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Old 06-07-2018, 02:08 PM   #1
BullyARed
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Mid year investment return

How are yours so far? My 401K is just at 1% (50% index stock 20% bond and 30% others) ! Bummer.
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Old 06-07-2018, 03:40 PM   #2
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Good Thread. 401K up 3.33% (2040 fund) for the year, personal investment account much better at 25% and company stock down 5%.

Last edited by RRfisher; 06-07-2018 at 03:46 PM.
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Old 06-07-2018, 05:09 PM   #3
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My managed funds (as in managed by others) such as IRA's, 401K's, etc are up 5% to 9%. The fund I manage is up between 20% and 30%. I hit some home runs with under valued O&G stocks in there, such as OXY @+40% and MMP @ +20% in a month and a half. ETP and EPD haven't started their run yet but ETP is throwing off a 10% - 12% dividend.
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Old 06-07-2018, 08:19 PM   #4
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Originally Posted by GT11 View Post
My managed funds (as in managed by others) such as IRA's, 401K's, etc are up 5% to 9%. The fund I manage is up between 20% and 30%. I hit some home runs with under valued O&G stocks in there, such as OXY @+40% and MMP @ +20% in a month and a half. ETP and EPD haven't started their run yet but ETP is throwing off a 10% - 12% dividend.
Winner here!!! If we have fund available for investment, where should it be?
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Old 06-07-2018, 10:37 PM   #5
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12% ytd, with increase in market value and dividends.

Index ETF, Bond ETFs, and a few pickem stocks that have done well. Oxy, amazon and apple. 70% is in ETFs. If your beating the market congrats your a 1%er. Quit your job and be a hedge fund manager.




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Old 06-08-2018, 07:47 AM   #6
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Down a percent or two here. You guys are doing great.
Almost all of mine is in index funds. The wrong ones obviously.
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Old 06-08-2018, 08:30 AM   #7
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BullyARed, I always tell people to look for value and stay with what they know. For me right now that is dividend paying stocks that are undervalued. Don't blindly follow these because you have to know when to get out, but here are some that I am in (not all are Dividend stocks as you will see)

Amazon - purchased on 4/2 at roughly $1300, up 15%
MMP - Purchased on 3/22, up 20%
OXY - purchased various amounts over the last 6 months, up 42%
ETF's IWC, VBK & XLK - purchased anywhere from a week to 6 months ago, up 15% to 20%
EPD - up 11% in the last month or so
ETP - only up ~2% but throwing off a 12% dividend
Other notable dividend stocks, EMR, ETR but I am about to reduce those. I bought EMR at $30 and it is now at an all time high in the low 70's

I also trade options and get extra $$$ by selling short term covered calls on some of these that have topped out. I also do some other derivative trading, especially risk reversals on stock that are down due to bad news that you know will recover quickly.

I also do private placement investments (Private Equity) and closed out an investment last week that had a MOIC of about 5X over 6 years.

Nr1052, I do basically run my own hedge fund for my money. Of course I don't charge myself fees but I do employ the strategies. I am planning to retire soon (in my mid 50's) and fill my time with board positions and running my personal hedge fund for our investments.

Last edited by GT11; 06-08-2018 at 08:37 AM.
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Old 06-08-2018, 09:52 AM   #8
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One more note on the Hedge fund, those guys typically charge 2%/20%, with some as high as 2%/40%, meaning 2% of the total invested money plus 20% of the returns. My returns still aren't high enough to compete with those guys.
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Old 06-08-2018, 02:02 PM   #9
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+11.95% for me, VG, CRK, CHK, AMD an AQ
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Old 06-08-2018, 02:22 PM   #10
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Up 3.25% in bluechips and short term treasuries
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