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re: Favorite holding in your portfolio
Posted on 1/30/25 at 11:29 pm to Granola
Posted on 1/30/25 at 11:29 pm to Granola
I like dividend stocks, because I don’t really like to trade. I just drop money in periodically and reinvest dividends. Now that I have retired, I can pull the quarterly dividends off and use them as an income stream to supplement my retirement.
My favorite has been Atmos Energy Corporation (ATO). It has increased the quarterly dividend every year since the company was incorporated.
My favorite has been Atmos Energy Corporation (ATO). It has increased the quarterly dividend every year since the company was incorporated.
Posted on 1/31/25 at 6:43 am to Boomer Rick
quote:If you own 100 shares of any stock, learn how to sell a covered call, then you’ll understand JEPQ.
I don’t understand JEPQ or JEPI and I wouldn’t invest in a product a don’t understand.
Sell one far out of the money at first, just to learn. It’s a way to generate income.
Posted on 1/31/25 at 6:58 am to Billy Blanks
quote:
Apple and Visa report. I've been holding those a long time (
2 of my bigger holdings

Posted on 1/31/25 at 8:29 am to Sho Nuff
quote:
Every time this thread pops up, I always say AAPL. Up about 1,100% since I first started buying in 2009 at $100
its up 6000% as a hold since Q1 2009
Surprised nobody has said Google, IBM or Microsoft
Posted on 1/31/25 at 9:20 am to spaceranger
its up 6000% as a hold since Q1 2009
Surprised nobody has said Google, IBM or Microsoft
________
VOO, or another 500 index is my answer but really like Google and Microsoft.
I keep more than 50% in a few indexes, with 500 as my largest holding. . I have been long nvda for 3 or 4 years. I sold most of my individual stocks to buy a nice lake house last year, but didn't touch my nvda. Intend to sell all or most of it later this year.
My favorite individual ones currently are Home Depot, Costco, Goog, Amzn, Meta, Waste Mgmt, and Brkb. Wmt is a contender, but skeptical on if it can sustain the run it has been on. Selling it is probably my biggest regret in the past year.
Posted on 1/31/25 at 9:00 pm to bayoubengals88
You don’t understand it either.
Posted on 1/31/25 at 9:26 pm to Granola
Bought Wells Fargo in February 2021. Up 88% so far and I just keep reinvesting the dividends.
Posted on 2/1/25 at 9:07 am to Granola
APPL
Up 1,253.50% since Jan. 15 2013. It was 42% of the Bershire Hathaway porfolio value. Buffett has since been reducing his stake in it.
Up 1,253.50% since Jan. 15 2013. It was 42% of the Bershire Hathaway porfolio value. Buffett has since been reducing his stake in it.
Posted on 2/1/25 at 10:13 am to RedlandsTiger
quote:
Buffett has since been reducing his stake in it.
Which is smart. It's done really well since COVID and he needed to diversify a bit. They still have a ton of it.
Posted on 2/1/25 at 10:20 am to bamabonners
quote:
Wal Mart
I've been buying since I was 10 yo, I'm 51 now. I never worry about that
money.
My current favorite is MTDR. Started buying thanks to a tip on here in March 2020. Been adding to it every since.
Tesla was but after it's recent Trump Bump and unrealistic P/E I sold it all as it had become my largest holding by a large amount. After the most recent earnings reports and guidance, I feel much better about it. Promises of growth. I trust Elon long term and his vision of the company, but it's waaaaay overpriced right now and I'm going to be more disciplined this go around when I buy back in.
This post was edited on 2/1/25 at 10:29 am
Posted on 2/1/25 at 11:22 am to Boomer Rick
quote:interesting reply
You don’t understand it either

Posted on 2/5/25 at 4:23 pm to Granola
I'm just not sure I can hold RDDT through 12 February earnings.
$221 is nuts! I only have 21 shares. Maybe I'll trim if it continues to run up to earnings.
Any input from holders?
$221 is nuts! I only have 21 shares. Maybe I'll trim if it continues to run up to earnings.
Any input from holders?
Posted on 2/5/25 at 5:21 pm to bayoubengals88
quote:
I did this today becuase the downside should be minimal.
Define limited - JEPQ has only been around for 2.5 years, but from inception to mid October 2022 it was down 13.6% while the QQQ was down 15.1%.
It stands to reason if the Nasdaq fell 30%, JEPQ would be better, but not so much better that I’d call it “limited.”

Posted on 2/5/25 at 7:28 pm to slackster
Current returns:
JEPQ one year return over 24%
S&P one year @ 22.63%
Will have to see how each handles next downturn
JEPQ one year return over 24%
S&P one year @ 22.63%
Will have to see how each handles next downturn
Posted on 2/5/25 at 7:45 pm to slackster
quote:yes, but the monthly dividend provides a cushion.
It stands to reason if the Nasdaq fell 30%, JEPQ would be better, but not so much better that I’d call it “limited.”
Posted on 2/5/25 at 7:51 pm to ynlvr
quote:
JEPQ one year return over 24% S&P one year @ 22.63% Will have to see how each handles next downturn
That’s apples to oranges, but the point still stands for 2024 I suppose.
JEPQ should be compared to Nasdaq 100 if you’re going to benchmark it to an all equity index - something like QQQM. Both very similar in 2024, but QQQM up 55% in 2023 to 36% for JEPQ.
Covered call strategies will perform similar to the underlying stocks in a melt up year like 2024, but will underperform in really big years like 2023 by a significant sum. They should typically perform better than the underlying stocks in a sideways to down year, but I took issue with the word limited. If QQQM is down 40-50%, JEPQ will be down 25-40% in all likelihood, even with the high income.
Posted on 2/5/25 at 7:52 pm to bayoubengals88
quote:
yes, but the monthly dividend provides a cushion.
Sure, and I see the value in these strategies, especially if you’re not super bullish.
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