WoV stock portfolio

Quote: billryan

and look into a couple collectibles.

Suggestions? What kind of return would you expect and how long do you think it would take before they mature?

Wow, 6:30 AM east coast and I see futures show the Dow could open 800 points down, I'm willing to bet at least during times of the day it will be down 1000+ ... maybe even at market close. You never know, could recover most of it by close too

I sold a lot of stuff at the top of the market, now it will be time to buy some back. But time to remember 1000 pts is not what it used to be, about 3.4% drop at 1000. So unless things get really crazy dollar cost averaging will be the way to go, in other words if the market keeps going down, you should still be buying with that kind of still modest drop in my view

And, yes, for a little alarmism, this could be the big one!

PS: Gold is up to $1681 at the moment. Wish I had bought more of that

Once again, will this be the stock market meltdown that I've been expecting since 2 years ago when I switched 1/2 of my stocks into more bonds?
(So now 25% stocks,50% bonds, 25% international)

My portfolio right now after the 1900 point drop this week is equal to the portfolio of I never switched.

Quote: 100xOdds

Once again, will this be the stock market meltdown that I've been expecting since 2 years ago when I switched 1/2 of my stocks into more bonds?
(So now 25% stocks,50% bonds, 25% international)

My portfolio right now after the 1900 point drop this week is equal to the portfolio of I never switched.

???

the way it should work is the value of your bonds you already own should be going up; the current new bonds pay a terrible interest rate in comparison. Stocks have gone down of course, so to rebalance now you would need to buy stocks.

I sold a little last week in a lucky move. But still by any standard overexposed to equities. Probably a dribble under 70%. I still have faith that I am correct in guessing I have no place better to park my money. Time will tell. If I need to move to Vegas to be a full time AP then ........

Quote: SOOPOO

I sold a little last week in a lucky move. But still by any standard overexposed to equities. Probably a dribble under 70%. I still have faith that I am correct in guessing I have no place better to park my money. Time will tell. If I need to move to Vegas to be a full time AP then ........

The last week has cost me about 15% of my portfolio. I ended up bailing on my Six Flags stock today as it was down about 45% and bankruptcy may be soon to follow.

Quote: DRich

The last week has cost me about 15% of my portfolio. I ended up bailing on my Six Flags stock today as it was down about 45% and bankruptcy may be soon to follow.

Market set to open down another 1% today. I’m down less than 10% but mostly due to bonds mitigating losses. But one of my biggest holdings (not in WoV portfolio) is O. Set to open down 6% because they are issuing tons of new stock to raise money. NOT a good sign!

Quote: 100xOdds

Once again, will this be the stock market meltdown that I've been expecting since 2 years ago when I switched 1/2 of my stocks into more bonds?
(So now 25% stocks,50% bonds, 25% international)

My portfolio right now after the 1900 point drop this week is equal to the portfolio of I never switched.

Are you including the stock dividends you missed out on in this comparison?

Quote: SOOPOO

I sold a little last week in a lucky move. But still by any standard overexposed to equities. Probably a dribble under 70%. I still have faith that I am correct in guessing I have no place better to park my money. Time will tell. If I need to move to Vegas to be a full time AP then ........

With the NPV of your future fixed income streams, you are fine. Way beyond fine :P

Quote: odiousgambit

???

the way it should work is the value of your bonds you already own should be going up; the current new bonds pay a terrible interest rate in comparison. Stocks have gone down of course, so to rebalance now you would need to buy stocks.

stocks went down alot, bonds stayed the same.

My 50% bonds portfolio is up 20% since I switched 2 years ago.
My theorectical portfolio of not switching to Bonds went down to only being up 20% since 2 years ago.

I will rebalance when my 50% bond portfolio is worth 10%-15% more than the theorectical portfolio. (Go back to 50% stock, 25% bonds, 25% intl)

Twice in the past 2 years the 50% bond portfolio was about +7% more than the theorectical.

Quote: DRich

The last week has cost me about 15% of my portfolio. I ended up bailing on my Six Flags stock today as it was down about 45% and bankruptcy may be soon to follow.

never imagined six flags failing with Disney theme park tickets reaching new highs.

lucky that Dan synder still has the Redskins to keep him in the billionaire category.