*Investors Blog*

[k1xv]

I believe that's called timing the market. Impossible over the long term. Otherwise you'd own an island by now.

No, my definition of timing the market is selling off all your equity positions, going all cash in anticipation of buying back in after prices have dropped.

What I did, selling one bunch of stocks at their high and buying into others at their low is called "rotation". Investors routinely sell stocks they believe are priced above their fair market value, and use the proceeds to buy into other stocks that they believe are priced below their fair market value, in the hope that the prices will rise to fair market value.

If everyone bought stocks and never sold them, there would be no trading in the stock market.

 

[SC Maintenance]

If everyone bought stocks and never sold them, there would be no trading in the stock market.

This is essentially the passive bid, which is now well over half of all equities in the S&P and the reason why melt up is the norm for the last 15 years.

I am really struggling not to sell all the stuff I bought in April which is now up 25% and just go cash for a while - which pays at least 4% which really isn't bad.

 

[Zee09]

PLTR another massive fall today

 

[SC Maintenance]

PLTR another massive fall today

I looked at the charts yesterday. They did not look good to me.

Of course AMZN chart looked OK and its falling also, so what do I know.

 

[Zee09]

I looked at the charts yesterday. They did not look good to me.

Of course AMZN chart looked OK and its falling also, so what do I know.

Sometimes it's just a cleaning house purge so a select few can reap the profits on the way back up..
Insights panic

 

[SC Maintenance]

JHX is down 37%. They make Hardi Plank siding. Earnings were awful - no one buying which means they must not be building.

 

[k1xv]

On July 11th I bought a lot of Verizon, VZ at under $42. I bought it for the dividend yield, then over 6%. Today as I type this its at $45.30, a gain of over 8% in about 5 weeks. I believe this reflects a market rotation out of tech and into value oriented stocks.

 

[Zee09]

JHX is down 37%. They make Hardi Plank siding. Earnings were awful - no one buying which means they must not be building.

It was getting big in Florida but as an ex painter at my age I don't want the maintenance or cost if it.

 

[SC Maintenance]

Sometimes it's just a cleaning house purge so a select few can reap the profits on the way back up..
Insights panic

Exactly. S&P market weighted vs equal weighted has been diverging since 2023.

 

[gfh77665]

This is essentially the passive bid, which is now well over half of all equities in the S&P and the reason why melt up is the norm for the last 15 years.

I am really struggling not to sell all the stuff I bought in April which is now up 25% and just go cash for a while - which pays at least 4% which really isn't bad.

TINA, pretty much.

 

[Pablo]

Got a couple bucks on selling 56 calls VGLT, my remaining shares. Couldn't care if they executed at $56, or not and keep the $

 

[alarmguy]

Thursday morning will be fun I hope
WMT reports before the market opens
Unrealized gain of 16% since 3-11-25

 

[Zee09]

I'm trying to muscle $4 stock...
It's been awhile and i'm hoping tomorrow will be the day...
If not I'll have to wait it out

 

[alarmguy]

Thursday morning will be fun I hope
WMT reports before the market opens
Unrealized gain of 16% since 3-11-25

Well Thursday morning is not fun, oh well, another day sometime in the future.

 

[Zee09]

..

Fake news? IRS can't conjure up a stimy check, it needs to be passed by Congress. If they did they would all be out bragging about it already.

A hijack but what's up with the IRS
They owe me a good bit of money and their website says that haven't even processed my 2023 taxes yet...

Last year out of nowhere I got my 2017 refund..... I'm not the only one in this situation . . Crazy

 

[Owen Lucas]

They owe me a good bit of money and their website says that haven't even processed my 2023 taxes yet...

See if you can look into your IRS transcripts, might provide some insight on what is going on:

https://www.irs.gov/individuals/get-transcript

 

[Zee09]

See if you can look into your IRS transcripts, might provide some insight on what is going on:

https://www.irs.gov/individuals/get-transcript

Thanks.....!!
My accountant blows it off...nice knowing her

 

[Owen Lucas]

Thanks.....!!
My accountant blows it off...nice knowing her

Some of you guys here with a high net worth might want to look into a tax attorney. The issue is they charge a lot of $$$ but they know the status and case law inside out and how far you can push your limits without getting busted or having a good defense in an audit.

I'm seeing that an accountant is like a mechanic, where as a tax attorney is like an engineer.

I follow Jasmine Dilucci, she became an EA in HS and is crazy about tax law:

 

[Zee09]

Some of you guys here with a high net worth might want to look into a tax attorney. The issue is they charge a lot of $$$ but they know the status and case law inside out and how far you can push your limits without getting busted or having a good defense in an audit.

I'm seeing that an accountant is like a mechanic, where as a tax attorney is like an engineer.

I follow Jasmine Dilucci, she became an EA in HS and is crazy about tax law:

Yup my accountant cranks up the fees yearly and she stands behind nothing... more like a Turbo Tax Queen.....thanks Owen

 

[SC Maintenance]

A hijack but what's up with the IRS
They owe me a good bit of money and their website says that haven't even processed my 2023 taxes yet...

Last year out of nowhere I got my 2017 refund..... I'm not the only one in this situation . . Crazy

Stop lending money to deadbeats.