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Master Thread Stonks/Options/Investing - come build your tfsf yolo stock portfolio

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shiv

John
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How is everyone handling their investments right now?

I rebalanced my 401k today from 90% stocks/10% bonds to more of a 60% stocks/40% bonds.

I made a few real estate investment purchases in 2020, but that market looks like its heated up too much as well.

I also own a few individual stocks that are gold mining companies and energy companies (but pretty small holdings compared to the rest of the portfolio).

Basically attempting to hedge strongly against inflation, but going forward over the next year I'm not seeing the path other than be a little more conservative and wait and see.
 

shiv

John
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Also trying very much to hedge against inflation.

If everyone could invest 300k with having no mortgage what would they do (at my age with no kids or intent to have them)?
Something like this would be the simple/smart play for now:


If the market keeps exploding you've got enough equity exposure, but if the market collapses just switch to something that has a larger percent of stocks and you will have succeeded in buying low
 

catfishpunter

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There's too much money and not enough broadly-distributed productivity and innovation. Thus, money piles up in concentrated asset classes.

Everything is expensive from a nominal standpoint.

My advice, which is worth two cents (after inflation), is that when everybody zigs, think about zagging.

There is a glut of companies run by aging founders. The Boomers are retiring en masse, and many of those Boomer founders have not set up succession plans. They need to liquidate to fund retirement, but haven't set up good plans to do so.

There is good value to be had in that space if you are diligent.

Look for small, privately-held businesses for sale, especially if you have the general and industry-specific chops to run and grow one.

I did this four years ago, and it was the best decision I ever made.

I'm actively hunting down another to acquire.
 

shiv

John
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There's too much money and not enough broadly-distributed productivity and innovation. Thus, money piles up in concentrated asset classes.

Everything is expensive from a nominal standpoint.

My advice, which is worth two cents (after inflation), is that when everybody zigs, think about zagging.

There is a glut of companies run by aging founders. The Boomers are retiring en masse, and many of those Boomer founders have not set up succession plans. They need to liquidate to fund retirement, but haven't set up good plans to do so.

There is good value to be had in that space if you are diligent.

Look for small, privately-held businesses for sale, especially if you have the general and industry-specific chops to run and grow one.

I did this four years ago, and it was the best decision I ever made.

I'm actively hunting down another to acquire.
Now I like the way you talk. I am generally more a passive investor in the security world, but do my active investing in real estate. Just coming off a failed Accounting firm business, but that was really a bump in the road - learned a lot along the way.

So are you talking about taking active ownership of companies?
 

catfishpunter

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Now I like the way you talk. I am generally more a passive investor in the security world, but do my active investing in real estate. Just coming off a failed Accounting firm business, but that was really a bump in the road - learned a lot along the way.

So are you talking about taking active ownership of companies?

Yes. "Active" is a spectrum, though. I've got a business that I own that takes 10 hours of my time per week. It generates low six figures in profit. It has taken a few years to get it that way (profitable without much of my input) after transitioning from an active founder, but I know how to do that now. Next business I buy will be a shorter time frame to that point.
 

shiv

John
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I wish I would pay more attention to my investments but I am lazy. Just use Vanguard index funds and their target fund.

Speaking of which- are target funds idiotic, even if you are a sloth like me?
Fuck no. Target index funds are the best thing you can do to keep it simple and do better than 90% of the crowd
 

UNC71-00

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Please help a young guy out!

I'm way in over my head and this environment makes me want to invest like I want to pound my testicles with a meat mallet!

target index funds are funds offered by Vanguard that have an asset mix based on when you want to start pulling out.

For instance- Vanguard 2025 would hold a lot more in low risk indexes (cash, blue chips, AAA bonds) than stock indexes vs. Vanguard 2055.

ask whatever questions you want about any of this. I know very little compared to lots but hopefully some people with real skill and knowledge will chime in.
 

America 1st

The best poster on the board! Trumps lover! 🇺🇸
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target index funds are funds offered by Vanguard that have an asset mix based on when you want to start pulling out.

For instance- Vanguard 2025 would hold a lot more in low risk indexes (cash, blue chips, AAA bonds) than stock indexes vs. Vanguard 2055.

ask whatever questions you want about any of this. I know very little compared to lots but hopefully some people with real skill and knowledge will chime in.
Figured it would be something I could ease into but with my wife's dad passing away and her not handling the money (I'm not brian dead) I need help quick!
 

shiv

John
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Please help a young guy out!

I'm way in over my head and this environment makes me want to invest like I want to pound my testicles with a meat mallet!
These videos right here are so cheesy, but IMO it's foundational to any investing plan:


I started my philosophy around asset allocation and then grew from there, but still keep a significant chunk of my investments in asset allocation.

But in simplicity, if you just buy a target index fund, that fund handles the asset allocation for you for the most part
 

shiv

John
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Figured it would be something I could ease into but with my wife's dad passing away and her not handling the money (I'm not brian dead) I need help quick!
Also, there is nothing wrong with finding a good financial advisor and trusting them. Looks for recs from friends and family

I've just always enjoyed doing it myself.
 

