Interesting approach. I'm retired and value the income from stock and dividend ETFs, and I've hesitated taking the trading road. I think I'll select a few stocks and ETFs and take some gains when they come, see how things go. Thanks.
do you find that the tax impact of your short-term gains outweigh holding for a combo of the dividends and price appreciation?
I hold this is my wife's IRA -- she's got 20 years to run thru market cycles before she even needs to think about drawing funds; I keep metals and mining holdings at five percent of our total portfolio; as metals collapsed earlier this year, I used this fund to get back to my five percent allocation (plus some FCX). If you've got a time horizon in years vs months, if you think metals will not remain in a bear market forever, then a good case can be made for securing some of this fund at these cyclical lows. As you see from the charts, this fund swoons with metals on the way down but can provide eye-watering gains on market rebounds. It's a way to diversify one's portfolio if you're striving for non-correlation among your asset classes.
it's a shame, isn't it. this great resource, and the greedy spam merchants hose it for everyone. anyhow, i finally bought some of this on this last downhill run near $37. i'm raising cash in anticipation of congressmen throwing tomatoes at each other over missiles, debt ceiling, etc. Another pullback and more VWO is my first buy.
I bought more on the last dip, kicking myself for not buying even more. Criticing FXS management? Give me a break. These guys know the game better than most. Broadening and diversifying into energy is brilliant. I'm hoping Mr. Market gives me one more chance to buy more down near $26.
Sentiment: Strong Buy
Got in last year for the dividend, plus figuring something had to give way with Verizon with rates heading up. Thinking now to hang in there for the payout and whatever comes next. Paulson, AT&T, whatever, there's going to be increased activity in the telecom space generally, and VOD is now prime.
Okay, but what about somone else buying it? It would seem ORAN's valuation makes it a opportune takeout for another telecom looking to expand.
I believe Specialty REITs are in finite, dedicated areas such public storage properties, gas station properties, timber properties and so forth. I'm assuming they are therefore, as an individual holding, diversified the way a general REIT fund such as VNQ is.
I bought WU last year after it got trounced, figuring I'd stay in until the recovery, get a nice dividend while I wait, and then sell. But since buying I've become a believer in WU management. They're doing exactly the smart moves they should be, taking advantage of technology and their global reach. This is a solid long-term growth story.
It would appear so. During the past two years I reversed my 60bond/35stock ratio. Bonds now down to 30% (I retired and wanted more income than I was getting and I feared principle destruction via rising). I'd like to ramp up my bonds to at least 35%, and this seems a reasonable fund, and the yield is what I'm looking for. Eventually I want my bond holdings up even higher, but rates need to return to normalized levels first. In the meantime, PPT looks like a solid long-term investment.
The market way over-reacted to the original taper scare. Glad I had cash to invest during that pullback. Even if the Fed reduced QE from 85 to 65, big whoop.
I bought more on the most recent dip. Wish I'd bought even more, will on any future opportunities. The dividend is so attractive. From everything I've read and heard, the folks running FCX very much know what they're doing. Some investors see metals prices move and base their decisions solely on that, failing to recognize smart companies can move quickly to rationalize those price movements. FCX's recent diversifying acquisition will play out over years, and positively so. FCX represents an excellent core holding in this sector for this investor.
Sentiment: Strong Buy
This is a great long-term hold. Don't hold much of it, bought to further diversify and for the dividend, but it's a sweet stock with a great and growing market niche. Management appears to be making all the right moves.
You're right on the money. Build the position. As for scaling out, that's also a good way to go. I may do the same but suspect by then the dividend will make BAC a compelling hold.
I've been in this fund a long time, added to it over the last five years after I retired. It grew to too large a portion of my allocation, so I sold about a third last month. That said, I do intend to hold the remainder of my holdings. I realize my principle may shrink more, but then the yield will continue higher, meaning my monthly income will increase. Meanwhile, as the yield rises, more investors will buy shares of the fund. Interest rates are not spiking any time soon. They'll rise a bit here, but there's no sign of inflation in sight, and economies worldwide are struggling. So, even though I no longer reinvest my dividends to buy more shares as they decline in price, I'm content with seeing my monthly dividend check increase. Finally, I ask myself where I would put the money if I pulled it from this fund. The money I did move from this fund I put into Vanguard's new international bond fund. I am already way over-allocated to stocks -- something Uncle Ben forced me to do for income. This VG HY Corp Fund is a well-run, conservatively managed fund that will continue to do well over time. And remember, high-yield bonds can act as much like stocks as they do bonds, and therefore react to rising rates differently than regular gov. and corporate bonds.
Bought more BNDX. Also bought VWO and VWOB. Keeping some cash in case VNQI gets much lower. Times such as these are gifts for long-term investors!
Long-term holder here, watching. If it comes down much more, will add. Also looking to establish a position in VNQ if it drops more. Bought Vanguard's int. bond fund BNDX and am watching VG's em. mkt. bond fund VWOB. Any thoughts on any of the above welcomed!
I'm looking at this. Yes, a basic business with management that appears to seek opportunity, per Barron's. I don't buy equities unless they pay decent dividends. CVA does, plus buybacks, again, per Barron's. Need to do more research first.