OT: Stock and Investment Thread

DHajekRC84

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Aug 9, 2001
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Should have moved to cash like some of the posters on this board. I’ll waiting to buy more when it drops more.
If you've been reading my posts (and I know you have but perhaps not all)... it was the firm managing the 1/3 that killed me. I had zero control over that in a timely manner.
 

rutgersdave

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Jan 23, 2004
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Hell of a lot more than that (for all accounts). I haven't done the math yet, but I would guess pretty damn close to 7-figures (if not already). LOL!
Yea, even what I left in I don’t want look at the account. When earnings comes out, I don’t think that’s going to be pretty.
 
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T2Kplus20

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May 1, 2007
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Yea, even what I left in I don’t want look at the account. When earnings comes out, I don’t think that’s going to be pretty.
I have a monthly spreadsheet for tracking our net worth. Scheduled to update it next weekend. LOL! Might have to skip a month. For day-to-day needs, I have our biggest accounts in Morningstar's portfolio tracker and I can view absolute values, percentages, or both. So that tool is pretty flexible.
 

DHajekRC84

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I have a monthly spreadsheet for tracking our net worth. Scheduled to update it next weekend. LOL! Might have to skip a month. For day-to-day needs, I have our biggest accounts in Morningstar's portfolio tracker and I can view absolute values, percentages, or both. So that tool is pretty flexible.
LOL try weekly tracker (keeps my brain exercised). I'm up to 533 columns. I've custom built all kinds of totals and %. Yearly budgets going forward until projected DOD. Color coded for beneficiaries and inheritance calcs. (Corp Planner by trade for Fortune 50 Company)

Thing is everybody is only talking about the last week. Nobody is talking about the drops from the Mid-Feb highs prior to that. The warning shot I somewhat missed thinking the worst was behind .. (insert loud buzzer sound here)

eh what the heck. It's only my kids money and they'll never know. (kidding, it will be back plus more by then).
 
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bac2therac

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nutfromSEC117

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LOL try weekly tracker (keeps my brain exercised). I'm up to 533 columns. I've custom built all kinds of totals and %. Yearly budgets going forward until projected DOD. Color coded for beneficiaries and inheritance calcs. (Corp Planner by trade for Fortune 50 Company)

Thing is everybody is only talking about the last week. Nobody is talking about the drops from the Mid-Feb highs prior to that. The warning shot I somewhat missed thinking the worst was behind .. (insert loud buzzer sound here)
Broke arm and foot
After 4 weeks of sitting around doing nothing I now have an 8 page spreadsheet where i have calculated current divs , future divs , where I’ll be in 5 years , 10 years

E4=B2*D2 x .07%/12 🤣🤣🤣🤣🤣
 

rutgersdave

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Jan 23, 2004
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LOL try weekly tracker (keeps my brain exercised). I'm up to 533 columns. I've custom built all kinds of totals and %. Yearly budgets going forward until projected DOD. Color coded for beneficiaries and inheritance calcs. (Corp Planner by trade for Fortune 50 Company)

Thing is everybody is only talking about the last week. Nobody is talking about the drops from the Mid-Feb highs prior to that. The warning shot I somewhat missed thinking the worst was behind .. (insert loud buzzer sound here)

eh what the heck. It's only my kids money and they'll never know. (kidding, it will be back plus more by then).
You guys are crazy. What do you guys do calculate it every day or month. Way too detailed. I did a spreadsheet for my beneficiaries and my executor of my will of bank accounts and brokerage accounts. I do have to update it with recent changes.
 

T2Kplus20

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May 1, 2007
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Wrapped up today's webinar with Tom Lee/Fundstrat. Some highlights:

- Not sure this is the bottom, but likely very soon (barring a material change to the negative on the tariff details).
- Highly likely the market will experience a V-shape recovery like with COVID
- Recovery will be led by Big Tech
- Bessent eager for negotiations and improving trade for the US
- Business leaders speaking with Trump hourly
- If resolved within a month, no recession
 

rutgersdave

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There are few professionals in the business that are on the board. When they hear BS they don’t let it go.
 

jtung230

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Jun 30, 2005
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I have an advisor that manages part of my money that uses a balance strategy. It’s a 53% dividend focused equities and 47% fixed income portfolio. YTD it’s down 5%. My personal manage money that’s mostly in mag 7 is down 15%. My 401k that’s invested in 3 mutually funds is down 16%.
 
