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What's in your investment portfolio?

Discussion in 'Business, Careers & Education' started by Mandrake9072, Jan 8, 2012.

  1. Mandrake9072

    Mandrake9072 Senior member

    Messages:
    474
    Joined:
    Aug 1, 2007
    Location:
    Ohio
    Did a quick search and saw that aside from the stock idea club thread, there isn't one dedicated to portfolio.

    I'm curious to see how SFers have their asset allocation like or what the portfolio is like...

    Personally I'm doing 80/20 (equities:bonds) among both 401k and Roth.

    50% - Vanguard S&P Index
    30% - SSgA International Index
    20% - Long term Corp Bonds Index

    Not the best bond funds available in 401k offering so I just picked the one with lowest expenses (ideally I'd perfer VG Total Bond Index)...

    Thinking about adding REIT fund to the mix. I don't think I'd want more than 10% in REITs...
     
  2. stevent

    stevent Senior member

    Messages:
    9,555
    Joined:
    Feb 16, 2010
    

    100% equity securities, max out Roth IRA yearly
     
    Last edited: Jan 8, 2012
  3. GreenFrog

    GreenFrog Senior member

    Messages:
    14,235
    Joined:
    Oct 20, 2008
    gotta get into mortgage reits now before interest rates go up.

    AGNC is the way to go.
     
  4. NameBack

    NameBack Senior member

    Messages:
    2,882
    Joined:
    Oct 4, 2010
  5. Verniza

    Verniza Senior member

    Messages:
    294
    Joined:
    May 30, 2011
    90% in the FX market
    10% in commodities futures(Mainly brent crude)
     
  6. legorogel

    legorogel Senior member

    Messages:
    425
    Joined:
    Feb 26, 2010
    buckle inc.
    novo nordisk
    silver
     
  7. javyn

    javyn Senior member

    Messages:
    16,747
    Joined:
    Mar 15, 2006
    GLUU
    ACTC.OB

    a little AMRN and GPXM for shits and giggles

    And lots of silver bullion.

    I always sucked at playing it safe heh
     
    Last edited: Jan 10, 2012
  8. asdf

    asdf Senior member

    Messages:
    810
    Joined:
    Mar 24, 2009
    Canadian:
    CDZ
    ZWB
    CBO
    SLF
    BIP.UN

    American:
    NSR
    NFLX
     
  9. flipster

    flipster Senior member

    Messages:
    178
    Joined:
    Nov 11, 2007
    Volkswagen 4.4%
    BP PLC 4.0%
    Alexco Resource Corp 2.3%
    Apple Inc 34.9%
    Archer-Daniels-Midland 10.9%
    Baidu Inc 5.5%
    Banco Santander Brasil 17.2%
    Google Inc 6.3%
    NXP Semiconductors NV 6.9%
     
  10. Flambeur

    Flambeur Senior member

    Messages:
    5,057
    Joined:
    Mar 19, 2008
    Wish it was all AAPL... :(:slayer:
     
  11. chogall

    chogall Senior member

    Messages:
    6,564
    Joined:
    Aug 12, 2011
    Why own SPY or QQQ when you can just own AAPL outright?
     
  12. Hannerhan

    Hannerhan Senior member

    Messages:
    369
    Joined:
    Jan 20, 2011
    Location:
    Texas
    Mostly hedge funds focused on small cap long/short equity and high yield credit, but I also have an IRA which contains some SPY, some high yield bonds, and a couple of other Fidelity mutual funds.
     
  13. chrisjr

    chrisjr Senior member

    Messages:
    504
    Joined:
    Jan 31, 2009
    Location:
    Park Avenue
    Canadian equities (gold, copper, fertilizer companies) & REIT ETF. Small portfolio, but getting bigger as I work and have very few expenses other than the GF & clothes (live with my folks).
    Question: I get paid bimonthly, so today I was paid. The money transfered today is going towards my visa bill, due March 12 (but i'll probably pay on the 8th to ensure no penalties). Do you let it sit in your checking acct or invest it in something short term? Do you always keep a buffer amount of cash for monthly expenses (though, without rent & utlities & car payments, my expenses vary greatly from month to month)?
     
  14. sns23

    sns23 Senior member

    Messages:
    460
    Joined:
    Jun 28, 2011
    80% AAPL
    3% AIG
    17% KMP
     
    Last edited: Feb 28, 2012
  15. idfnl

    idfnl Senior member

    Messages:
    14,340
    Joined:
    Dec 6, 2008
    Location:
    VA
    Jayzus these are some of the worst portfolios I've ever seen.
     
