers ...having a significant amount in a high-flyer can create a bit of anxiety. This certainly applies to holders of individual equities, but I'm wondering why folks with significant positions in SPY (or similar) aren't equally wary. They sho…
I do very little trading these days and had eliminated individual stocks from our port. But I always keep an eye on what seems at least to be great opportunities in some Blue Chips.
Watched GOOGL after hours Tuesday and all day Wednesday. Just …
Thanks, @stillers!
I'm glad that you find The Week in Charts to be informative.
I usually learn something from each episode.
Yeah, I wish I would have noticed your thread sooner, only been reading it for the past several months. Not to be overly pa…
Our NVDA exposure is primarily derived via FSELX. When FSELX exceeds 10% of our port, we shave it back to 10% and start over. It's a vicious beautiful cycle!
That M* Cash data is from 12/31/22.
The other M* data appears to be as current as we can get.
To wit, the Fido data I quoted is from 09/30/23, common time delay for OEFs of 3-6 mos.
Peter Lynch:
“Far more money has been lost by investors trying to anticipate corrections, than lost in the corrections themselves.”
Worth repeating!
Over and over again! Similar battle being contested on another board over FSELX with its 24% all…
In the Conservative Allocation and Moderately Conservative Allocation categories, take a look at PFRMX/PZRMX. Ranks 1-2 in Conservative Allocation cat for all 1-10-yr periods. VERY different composition so be sure to review it before investing!
Huge…
In the Conservative Allocation and Moderately Conservative Allocation categories, take a look at PFRMX/PZRMX. Ranks 1-2 in Conservative Allocation cat for all 1-10-yr periods. VERY different composition so be sure to review it before investing!
@WABAC
Doing a quick look-see, I get these respective allocations for you based on your data.
I invite you or anyone to proof these calcs.
AAPL 0.05%
AMZN 0.00%
GOOGL 0.40%
META 0.00%
MSFT 1.02%
NVDA 0.00%
TSLA 0.00%
Total 1.47%
If you are OK w…
In case this thread survives as intended, I'll routinely recap what's been posted so as not to lose track of it.
FWIW, VERY surprising (to me at least) results so far!
(BOLD added.)
@stillers: 21.2% - See OP for breakdown
@Art: Since I have…
Thanks to @Art and @habsui for actually posting what I requested in the OP
THANK YOU @msf for catching my calc error! I EDITED the OP. I had a couple of different normalizing calc's on my spreadsheet and inadvertently/hastily posted the wrong dat…
...
To normalize after removing FSELX and GOOGL, shouldn't you reduce the denominator by the amount of stocks you've removed from your portfolio?
...
Yep, my bad, You are correct and I EDITED my OP. Thank you!
Aside: Really though didn't need t…
Thanks for the suggestion. I had considered adding LLY prior to opening the thread given that but for now it's the Mag 7. So I decided to leave it at that for now. Anyone who thinks adding LLY is appropriate is free to do so.
@Observant1
Thank you for routinely posting these. I find them to always be very informative and sometimes I can carve out actionable items for our port. Here's hoping you continue with this service to the forum and that others take advantage of i…
Anyone considering EMs needs to study the Callan Chart (below), and unless they are the amongst the world's best market timers, think again, and Just Say No!
Click on the 2023 PDF Chart at
https://www.callan.com/periodic-table/
In another threa…
Before I was blocked from reading it further, I think I saw the OP linked article state EMs have the best growth opportunities over the next 5-10 years, and if it doesn't all start now, it will within the next 1-2 years. Say what? Not quite the ri…
"After all these years of doing this" (thanks Jimmy Buffett, RIP) easily the best (looking and potential upside) portfolio we've ever had.
SAFE component of FZDXX/VMRXX and 5-yr CD ladder with 5+% APY.
80/20 stock/bond portion of about a baker's d…
