WoV stock portfolio

Quote: billryan

You might want to look into high-interest checking accounts. The only caveat is that they want you to use their debit cards a few times a month.
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Usually the high interest savings pay a little higher than the checking accounts. I use one called Bask Bank out of Texas. I am not endorsing them but they have been good to me. I transferred my I-Bonds to them a couple of years ago.

Yada yada yada! As I type this now at ATH of +245%. Likely to go to +246 after TWCUX gets revalued.

Reason given is the tired ‘many see the Iran War ending’ despite my reading the newest threat from you know who.

I can’t predict when it will go up! I can’t predict when it will go down!

Edit. TWCUX went up over 2% today!

So overall made it to +247%.

Will help me fill up the tank…..

Another new ATH. A few pounds short of +248%.

TSLA big gainer today. SOOPOO up 4 figures. Elon Musk up around $8,000,000,000 TODAY!

I wonder if we get an even bigger bump when Iran/USA is World Cup talk and not Straight of Hormuz talk?

For those of us who like to get in on trends.....

Japanese trading companies are businesses without a US equivalent. They invest across a wide spectrum and reflect Japan's economy. Berkshire Hathaway began investing in them as Warren Buffett was winding down his role in the business. Under his agreement with the JTCs, Berkshire would keep its investments in each company below 10%, but recent filings show that the company now owns over 10% in each. Berkshire Hathaway is betting big on Japan's economy.
When Berkshire Hathaway speaks, smart people tend to listen. While US companies and the stock market is obsessed with A.I., these Japanese mega-companies have concentrated on the other 99% of businesses and have done a remarkable job of buying up undervalued companies and industries.
Should you invest in Berkshire Hathaway or buy into the Japanese mega-companies yourself?

Quote: billryan

For those of us who like to get in on trends.....

Japanese trading companies are businesses that don't have a US equivalent. They invest across a wide spectrum and reflect Japan's economy. Berkshire Hathaway began investing in them as Warren Buffett was winding down his role in the business. His agreement with the JTCs was that Berkshire would keep its investments under 10% in each company, but recent filings show that the company now owns over ten percent in each. Berkshire Hathaway is betting big on Japan's economy.
When Berkshire Hathaway speaks, smart people tend to listen.
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Agree. I own Berkshire in multiple accounts. And around half dozen individual Japanese stocks. One drawback is when they pay dividends a chunk gets taken immediately to pay some foreign tax.

New ATH. +248%. Market up a few farthings today. I like when it goes up a little. Seems more ‘real’ than the larger up and down swings.

Driving 1000 miles soon. 40 gallons of gas? That extra $50 or so I’ll be paying will seem like a lot, but it’s a two second swing in the portfolio value.

One benefit of higher prices is that people are driving less. Mount Lemmon is about an hour north of Tucson and is a spectacular drive. It's a haven from the Tucson heat. Yesterday afternoon, it was 82 while Tucson was at or around 100. The usual weekend rubberneckers were missing, and the drive was much smoother. The tiny cookie stand on top of the mountain had lines only a few people deep, whereas last May, the line often stretched for an hour or more. Camping reservations are much easier now than last season.

Quote: billryan

One benefit of higher prices is that people are driving less. Mount Lemmon is about an hour north of Tucson and is a spectacular drive. It's a haven from the Tucson heat. Yesterday afternoon, it was 82 while Tucson was at or around 100. The usual weekend rubberneckers were missing, and the drive was much smoother. The tiny cookie stand on top of the mountain had lines only a few people deep, whereas last May, the line often stretched for an hour or more. Camping reservations are much easier now than last season.
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Less pollution. Less global warming. Less wasted time in lines. Easier to get tee times. Won’t hit as much traffic on long drive home.

Remind me of the bad parts?

Quote: SOOPOO

Quote: billryan

For those of us who like to get in on trends.....

Japanese trading companies are businesses that don't have a US equivalent. They invest across a wide spectrum and reflect Japan's economy. Berkshire Hathaway began investing in them as Warren Buffett was winding down his role in the business. His agreement with the JTCs was that Berkshire would keep its investments under 10% in each company, but recent filings show that the company now owns over ten percent in each. Berkshire Hathaway is betting big on Japan's economy.
When Berkshire Hathaway speaks, smart people tend to listen.
link to original post

Agree. I own Berkshire in multiple accounts. And around half dozen individual Japanese stocks. One drawback is when they pay dividends a chunk gets taken immediately to pay some foreign tax.

New ATH. +248%. Market up a few farthings today. I like when it goes up a little. Seems more ‘real’ than the larger up and down swings.

Driving 1000 miles soon. 40 gallons of gas? That extra $50 or so I’ll be paying will seem like a lot, but it’s a two second swing in the portfolio value.
link to original post

Now at +249%! Possible I hit the new milestone of +250% after TWCUX gets valued today.

No, I have no idea why….

Gravity.
The world has turned upside down, but most people are too numb to notice.

Quote: billryan

Gravity.
The world has turned upside down, but most people are too numb to notice.
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What does it mean to a sphere, to turn upside down?

Perhaps it is turning right side up instead.

