Randolf Babcock
@randolfbab
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Apes together strong! :)
Joined Apr 2023
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If you use DCA, which day of the month/week do you shop?
I avoid Friday, Monday and the first/last day of the month.
Also, do you have a strategy or do you just shop? 🧐
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I do the 5th day of the month. It's not a strategy :D I just set it up that way
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I was wondering - does anyone invest in non-traditional instruments?
Like watches, paintings, cars?
It's very interesting, the disadvantage of course is the need for large capital and low liquidity...
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I've gotten to the point where I hold over 50% of my portfolio in cash.
Am I paranoid? How much porocemt do you hold in cash?
In short, I expect a bigger drop and I'm sure it's coming soon. Especially on US stocks, which are all holding just on retail as well as post covid...
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Powell said more restrictions are coming - isn't that too much for you? I don't think he's quite counting on the lag time that the economy is responding to these restrictions...
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I'd say it's not much. I wouldn't be afraid to tighten my belt at all, quite the opposite. The sooner things get back to normal, the better.
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What is the most represented sector in your portfolios? Outside of technology 😀.
For me, oil companies are the most represented and then REITs
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Look, there are two strategies being fought over here lately - dividends vs. growth.
I'm a proponent that growth stocks are simply better because you can pick ones that offer a good risk/reward ratio.
Dividend stocks are great, but to get the kind of gains I get with growth stocks, I'd have to spend a lot of time on that portfolio, which I don't want to do. And I just don't...
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I see a certain "security" in divi shares but again, from my point of view, you need millions of capital to make some interesting numbers... The fact that I barely make enough a year from dividends to feed an average dinner in one person's house doesn't really bother me and unfortunately my portfolio doesn't have the "power" for a bigger parade yet :)
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So 3M is 10 billion poorer - will it affect the company in any way? I don't think so...
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How do you see the market evolving in the next six months?
I'm really wondering if the growth will continue or if some bad news will come and we'll go down...
What could trigger a downturn? What are you betting on? 🧐😅
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Financial results for other quarters... when everyone realizes that AI is a cool buzzword, but it's not making any real money yet... :)
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Tim Cook has said he sees great potential in India - I think it's already starting, will we see a hype of Indian ETFs?
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That may well be the case, it just needs to be talked about more, or someone makes a bigger investment and we're there.
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Elon Musk met with the Prime Minister of India.
This leads me to ask - are you investing in India? Or are you diversifying into an emerging markets index? 🤔
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I need to finally dig in and buy at least some of those ETFs. If only I didn't see so many opportunities elsewhere. 😁
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Jack Ma has been in the background for a long time. Are you probably referring to Daniel Zhang as the departing CEO, who has been in charge since 2019 and will continue in the cloud division?
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How many of you hold CEZ? If the 14% dividend goes through, it will be quite a dream, won't it? 😀
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The dividend culture here is interesting. They can dream of such a yield in the USA. 😁
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In September, people in the US should start paying back the debts they incurred to graduate.
But there is talk of the state forgiving/facilitating them. What do you think about that?
If this is forgiven, the US is definitely going down the tubes in my opinion 😀 .
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This is a terribly problematic issue. In the US, it is insanely expensive to study and without loans a large number of people would never be able to afford it - which is a negative for the state because it has less chance of finding really capable people with great potential. But on the other hand, every other nobody goes to university nowadays, often without any goal of what they want to be, just because of the degree, Then there is a glut, and the person with the degree has such poor prospects of getting a good job, and not much debt to boot - and such a person is not ideal for the state either. Debt forgiveness is not the solution, the solution would be to severely restrict according to ability so that every other monkey who is the least bit smart doesn't study.
They have sense, they have not been intimidated by activist shouting.