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Sold NVO and AROC to lock in losses for TLH purposes. At this point I think my active portfolio is about as well-balanced tax-wise as it can be heading into year-end. Lots of cash raised and ready to deploy as needed. (again)
PYLD isn’t much of a “plunge”! Yeah - I prefer to invest in baby steps too. There’s plenty of different ways to lose money.
I’m tracking a hypothetical basket of 10 stocks I threw together 10-15 days ago just to watch. 0 invested. It fell for several days but today really ripped, up 1.46%. About half the holdings are consumers staples, both small and large. A couple insurers, a sports team and couple big financial players. Tempted to buy in - a sure way to make it go into reverse.
Sold a small stake in PAXS, and a 15% portion of PDO. Used the proceeds to buy more PDI. I did this based on the better TR on NAV for PDI, and the recent drop in PDI price.
In the IRA: Started a position in PMAIX (NTF @Fido) that's roughly half the size of my position in PRWCX. PMAIX was one of a very small number of allocation funds to end 2022 in the black. By the time I get to MRD's I expect it will be roughly even with PRWCX.
So I'm slowly building up the equity side where I am currently 9% domestic and 1.6% foreign. The effective duration of PMAIX is 3.86, so I'll be getting a little longer with a little bit--7%--of foreign exposure.
In other IRA news: If the bond market continues to behave as it has been recently, I'll be looking to exit positions in BUBIX and CBUDX. That would leave FGUSX and BBBMX as the "floor" of my bond allocation. The "ceiling" is THOPX and MGOIX.
Instead of making my normal annual contribution to SP500 (SPY/IVW) and Tech (VUG/TRLGX) funds/ETFs, I've decided to pile more into Global Clean energy (ICLN) and Waste Management (EVX).
For the past 4 years, I've been selling ICLN as an offset to significant reinvested Tech/SP CGs. For some bizarre reason, global clean energy ETFs performed horribly under Biden but did well (and are doing well) under the orange buffoon's administration. Go figure. Any thoughts on that? Anyway, I've returned to investing in clean energy rather than selling.
Also, my "hard pass" (LOL) bond fund, WAPSX, still performs consistently...4.8% return over the past decade...and I continue to reinvest the divs monthly. Thought about moving it all into WABSX (a similar fund, but M* 5-rated) after receiving feedback here, but I'll stick with my lowly M* 2-rated WAPSX for now.
For the past 4 years, I've been selling ICLN as an offset to significant reinvested Tech/SP CGs. For some bizarre reason, global clean energy ETFs performed horribly under Biden but did well (and are doing well) under the orange buffoon's administration. Go figure. Any thoughts on that? Anyway, I've returned to investing in clean energy rather than selling.
Bloom Energy for one reason. Dinky linky. It's 11.5% of ICLN, and it's up 839% over the past 12 months.
So some AI utility whizbang. And the fund is 60% foreign, where people still invest in clean energy.
(gulp)!! Meteoric! Years and years of gurgles and sniffles...then bam! I'll track it. Thx.
PBD and TAN are also ahead of SMH, YTD, and for the past twelve months. I know this because my spouse wanted some of that in her taxable portfolio a while ago. It hasn't paid off yet, because timing.
I don't remember PBD or TAN having much of a stake in Bloom. Foreign activity, and the decline of the dollar, play their part in what you're seeing.
Being behind in AI may not be the worst result of our mercantilist binge.
Limit order in, for a few more shares of EWS. Attempting to keep cost basis under $28.00 for as long as it is plausible to do it.
EDIT TO ADD: The thing went up, not down, today. So I stashed the cash in the Mmkt SWVXX, instead. Growing that one for plane tickets in 2026. i could just wait, but nope.
Comments
Happy to buy either back after 30 days.
I took a plunge and bought 5 additional shares of PYLD and $18.51 worth of VZICX!
I’m tracking a hypothetical basket of 10 stocks I threw together 10-15 days ago just to watch. 0 invested. It fell for several days but today really ripped, up 1.46%. About half the holdings are consumers staples, both small and large. A couple insurers, a sports team and couple big financial players. Tempted to buy in - a sure way to make it go into reverse.
I did this based on the better TR on NAV for PDI, and the recent drop in PDI price.
So I'm slowly building up the equity side where I am currently 9% domestic and 1.6% foreign. The effective duration of PMAIX is 3.86, so I'll be getting a little longer with a little bit--7%--of foreign exposure.
In other IRA news: If the bond market continues to behave as it has been recently, I'll be looking to exit positions in BUBIX and CBUDX. That would leave FGUSX and BBBMX as the "floor" of my bond allocation. The "ceiling" is THOPX and MGOIX.
For the past 4 years, I've been selling ICLN as an offset to significant reinvested Tech/SP CGs. For some bizarre reason, global clean energy ETFs performed horribly under Biden but did well (and are doing well) under the orange buffoon's administration. Go figure. Any thoughts on that? Anyway, I've returned to investing in clean energy rather than selling.
Also, my "hard pass" (LOL) bond fund, WAPSX, still performs consistently...4.8% return over the past decade...and I continue to reinvest the divs monthly. Thought about moving it all into WABSX (a similar fund, but M* 5-rated) after receiving feedback here, but I'll stick with my lowly M* 2-rated WAPSX for now.
So some AI utility whizbang. And the fund is 60% foreign, where people still invest in clean energy.
(gulp)!! Meteoric! Years and years of gurgles and sniffles...then bam! I'll track it. Thx.
I don't remember PBD or TAN having much of a stake in Bloom. Foreign activity, and the decline of the dollar, play their part in what you're seeing.
Being behind in AI may not be the worst result of our mercantilist binge.
Becoming a collector of various gadget ETFs.
If they ever issue a new ticker for his own self themed ETF, it would probably be PERP.
MEME. (pr: "Me! Me!" not "meme")
JAIL.
JEFF.
BROK.
Is Mamdani planning to convert it into a homeless shelter?
Funds to replicate Trump induced chaos?
As an etf BARF
OEF version HEAVE
EDIT TO ADD: The thing went up, not down, today. So I stashed the cash in the Mmkt SWVXX, instead. Growing that one for plane tickets in 2026. i could just wait, but nope.