Some considerations for next year:
ADX. Buy after mid Jan.
SPE Buy post Dec. dividend.
AMLP MLP fund of funds, 1099 not K1, at historical low. It's a bet on oil, purely and simply.
Why mid Jan?
Their history doesn't seem to reflect a reliable discount. Be nice if they repeat last year, but before that it's much less pronounced. What's your rough target to buy in?
Too late mow, but I wonder what the criteria is to qualify for the year end dividend? Kinda seems like it'd have been better to get in on it if you were willing to buy at $15..?
Thoughts on vdigx? Thinking of buying some as investments for young nieces.
Yeah, my cousin is keeping it simple, socking away money into a S&P 500 index fund for her young daughter.
Anyone own Peloton stock? The commercial fiasco is hilarious!
Don’t know what sort of S&P fund could generate that kind of return. The S&P return isn’t close to that. You’re talking MSFT & AAPL sorts of gains.
Honestly, I'd take Warren Buffett's advice and just buy and hold VOO.
I did this last year on your advice. Currently up 12%. Thankyou ��