AOSJ
TJ Enthusiast
FBTC, it has direct exposure to bitcoin. Half at 65 on the way down and the other half at 55.
I bought IBIT at inception at roughly 2% of my portfolio. I was stopped out back in late October after a pretty good run (more than doubled). I moved that money into a couple ETF's that track Uranium and Nuclear Energy. Those have run up and still seem to have some mo to them. I was thinking about buying IBIT again however.
At this point my portfolio is designed for low standard deviation and hedged but I have some always in areas of growth.
I'm about a year from retirement and 60% of my portfolio is hedged with loss floors, the rest I have set up for moderate growth diversified across funds. If I knew 30 years ago what I know now I would have invested different so now it's a lot of tax planning strategy. I would definitely like to dabble in rare earth, metals and energy if the opportunity arises.
Similar situation here. I've focused on portfolio theory and balancing for a low standard deviation (.09 or so) and still capturing roughly 85% of the ups and 50% of the downs. I started investing back in the late 70's when my dad invested a couple grand for me in Boeing and Rockwell International. Still have some Boeing.
These days I don't have many stocks individually (The Boeing is in a Drip) and use ETF's to construct my portfolio. Retirement is probably 1-3 years away for me too.
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My international holdings are up strong so far this year as well. The weak dollar has a good bit to do with it as most of the ETF's in this area hedge currency as well. Emerging Markets are among the leaders here.
For me investing is psychology and inefficiencies. Chasing high growth ends in days like we've had over the last month and a half where everything gets dumped by algorithms.
The AI is going to destroy and industry trade is going on right now. There will be some really good stuff tossed out with the bath water today.
The logistics sector is being hit hard today with high volume selling.
The AI is going to destroy and industry trade is going on right now. There will be some really good stuff tossed out with the bath water today.
The logistics sector is being hit hard today with high volume selling.
Market "rotation" is in play and that's what's keeping it from being a 10% or more drop right now. A good portion of my stop loss orders executed today. Tightening the others before the weekend.
These are some crazy days with sectors getting hit hard while others boom. Funds seem to be holding their own until they all cycle at the same time.
yeah... I'm pretty diversified and dodged a good portion of today's route. I did have some tight stops on my small caps that liquidated today early.
International stuff wasn't hit and my utility ETF of choice jumped as rotation happened.
People chasing yield but the fundamentals behind that yield lag by about 2 months.
Commercial real estate has been on fumes for 4 years. Just about all the bonds supporting those REITs are "junk" level now. The preferreds of the REIT's are moving to 20% discounts as well. That's where I might make a play here. Many of them are "cumulative preferreds" and some are now showing an effective yield of 12% or higher based on the discounts.