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-   -   Whats in your portfolio right now? (http://archives2.twoplustwo.com/showthread.php?t=384760)

AceHigh 11-28-2005 12:33 AM

Re: Whats in your portfolio right now?
 
[ QUOTE ]
100% GOOG

[/ QUOTE ]

This will probably work real well for you for the short term, but I would be looking to take a lot out as profits after Q4 earnings are announced.

Degen 11-28-2005 12:36 AM

Re: Whats in your portfolio right now?
 
Yes, that isn't a long term bet...at least not with the amount and % I have in it now. Just enjoying the ride [img]/images/graemlins/smile.gif[/img]

Degen 11-28-2005 12:39 AM

Re: Whats in your portfolio right now?
 
hmmm dunno whether to take this post seriously or not, as i haven't seen enough of your posts to know...but would you or anybody care to elaborate?

i've certainly studied a lot and feel i know a lot more than my real life peers...but i certainly am a market novice compared to a lot of you.

Is it a bad strategy to stick the whole pile behind a stock you feel is amazing? I'm not looking to retire anytime soon...risk is ok with me...

Or were you perhaps saying that GOOG is a bad bet?

LearnedfromTV 11-28-2005 12:24 PM

Re: Whats in your portfolio right now?
 
This is about 40% of my total portfolio; the rest is in index funds and retirement accounts, both of which are heavy international. Buy and hold.

BRK.B 22%
MSFT 15%
EWJ 11%
JPM 8%
WPO 8%
BUD 7%
BAC 7%
JNJ 6%
DELL 5%
HD 5%
GPS 3%
C 3%

WarBus 11-29-2005 04:16 PM

Re: Whats in your portfolio right now?
 
LQD iShares GS $ InvesTopTM Corporate Bond Fund
EFA iSHARES TRUST MSCI EAFE INDEX FUND
IWM Russell 2000 Index
MDY S&P Midcap 400 Depository receipts
SPY S&P Depository Receipts
VTI VANGUARD TOTAL STOCK MARKET VIPERS
BFK BLACKROCK MUNI INCOME TRUST FD

I'm a passive investor. I just make purchases once a month and I'll see what happens years from now.


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