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What stocks do you currently own? (2023)

Posted: Fri May 26, 2023 4:11 pm
by IRQVET
I just got into the stock market for the second time in my life this year. My strategy was to simply invest in companies I do business with and enjoy, as well as invest in companies I think have room to run. Here is the list that I’m currently invested in:

CVNA- Carvana
TM- Toyota Motor Co.
CMI- Cummins
TSLA- Tesla
VRM- Vroom
PLUG- Plug Power
PRM- Perimeter Solutions
FCEL- Fuel Cell Energy
HMC- Honda Motor Co.
VZ- Verizon
BP- BP Oil
NEE- NextEra Energy
PG- Proctor & Gamble
MPC- Marathon Petroleum
DE- Deere & Company

What are you guys invested in?

Re: What stocks do you currently own? (2023)

Posted: Wed May 31, 2023 10:18 pm
by Scarfinger
No individual stocks. In my Fidelity Roth I have:

FXAIX (FIDELITY 500 INDEX FUND)
VNQ (VANGUARD REAL ESTATE ETF)
AVDV (AMERICAN CENTY ETF TR AVANTIS INTL SMALL CAP VALUE)
DFIV (DIMENSIONAL ETF TRUST INTERNATNAL VAL)
FSSNX (FIDELITY SMALL CAP INDEX FUND)
FLCOX (FIDELITY LARGE CAP VALUE INDEX FUND)
FISVX (FIDELITY SMALL CAP VALUE INDEX FD)

Weighted more towards value funds to supplement my TSP

Re: What stocks do you currently own? (2023)

Posted: Thu Jun 01, 2023 7:24 am
by Bubba
Scarfinger wrote: Wed May 31, 2023 10:18 pm No individual stocks. In my Fidelity Roth I have:

FXAIX (FIDELITY 500 INDEX FUND)
VNQ (VANGUARD REAL ESTATE ETF)
AVDV (AMERICAN CENTY ETF TR AVANTIS INTL SMALL CAP VALUE)
DFIV (DIMENSIONAL ETF TRUST INTERNATNAL VAL)
FSSNX (FIDELITY SMALL CAP INDEX FUND)
FLCOX (FIDELITY LARGE CAP VALUE INDEX FUND)
FISVX (FIDELITY SMALL CAP VALUE INDEX FD)

Weighted more towards value funds to supplement my TSP
I'm totally with you. I used to do individual stocks, but then I had to spend countless hours reading their quarterly financial statements. Not for me! I don't have a list to post here, but I would caution people to look at their index funds/ETFs past historical returns. That doesn't mean they won't outperform now, but that should help inform you on your decision:

https://www.bogleheads.org/wiki/US_smal ... ex_returns

At the bottom of the page, you can look at midcaps, large caps, REITs and much more.

Re: What stocks do you currently own? (2023)

Posted: Fri Jun 02, 2023 11:42 am
by TSPTrader
PLUG;BLNK;CBAT;AI;ELTP;WGS;NVDA;HYLN;PRPO is my current holds.

Re: What stocks do you currently own? (2023)

Posted: Thu Jun 08, 2023 7:26 pm
by IRQVET
Dang my Carvana stock made me some serious cash in the last 48 hours!

Re: What stocks do you currently own? (2023)

Posted: Thu Mar 21, 2024 10:49 pm
by IRQVET
Well that Carvana stock did me well, bought in a $5.40 per share and sold out when it hit $55 per share. It had more room to run, but I didn’t know that at the time, and decided to take the money and run since that getting that great of return in less than a year was very unforeseen. I thought there was potential, but not that much!

Now I’m buying up Lithium Americas Corp (LAC) betting on another run and its been doing very well, and the crazy thing is that the Thacker Pass Project is not even operational yet- but already have a secured list of buyers when they finally do go into production.

Re: What stocks do you currently own? (2023)

Posted: Fri Mar 22, 2024 5:51 am
by Bubba
Scarfinger wrote: Wed May 31, 2023 10:18 pm No individual stocks. In my Fidelity Roth I have:

FXAIX (FIDELITY 500 INDEX FUND)
VNQ (VANGUARD REAL ESTATE ETF)
AVDV (AMERICAN CENTY ETF TR AVANTIS INTL SMALL CAP VALUE)
DFIV (DIMENSIONAL ETF TRUST INTERNATNAL VAL)
FSSNX (FIDELITY SMALL CAP INDEX FUND)
FLCOX (FIDELITY LARGE CAP VALUE INDEX FUND)
FISVX (FIDELITY SMALL CAP VALUE INDEX FD)

Weighted more towards value funds to supplement my TSP
Scarfinger,

I would suggest you get rid of the FSSNX fund. Not because it's small cap, but because the Russell 2000 is one of the worst indexes you can own (check the link I posted for historical returns). For most of the time, the return in the Russell 2000 is lower than the SPX, which removes the idea of getting a better return than large caps. My suggestion is to grab the midcap from Fidelity. The Russell Midcap index has done quite well over time and handily beats the 2000.

Obviously do what's best for you.

Best,

Bubba

P.S. The Russell 2000 value isn't that great either. It might be worth looking at the historical returns 15 to 20 years and compare that to the midcap or perhaps a dimensional or avantis small value.

