Mainly performance over the past year or so. Highly ranked by Morningstar. Also, India continues to sit at the top of the consumer confidence index with the highest national index score.

l

Personally, I'm worried about what's happening to the market right now. I hope that one day we will live to see bull run

here's to hitting 40 before me

Aside from the etf holdings, are y'all doing extensive fundamental analysis to pick the singular stocks in your portfolios?

Yes, I do. But looking at my portfolio you wouldn't think so. Ha. I've got my hold forever (Brk.b, MSFT for now, VOO, RVT, ET)

And then I have my basket of assets with price targets (this is what's been killing me, too much small cap, it's been a roller coaster)

I'm a big fan of earnings calls and investor presentations. I'll listen to all the above earnings calls and maybe even some of their peers calls. Then of course chart a course on financial statements on what I hope comes to pass in the future.

I also have been trying to identify meaningful catalysts in each company that will allow for short term growth. examples are: intenal debt/revenue/EBITDA goals, new dividend or buyback announcements, script counts, etc.

Thanks for that. I'm just getting into the fundamental side of investing so I figured I'd ask over on this thread.

El_duderino said:

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Aside from the etf holdings, are y'all doing extensive fundamental analysis to pick the singular stocks in your portfolios?

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I've lost my ass on individual stocks in my self managed account. It wasn't a lot of money but it stung some.


I mostly do ETFs now and when I do individual stocks it's either something kinda obvious long term like Microsoft or a smaller amount on something like PLTR that's volatile and I'll take good profit there and not look back. I still have a very small amount of PLTR and if the price comes way down Ill get back in a little more.

I also follow the stock market thread for assistance if I do an individual stock

just messing around exported my buy records from Webull to visualize the 3+ year journey, sadly all these buys were too small but in the end maybe that helped with the persistence
also have positions in Roth, HSA, and another brokerage but all smaller

________________


also here are my sell orders:

Did you intentionally leave all your sell orders blank to make a point? There's no picture haha.

Lol yes he did..

Anyone got any long term hold ideas that are not AI? I've abiut got my fill there, may get back in on some AIQ if it ever dips, otherwise I think I'm full on Microsoft and NVDA

I'v got a good chunk of XLU which is a partial AI play but also energy


I have XBI and ARKG to cover Biotechnology

And IBIT for the bitcoin play

Lastly I have some WY to round out a housing play

Looking to diversify a little more

Maybe something nuclear related?

El_duderino said:

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Maybe something nuclear related?

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I thought about that. I was looking at NEE but they do solar, wind..etc too

Got any suggestions?

A couple are $SMR and $LEU. I think it's early for $SMR as fundamentally it looks bad, but revenue expected to triple next year, earnings to improve by 37% (although still negative), and I fully believe that modular reactors are the future. Last I looked, Nuscale has the only small modular reactor to have received design certification from the NRC. All that said, I think it's speculative until earnings turn positive for $SMR.

Edit to add- looks like SMR is heavily shorted as well at almost 25%

Wish their was a stock or ETF that basically acted like a high yield savings account so I could park money there while waiting for a correction and get some small steady return

Vanguard allows you to set the money market as your settlement fund if you have them. Sitting at 4.8% right now I believe

El_duderino said:

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Vanguard allows you to set the money market as your settlement fund if you have them. Sitting at 4.8% right now I believe

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That would be great but it's in my 401K self managed so stuck with schwab

My long term holds I have right now are MSFT, ET, Brk.B, VOO, RVT, and NVDA.

Happy to chat about any of them. I'm most bullish ET in the near term

What's the reasoning for being bullish ET if you don't mind?

El_duderino said:

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What's the reasoning for being bullish ET if you don't mind?

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Financial metrics are at the level of peers, or surpassing peers. Continued growth of fcf.

10 consecutive QUARTERS of dividend increases, last earnings call there were buyback talks. They are generating a ton a fcf. Admittedly they are increasing capital projects as well, but this shouldn't be a negative. They will have a ton more storage in the near future.

There is a huge need for either primary energy to run new data centers popping everywhere or secondary backup sources of energy on standby. ET is starting to sell backup and excess energy to these groups to unlock a new revenue stream with minimal expense increase… the pipelines are already in place! They just need to be hooked into!

ET has one of the largest pipeline networks in the world, fully subscribed by the way. I think of it like Buffett and his railroads… no one's going to be laying new railroad tracks next to mine to compete. That's his moat.

ET has a similar moat, with regulation it is becoming harder and harder to build new pipeline. No one will be able to compete with their network.

Share price over the past 12mo is up something like 24% while clipping an 8% distribution along the way.

Median price target among 19 analysts right now is $19.50 with majority being a "strong buy" according to marke****ch and tipranks.

They transport mostly NGLs which is increasing in demand. Supply is also increasing globally keeping prices low admittedly.

aggiebrad16 said:

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My long term holds I have right now are MSFT, ET, Brk.B, VOO, RVT, and NVDA.

Happy to chat about any of them. I'm most bullish ET in the near term

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What is RVT and why do you like that. I see it's a small capital mutual fund

jamey said:

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aggiebrad16 said:

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My long term holds I have right now are MSFT, ET, Brk.B, VOO, RVT, and NVDA.

Happy to chat about any of them. I'm most bullish ET in the near term

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What is RVT and why do you like that. I see it's a small capital mutual fund

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My reasons for liking it are:

They only buy small cap American companies, have out performed the Russell 2000 in 1, 3, 5, 10, 20, 25, 30, 35, and since inception metrics.

Proven track record of returning capital to investors. They have never missed a dividend since 1995 and have weathered the storm through numerous crises.