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GillesDeleuze

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May 4, 2023
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Wrapped up today's webinar with Tom Lee/Fundstrat. Some highlights:

- Not sure this is the bottom, but likely very soon (barring a material change to the negative on the tariff details).
- Highly likely the market will experience a V-shape recovery like with COVID
- Recovery will be led by Big Tech
- Bessent eager for negotiations and improving trade for the US
- Business leaders speaking with Trump hourly
- If resolved within a month, no recession
Noted bull is bullish, more at 11
 
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RUinPinehurst

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Aug 27, 2011
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Wrapped up today's webinar with Tom Lee/Fundstrat. Some highlights:

- Not sure this is the bottom, but likely very soon (barring a material change to the negative on the tariff details).
- Highly likely the market will experience a V-shape recovery like with COVID
- Recovery will be led by Big Tech
- Bessent eager for negotiations and improving trade for the US
- Business leaders speaking with Trump hourly
- If resolved within a month, no recession
Could have stopped at "Not sure...." 😉
 

RU Cheese

Well-known member
Sep 14, 2003
4,876
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LOL try weekly tracker (keeps my brain exercised). I'm up to 533 columns. I've custom built all kinds of totals and %. Yearly budgets going forward until projected DOD. Color coded for beneficiaries and inheritance calcs. (Corp Planner by trade for Fortune 50 Company)

Thing is everybody is only talking about the last week. Nobody is talking about the drops from the Mid-Feb highs prior to that. The warning shot I somewhat missed thinking the worst was behind .. (insert loud buzzer sound here)

eh what the heck. It's only my kids money and they'll never know. (kidding, it will be back plus more by then).
Dude personal capital / empire can do all of that for you (at least the historical performance part)
 

tom1944

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Feb 22, 2008
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So this is all coming down to a fight between the US and China?

What happens next? From both sides?
 

RU05

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Jun 25, 2015
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Carter Worth in Fast Money thinks we continue higher after bouncing off the post covid 2021 ath/post covid low trend line. The combo marked the overnight lows.
 

tom1944

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Hopefully negotiations, because 100% tariffs on China is going to be quite noticeable in stores.
I saw someone say that China would just ignore intellectual property and manufacture what they want and sell stuff all over the world at prices that would damage sales of US products
 
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RU05

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Jun 25, 2015
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I had saw someone say that China would just ignore intellectual property and manufacture what they want and see all over the world at prices that would damage sales of US products
I’d say we’d pressure potential customers of pirated Chinese products but we may have given up that leverage.

Still i think we see negotiations.
 

tom1944

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I’d say we’d pressure potential customers of pirated Chinese products but we may have given up that leverage.

Still i think we see negotiations.
That was the point the person was making. Other countries feel alienated and might be willing to buy these cheaper Chinese products no matter what the US feels.
 

RU05

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Jun 25, 2015
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That was the point the person was making. Other countries feel alienated and might be willing to buy these cheaper Chinese products no matter what the US feels.
I thought the point was more regarding 100% tariffs on China, but yeah I think the rest of the world is probably less willing to stand up for our intellectual property.
 

RU848789

Well-known member
Jul 27, 2001
64,105
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LOL try weekly tracker (keeps my brain exercised). I'm up to 533 columns. I've custom built all kinds of totals and %. Yearly budgets going forward until projected DOD. Color coded for beneficiaries and inheritance calcs. (Corp Planner by trade for Fortune 50 Company)

Thing is everybody is only talking about the last week. Nobody is talking about the drops from the Mid-Feb highs prior to that. The warning shot I somewhat missed thinking the worst was behind .. (insert loud buzzer sound here)

eh what the heck. It's only my kids money and they'll never know. (kidding, it will be back plus more by then).
I have a monthly tracker that's not nearly as detailed - all on one page for expenses and overall investments, although I also have a spreadsheet detailing projected investment earnings and disbursements under a few different ROI/inflation/tax/spending scenarios.
 
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