Search found 218 matches

by Pet Hog
Mon Sep 23, 2019 7:47 pm
Forum: Stocks
Topic: DIY individual stock fund
Replies: 49
Views: 27563

Re: DIY individual stock fund

You easily could have a stock that doubles and another that halves and all somewhere in between. Bottom line...there is maintenance you have to do and it costs money and you really need to think through how you will do it. For example, what will be your policy of when to bring something back into e...
by Pet Hog
Mon Sep 23, 2019 6:42 pm
Forum: Stocks
Topic: DIY individual stock fund
Replies: 49
Views: 27563

Re: DIY individual stock fund

Every n 2.4 -th stock (ignoring fractions) in the Wilshire 5000, listed by market cap: 1 1 Microsoft (1.1 trillion) 2 5 Alphabet GOOGL (853 billion) 3 13 AT&T (277 billion) 4 27 Cisco Systems (210 billion) 5 47 Union Pacific (117 billion) 6 73 General Electric (82 billion) 7 106 Charles Schwab (56 b...
by Pet Hog
Mon Sep 23, 2019 5:58 pm
Forum: Stocks
Topic: DIY individual stock fund
Replies: 49
Views: 27563

Re: DIY individual stock fund

Fibonacci! To spread out the small-caps. From the Wilshire 5000, by market cap: 1 Microsoft (1.1 trillion) 2 Apple (983 billion) 3 Amazon (887 billion) 5 Alphabet GOOGL (853 billion) 8 Johnson & Johnson (347 billion) 13 AT&T (277 billion) 21 Coca-Cola (230 billion) 34 Oracle (176 billion) 55 AbbVie ...
by Pet Hog
Mon Sep 23, 2019 4:44 pm
Forum: Stocks
Topic: DIY individual stock fund
Replies: 49
Views: 27563

Re: DIY individual stock fund

Every 100th component of the Wilshire 5000, by market cap. 1 Cigna (61 billion) 2 TE Connectivity (31 billion) 3 Synopsys (20 billion) 4 Broadridge Financial Solutions (14 billion) 5 Viacom (11 billion) 6 Gaming & Leisure Properties (8.0 billion) 7 XPO Logistics (6.6 billion) 8 Hanesbrands (5.2 bill...
by Pet Hog
Mon Sep 23, 2019 4:09 pm
Forum: Stocks
Topic: DIY individual stock fund
Replies: 49
Views: 27563

Re: DIY individual stock fund

Here's every 100th component of the Wilshire 5000, picked alphabetically! (Who knew? There are only 3540 holdings in the '5000.) 1 Applied Genetic Technologies (62 million) 2 American Woodmark (1.4 billion) 3 Allegheny Technologies (2.5 billion) 4 Brandywine Realty Trust (2.6 billion) 5 BioSig Techn...
by Pet Hog
Mon Sep 23, 2019 3:38 pm
Forum: Stocks
Topic: DIY individual stock fund
Replies: 49
Views: 27563

Re: DIY individual stock fund

Thanks for the feedback, Kbg. I'm not considering "active" management. Just buy and hold, check it annually, reinvest dividends if necessary, or buy a new holding. I wouldn't turn over the whole portfolio annually. Of course, I would like to beat an index, say the SP500, by holding, say, those 31 st...
by Pet Hog
Mon Sep 23, 2019 3:03 pm
Forum: Stocks
Topic: DIY individual stock fund
Replies: 49
Views: 27563

Re: DIY individual stock fund

Here, for example, is the list of every 16th company in the SP500: 1 Home Depot (market cap: $245 billion) 2 Citigroup 3 Broadcom 4 Lowe's 5 Intuit 6 Boston Scientific 7 Marsh and McLennan 8 Phillips 66 9 Activision Blizzard 10 Public Storage 11 Lam Research 12 SunTrust Banks 13 McKesson 14 T-Mobile...
by Pet Hog
Mon Sep 23, 2019 2:45 pm
Forum: Stocks
Topic: DIY individual stock fund
Replies: 49
Views: 27563

DIY individual stock fund

I've been mulling for a while getting out of holding total-market ETFs as my stock holdings in my PP and setting up my own fund of perhaps 30 to 50 individual company stocks. For a few reasons: to cut out the middleman (avoid counter-party risk and fees, albeit tiny), to experiment with an equal-wei...
by Pet Hog
Fri Sep 20, 2019 6:09 pm
Forum: Permanent Portfolio Discussion
Topic: Finding an Account Manager for PP
Replies: 15
Views: 3136

Re: Finding an Account Manager for PP

This post might seem like a joke, but I'm serious. If anyone wants my help to manage their PP, I'm happy to log in to your account(s) quarterly and reinvest dividends, buy the lagging asset, sell the leading asset, or fully rebalance. I'm comfortable handling individual stocks, ETFs, and mutual fund...
by Pet Hog
Thu Sep 19, 2019 2:05 pm
Forum: Permanent Portfolio Discussion
Topic: Gold / Stock / Bonds at highs or near highs?
Replies: 96
Views: 36792

Re: Gold / Stock / Bonds at highs or near highs?

For those of you who have FULLY embraced the Permanent Portfolio and made your investment all at once can you reveal where each of the three volatile investments stood at the time of your investment? In other words, how close was each to its market high or low at the time of your investment. I comp...
by Pet Hog
Thu Sep 19, 2019 1:10 pm
Forum: Bonds
Topic: ILT Alternatives?
Replies: 7
Views: 5447

Re: ILT Alternatives?

If you are in the ETF space I'd probably go with VGLT or SPLT which are 50% cheaper in mngt fees than TLT. Thanks for posting these ETFs, Kbg. Just a slight correction: SPTL, not SPLT (a platinum ETF). I am 100% in actual bonds myself, but good to know there are alternatives to TLT. VGLT and SPTL s...
by Pet Hog
Thu Jun 27, 2019 2:08 pm
Forum: Other Discussions
Topic: Podcasts
Replies: 30
Views: 5841

Re: Podcasts

I found the Peter Attia Drive three-part sleep podcast with Matthew Walker to be most fascinating. I first heard him on Joe Rogan and also on Rhonda Patrick, but this conversation with Peter Attia is the most comprehensive. #47 – Matthew Walker, Ph.D., on sleep – Part I of III: Dangers of poor sleep...