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I'm going to liquidate my portfolio


abenjami

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Jfc are you a boomer? Here...    

This is one of the problems.... It could go higher for much longer and/or when you get in it could go lower much longer..... You have to guess right twice

Way back when Bush was president he signed this https://theweek.com/articles/767184/how-george-bush-broke-post-office   Around the same time my house flooded, home insurance doesn't cover fl

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1 minute ago, ChemEngr79 said:

Futures indicate the "pile of bodies in the corner" are starting to become noticeable...

 

I read this morning Trump talking about death counts of 200k+ sent the futures lower

 

Fine by me, I was planning on buying today 

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Just now, OILERMAN said:

 

I read this morning Trump talking about death counts of 200k+ sent the futures lower

 

Fine by me, I was planning on buying today 

 

You have a long-term plan and are executing it. Nothing wrong with that.

 

I am willing to wait for prices to head below 20k prior to starting buying back into the market. I suspect that April/May will have some good buying opportunities...TBD.

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3 minutes ago, ChemEngr79 said:

 

You have a long-term plan and are executing it. Nothing wrong with that.

 

I am willing to wait for prices to head below 20k prior to starting buying back into the market. I suspect that April/May will have some good buying opportunities...TBD.

 

Certainly could. The two questions to me are what will the markets do when things start getting really bad in other parts of the country and how will it respond when congress passes more stimulus bills? Who knows. 

 

With my 401ks and Vanguard stuff I buy about 3 times a month anyway so I'll get the lows to some degree 

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10 minutes ago, OILERMAN said:

 

Certainly could. The two questions to me are what will the markets do when things start getting really bad in other parts of the country and how will it respond when congress passes more stimulus bills? Who knows. 

 

With my 401ks and Vanguard stuff I buy about 3 times a month anyway so I'll get the lows to some degree 

 

My assessment is that the general direction will be down in the coming 1-2 months with the stimulus trying to catch up with the need and lagging behind.

 

However, trying to predict what happens day to day at this point is an exercise in futility with the VIX hanging out around 60...

 

Timing the buy is going to be very tricky, but if it goes well can move my retirement forward several years... 

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14 minutes ago, OILERMAN said:

I bought 131  shares of VYM just Now, roughly 30.00 a share cheaper than the Feb high, I bought 57 shares Mar 1 roughly 11-12 dollars a share cheaper

 

Damn good there.  Keep buying!  If only we could manage to live long enough to see Buffett's DOW 1 million prediction hit the mark. lol  Ah, what a day that will be...

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I have gotten lucky with ATHX when I read that they were getting something fast tracked by the FDA for this and bought a bunch at 1.22 a couple weeks ago or so and it’s has basically kept me at break even from before Corona because I swapped enough money from other places in my portfolio into it

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1 hour ago, abenjami said:

I liquidated my KO at a good point today to lock in another small gain.  Other than a small investment I am holding in MAC for the long term, here is the remainder of my current portfolio holdings:

 

image.png.65859d6685955018b08b4d595dc08a92.png

How long would you suggest I hold off before diving in? A month or two?

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