Stock scream room

Discussion of the Stock portion of the Permanent Portfolio

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buddtholomew
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Re: Stock scream room

Post by buddtholomew » Fri Jul 10, 2020 4:22 pm

dualstow wrote:
Fri Jul 10, 2020 4:18 pm
There was basically no point to getting out of the market before the crash. (I didn’t).
Amazing recovery. I’ve been trimming my vp, though.
Seems logical to trim some gains on shares purchased during the decline (no tax implications). I convinced myself to at least rebalance to the more aggressive 80/20 stock allocation and not all the way back to 70/30.
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dualstow
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Re: Stock scream room

Post by dualstow » Fri Jul 10, 2020 6:57 pm

buddtholomew wrote:
Fri Jul 10, 2020 4:22 pm
dualstow wrote:
Fri Jul 10, 2020 4:18 pm
There was basically no point to getting out of the market before the crash. (I didn’t).
Amazing recovery. I’ve been trimming my vp, though.
Seems logical to trim some gains on shares purchased during the decline (no tax implications). I convinced myself to at least rebalance to the more aggressive 80/20 stock allocation and not all the way back to 70/30.
Oh yeah, trimming is often sensible. And I have to admit I was envious of Ocho when I learned that he did more than trim at just the right time. Envious no longer.
forcemeat, ie stuffing, is etymologically related to ‘farce’. When you say something is a farce, a joke, you’re saying something is a bunch of stuffing.
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Xan
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Re: Stock scream room

Post by Xan » Fri Jul 10, 2020 7:42 pm

dualstow wrote:
Fri Jul 10, 2020 6:57 pm
buddtholomew wrote:
Fri Jul 10, 2020 4:22 pm
dualstow wrote:
Fri Jul 10, 2020 4:18 pm
There was basically no point to getting out of the market before the crash. (I didn’t).
Amazing recovery. I’ve been trimming my vp, though.
Seems logical to trim some gains on shares purchased during the decline (no tax implications). I convinced myself to at least rebalance to the more aggressive 80/20 stock allocation and not all the way back to 70/30.
Oh yeah, trimming is often sensible. And I have to admit I was envious of Ocho when I learned that he did more than trim at just the right time. Envious no longer.
Where is that guy? I hope he didn't get COVIDed.
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dualstow
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Re: Stock scream room

Post by dualstow » Sat Jul 11, 2020 1:30 pm

Ocho started posting less frequently even before coronavirus hit. I hope it’s not my fault. I know he wasn’t happy with some of my posts about immigration and ICE happenings.
forcemeat, ie stuffing, is etymologically related to ‘farce’. When you say something is a farce, a joke, you’re saying something is a bunch of stuffing.
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Re: Stock scream room

Post by Tortoise » Sat Jul 11, 2020 1:43 pm

Last time I saw him here, he was threatening to quit his job since some of his coworkers were refusing to wear masks. So maybe he’s been busy with that.
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Re: Stock scream room

Post by technovelist » Sat Jul 11, 2020 3:14 pm

dualstow wrote:
Sat Jul 11, 2020 1:30 pm
Ocho started posting less frequently even before coronavirus hit. I hope it’s not my fault. I know he wasn’t happy with some of my posts about immigration and ICE happenings.
I put him on ignore quite awhile ago. He wouldn't discuss issues without irrelevancies due to TDS.
Another nod to the most beautiful equation: e + 1 = 0
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Re: Stock scream room

Post by boglerdude » Wed Aug 12, 2020 6:34 am

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dualstow
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Re: Stock scream room

Post by dualstow » Wed Aug 12, 2020 7:24 am

I read most of it and don't understand how Buffett is a "predator" because he bought Amazon shares. In fact, besides the newspaper example, he really hasn't done anything wrong. The author has a beef with capitalism and and capitalism isn't perfect. What a weird target. But not because Buffett is folksy and friendly.
forcemeat, ie stuffing, is etymologically related to ‘farce’. When you say something is a farce, a joke, you’re saying something is a bunch of stuffing.
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buddtholomew
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Re: Stock scream room

Post by buddtholomew » Wed Aug 26, 2020 3:06 pm

buddtholomew wrote:
Fri Jul 10, 2020 4:22 pm
dualstow wrote:
Fri Jul 10, 2020 4:18 pm
There was basically no point to getting out of the market before the crash. (I didn’t).
Amazing recovery. I’ve been trimming my vp, though.
Seems logical to trim some gains on shares purchased during the decline (no tax implications). I convinced myself to at least rebalance to the more aggressive 80/20 stock allocation and not all the way back to 70/30.
Quoting myself here.
Updated AA in VP to 75/25 to SWAN.
I mean who has 50% gains in an International Growth fund...
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dualstow
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Re: Stock scream room

Post by dualstow » Wed Aug 26, 2020 7:25 pm

I ❤️ stocks.
forcemeat, ie stuffing, is etymologically related to ‘farce’. When you say something is a farce, a joke, you’re saying something is a bunch of stuffing.
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Re: Stock scream room

Post by Smith1776 » Wed Aug 26, 2020 7:37 pm

dualstow wrote:
Wed Aug 26, 2020 7:25 pm
I ❤️ stocks.
Me too! :D

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Re: Stock scream room

Post by Cortopassi » Wed Sep 02, 2020 5:28 pm

Image

I've been rebalancing stocks down on this way up. Going against all the rules, but this run seems really out of whack.
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