Strategic trader, interested in stocks with value and good growth potential, also interested in larger macro trends. I actively trade options and may buy or sell options at any time.I highly urge everyone to look at the following two websites:www.ask-socrates.com, www.armstrongeconomics.com. I am not affiliated with either site. All I know is they have both helped me tremendously. Best to you in your investments and reaching your goals. Currently long Apple shares and options. I will update when I change my view. im55
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MD in NC who started my own personal individual stock portfolio after losing thousands in a company mutual fund during the stock market crash in 2008-2009. Got back in in 2010. Still reading, listening and learning....and growing my portfolio.
Retired for 8 years, AAPL Long for 15+ years. All trust and IRA accounts for my wife and myself are 100% invested in AAPL and have been for the past 10-12 years.
Thanks to Apple restarting the dividend program in August of 2012, our current yearly AAPL dividends > 3.96X(my pension+wife's pension+my Social Security). In the 4+ years that Apple has been paying dividends, that's amounted to a total of $1,525,849.96.
AAPL for 2015 & 2016
1. Although many Apple naysayers on SA have said AAPL has been "dead money for two years", we received $361,963.68 in 2015 AAPL dividends and $400,733.99 in 2016 AAPL dividends for a total of $762,697.67.
2. About 61% of our AAPL stock is in our IRA accounts and 39% is in our trust accounts. Our IRA AAPL dividends are set to auto-reinvest and bought a total of 4,333.05 shares over those two years at stock prices from $91.10 to $128.73 for an overall cost basis of $108.56/share. Those 4,333 new shares are up $45,210.02 or 9.6% as of 01/13/17.
Bottom Line: Not "dead money"
The only AAPL shares we sell are to meet RMD requirements of my IRAs or for travel, etc.
Note: The photo was taken a few years ago (late '40's)
Bumbershoot Holdings L.P. is a private investment partnership launched in Oct-2015.
The partnership uses a fundamental investment strategy as a “quality over quantity” approach to identifying and evaluating great businesses. It primarily invests in small- and mid- capitalization public companies which are headquartered in the U.S. and listed on a domestic exchange. It maintains a relatively concentrated portfolio with approximately 60%-75% of assets in its top-15 holdings. The partnership utilizes low levels of leverage and hedges net long exposure through various short positions and equity derivatives, as dictated by overall market conditions.
I am a value investor to the greatest extent possible. I also favor dividend stocks. I try to be a buy-and-hold investor, but sometimes I can't avoid the tempation to ring the register or to accumulate the inevitable tax loss. The main thing I have learned is that I have lost more money by selling too soon than for any other reason. I reside in Henderson, NV.
"For just one man to plan, source, develop, design, and build a project is never beneficial to all, since we are all bound by time."
“If you have to ask how much it costs, you can't afford it.”
- JP Morgan Chase
"You can't stop the waves, but you can learn to surf."
- Jon Kabat-Zinn
Apprenticed in chart techniques by a private swing trader with over 30 years experience and stories.