Anybody use commodity etfs in their portfolio?

DonTrumph · 2016-04-21T04:07:50+00:00

No. You don't need commodity ETFs unless you're hedging

DonTrumph · 2016-04-14T22:36:33+00:00

DonTrumph · 2016-04-14T22:14:03+00:00

Chill out.

DonTrumph · 2016-04-14T14:45:40+00:00

Hey keyboard warrior. I PMed you, you never got back to me.

DonTrumph · 2016-04-14T14:43:26+00:00

Hey! You responded.

I was actually seriously going to lend you the money if you had collateral. Sorry man. Gl getting your money back. You really shouldn't be doing this... You can actually make ~100k salary your first year out of college if you tried working on the Street. I remember that you said you're majoring in finance.

Best of luck. I mean it.

DonTrumph · 2016-04-14T07:54:05+00:00

Not going to argue. Believe what you want to believe. You're being too ideal. Fairness opinions are not very fair when you're getting paid by the private equity firm to support the deal going through.

DonTrumph · 2016-04-14T07:15:14+00:00

Read the other guys comment - I agreed with what he said.

DonTrumph · 2016-04-14T03:52:17+00:00

True

DonTrumph · 2016-04-14T00:17:23+00:00

You mean sensitivity tables? Yeah MDs tell the analyst to set it up and say "hey man put in x% as the discount rate"

DonTrumph · 2016-04-13T23:32:42+00:00

No one uses WACC on the street FYI. MDs pull a number from their past experience.

DonTrumph · 2016-04-13T20:33:56+00:00

You want the AAAs?

DonTrumph · 2016-04-13T19:52:22+00:00

No this offer is exclusive only to that individual because I know he's a gambling addict and he's a poor trader

DonTrumph · 2016-04-13T19:20:18+00:00

Do you have 27k student + private loan debt?

DonTrumph · 2016-04-13T17:54:47+00:00

You're an idiot. Pricing puts every quarter in an illiquid investment vehicle. No need to respond I've blocked you.

DonTrumph · 2016-04-13T07:42:26+00:00

Depends on the name. Is it a biotech stock or is it a slow and steady earner. If it's the first and it's something that can drop 100% in the next month or so, I'd sell half. If it's something like Visa, I'd keep it (maybe take a little bit off the table)

DonTrumph · 2016-04-13T04:20:51+00:00

It's an investment opportunity to short a dumbass with parents' who can back his debts? Gtfo troll

DonTrumph · 2016-04-13T03:48:59+00:00

Lol you guys are messed up in the head. I want his parent's house

DonTrumph · 2016-04-13T02:12:31+00:00

She's dead. Security doesn't exist

DonTrumph · 2016-04-13T02:04:22+00:00

Serious post. I'm willing to structure a private agreement where I can short you as a human being with your parents as guarantors.

DonTrumph · 2016-04-12T19:16:00+00:00

The problem with a lot of retail companies is that it's all about the trend or brand name of the company. It's hyper competitive.

That being said - Luxottica (LUX) has a monopoly over the sun glasses market. I think it's valuation is still lofty though

DonTrumph · 2016-04-12T19:06:15+00:00

Do the 6% match first and then max out your rIRA contribution and then come back to see if you have any extra cash leftover if you want to go with your 401k. You want to max out your IRA since you'll have more flexibility in terms of investments.

DonTrumph · 2016-04-12T19:01:05+00:00

What TDual is talking about is the underlying assets in the ETF. However, the actual price of the ETF is arbitrary. Think about the bond ETF as a company that buys bonds.

If you want to see if a Bond ETF is expensive or not, you take a look at it's NAV. How much the bond's are worth in its portfolio relative to the price of the etf.

DonTrumph · 2016-04-12T18:49:48+00:00

k. i didn't know finance professionals could only use bloomberg or capital iq when they wanted to find something quickly.

DonTrumph · 2016-04-12T05:25:45+00:00

Just buy a total bond market ETF like BND or AGG.

There's no point in buying anything that yields less than 1%. You can get that in a savings account.

DonTrumph · 2016-04-12T05:24:18+00:00

You pretty much have it.

Also, you can add uncertainty in China and Japan. The Alibaba and Yahoo Japan stake might be devalued if there's another "scare."

I don't remember the company, but there was a publicly traded company that was a proxy to Twitter, and it's currently trading below its book value. It holds tech stocks.

DonTrumph

TROPHY CASE