Re: What stocks do you currently own? (2023)

Posted: Fri Mar 22, 2024 11:43 am
by Snapdragon
I recently opened the MFW in TSP. I bought VHYAX (Vanguard High Dividend) with about half my money in there.

Re: What stocks do you currently own? (2023)

Posted: Mon Mar 25, 2024 1:58 pm
by Scarfinger
Bubba wrote: Fri Mar 22, 2024 5:51 am
Scarfinger wrote: Wed May 31, 2023 10:18 pm No individual stocks. In my Fidelity Roth I have:

FXAIX (FIDELITY 500 INDEX FUND)
VNQ (VANGUARD REAL ESTATE ETF)
AVDV (AMERICAN CENTY ETF TR AVANTIS INTL SMALL CAP VALUE)
DFIV (DIMENSIONAL ETF TRUST INTERNATNAL VAL)
FSSNX (FIDELITY SMALL CAP INDEX FUND)
FLCOX (FIDELITY LARGE CAP VALUE INDEX FUND)
FISVX (FIDELITY SMALL CAP VALUE INDEX FD)

Weighted more towards value funds to supplement my TSP
Scarfinger,

I would suggest you get rid of the FSSNX fund. Not because it's small cap, but because the Russell 2000 is one of the worst indexes you can own (check the link I posted for historical returns). For most of the time, the return in the Russell 2000 is lower than the SPX, which removes the idea of getting a better return than large caps. My suggestion is to grab the midcap from Fidelity. The Russell Midcap index has done quite well over time and handily beats the 2000.

Obviously do what's best for you.

Best,

Bubba

P.S. The Russell 2000 value isn't that great either. It might be worth looking at the historical returns 15 to 20 years and compare that to the midcap or perhaps a dimensional or avantis small value.
Thanks. I changed FSSNX to IJR (Ishares core S&P small cap). Similar fund slightly weighted more towards smaller and value companies than the FSSNX.

Re: What stocks do you currently own? (2023)

Posted: Tue Mar 26, 2024 3:25 am
by ETOZZY
NVDA,LLY,AAPL,STWD,O,MSFT, [TELL(Spec)], In And Out Trading MLM, ELF, ET And Looking To Get Back In DIS And SBUX.

Re: What stocks do you currently own? (2023)

Posted: Tue Mar 26, 2024 10:11 am
by Bubba
Snapdragon wrote: Fri Mar 22, 2024 11:43 am I recently opened the MFW in TSP. I bought VHYAX (Vanguard High Dividend) with about half my money in there.
Personally, when I get to the point, I will invest in PSLDX (closer to retirement). It's an excellent dividend fund, terrible for taxed accounts.

Re: What stocks do you currently own? (2023)

Posted: Tue Mar 26, 2024 10:12 am
by Bubba
Scarfinger wrote: Mon Mar 25, 2024 1:58 pm
Bubba wrote: Fri Mar 22, 2024 5:51 am
Scarfinger wrote: Wed May 31, 2023 10:18 pm No individual stocks. In my Fidelity Roth I have:

FXAIX (FIDELITY 500 INDEX FUND)
VNQ (VANGUARD REAL ESTATE ETF)
AVDV (AMERICAN CENTY ETF TR AVANTIS INTL SMALL CAP VALUE)
DFIV (DIMENSIONAL ETF TRUST INTERNATNAL VAL)
FSSNX (FIDELITY SMALL CAP INDEX FUND)
FLCOX (FIDELITY LARGE CAP VALUE INDEX FUND)
FISVX (FIDELITY SMALL CAP VALUE INDEX FD)

Weighted more towards value funds to supplement my TSP
Scarfinger,

I would suggest you get rid of the FSSNX fund. Not because it's small cap, but because the Russell 2000 is one of the worst indexes you can own (check the link I posted for historical returns). For most of the time, the return in the Russell 2000 is lower than the SPX, which removes the idea of getting a better return than large caps. My suggestion is to grab the midcap from Fidelity. The Russell Midcap index has done quite well over time and handily beats the 2000.

Obviously do what's best for you.

Best,

Bubba

P.S. The Russell 2000 value isn't that great either. It might be worth looking at the historical returns 15 to 20 years and compare that to the midcap or perhaps a dimensional or avantis small value.
Thanks. I changed FSSNX to IJR (Ishares core S&P small cap). Similar fund slightly weighted more towards smaller and value companies than the FSSNX.
Nice. I don't know if you have the ability within your plan to also invest in DFA or Avantis funds. Personally that's where I would (and will) park my small cap cash. Both (value-wise) handily beat IJR or any other small cap over a longer period of time. In the end, IJR is a massive upgrade to FSSNX and still an excellent choice. :wink:

Re: What stocks do you currently own? (2023)

Posted: Thu Mar 28, 2024 12:07 am
by jimcasada
I only have three right now: $LI, $KRUZ, & $NANC

Re: What stocks do you currently own? (2023)

Posted: Sat Apr 20, 2024 7:00 am
by Stephen722
NVDA NVIDIA
AMZN-Amazon
KO-Coca-Cola
NRDS-NerdWallet
AMD
INVZ
DJT
E0M. Exxon Mobile