Stock Market/Investing/Fin Planning Catch-All

  • Thread starter Thread starter heelslegup
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If you only do 60% bogleheads, can you call it boglehead? The other 40% of your portfolio is the antithesis of what boglehead believes. Not saying it’s wrong, I just got a kick out of you saying 60% boglehead.

To me that’d be like saying you’re 60% faithful to your wife (or similar), in that if you only do it 60% of the time, can’t really claim it.
Yes and no...my 3 biggest takeaways from years on the bogleheads forum is 1) diversify 2) avoid fees and 3) don't try to time the market. The 'antithesis of what boglehead believes' would be broker managed portfolio of ~30 individual stocks where you are churning >20% of your positions each year.
 
Noteworthy Earnings Reports Week of August 19-23
Monday Aug 19
Before open
EL Estee Lauder
After Close
PANW Palo Alto Networks

Tuesday
Before
LOW Lpwes
MDT Medtronic
After
TOL Toll Brothers
Wednesday
Before
ADI Analgo Devices
TGT Target
TJX TJX

After
A Agilent Tecj
SNOW Snowflakt
SNPS Synopsys
ZM Zoom Video

Thursday
Before
AAP Advance Auto Parts
BJ BJ's Wholesale
PTON Peloton
VIK Viking Holdings

AFter
BILL Bill.com
INTU Intuit
ROST Ross Stores
WDAY Workday


Friday
 
25 Best Performing S&P 500 Stocks YTD through Aug 16
P 500
Nasdaq 100
Dow Jones
Crypto
US Inflation
Mortgage Rates
Treasury Rates
S&P 500 Component Year to Date Returns
# Company Symbol YTD Return
1 NVIDIA CORP NVDA 151.58%
2 SUPER MICRO COMPUTER INC SMCI 121.21%
3 VISTRA CORP VST 106.00%
4 HOWMET AEROSPACE INC HWM 77.05%
5 TARGA RESOURCES CORP TRGP 63.99%
6 CONSTELLATION ENERGY CEG 62.53%
7 NRG ENERGY INC NRG 60.12%
8 ELI LILLY + CO LLY 58.19%
9 IRON MOUNTAIN INC IRM 54.76%
10 GODADDY INC CLASS A GDDY 54.11%
11 FAIR ISAAC CORP FICO 50.49%
12 ARISTA NETWORKS INC ANET 50.27%
13 META PLATFORMS INC CLASS A META 49.01%
14 UNIVERSAL HEALTH SERVICES B UHS 48.54%
15 BROADCOM INC AVGO 48.45%
16 PROGRESSIVE CORP PGR 48.09%
17 NETAPP INC NTAP 48.03%
18 MONOLITHIC POWER SYSTEMS INC MPWR 45.00%
19 AXON ENTERPRISE INC AXON 44.66%
20 KKR + CO INC KKR 43.73%
21 KELLANOVA K 43.61%
22 DAVITA INC DVA 43.47%
23 BROWN + BROWN INC BRO 43.26%
24 DECKERS OUTDOOR CORP DECK 42.20%
25 INTUITIVE SURGICAL INC ISRG 41.98%
 
Best Nasday 100 Performers YTD thru Aug 16
# Company Symbol YTD Return
1 NVIDIA Corp NVDA 151.58%
2 Super Micro Computer Inc SMCI 121.21%
3 ARM Holdings PLC ADR ARM 73.40%
4 Constellation Energy Corp CEG 62.53%
5 Meta Platforms Inc META 49.01%
6 Broadcom Inc AVGO 48.45%
7 Intuitive Surgical Inc ISRG 41.98%
8 KLA Corp KLAC 40.99%
9 Trade Desk Inc/The TTD 40.95%
10 Netflix Inc NFLX 38.45%
11 Regeneron Pharmaceuticals Inc REGN 34.27%
12 Costco Wholesale Corp COST 31.89%
13 DoorDash Inc DASH 30.48%
14 Applied Materials Inc AMAT 28.28%
15 Fortinet Inc FTNT 27.66%
16 Cintas Corp CTAS 26.91%
17 Micron Technology Inc MU 26.54%
18 MercadoLibre Inc MELI 25.86%
19 Diamondback Energy Inc FANG 25.63%
20 AstraZeneca PLC ADR AZN 25.33%
21 T-Mobile US Inc TMUS 22.60%
22 ASML Holding NV ASML 21.37%
23 American Electric Power Co Inc AEP 19.35%
24 QUALCOMM Inc QCOM 19.05%
25 O'Reilly Automotive Inc ORLY 17.83%
 
DJT (Trump media) down 2.3% today to reach 21.77 (as of this moment). It now has lost 55% in the last 3 months. What a shame.

I will add that it truly is a shame that a large portion of people who otherwise cannot afford to lose their savings dumped a ton of money into this stock just on the view that it would support their dear leader. This is despite absolutely horrendous fundamentals that they wouldn’t have understood anyway even if they did look at them.
 

Target said Wednesday that sales grew about 3% in its fiscal second quarter, a return to growth after a prolonged stretch of sluggish sales and squeezed profits.

The discounter beat Wall Street’s earnings and revenue expectations, as shoppers made more visits to Target’s stores and website and bought more discretionary items like clothing.




Even so, the company stuck by its previous full-year sales forecast and struck a cautious note. Target said it expects comparable sales for the full year to range from flat to up 2%, but said it now expects the increase will likely be in the lower half of the range.

Target raised its profit guidance, however, saying it expects adjusted earnings per share to range from $9 to $9.70, up from the previous range of $8.60 and $9.60.

Shares rose more than 10% in premarket trading as Target showed improvement in generating profits.

On a call with reporters, Chief Operating Officer Michael Fiddelke said Target took a “measured approach” with its outlook because it’s hard to predict consumers’ mindsets and the state of the economy in the coming months.

“While we’ve been pleased with our performance so far this year, and our view of the consumer remains largely the same, the range of possibilities and the macroeconomic backdrop in consumer data and in our business remains unusually high,” he said.
 
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Target said Wednesday that sales grew about 3% in its fiscal second quarter, a return to growth after a prolonged stretch of sluggish sales and squeezed profits.

The discounter beat Wall Street’s earnings and revenue expectations, as shoppers made more visits to Target’s stores and website and bought more discretionary items like clothing.




Even so, the company stuck by its previous full-year sales forecast and struck a cautious note. Target said it expects comparable sales for the full year to range from flat to up 2%, but said it now expects the increase will likely be in the lower half of the range.

Target raised its profit guidance, however, saying it expects adjusted earnings per share to range from $9 to $9.70, up from the previous range of $8.60 and $9.60.

Shares rose more than 10% in premarket trading as Target showed improvement in generating profits.

On a call with reporters, Chief Operating Officer Michael Fiddelke said Target took a “measured approach” with its outlook because it’s hard to predict consumers’ mindsets and the state of the economy in the coming months.

“While we’ve been pleased with our performance so far this year, and our view of the consumer remains largely the same, the range of possibilities and the macroeconomic backdrop in consumer data and in our business remains unusually high,” he said.
I guess the MAGA boycott of Target is over now? Who are we kidding, we all know that wal mart is the store of choice by that audience.
 
Thoughts and prayers to Trump supporters in this very difficult time of interest rate reductions, surging stock markets, lowering prices, and a booming economy that is the envy of the world. We shall overcome.
 
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