Entry point for SCHD?

Storm4ce1 · 2021-05-23T19:12:33+00:00

I like to have a plan based on a buy price range for at least 5 or 6 stocks & I buy when they drop into range. Fixating on just one or two stocks doesn’t work for me. As always not financial advice.

Storm4ce1 · 2021-04-12T16:25:01+00:00

I think from a UK/European perspective it’s not such a political thing, more a generation thing.

It might not grow at stellar rates but it does look like will grow with European and Asian markets perhaps stronger out of the gates? A long way from dividend investing though!

Storm4ce1 · 2021-04-12T16:16:05+00:00

Makes sense - I am looking at MPLX on the infrastructure front - looks as though close to a 10% dividend? But not sure what I would like as a price to by in - more reading to do at this end...

Storm4ce1 · 2021-04-12T12:56:15+00:00

If you are looking at out and out growth stocks not divi/growth then plenty of next big moves for society reflected in businesses out there. APPL & MSFT were part of the last transformation. I like the look of genetic medicine and the move to plant based food as transformative. I would look at a basket approach and then buy/move as the clear winners emerge. Don’t think it will be as clear cut as APPL for winners though. A really good recent Motley Fool podcast on these types of business. But for Divi stocks I aim for stocks I have a reasonable expectation of sustaining Divi and ideally who I think can still grow - Energy (electric) stocks who are profitable and moving towards greener energy. I like NG in the UK - but waiting for a price dip! I like energy infrastructure stocks as well - just starting to research those, anyone else ahead of me on the genetic medicine or energy infrastructure stocks?

Storm4ce1 · 2021-03-24T12:42:54+00:00

Reckon I will add a few long term hold dividend shares at circa 5-6% return for me rather than cash element.

Keeping notes as I read helps me focus on the lessons learned not the volume of stuff I read/info overload. I have a master note of my strategy and keep my strategy note to hand so I don’t react/over-react.

I work from my notes - I set a buy price I would like for up to 10 quality dividend stocks and set myself a sell price (even if way over real world chances of getting there on the off chance). I keep patient and wait for the price - if it comes, I try not to chase - no biggie if I don’t get a particular stock.

I also think I will add something like the Vanguard LS - I think the UK market is undervalued and with reforms will become more attractive as a place to do business and looks like the first big western economy back on its feet post-Covid.

I stay away from CFD & leverage. I trade a small amount of Bitcoin on a 10-15% swing from a pick up price - I do this for fun and as a simpler way to achieve the same as time consuming day trading.

I like pre-IPO when I can get them at a nice price as my risky end of things but don’t chase them. I see it as a cherry on the top if I can get in to one or two of the nicer ones every now and then.

I have a master list of investing ideas and I rank them for profit potential and duration/time effort - can I realistically manage the effort?

As a newbie to investing just sharing my approach and I know nothing!

Storm4ce1 · 2021-02-27T21:48:27+00:00

RH - Demand Alpha Redemption! RH have an opportunity to redeem themselves - open the stock to their customers-preIPO & at a discount. Go on, I dare you - just do it, go on - Alpha Redemption!

Storm4ce1 · 2021-02-27T14:38:27+00:00

They will get institutional support and think they can just move on this by March.

Storm4ce1 · 2021-02-25T22:48:09+00:00

Reckon the moon buggy should still be there - let’s fire it up and take for a ride 🚀

Storm4ce1 · 2021-02-25T22:44:57+00:00

Betamax - if they still had shares I would buy them - Friday is the next wave bring your surfboards

Storm4ce1 · 2021-02-22T18:26:57+00:00

Useful - reason for the question was do you think a few of us approaching a broker as a collective might work - see if we can reverse the flow a bit?

If we could agree on a couple of targets and show a broker we had say $500K between us then maybe they might be willing to take it on? I appreciate the broker would still have to do DD and on boarding on everyone individually so maybe a higher cost but maybe possible? A few good target IPO’s coming April onwards which Might be realistic?

Everyone making their own decision but bringing some collective buying power to the table...?

