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re: Favorite holding in your portfolio

Posted on 1/30/25 at 11:29 pm to
Posted by Spankum
Miss-sippi
Member since Jan 2007
58369 posts
Posted on 1/30/25 at 11:29 pm to
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.
Posted by natsoundup1
Member since Jul 2024
24 posts
Posted on 1/31/25 at 5:12 am to
Lunr
Posted by bayoubengals88
LA
Member since Sep 2007
21061 posts
Posted on 1/31/25 at 6:43 am to
quote:

I don’t understand JEPQ or JEPI and I wouldn’t invest in a product a don’t understand.
If you own 100 shares of any stock, learn how to sell a covered call, then you’ll understand JEPQ.

Sell one far out of the money at first, just to learn. It’s a way to generate income.
Posted by Granola
Member since Jan 2024
1656 posts
Posted on 1/31/25 at 6:58 am to
quote:

Apple and Visa report. I've been holding those a long time (


2 of my bigger holdings
Posted by spaceranger
Member since Jan 2017
1618 posts
Posted on 1/31/25 at 8:29 am to
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 by KWL85
Member since Mar 2023
2245 posts
Posted on 1/31/25 at 9:20 am to

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 by Boomer Rick
Member since Apr 2021
245 posts
Posted on 1/31/25 at 9:00 pm to
You don’t understand it either.
Posted by imjustafatkid
Alabama
Member since Dec 2011
57765 posts
Posted on 1/31/25 at 9:26 pm to
Bought Wells Fargo in February 2021. Up 88% so far and I just keep reinvesting the dividends.
Posted by GrapevineTiger
Euless
Member since Jan 2005
515 posts
Posted on 1/31/25 at 9:29 pm to
MLPX
Posted by bamabonners
Alabama
Member since Nov 2015
3588 posts
Posted on 1/31/25 at 10:00 pm to
Wal Mart
Posted by RedlandsTiger
Greenwell Springs, LA
Member since Jan 2008
3051 posts
Posted on 2/1/25 at 9:07 am to
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.
Posted by SmackoverHawg
Member since Oct 2011
28908 posts
Posted on 2/1/25 at 10:13 am to

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 by SmackoverHawg
Member since Oct 2011
28908 posts
Posted on 2/1/25 at 10:20 am to
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 by bayoubengals88
LA
Member since Sep 2007
21061 posts
Posted on 2/1/25 at 11:22 am to
quote:

You don’t understand it either
interesting reply
Posted by bayoubengals88
LA
Member since Sep 2007
21061 posts
Posted on 2/5/25 at 4:23 pm to
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?
Posted by slackster
Houston
Member since Mar 2009
89380 posts
Posted on 2/5/25 at 5:21 pm to
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 by ynlvr
Rocket City
Member since Feb 2009
5037 posts
Posted on 2/5/25 at 7:28 pm to
Current returns:
JEPQ one year return over 24%
S&P one year @ 22.63%
Will have to see how each handles next downturn
Posted by bayoubengals88
LA
Member since Sep 2007
21061 posts
Posted on 2/5/25 at 7:45 pm to
quote:

It stands to reason if the Nasdaq fell 30%, JEPQ would be better, but not so much better that I’d call it “limited.”
yes, but the monthly dividend provides a cushion.
Posted by slackster
Houston
Member since Mar 2009
89380 posts
Posted on 2/5/25 at 7:51 pm to
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 by slackster
Houston
Member since Mar 2009
89380 posts
Posted on 2/5/25 at 7:52 pm to
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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