Quote: SOOPOO

Quote: SOOPOO

Quote: billryan

For those of us who like to get in on trends.....

Japanese trading companies are businesses that don't have a US equivalent. They invest across a wide spectrum and reflect Japan's economy. Berkshire Hathaway began investing in them as Warren Buffett was winding down his role in the business. His agreement with the JTCs was that Berkshire would keep its investments under 10% in each company, but recent filings show that the company now owns over ten percent in each. Berkshire Hathaway is betting big on Japan's economy.
When Berkshire Hathaway speaks, smart people tend to listen.
link to original post

Agree. I own Berkshire in multiple accounts. And around half dozen individual Japanese stocks. One drawback is when they pay dividends a chunk gets taken immediately to pay some foreign tax.

New ATH. +248%. Market up a few farthings today. I like when it goes up a little. Seems more ‘real’ than the larger up and down swings.

Driving 1000 miles soon. 40 gallons of gas? That extra $50 or so I’ll be paying will seem like a lot, but it’s a two second swing in the portfolio value.
link to original post

Now at +249%! Possible I hit the new milestone of +250% after TWCUX gets valued today.

No, I have no idea why….
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Cha Ching. +250%. My AI assistant estimates I’ll be buying 40 gallons of gas next week to drive up north. As best I can tell no shortages anywhere. At $5 a gallon that’s $200. I’ll use my annual dividend from 30 shares of CVX to buy the gas….

Can someone tell me why the stock market keeps soaring?

Define soaring? The S&P is up 8.5 percent for the year, and the Dow is up a little more than 3 percent. A good couple of weeks doesn't mean much.
Grandma used to say, "Sell in May and stay away." It's not the worst advice I've ever gotten.

Quote: billryan

Define soaring? The S&P is up 8.5 percent for the year, and the Dow is up a little more than 3 percent. A good couple of weeks doesn't mean much.
Grandma used to say, "Sell in May and stay away." It's not the worst advice I've ever gotten.
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It’s (S and P ) up 30% since a certain someone was declared the election winner. That’s in a little over a year and a half. That’s certainly ‘soaring’ enough for me.

I am skittish now, however. Dividends and interest being plowed into MMA, not stocks.

Quote: SOOPOO

Quote: billryan

Define soaring? The S&P is up 8.5 percent for the year, and the Dow is up a little more than 3 percent. A good couple of weeks doesn't mean much.
Grandma used to say, "Sell in May and stay away." It's not the worst advice I've ever gotten.
link to original post

It’s (S and P ) up 30% since a certain someone was declared the election winner. That’s in a little over a year and a half. That’s certainly ‘soaring’ enough for me.

I am skittish now, however. Dividends and interest being plowed into MMA, not stocks.
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That's not a bad plan. MMA is very practical for self-defense. Whether your physical skills and attitudes are that of a boxer, wrestler, jiu jitsuka or whatever else, you can find a mix of techniques from the various disciplines that are a good fit for your abilities and needs. A mix of a striking style and a grappling style is always good, because you will usually be spending part of your fight standing and another part on the ground.

Speaking of fighting, the reason for the tremendous market performance may be a peace dividend. You may have noticed that all of the fighting in the Middle East these days involves Iran or one of their terrorist proxies. With Iranian offensive forces ausbombed, and their money shut off so they can't pay their terrorists, we are now looking at some minor, insignificant accomplishment like... peace in the Middle East? That will be as historically big as the fall of Rome, the Battle of Hastings, or American independence. Just imagine what the world will look like with peace in the Middle East. I think the investors are.

Quote: SOOPOO

I am skittish now, however. Dividends and interest being plowed into MMA, not stocks.

I've been skittish a great many times in the past but I've never moved out of stocks
and I'm glad I didn't
the S&P has gone up in 20 of the last 25 years
of course there is a great deal of negative chatter about stocks at this time
and I think there is that in almost every year
I would acknowledge that maybe there is more of it now
I'm of the "I don't know" school of investing
I know I can't predict the short term - so I can't know when to sell out
but I have confidence that the long term will be positive

.

Quote: lilredrooster

Quote: SOOPOO

I am skittish now, however. Dividends and interest being plowed into MMA, not stocks.

I've been skittish a great many times in the past but I've never moved out of stocks
and I'm glad I didn't
the S&P has gone up in 20 of the last 25 years
of course there is a great deal of negative chatter about stocks at this time
and I think there is that in almost every year
I would acknowledge that maybe there is more of it now
I'm of the "I don't know" school of investing
I know I can't predict the short term - so I can't know when to sell out
but I have confidence that the long term will be positive

.
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Agree. But even with me putting the $$ into MMA, my asset allocation really isn’t changing with the remaining stock portion just going up and up.

Anyway, now at least+251% and if no changes the rest of the day would easily make +252% after TWCUX revalued as it’s top heavy in NVDA.

CSCO announced laying off 4K workers. Stock took a beating…. NOT! Up almost 15% today because they can get the same work done using AI without those 4000 salary/benefits/vacation using people.

I own a lot of CSCO in one of my other accounts which this is vastly outperforming the WoV portfolio today.