Their overall return since inception is around 9.9% last I looked.

Its a bet on small business in the American economy.

Extremely actively managed

I just ****ing love America and small business is fun. RVT combines the two!!

aggiebrad16 said:

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jamey said:

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aggiebrad16 said:

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My long term holds I have right now are MSFT, ET, Brk.B, VOO, RVT, and NVDA.

Happy to chat about any of them. I'm most bullish ET in the near term

---

What is RVT and why do you like that. I see it's a small capital mutual fund

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My reasons for liking it are:

They only buy small cap American companies, have out performed the Russell 2000 in 1, 3, 5, 10, 20, 25, 30, 35, and since inception metrics.

Proven track record of returning capital to investors. They have never missed a dividend since 1995 and have weathered the storm through numerous crises.

Their overall return since inception is around 9.9% last I looked.

Its a bet on small business in the American economy.

Extremely actively managed

I just ****ing love America and small business is fun. RVT combines the two!!

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The 7% dividend on small caps seems almost too.good to be true

aggiebrad16 said:

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jamey said:

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aggiebrad16 said:

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My long term holds I have right now are MSFT, ET, Brk.B, VOO, RVT, and NVDA.

Happy to chat about any of them. I'm most bullish ET in the near term

---

What is RVT and why do you like that. I see it's a small capital mutual fund

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My reasons for liking it are:

They only buy small cap American companies, have out performed the Russell 2000 in 1, 3, 5, 10, 20, 25, 30, 35, and since inception metrics.

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assuming this including dividend yield, but there seems to be some glitch(?) in the 5yr chart on google where it's only +15% while small caps are +50-60%

I have a low 5 figure VB position sitting in a portion of my Roth, wondering if shifting here would be a decent way to spice up small cap exposure

Sounds like good reasons to be bullish to me. Fantastic dividend too. I'll have to do some digging of my own then.

EliteZags said:

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aggiebrad16 said:

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jamey said:

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aggiebrad16 said:

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My long term holds I have right now are MSFT, ET, Brk.B, VOO, RVT, and NVDA.

Happy to chat about any of them. I'm most bullish ET in the near term

---

What is RVT and why do you like that. I see it's a small capital mutual fund

---

My reasons for liking it are:

They only buy small cap American companies, have out performed the Russell 2000 in 1, 3, 5, 10, 20, 25, 30, 35, and since inception metrics.

---

assuming this including dividend yield, but there seems to be some glitch(?) in the 5yr chart on google where it's only +15% while small caps are +50-60%

I have a low 5 figure VB position sitting in a portion of my Roth, wondering if shifting here would be a decent way to spice up small cap exposure

---

I'm seeing the same thing on yahoo finance. More like 15% at the 5 yr

I did see a description saying it outperforms the Russell

Did it split and that's not taken into consideration in the charts somehow?

El_duderino said:

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What's the reasoning for being bullish ET if you don't mind?

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ET is one of the staples I haven't allowed myself to get stopped on in energy. Even in a hard selloff, they will still throw of cash. And like Brad said, nobody is stepping in and duplicating what they have in place.

The biggest threat to them is new regulations and more lawfare. But if Trump gets elected, I think that's all in the rearview.

jamey said:

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EliteZags said:

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aggiebrad16 said:

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jamey said:

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aggiebrad16 said:

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My long term holds I have right now are MSFT, ET, Brk.B, VOO, RVT, and NVDA.

Happy to chat about any of them. I'm most bullish ET in the near term

---

What is RVT and why do you like that. I see it's a small capital mutual fund

---

My reasons for liking it are:

They only buy small cap American companies, have out performed the Russell 2000 in 1, 3, 5, 10, 20, 25, 30, 35, and since inception metrics.

---

assuming this including dividend yield, but there seems to be some glitch(?) in the 5yr chart on google where it's only +15% while small caps are +50-60%

I have a low 5 figure VB position sitting in a portion of my Roth, wondering if shifting here would be a decent way to spice up small cap exposure

---

I'm seeing the same thing on yahoo finance. More like 15% at the 5 yr

I did see a description saying it outperforms the Russell

Did it split and that's not taken into consideration in the charts somehow?

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I took the quote about outperformance of the Russell from their website. Don't shoot the messenger.

SWVXX seems like it fits what you're after. 4.7% currently.

Heineken-Ashi said:

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El_duderino said:

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What's the reasoning for being bullish ET if you don't mind?

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ET is one of the staples I haven't allowed myself to get stopped on in energy. Even in a hard selloff, they will still throw of cash. And like Brad said, nobody is stepping in and duplicating what they have in place.

The biggest threat to them is new regulations and more lawfare. But if Trump gets elected, I think that's all in the rearview.

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Energy Transfer Units?

Added some GOOG this morning. Anyone taken a look at GEV due to the power demand increase over the next decade?

For all of you long term dividend stock holders - what percentage of your overall portfolio do you have in dividend paying stocks?

For purposes of this discussion, obviously VOO pays a small dividend but I don't really consider it a stock that is held expressly for the purpose of generating income.

Not sure what the cutoff is - 3% or more?

I tend to be a value investor bs a growth investor (although I do have quite a bit of Nvidia, relatively speaking). Most mature companies that people associate with value investing like Berkshire, JP Morgan and other big banks, Coke, Pepsi, Ge, etc all pay dividends and increase them annually. It's a tough question because almost all my holdings pay some sort of dividend, although that's not the main focus of them.

Is your question- what percentage of your portfolio is dedicated to stocks whose primary focus is dividends and returning capital to shareholders?

If that's the case, I don't have any that I have solely for the dividend. ET is close but I have high hopes for share appreciation.