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Oh ok. Yeah I probably should pay more attention to that, but I don’t trust myself to make such changes. I don’t have a good track record for the times that I have made changes, so I let things ride. I had my Fidelity advisor review my entire portfolio recently and he said I was in good shape so I don’t worry about it too much.
Before I listen to any financial advisor, they must show me their personal portfolio.
LMT - They arm half the world and are making a play at fusion. If the latter comes into existence, this will be the most valuable company in the world.
I've been in LMT since 2014 for the fusion speculation.
Quote:
Originally Posted by artillery77
Banks - Currently I don't have a great play on this... JPM seems to have the tech at the moment. ... Too big of an area to sit on the sidelines for though.
I'm in JPM. I consider its main risk to be political.
Quote:
Originally Posted by artillery77
Ok, wife says to stop talking so we can go to COST. Which is a pretty sweet company as well.
I just added a few more shares of CVS. It's a bit above what I want to pay, but my average cost is still below my $85.00 target but price, so I'm good with that. CVS is now about 1/3 position size.
I guess I tend to think of people with that kind of money as having their own investment advisors….with many of them never even thinking about what they own or invest in. Obviously that isn’t the case, and certainly when I reach the age where I am having to withdraw from my own accounts, I may be in that situation as well. Hopefully I will have learned more about taxable account management by then.
How much, in your estimation, is "that kind of money?"
How much, in your estimation, is "that kind of money?"
I couldn’t name a dollar figure. But it would be a whole hell of a lot more than me…or either of my siblings. None of us have any holdings other than what exists in our retirement accounts.
I just bought big (125k) in Boeing (BA). I think the Max 8 problems are behind, and as the covid factor fades the #1 airliner manufacturer will emerge to it's former glory. Great defense contracts and the only competitor is Airbus.
I have Southwest Airlines (LUV) for similar reasons. As the covid factor fades, travel will increase and LUV has always been one of the better operated airlines. They just expanded routes to Hawaii and are on the move.
I have DR Horton (DHI) because homebuilding is white-hot with no slowdown in sight.
I have United Rentals (URI) because construction is booming and the fundamentals are great.
I'll keep these until they stop performing. No plans to sell anytime soon. Maybe in 3-5 years.
I just bought big (125k) in Boeing (BA). I think the Max 8 problems are behind, and as the covid factor fades the #1 airliner manufacturer will emerge to it's former glory. Great defense contracts and the only competitor is Airbus.
I have Southwest Airlines (LUV) for similar reasons. As the covid factor fades, travel will increase and LUV has always been one of the better operated airlines. They just expanded routes to Hawaii and are on the move.
I have DR Horton (DHI) because homebuilding is white-hot with no slowdown in sight.
I have United Rentals (URI) because construction is booming and the fundamentals are great.
I'll keep these until they stop performing. No plans to sell anytime soon. Maybe in 3-5 years.
Long term for cap gains purposes is at least 1 year, but as an investor I don't think of that as actually a long-term investment.
@lookingaround: I've been to a John Deere campus, and let me tell you it made me wish I was a golden retriever so I could roll around on those gorgeous lawns without getting strange looks from people.
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