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Stock Thread 2019

Yup, speculating in CDs could work out!

:teeth
 
Anyone have insight on high dividend REITs in their portfolios? Was looking into kimco and iron mountain in particular.
 
^^^Also interested in that! I need some friggin income. GLPI is big in return, but I don't know anything about this area of investing. There's no magic though, high reward almost always means high risk.
 
^^^Also interested in that! I need some friggin income. GLPI is big in return, but I don't know anything about this area of investing. There's no magic though, high reward almost always means high risk.

From what I've gleaned, the dividend is due to having to pay out to shareholders to avoid taxes, different from other market companies. The risk is individualized to the trust, not market dependent on a whole. Really depends what you think a good real estate area to get into is...
 
In that regard, I like GLPI. People seem to be all too happy to vice themselves to death.
 
Anyone have insight on high dividend REITs in their portfolios? Was looking into kimco and iron mountain in particular.

It's always a crap shoot. One year you're the big shot, next year you get the big shit. I've stayed away from REITS for that reason.

My Annaly Capital Management (real estate) (NLY) has done well for me, but PSEC has been killer. It's not a REIT though.

And of course, the Pimco CEF's have been pretty good for high yield income. PTY, PCI, PDI, PFN (my recommendation), PFL, stay away from the PKO and the other high premium ones.
 
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Anyone have anything to say about sustainable funds?

https://www.morningstar.com/blog/20...KX52xQsmoy3wthzEkvydD6XHlD-1WCQjQIbOCzP5crJt4

Is it satisfying and smart to invest in socially responsible, green companies?

I would tend not to trust fund managers to decide for me who's socially responsible and who isn't... they are not where they are because they want to promote morality or save the planet. Think I'd find it more satisfying to research and buy individual stocks for that purpose, and in relatively small quantities to get some diversification.
 
I like Altria, Disney, Microsoft, UnitedHealth, Southwest, and I think SAP will actually keep going up (somehow).

I don’t like Tesla from an investment. Boeing is volatile, will probably go down for a while.

Love Amazon and Google, but so expensive. Also worried about regulation.

Lyft, Uber are busts.

Zoom was great at $35, but $65 is a risk until they have a quarter or two of beats.

Slack, and other upcoming IPO’s all look dogshit.
 
Altria may not qualify as socially responsible for some. :)

Though I did really well with Diageo for many years... figured no matter what, people will always drink.
 
At the beginning of the year, I vowed to diversify and avoid holding too much of SPY.


I see this week, the ETF LGLV is doing what I bought it for. It has been less volatile than SPY. Morningstar ratings: above average returns, low risk. It lives up to its name (LV stands for low volatility). No fee charged to trade on Schwab.

Instead of dreading how bad my portfolio took a hit after market adjustments, I look forward to check what held up to my expectations.
 
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At the beginning of the year, I vowed to diversify and avoid holding too much of SPY.


I see this week, the ETF LGLV is doing what I bought it for. It has been less volatile than SPY. Morningstar ratings: above average returns, low risk. It lives up to its name (LV stands for low volatility). No fee charged to trade on Schwab.

Instead of dreading how bad my portfolio took a hit after market adjustments, I look forward to check what held up to my expectations.

Though I hear a beeper from someone backing up their truck
 
:laughing


Far from it :) Cash is King in my books. From what I gather in your past posts, you feel the same about good ole simple cash


Just sharing what's worked for me these past few months. Hoping to hear from others about what kind of changes they made from their old habits and what their current strategies are.
 
I decided to sell facebook for a whopping $100 profit two weeks ago when it was in the 19x.00s. I felt that I was overleveraged in them, as my biggest fund also has a large position with FB.

Time will tell if I made a good decision, however 1) any profit isn't bad, and 2) I feel like the market is bearish and feel better having more cash on the sidelines at this time.
 
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