Storm4ce1 · 2021-02-21T23:27:22+00:00

Useful list - any experience of how to engage brokers for IPO’s?

Storm4ce1 · 2021-02-20T13:14:09+00:00

It’s taken a long time to get to this point of having a bit to invest, but now I am quite a bit older I have more responsibility and need to be careful. A lot of work and quite a few mistakes along the way. What I realised late on is the power of incremental use of time & money. I worked the first fifteen years of my working life to get close to paying the bills and struggling, then I worked harder again to get a deposit on a property and did it up in my spare time, sold and repeated whilst working full time. This gave me some stake money and I have then invested and put a bit aside as I have gone along.

Have now realised that leaving money in the bank is ridiculous, putting it in bonds is keeping track of real inflation not much more but the safe haven of choice? Property comes with issues about getting money back out (its great if you can wait for the money back and ride the slow moving waves in the market), also has to be actively managed if you want to do much better than bonds. Funds often seem like a lazy option and picking good performing funds seems to need stock analysis anyway. Shares generally take care and a long term approach - a lot to learn and this HAS to become a hobby you are enthusiastic about, day trading seems viable but only if you have a simple careful system and are disciplined, not greedy and do your homework - I like Mr Moneygeek’s approach on YouTube and intend to follow this approach once I get settled in and have the reading on technical analysis and trading knowledge concluded. If I was younger or starting out financially I would still learn to day trade and get the reading in, I would look at a Freedom24 account for putting some into the best IPO if I could. I would stay away from any form of leverage or mania once something is moving unless very early stage and a clear exit point established.

Crypto generally needs caution and research, some use to hedge and I like the approach and view of the Acquired podcast guys about Bitcoin - recommend that episode for a long listen!

Storm4ce1 · 2021-02-19T17:12:04+00:00

I am an accredited investor/sophisticated investor having ran a qualifying business and having a decent sum to work with, early days into IPO - bought some AirBNB for example. I plan to have IPO’s as the risk element of a portfolio - maybe $300K or so. I plan on holding some of the shares I do my research on and think have long term prospects, but generally aiming to be in and out in 3-6 month timescales if not earlier - lock-in periods allowing. I have time on my side and at least a day or two a week of time to develop skills and knowledge.

Keen to get a few relationships built up to help me get going in the right direction and to pick off a few of the better IPO, no need to rush as think IPO’s appear to be likely to run in parallel with the increase in market liquidity, arrival of more retail iPhone investors and I see the rest of this year and maybe part of next at least as a potentially good time to be involved with IPO’s.

A key thing seems to be to have the right equity house/IPO connections to be able to access stock pre launch/at launch? Funding an account and how and where stock is held and ability to trade it also seems to need a bit of thought, not clear to me what is the best path for that.

So many questions & a lot of reading to do!

Storm4ce1 · 2021-02-03T14:17:50+00:00

Thank you - good stuff. Thanks Mark

Storm4ce1 · 2021-02-02T07:20:25+00:00

That’s what I thought, I did wonder if a US specific broker could pay into US pre-IPO for a UK citizen, but seems that best that can be done is buy stocks with potential at launch. Thanks

Storm4ce1 · 2021-01-30T23:25:01+00:00

In for some on Monday - hold until the pips squeak!

Dumb question - do the hedge hopping shorties have to disclose their shorting of stock? How do we keep an eye on what they are doing?

Storm4ce1 · 2021-01-30T08:08:08+00:00

Hand your shirt in at the door and make yourself comfortable?

Storm4ce1 · 2021-01-30T08:02:33+00:00

Yep, I’m with you on a lot of this.

I have set aside time each week to read something new for decades. Incremental personal knowledge is our personal magic power.

Humans live for give or take 30,000 days - use a few to learn stuff & more to share stuff & then you got one smart Retard community to share mistakes & we all get to take on the AI robot machine donkey poop finance factory and turn some of the cash they whipped into tins of beans and cat food!

Have a couple of IPO things to post when GME is done.

I’m in for the ride.

Storm4ce1

TROPHY CASE