Talking stocks, trading, and investing in general

[UnFacconable]

Fairly plausible argument.

Interesting, but if so why are international stocks lagging? Vanguard's ex-US fund is down 7.5% YTD.

Also, ugh, when it looked like things were going to be extra irrationally exuberant this morning I trimmed one of my positions, but just realized that wasn't going to be the case and it will likely close lower than it opened (it doesn't settle until after close so I am stuck with whatever happens). The position is an actively managed fund that I originally bought in taxable and then realized far too late that it's much better suited to tax-deferred. In January I rebought it in tax-deferred but needed to wait 30 days to sell it from taxable. I think we all know how that went. I had my first sale from taxable in April when the fund had rebounded from the bottom but it was still down double digits. I've been trickling it out the last few weeks and hoping to get back close to even from the whole debacle when all is said and done but who knows.

 

[lawyerdad]

Heh, you said “trickling it out”, heh.

 

[HRoi]

Prostate issue?

 

[double00]

Fairly plausible argument.

i prefer the *Fed* explanation to tech.

your author points to 50/50 revenue domestic vs international tech subscriptions. a successful movie release will realize maybe 2:1 overseas/domestic. there should be way more headroom on population alone and i would suspect that if international is a meaningful revenue source this is actually underperforming.

 

[Piobaire]

Took some more profits from my buys on lows and plowed them straight into boring old FBNDX. We're staying conservative until the fall.

 

[jbarwick]

Took some more profits from my buys on lows and plowed them straight into boring old FBNDX. We're staying conservative until the fall.

My in-laws are taking a similar path after a weekend discussion. They tend to point to the election as well and how that will affect things moving forward. COVID throws a wrench into all of it though.

 

[Piobaire]

Part of "the fall" is also thinking the economy has to get faced at some point and it's not now...so maybe then?

 

[Piobaire]

Big US banks set aside $28bn in downturn warning

JP Morgan, Citigroup and Wells Fargo warn loans may turn sour as the pandemic hits businesses.

www.bbc.com

 

[Omega Male]

Money is coming out of everything else to go into the largest cap stocks.

 

[stimulacra]

AAPL and MSFT have now become my two largest individual holdings from what was initially play money several years back. My corporate bond fund is a distant third.

 

[AJL]

AAPL and MSFT have now become my two largest individual holdings from what was initially play money several years back. My corporate bond fund is a distant third.

No playa here, mostly boring buy & hold guy. Didn't hold AAPL though (or AMZN, which didn't seem like it would ever be profitable at the time...). Holding MSFT since '98 tho which has more than made up for a few dogs.

 

[Omega Male]

 

[patrickBOOTH]

Money is coming out of everything else to go into the largest cap stocks.

View attachment 1424520

I would like to see this graph in terms of EV, not just Market Cap.

 

[Guccinski L.V.]

I am a bit scared. The sound of Covid-bubble popped will be louder than atomic bomb and will take quite a few heads off.

 

[venividivicibj]

Last week of the $600-added unemployment checks.