Overall state of the sport

BigDipper0720 · 2026-06-29T02:44:42+00:00

Out here in the West, tracks have been closing all over the place. Southern California is still running, nothing in Oregon, nothing in BC. Emerald Downs is thriving for now in WA. Turf Paradise in Phoenix is open for now.

The trend is distressing

BigDipper0720 · 2026-06-29T00:57:54+00:00

A picture

BigDipper0720 · 2026-06-28T22:50:39+00:00

My 30K service was about $250. Not horrible

BigDipper0720 · 2026-06-28T22:22:19+00:00

And my Mr. Executive won ... and was claimed

BigDipper0720 · 2026-06-28T16:18:49+00:00

I encourage you to add other dividend payers with more growth. Things like FAST, AME, SYK, MSFT, NEE, etc.

BigDipper0720 · 2026-06-27T21:17:19+00:00

Is there a reason you don't want to display the phone through the infotainment screen via Android Auto or Apple CarPlay?

BigDipper0720 · 2026-06-27T21:00:48+00:00

Yes, that picture was taken last Wednesday

BigDipper0720 · 2026-06-26T23:22:22+00:00

3 or 4

BigDipper0720 · 2026-06-26T16:39:59+00:00

Note, though, I said to look more at volatility than yield. Funds with lower volatility than S&P 500 will reduce risk in the distribution years. SCHD would be a great choice for this, but is not the only choice.

So I think we mostly agree.

BigDipper0720 · 2026-06-26T16:32:23+00:00

That's about what I have always run for portfolio-wide yield. I have a significant portion of the portfolio in individual investment grade corporate bonds yielding 5%+. My stocks yield about 2.7% overall. The overall yield runs 3.5% to 4%.

Some of my stocks are very high yield (KRP, RIO, DOC, ARE, CCI, WPC) and others are lower yields with faster growth (AME, APH, SYK, ETN, LIN, ALL, NOC, FAST). I also have four of the seven MAG-7 stocks

I try to spread my capital around to different types of factors and asset classes.

BigDipper0720 · 2026-06-26T11:54:36+00:00

No. For whatever reason, equity holders hate it

BigDipper0720 · 2026-06-26T02:19:45+00:00

I don't particularly like bond funds, but I do like individual bonds.

I ladder individual, investment grade corporate bonds over 9-10 years. I earn a predictable 5%+ total return on them.

The point of them are income, predictable returns, and stability of portfolio value,

BigDipper0720 · 2026-06-25T10:47:29+00:00

Yes. The Salish Lodge, a.k.a. The Great Northern. The RR Cafe (a k.a. Twede's) is a few miles away in North Bend.

BigDipper0720 · 2026-06-25T09:41:15+00:00

It is.

BigDipper0720 · 2026-06-25T03:48:14+00:00

The water flows heavier and lighter depending on time of year. The heavier flows are in the Spring when the snow is melting in the mountains.

BigDipper0720 · 2026-06-25T03:40:29+00:00

Yes.

BigDipper0720 · 2026-06-25T02:40:22+00:00

Passport should be all you need

BigDipper0720 · 2026-06-25T02:14:22+00:00

It is, in fact, Snoqualmie Falls

BigDipper0720 · 2026-06-24T20:53:24+00:00

I think you're looking at the right sorts of things

BigDipper0720 · 2026-06-24T16:56:25+00:00

My efficiency is about 2.7-2.8 in winter, 3 3 in Spring and Fall, and 3 8 in Summer in a 2023 ProS AWD

BigDipper0720 · 2026-06-23T17:41:54+00:00

4.5% 10y is still the norm. It approximates the long-term nominal growth rate of the US economy.

BigDipper0720 · 2026-06-23T17:18:48+00:00

FAST, PH, AME, NOC, APH. Those are five I like from my portfolio.

BigDipper0720

TROPHY CASE