  16. Trompe le Monde

    Trompe le Monde Senior member

    Messages:
    2,004
    Joined:
    Oct 30, 2009
    Tot slv gld dltr ko slb epb gis lit ctrp chl cmre hal agq aapl fxf sto psec
     
  17. norcaltransplant

    norcaltransplant Senior member

    Messages:
    2,408
    Joined:
    Jan 29, 2003
    Location:
    NYC/Brooklyn
    null
     
    Last edited: Mar 8, 2012
  18. Medwed

    Medwed Senior member

    Messages:
    3,054
    Joined:
    Jun 8, 2011
    Location:
    Boston->NYC->Helsinki->St.-Petersburg->Budapest->A
    APl Long, UNH long, XOM long, JCI long , ADM long, MT long (this is the only regret I have in my portfolio)
    TSLA ipo flip, DNKN ipo flip, McDonalds S. America ipo flip

    Positive Gap Percentage(between current price and analyst estimated price) The larger the gap the better.
    .......................................# of Last Average 1 Year
    Tkr Company Name Gap% Analyst Price Target %Return
    =====================================================================
    ANR ALPHA NATURAL R 74.1 22 15.80 27.50 -70.70
    BTU PEABODY ENERGY 61.2 23 30.64 49.39 -54.00
    CNX CONSOL ENERGY 56.5 25 32.56 50.96 -34.49
    CLF CLIFFS NATURAL 52.3 13 60.66 92.36 -36.32
    ATI ALLEGHENY TECH 51.4 10 40.88 61.90 -35.96
    HAL HALLIBURTON CO 46.8 26 34.59 50.78 -25.68
    LUV SOUTHWEST AIR 43.1 10 8.50 12.17 -27.72
    EA ELECTRONIC ARTS 42.5 14 16.40 23.38 -10.51
    FSLR FIRST SOLAR INC 40.6 25 26.25 36.90 -81.90
    GT GOODYEAR TIRE 40.3 7 12.38 17.38 -8.47
    QEP QEP RESOURCES I 39.8 12 32.00 44.73 -15.68
    NBR NABORS INDS LTD 39.1 22 19.98 27.78 -28.32
    NFX NEWFIELD EXPLOR 38.7 21 34.99 48.52 -51.73
    BHI BAKER HUGHES IN 38.0 23 48.14 66.42 -30.86
    FCX FREEPORT-MCMORA 37.1 17 39.57 54.26 -19.67
    DNR DENBURY RESOURC 36.7 16 19.08 26.07 -20.91
    RRD RR DONNELLEY & 36.1 5 12.86 17.50 -25.78
    NRG NRG ENERGY 35.7 9 16.64 22.58 -13.53
    NEM NEWMONT MINING 35.2 13 56.48 76.39 7.35
    CSX CSX CORP 34.9 21 20.16 27.19 -16.39
    JOY JOY GLOBAL INC 32.7 12 79.32 105.25 -14.65
    X US STEEL CORP 32.5 13 25.66 34.01 -52.83
    HIG HARTFORD FINL S 32.2 11 19.43 25.69 -28.51
    OI OWENS-ILLINOIS 30.9 8 23.09 30.22 -24.09
    F FORD MOTOR CO 30.5 10 12.38 16.15 -12.28
    NSC NORFOLK SOUTHER 30.5 20 65.78 85.86 3.09
    APOL APOLLO GROUP-A 30.4 12 42.24 55.08 -3.54
    HPQ HEWLETT-PACKARD 29.8 17 24.35 31.61 -41.09
    IGT INTL GAME TECH 28.9 15 15.04 19.38 -7.22
    S SPRINT NEXTEL C 28.7 18 2.47 3.18 -45.76
    R RYDER SYSTEM IN 28.0 10 52.17 66.80 13.44
    MU MICRON TECH 27.6 20 8.12 10.36 -26.65
    COG CABOT OIL & GAS 27.6 19 34.68 44.25 52.51
    WLP WELLPOINT INC 27.6 12 64.49 82.29 -4.19
    HRB H&R BLOCK INC 27.3 6 15.71 20.00 13.40
    NBL NOBLE ENERGY IN 27.1 21 95.03 120.79 3.00
    EQT EQT CORP 27.0 15 52.21 66.31 11.48
    JCI JOHNSON CONTROL 26.7 20 32.00 40.55 -21.89
    EW EDWARDS LIFE 26.4 15 68.11 86.13 -23.82
    PCS METROPCS COMMUN 26.0 19 9.87 12.43 -34.25
    MET METLIFE INC 25.6 14 38.07 47.82 -14.96
    DVN DEVON ENERGY CO 25.6 24 71.98 90.42 -19.52
    HES HESS CORP 25.5 13 63.74 80.00 -23.50
    WU WESTERN UNION 25.5 22 17.49 21.94 -18.78
    DV DEVRY INC 25.3 12 34.50 43.23 -35.22
    GILD GILEAD SCIENCES 25.3 18 46.49 58.25 10.76
    TER TERADYNE INC 25.1 10 16.02 20.04 -12.36
    SVU SUPERVALU INC 25.0 13 6.40 8.00 -15.36
    JDSU JDS UNIPHASE 24.8 12 13.16 16.42 -49.78
    PWR QUANTA SERVICES 24.1 16 21.09 26.18 -5.53
    APC ANADARKO PETROL 24.0 25 83.26 103.23 3.89
     
    Last edited: Mar 11, 2012

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