The Rokslide Stock Traders Thread

[Beendare]

Thoughts on these options for 401k? I can do a percentage or all. It goes in order of most to least aggressive View attachment 1052357View attachment 1052358
View attachment 1052359

Splitting your money between a S&P index type fund and a world large cap div fund is a good strategy. The S&P index is primed to succeed. Every year they prune the losers and add the gainers- it's rigged for success.

I would stay away from;
1) The target funds usually have a portion in Bonds. You want growth and though Bonds do go through periods where they grow- they are historical slow or no growth.

2) Small caps have been historical slow growth. Look at the long term performance, they perennially underperform.

You have a long time frame which spreads your risk out over decades. If you just keep dollar cost averaging into the Growth ETF's.

 

[mcshakes]

I have more seasoned positions in Denison (uranium), Taseko (copper), Coeur (gold/silver), and Cornish (tin). More recently, I've added some exposure to Royal Gold (gold/silver royalties), Uranium Royalty Corp (uranium royalties). Not necessarily juniors but I have also been building positions in Compania de Minas Buenaventura (diversified) and Albemarle (lithium). I'll dabble in the Sprott junior miner ETFs as well.

I also hold physicals directly. The Sprott Uranium Trust is my biggest single name position I hold (SRUUF), I've been all in there for a couple years now and continue to add on days it trades at a discount. I have growing allocations as well to the Sprott Platinum Trust and Sprott Copper Trust. I also hold my gold/silver exposure via the Sprott Gold Trust and Sprott Silver Trust.

Ah DNN, there's a name I bought and sold a lot. Man, I wish I got into Uranium before last year-ish. It's becoming a long term hold for me now whenever in the red.

Do you also trade GLD or SLV regularly, or just prefer the buy and hold on physicals?

 

[SWFLhntr]

To the moon! (again)

 

[Escalante11]

Just hold the sprott trusts.

 

[MountainTracker]

Sec eliminates $25k rule for retail investors.

SEC Eliminates $25,000 Pattern Day Trader Rule in Retail Trading Overhaul

The SEC approved FINRA's plan to abolish the $25,000 pattern day trader rule, replacing it with intraday margin standards.

finance.yahoo.com

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[aftriathlete]

I just picked up one share of MSFT at $423 (EDIT: also added a second share to my Roth) and 2 shares of MSTR at $140. The MSFT drop seems like an overreaction for a MAG 7 name, but what do I know. 2 shares of MSTR is just speculation, honestly, it's at the 52 week low.

More broadly, I finally got off the sidelines with my TSP a few days ago, it had been 100% in G Fund for a long enough time that I'm embarrassed to say. Kept 50% in G for now considering most indices are at/near ATHs, but I put 20% in C, 15% in S, 15% in I.

Finally back to about even on that MSFT I bought back in Jan.

Since I moved 50% of my TSP out of G fund back on 26 Jan, here's how those funds have performed from that day's close til yesterday's close:

G -- .91%
C -- 1.33%
S -- 1.19%
I -- 4.54%

Wonder how much longer the I fund will outperform, any thoughts?

 

[MountainTracker]

Finally back to about even on that MSFT I bought back in Jan.

Since I moved 50% of my TSP out of G fund back on 26 Jan, here's how those funds have performed from that day's close til yesterday's close:

G -- .91%
C -- 1.33%
S -- 1.19%
I -- 4.54%

Wonder how much longer the I fund will outperform, any thoughts?

Lots of talk about how EU countries will be in trouble in a few weeks if the oil doesn’t start moving again. The I fund hasn’t done this well in a long time.


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[WRO]

These have been good lately, kept 1 but cashed out several at 40% average.


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[LFC911]

Lots of talk about how EU countries will be in trouble in a few weeks if the oil doesn’t start moving again. The I fund hasn’t done this well in a long time.


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Just read on Yahoo Finance that the strait is open

 

[HuntHarder]

Yeah, yet another incredible day. I do have a feeling that this thing goes sideways in the next 10 days tho.

 

[MuleyFever]

Hopefully it's true. Lots of misinformation around this whole mess. Oil is down 11%.

 

[Danny Hoey]

Blacksky touched 40 today.....and didn't like it. We shall see how close it climbs back to it. That thing has been a banger for me.

 

[Andrew12gauge]

Yeah, yet another incredible day. I do have a feeling that this thing goes sideways in the next 10 days tho.

It can go sideways quite a bit in 10 days and still look a lot better than it did 10 days ago.


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[Sanchez]

It will likely bounce around a bit but I am optimistic the overall trend will be up for S&P or Nasdaq tracking ETFs over the remainder of the year.

I am patting myself on the back for doing nothing during the latest temporary market downturn. The do nothing strategy was learned from a couple panic driven distasters early in my investing career.

 

[Poser]

There's a lot of info out there to suggest this current deal on the strait is super shaky.
Rumors are currently abound that Israel has already broken the ceasefire with Lebanon and that the US naval blockade is still in effect. More than a dozen tankers that were headed out of the strait this morning have already turned back. It sounds as if this morning announcement, conveniently at exactly 9 am EST when the markets opened, may have just been another pump manipulation. Naturally, the next series of events will unfold after market hours close today.

 

[Ckat]

There's a lot of info out there to suggest this current deal on the strait is super shaky.
Rumors are currently abound that Israel has already broken the ceasefire with Lebanon and that the US naval blockade is still in effect. More than a dozen tankers that were headed out of the strait this morning have already turned back. It sounds as if this morning announcement, conveniently at exactly 9 am EST when the markets opened, may have just been another pump manipulation. Naturally, the next series of events will unfold after market hours close today.

Curious as to where you are getting this information? Not saying you are wrong, just trying to validate it…

 

[Poser]

Curious as to where you are getting this information? Not saying you are wrong, just trying to validate it…

The Oil Reddit sub has quite a bit of the latest info consolidated: https://www.reddit.com/r/oil/

You can track and verify maritime traffic here: https://www.marinetraffic.com/en/ais/home/centerx:-12.0/centery:25.0/zoom:4

 

[BBob]

Curious as to where you are getting this information? Not saying you are wrong, just trying to validate it…

At least one made the passage today:

First Crude Cargo Clears Hormuz Since U.S. Blockade Began | OilPrice.com

A Pakistan-flagged Aframax tanker carrying 450,000 barrels of UAE crude became the first vessel to transit the Strait of Hormuz since the U.S. blockade began Monday.

oilprice.com

Iran being Iran again?

"Iran isn’t exactly offering all tankers a clean green light. State-linked media have floated the possibility of restricting passage for ships tied to “hostile” countries, while also warning that any continuation of a U.S. naval blockade could shut the Strait again. In other words, access may be conditional—and reversible."

Oil Tankers Test Hormuz Reopening | OilPrice.com

At least eight crude carriers started advancing toward the chokepoint within hours of Iran declaring the Strait open to shipping under a ceasefire framework

oilprice.com

Oil Slides but the Real Test Comes This Weekend | OilPrice.com

Oil markets are hanging on U.S.–Iran talks as hopes for reopening the Strait of Hormuz push prices lower—but failure could trigger shortages and a new price spike.

oilprice.com

 

[2531usmc]

Im fairly confident that tanker traffic in the Straight of Hormuz is waiting for the French/British/German/Italian Navies to clear the Straight now that Trump and the Iranians have said ship can transit.

 

[Poser]

The speaker of Iran’s Parliament, Mohammad-Bagher Qalibaf, said Friday that Iran will close the Strait of Hormuz again amid the U.S. blockade on Iranian ports, contradicting President Trump, who said the strait was “open for business” earlier in the day.