Seeking Alpha
  • Tom Armistead
    Went 100% cash in discretionary account today. Up 17.5% ytd, that's good enough, tired of market bs
    2/14/13
    Reply (9)
    • Hillbilly Stock Star: 30% cash, Maybe Leon, Boone, or Mario will find something for the "working man"!
      2/14/13
    • gsterling: Can't blame you. I still think market has room to run till end of year, but with lot's of volatility. What'd you think of MET's earnings?
      2/14/13
    • Hillbilly Stock Star: No idea on ins cos,.....to complicated for me.
      2/14/13
    • Tom Armistead: $MET, the earnings were pretty much what I expected, with the usual accounting issues, hedges vs real worl transactions.
      2/14/13
    • The_Hammer: nice ytd return tom. good move sentiment i getting alittle giddy lately. http://yhoo.it/VXiFbA
      2/14/13
    • easyrob: Tom, may I ask what % your discretionary acct. is of your entire portfolio?
      2/14/13
    • The_Hammer: http://yhoo.it/Yu0yua;_ylt=AnxfR_yqYvwUVZBEtCfaZwgo2YdG;_ylu=X3oDMTJwc2c2Y3ExBG1pdANCcmVha291dCBwbGF5bGlzdARwa2cDZTgyNmVmN2ItNTE5Ni0zZWM5LTk5MjAtOGM2ODA3YzMwNDg5BHBvcwM1BHNlYwNNZWRpYVBsYXlsaXN0QmFy;_ylg=X3oDMTBnZWh2ZDd1BGxhbmcDZW4tVVMEdGVzdAM-;_ylv=3?pb_list=b7651749-3c72-46e4-8cfb-ec556aad761d
      2/14/13
    • Tom Armistead: easyrob, discretionary is 20-25% of total, the rest is Vanguard index funds, core type mutual funds, CD's, etc., passive investments
      2/14/13
    • easyrob: Thanks, I'm 35% cash now...mostly DG stocks and MLP''s, almost passive , no bonds, less than 2 % covered puts and calls. I enjoy your blog
      2/14/13