forgot to make one for this year... would like to hear peoples ideas, suggestions, investment strategies, etc for this year..
right now it seems optimal to have cash on hand, wait for a usual market dip/correction and ride the wave back up.
I'm long on GrubHub. It's tripled in the past year but there's still a ton of room to grow. Every mid-sized restaurant chain in America is working on a delivery strategy and GrubHub + UberEats are leading a very fragmented market that will quickly consolidate.
I'm thinking Facebook. Seriously
It's blue chip and no one, not even Google to be honest, is ahead of the curve with online advertising the way FB is.
Yeah this would seem to be a good time to load up on Facebook.
Well, how mad are the Dems? Are they gonna bail on FB?
I look at this spending bill and the national debt and I'm thinking gold, real estate, bit coin and guns/ammo.
I know you have made money trading bitcoin but Im sitting that one out.
Amazon and Snapchat gaining:
https://www.recode.net/2018/3/19/171...mazon-snapchat
Google teaming up with Walmart, Target, Costco to try to challenge Amazon which became #2 (passing Alphabet) most valuable company.
http://fortune.com/2018/03/21/amazon...y-after-apple/
It's not the method but the philosophy/strategy - as in things that are not SO affected by what the crazies in DC are doing. All 4 leaders on both sides seem bent on spending us into oblivion as long as they get what they want.
Not to mention stocks that lose value depending on which "star" criticizes it on a particular day - omgosh - unbelievable.
Good for you that you have time to make quick changes.
I must be a plodding diverse machine.
I didn't say I invested in social media (although I guess index funds have them) but yes, one has to watch the stock in (day) trading. I see day trading as different from long term investing. For trading - in and out of volatile things (like bit coin). For long-term, index funds and/or real estate. DIVERSIFY.
You sound like Glenn Beck
No criticism.
I just have to think about other stuff.
And I know what I don't know. That's day to day trends and quick moves.
Don't like that guy. I guess my posts are in reaction to this bill - they can't keep spending like that but they keep piling on to get votes.
Interest rates going up - more debt payment. I sound all doom and gloom - but I know the economy is picking up - more headhunters' emails.
I have a mix of small/large cap and emerging market index funds in my 401k, some growth and growth and income mutual funds in our Roths/529s, and then I have one rental. Though that house will probably be sold within a few years.
I'm too busy to day trade or mess with single stocks.
You should never day trade or mess with individual stocks with retirement savings.
Nor would I. I just meant in general.
SHOP, BZUN, SQUARE have been great to me this year. I think ecommerce has tons of upside still..
Yeah I am probably gonna buy jd.com. long haul their upside is higher than amazon.
https://www.cnbc.com/2018/03/21/deer...taliation.html
Here is a good play: Short Caterpillar.
Tariffs on steel, then China broadly have a VERY obvious retaliatory target.
FWIW:
Factbox: Top S&P 500 companies exposed to China
https://finance.yahoo.com/news/factb...--finance.html(Reuters) - Investor worries about a trade war between the United States and China ratcheted up on Wednesday, leaving a number of large U.S. companies potentially in the crosshairs of a dispute because of their business with China.
The tariffs on steel and aluminum imports proposed on March 1 and signed into law by U.S. President Donald Trump on March 8 have sparked concerns of a global trade war and frayed investors' nerves.
Trump will likely announce tariffs on Chinese imports by Friday, a source in the administration said, as the top U.S. trade diplomat told lawmakers he had the tools to strike back over Chinese theft of U.S. technology know-how.
A report in the Wall Street Journal said China was planning counter-measures against U.S. tariffs.
Markets down about 1%
More inflationary pressures coming down the pike. Invest accordingly.
Upside is the insurance industry will catch a break, since their investment portfolios overwhelming favor bonds. CFOs I talked to invariably ed about low yields after the financial crisis. Rising rates will change that.
As bonds in their portfolios mature, they will get to replace the lower yield stuff with higher yields, as well as earning more money from Treasuries. Look first to insurer with mid-tail exposures, especially P & C companies offering things like homeowners insurance, who generally match their portfolios with their liability profiles. This means their (P & C generally, not HO insurers specifically) bonds are in the 5 year maturity generally.
Poke around balance sheets and pay attention to their reserve holdings.
Pulled the trigger today and bought at $40. It really dropped on "china fears" even though it has nothing to do with the tariffs. I think calmer heads will prevail over the weekend and it will bounce back up. Think of an amazon with a potential market of 15 billion people.
I am usually long on stocks and don't panic sell but I just sold a lot of my holdings for profit and re-entering next week if the slide continues. In my short time with investing momentum has been apparent.. and the selling will continue imo.
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