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Double down!

You guys have a higher tolerance for risk than me.

I was at 65%+ margin a couple months ago. I’m going to try to get it down to 50% or so…

You have higher margin than me. My highest is 25%, now less than 10%. The most aggressive guy is @manch, portfolio leverage of up to 10x :scream:

My margin is only till my 0% credit card limits.

I used the margin as downpayment for my last property in 2018. Can’t afford to pay it back lol

The bull market of '82 to 2000 took the Dow from under 1000 to 11,000. Time the market at your own risk. Most people lose money trying.
BTW you can always overweight internationals. Dividend yields on VEU and VWO are 2.5-2.7% and valuations are lower. SPY yields about 1.8%. And those international funds give you a nice surprise at tax time. The real yield is closer to 3% - and you get to write off the foreign taxes which were deducted.

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When using margin, the default and is prudent to time.

True. Most people should stay full invested and for the long term.

Also, you’re right about the international. I need to find some good international stocks. I’m nearly all in U.S.

Many US companies are MNC. Apple, Facebook, Google, … already international.

That has been my justification as well. Many U.S. companies earn profits all over the world but that doesn’t mean there aren’t other opportunities out there. I’m just talking. I’ll probably get lazy and stick with what I have

For example, Apple gets about 60% revenue from overseas, how diversified do you want to be?

True but American domiciled companies are trading at higher PE’s and have lower yields than most of the rest of the world. Also, the dollar has been very strong the last few years. That could well change. Currency translations will magnify any foreign gains if/when the dollar pulls back.

For similar revenue composition, when US dollar weakens, AAPL revenue in US dollar term increases and hence AAPL appreciates :wink:

Btw, I do have some foreign stocks :stuck_out_tongue_winking_eye:

Have placed many GTC purchases and none are triggered. Is today the start of a correction or just a minor consolidation?

Dow Jones Futures: Stock Market Rally Pauses But Apple Keeps Climbing, These 4 Leaders Near Buy Points

Blink, and you would miss the morning swoon.

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They aren’t all Seattle HQ companies, but they all have a significant presence in Seattle.

Amazon is below t-mobile for 2019 return. Rumor is Amazon is laying off full teams. It used to be there was a 90-day window where employees could look for another role internally. There were enough open roles that almost everyone found a role unless they were a low performer. My old team got restructured and people were laid off. The same amount of work needs done, so now it’ll fall on fewer people to do it. The worst part is stock grants have been super stingy the last couple of years because of the performance. Smile about doing more work for less pay :slight_smile:

Why are these two stocks mooning?

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Semis are mooning.

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AMD has been :fire: