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Creating a small stock portfolio

Old 12-03-2015, 12:38 PM
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Default Creating a small stock portfolio

I decided to try my hand at investing. I've put $20,000 into an e-trade account to create a portfolio.

Looking for recommendations on stocks to purchase.
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Old 12-03-2015, 01:15 PM
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While we're on the subject, I'm curious if there's a good stock pick to capitalize on the increase (and I'm betting, future increase) of gun and ammo sales? Some quick google searching suggests SWHC and RGR, but interested in thoughts on the subject?

Not to highjack Brad's thread, but thought the answer to this question might be a good answer to his as well.
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Old 12-03-2015, 01:26 PM
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Originally Posted by WalkingTheDocks View Post
While we're on the subject, I'm curious if there's a good stock pick to capitalize on the increase (and I'm betting, future increase) of gun and ammo sales? Some quick google searching suggests SWHC and RGR, but interested in thoughts on the subject?

Not to highjack Brad's thread, but thought the answer to this question might be a good answer to his as well.
Not high jacking at all. That's exactly the kind of conversation I was hoping for.
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Old 12-03-2015, 01:39 PM
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HD for the win!
With a housing market recovery and banks easing lending= good bet
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Old 12-03-2015, 01:42 PM
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Here is what I own:

3D Systems Corporation
Vanda Pharmaceuticals...
Noble Corp. Ordinary...
Apollo Global Management...
Prospect Capital...
LeapFrog Enterprises...
Boardwalk Pipeline...
eBay Inc
Bank of America Corp
iShares Dow Jones U.S...
Kate Spade & Co
Netflix, Inc.
Juno Therapeutics Inc
Celgene Corporation
Apple Inc.
Intel Corporation
Aegerion Pharmaceuticals...
Facebook Inc
Paypal Holdings Inc
Amazon.com, Inc.
Twitter Inc
Virgin America Inc
Tractor Supply Company
Sunrun Inc
Gilead Sciences, Inc.
Jones Lang LaSalle Inc
GoPro Inc
Valeant Pharmaceuticals...
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Old 12-03-2015, 01:43 PM
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PSEC pays a HEAFTY divident
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Old 12-03-2015, 03:39 PM
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Originally Posted by SoFloRoss View Post
PSEC pays a HEAFTY divident
care to elaborate on that pick? how stable?
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Old 12-03-2015, 04:07 PM
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Originally Posted by Brad1 View Post
I decided to try my hand at investing. I've put $20,000 into an e-trade account to create a portfolio.

Looking for recommendations on stocks to purchase.
Do you have any criteria?


Your going to be told, not by me, to invest in funds, etf's, etc.
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Old 12-03-2015, 05:42 PM
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I am sure there are folks here WAY smarter in investments than me, but I am not sure I want my investing advice from a boating forum.
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Old 12-03-2015, 05:46 PM
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" Dogs of the Dow" .......look it up.
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Old 12-03-2015, 07:37 PM
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Originally Posted by aubv View Post

Your going to be told, not by me, to invest in funds, etf's, etc.
I'll say it, put the money in one or two mutual funds. Very few individuals have to time and knowledge to compete with professional fund managers. I've got a few T.Rowe Price funds that have been just great.

Nothing wrong with playing stocks, but not with the entire portfolio. If you have your heart set on playing stocks, put $17K into mutual funds and keep 3K in play money. Give it a year and see how well your play money does with you managing it versus the mutual funds.
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Old 12-04-2015, 04:55 AM
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I did this about March, jumped in at wrong time. My professionally managed funds are off by 10%, my personal funds are off by 15%

PSEC pays I think a 12% dividend, price is down about 11% now. TWI is down sharply the last couple months. Might be an opportunity?
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Old 12-04-2015, 05:48 AM
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Originally Posted by Gunner38 View Post
care to elaborate on that pick? how stable?
It has fallen some since I owned it but seems to be quite stable at this point. I would definitely recommend it at its current price
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Old 12-04-2015, 05:58 AM
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http://www.afamcapital.com/wp-conten...5ee154c10c1440

If the link does not work go to http://www.afamcapital.com and download the paper The Most Wonderful Time of the Year. These are pretty good div growers and the author was ranked tops by Mark Hulbert.