CBradSmith

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Yes. "Active" is a spectrum, though. I've got a business that I own that takes 10 hours of my time per week. It generates low six figures in profit. It has taken a few years to get it that way (profitable without much of my input) after transitioning from an active founder, but I know how to do that now. Next business I buy will be a shorter time frame to that point.
Would you be willing to share more details? I'm interested in following exactly the path you are describing....all or partial ownership in many companies, spreading my working time between them as needed, and automating or building inertia within each to a point that I'm able to get back my hours. Rinse, repeat.
 

Morticle

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Jan 9, 2021
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Short term trade potential is $GHIV It's a spac that has merger vote on the 20th of January and it appears the company they are merging with will be releasing earnings the week before the merger. You would think earnings are going to be good or they wouldn't release before the merger. It's a mortgage company. Plan is to be out on the run up to the merger. Currently trading below 13 with only a risk of 10 dollars a share like all spac's.
 

ChicagoFats

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I read where Twitter in after hours trading lost 4% after Trump was banned and I’m wondering if any of you gurus see it or big tech falling further in light of the attack on the right? #ChargeOn*
Tweeter might sell off a little, but honestly it’s going to be hard to sustain a sell off with so much cheap money out there .....

Could be some kind of economic civil war, but the right is going to have to start *producing* some product.
 

Jbforte

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Jan 10, 2021
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All about stocks and your next moves. This is not meant for long term mutual funds. Let's find the good plays on options and rising stocks. I follow r/wallstreetbets, as it's funny as hell and has helped me gain 200% during this covid market, but lets get something going here. I'm sure it's only a matter of time that sub will get banned because someone gets offended. Would enjoy people posting their DD, loss/gain porn, and what your next moves are.
 

Jbforte

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Jan 10, 2021
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I am currently watching these stocks. We are already seeing a small pot stock boom again and I think many will go to the moon in 2021. These two (TLRY and APHA) are merging into TLRY. It seems more and more states continue to legalize recreational use and it’s being discussed in Congress. TLRY is already partnered AbinBev to look into THC beverages and recently APHA bought Sweet Water Brewing Company (often on flights with their 420 beers). Disclaimer, I own a small amount of stock in APHA but am waiting for right time to buy. TLRY Looking at 20 calls Jan 1 22 and some shares. I know there are a lot more pot stocks out there, but wanted to get everyone started on reviewing some of these. Good DD Article on APHA . Summary - risky play because who knows where the regulations will be a year from now, but YOLO.
 

Jbforte

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I know many of you were posting about BCRX in the previous (thread that shall not be named), but what are your moves for this stock now? Current position Jan 21 22 10 calls, Jan 21 22 7 call. Got burnt by a call expiring the end of this week for 9 calls.
Other good stocks to watch are DKNG, PENN, and PDYPY as online/mobile gambling will continue to grow strong. As always do your own DD before buying. This also might be a major bubble that comes crashing down in 2021 so buy on the dips and take profit when you can. What is everyone's stock moves this week?
 

Crich73

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Jan 9, 2021
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117
Curious to see what happens with Ripple Labs' and XRP. I wouldn't guess the SEC files charges without having the goods.

CB will halt trading on 19 Jan... is everyone getting out before then or holding the line?



Some of the guy on tMb said they are keeping xrp. Said that they feel like it's worth keeping, basically like xrp will make it thru and do well after after SEC is done with them.

I have several hundred in binance which I need to withdraw since there's no more trading for U.S. customers, but I might throw in a couple hundred into coinbase for a hodl.
 

Jbforte

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Morning Guys, stocks I'm watching today are GOEV (speculation they are in talks with Hyundai and Apple on the smart car but probably too late as this jumped 18% this am), GME I bought in around 14 per share and sold at about 18 although now it hit 26 already today, maybe the big short is happening!!! I will probably buy back into GME if it dips after this jump. Still watching TLRY and TCNNF for pot stocks. I have not bought those yet as I am looking for a dip, but each day they are still increasing. Annnnd BCRX fked me, with calls expiring in two days. Still holding 100 shares of CRSR, entry at 39. Update for today. What are you guys playing?
 

Zach10

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Dec 1, 2020
Messages
78
There's too much money and not enough broadly-distributed productivity and innovation. Thus, money piles up in concentrated asset classes.

Everything is expensive from a nominal standpoint.

My advice, which is worth two cents (after inflation), is that when everybody zigs, think about zagging.

There is a glut of companies run by aging founders. The Boomers are retiring en masse, and many of those Boomer founders have not set up succession plans. They need to liquidate to fund retirement, but haven't set up good plans to do so.

There is good value to be had in that space if you are diligent.

Look for small, privately-held businesses for sale, especially if you have the general and industry-specific chops to run and grow one.

I did this four years ago, and it was the best decision I ever made.

I'm actively hunting down another to acquire.
This is what I want to do, but I dont know A) how to find any or 2) what industry to target.
 
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