Stock Market/Investing/Fin Planning Catch-All

  • Thread starter Thread starter heelslegup
  • Start date Start date
  • Replies: 820
  • Views: 31K
  • Off-Topic 
That Kamala Crash is INTENSE. I mean, whew. Trump said yesterday the stock market has crashed. It's like this guy doesnt really know business and economics. Go figure.

1723215390935.png
 

Stock Market Earnings Calendar for Week of August 12-16
Many major companies have already reported for this quarter: still awaiting NVDA Nvidia on August 28 which will have major impact on the market. Some key reports due out
Tuesday before open:
Home Depot HD
On Semiconductor ON
Tencent Music TME
Wednesday (before the close)
Cardinal Health CAH
Wednesday (after the close)
Cisco Systems CSCO
Stone Co STNE

Thursday (before the open)
Tapestry TPR
Walmart WMT

Thursday (after the close)
Applied Materials AMAT
Coherent COHR
H&R Block HRB
Ross Stores RST
Friday (before the open)
Flower Foods FLO
 
Remember a a whole week ago today when Republicans were gleefully anticipating and hoping for the next Great Depression all because the stock market dropped 2%?

That was fun!
 
Do some of you buy-hold/index/passive/diversify folks have any "fun" money for something a little more speculative? If so, what %?

For example, maybe you are a bogle-head and have your allocation of x% bonds(moneymarket) and x% broadUS and x% REIT or International, do you put aside 5 or 10% to actively trade anything like BTC or other speculative things, AI ETFs or India tech indexes?
 
Do some of you buy-hold/index/passive/diversify folks have any "fun" money for something a little more speculative? If so, what %?

For example, maybe you are a bogle-head and have your allocation of x% bonds(moneymarket) and x% broadUS and x% REIT or International, do you put aside 5 or 10% to actively trade anything like BTC or other speculative things, AI ETFs or India tech indexes?
Yes, think of a pyramid where the base is the boglehead 3 fund portfolio, then sector specific ETFs where I want more exposure, and individual stocks at the top.
 
Yes, think of a pyramid where the base is the boglehead 3 fund portfolio, then sector specific ETFs where I want more exposure, and individual stocks at the top.
Just curious, what % our outside of your 3 fund portfolio? And what sectors/stocks are you eyeballing?
 
Just curious, what % our outside of your 3 fund portfolio? And what sectors/stocks are you eyeballing?
I'd say my goal would be 60% boglehead, 25% targeted ETFs, 15% individual stocks. I need to do some rebalancing due to winners on the individual stocks (eg: NVDA, COST) but letting them ride out for now. VHT (Vanguard Healthcare) has been a good sector ETF, I also have VBR(small cap), VO (mid-cap), & VPU (public utilities). A lot of these sector funds have been in my portfolio for 10-15+ years - they are boring but have paid off over the long run. A criticism of VTI is that it is so heavily weighted toward the top 7/10 stocks...so these are a way to diversify more.
If you are just starting out - focus on the base of the pyramid - get the boglehead portfolio setup and then use dividends/new money coming in to continue building upwards.
 
Back
Top