However, with a grimace from Aubv, if you have not done a lot of work I would look at Betterment or Wealthfront for a pre-made portfolio.
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Old 12-04-2015, 06:05 AM
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Originally Posted by joe.giuliano View Post
http://www.afamcapital.com/wp-conten...5ee154c10c1440

If the link does not work go to http://www.afamcapital.com and download the paper The Most Wonderful Time of the Year. These are pretty good div growers and the author was ranked tops by Mark Hulbert.

However, with a grimace from Aubv, if you have not done a lot of work I would look at Betterment or Wealthfront for a pre-made portfolio.
No grimace from me. I agree that some(most?) people are better served by doing a managed fund, etc. That said, I think there is nothing wrong will someone wanting to manage their own money, provided they are willing to think about the investments they make. By this I mean, actually think in terms of owning a company(s). Not chase fads, time the market, chase diversification for diversifications sake, etc.
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Old 12-04-2015, 06:14 AM
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Originally Posted by aubv View Post
No grimace from me. I agree that some(most?) people are better served by doing a managed fund, etc. That said, I think there is nothing wrong will someone wanting to manage their own money, provided they are willing to think about the investments they make. By this I mean, actually think in terms of owning a company(s). Not chase fads, time the market, chase diversification for diversifications sake, etc.
I just think that most people don't have the time/discipline/training to buy equities and manage a portfolio. Something like 90% of professional mutual fund managers can't beat their indices over time. That says something about the difficulty.

Clearly though some people can and do really well.
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Old 12-04-2015, 07:05 AM
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Originally Posted by Brad1 View Post
I decided to try my hand at investing. I've put $20,000 into an e-trade account to create a portfolio.

Looking for recommendations on stocks to purchase.
Nobody has said it yet so here goes. SIT on your hands for a few years. Bull markets typically last 5-7 yrs, we are in year 6 ish. We are as I type this within 1-2% of the ALL TIME HIGH on the SP 500. Interest rates are @ 0% and are soon to begin climbing. Stocks are going to be cheaper (significantly) some time in the next few years. Good luck.
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Old 12-04-2015, 07:13 AM
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Originally Posted by dark horse View Post
Nobody has said it yet so here goes. SIT on your hands for a few years. Bull markets typically last 5-7 yrs, we are in year 6 ish. We are as I type this within 1-2% of the ALL TIME HIGH on the SP 500. Interest rates are @ 0% and are soon to begin climbing. Stocks are going to be cheaper (significantly) some time in the next few years. Good luck.
And if it doesn't?
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Old 12-04-2015, 07:17 AM
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I did pretty well in my side acct with big names like GE, WFC, XOM, Merck. I guess I got lucky doubling down when things looked bad for GE and WFC, and I just did the same for XOM.
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Old 12-04-2015, 07:18 AM
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Originally Posted by jcbadabing View Post
I'll say it, put the money in one or two mutual funds. Very few individuals have to time and knowledge to compete with professional fund managers. I've got a few T.Rowe Price funds that have been just great.

Nothing wrong with playing stocks, but not with the entire portfolio. If you have your heart set on playing stocks, put $17K into mutual funds and keep 3K in play money. Give it a year and see how well your play money does with you managing it versus the mutual funds.
X2 !!!!!!!!!!!!!!!!!!!!!

IMHO then automatically invest on a monthly basis with whatever amount you feel comfortable investing... this will income avg over time which is better than trying to time the highs & lows. When you get a raise at work, take part of it (before you get used to spending it) and increase your monthly amount.

Of course if the $20k is entirely play money and not you entire savings, then do whatever makes your boat float...
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