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Participant ○○

Re: BUY-SELL-WHY June 2020

Sold 850 shares of SWBI - Smith & Wessen (American Outdoors) at $16.25
(edit: $16.26 got a price improvement)
It will probably will go higher but I am not going to get greedy.
It's had a great run.

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Frequent Contributor

Re: BUY-SELL-WHY June 2020

Placed orders to buy small amounts of FSMEX (HC-Med. Equip.) and VGWAX (Global Wellington) on mild weakness today in these sectors.

With elevated levels of volatility, I think I’ll be making more frequent, smaller buys than before. Nobody knows whether the Dow will rise or fall 1,000 points tomorrow. Small, frequent buys on relative weakness seems like a gentle way of easing a few dollars into my portfolio.

Edit: Dow futures up 176.

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Explorer ○

Re: BUY-SELL-WHY June 2020

Today I sold my two remaining senior loan CEFs, BGB and BGX, which I should have sold earlier this year but ended up following down.  After they came up from the March lows and did yet another yield cut, I sold out today.  

Put the funds to work by buying some PKO.  Now almost 40% of my CEF holdings are in PIMCO taxables, primarily PCI but also some PFN.  The PIMCO team seems to be able to navigate the dangerous bond waters, though they did suffer a major drop in March.  Several of their taxables are developing significant premiums, but they seem merit that position.  The three -- PCI, PFN, PKO -- have just under 10% premiums, the lowest of the lot. 

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Participant ○○

Re: BUY-SELL-WHY June 2020

Sold 100sh  GIS for tiny gain after 3 years. With kids at home, they must have sold a lot of cereal during this lockdown, as the price has recovered. Need to minimize individual stocks. .Put proceeds into FCNTX (contra) an FSPHX (health care).

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Explorer ○○○

Re: BUY-SELL-WHY June 2020

Added to SPXU. As hedge.

Gene

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Frequent Contributor

Re: BUY-SELL-WHY June 2020

Doing some indiscriminate buying today. Orders placed to add to existing positions in:

- VGWAX Global Wellington

- VWILX Intl Growth

- VIMAX Midcap index

- MATFX Matthews Asia Tech

- VPMAX Primecap

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Contributor ○○○

Re: BUY-SELL-WHY June 2020

Since I received the "all clear to buy" order sometimes known as "hop aboard".  I did:

TRBCX - TRP BC Growth

VIGI - Vanguard Int Div Growth

PCI - (at discount)  order didn't fill. I'll try later.

VWELX  - Wellington

MATFX -  Matthews Asia Tech

VGHCX - Vanguard HC

PFN ( limit order in at discount)

Edit to add @richardsok - I know things got a bit stressed with M*. I hope you will continue to post as I enjoy your thoughts.

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Follower ○○○

Re: BUY-SELL-WHY June 2020

I like Vanguard International Growth and am wanting to buy ($50k) but do you think its run up too much? 

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Contributor ○○○

Re: BUY-SELL-WHY June 2020


@treesdale wrote:

I like Vanguard International Growth and am wanting to buy ($50k) but do you think its run up too much? 


I don't think anyone can answer that correctly as there are too many variables. Maybe start with an ETF version and convert in the future if you have good reason to?

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Explorer ○○○

Re: BUY-SELL-WHY June 2020


My biweekly autodeposit went in this week (to a diversified TDF, Fidelity Puritan, and a few other funds), but I also bought additional shares of IJS (small cap value), VEMAX (emerging markets index), Vanguard International Core Stock, and Vanguard Midcap Value because I have some extra discretionary $ not being spent due to lowered expenses (as almost everything is shut!).

 

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Participant ○○

Re: BUY-SELL-WHY June 2020

Picked up more shares of UTG and first shares of MDU and NWE. All for income side.

Copie

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Participant ○○○

Re: BUY-SELL-WHY June 2020

DCAing the significant dip(s) - bought shares in VTI at 153.40 and VIG at 116.30.

edit: The DCAing continues - bought more shares of VTI at 153.00.  All of the purchases were limit orders that hit.

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Participant ○○○

Re: BUY-SELL-WHY June 2020

Bought some VFIAX (SP500 Index) today. Will keep buying more everyday if it continues to fall, or until I run out of cash.

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Frequent Contributor

Re: BUY-SELL-WHY June 2020

On the fizzle-out of today’s bounce, I placed a few orders to round out yesterday’s buys:

- VGHAX (VG Healthcare)

- VWILX (VG Intl Growth)

Edit: the fizzle-out got some fizz at the close, so I paid a little more than I would have on Friday. C’est la vie. Let’s see what next week brings.

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Explorer ○

Re: BUY-SELL-WHY June 2020

I swapped a fairly large position in VFIDX today for VBILX.  I liked VFIDX’s relatively short duration, and it’s higher overall credit profile (A vs. BBB).  This morning I received a notification from Vanguard, saying that the fund can now hold more than 30% in BBB and lower rated debt - how much more than that they didn’t say.  This new mandate apparently went into effect last month, and M* has already reduced VFIDX’s credit profile from A to BBB.  This is a “ballast” holding for me, and as I already have significant corporate exposure elsewhere (Wellington and Wellesley), this was an easy decision for me.  The same mandate change applies to the short term investment grade fund.

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Frequent Contributor

Re: BUY-SELL-WHY June 2020

Just noticed that a "lowball" order to add XBI at $99 got filled on Friday.

Aha, I just figured out how to get the TDA mobile app to send me a notification when an order fills. No more surprises now.

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Explorer ○

Re: BUY-SELL-WHY June 2020

Added to some JABAX looking for stability later in the year or early 2021.  Moving more to balanced funds 

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Contributor ○○○

Re: BUY-SELL-WHY June 2020

Transferring some VDIGX to VWELX in 2 IRA accounts. Why - stuff's gone crazy and balanced funds might make more sense out of this than me. 

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Contributor ○○○

Re: BUY-SELL-WHY June 2020

First purchases in a while, put a little money into American Funds Capital Income Builder (CIBFX) and Franklin Utilities (FKUQX).  No strong conviction either way as to what the market will do, but I just felt like doing something, so I figured I would put a bit of money into two investments that were bringing up the rear of my portfolio, as far as amounts invested. And it looks like a down day for the market, so that should give me a little better price.

I am putting some money into Fidelity Conservative Income bond fund (FCONX), but not very much, just a few dollars from time to time, not really significant enough to warrant mention every time I throw a little bit of money at it.

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Frequent Contributor

Re: BUY-SELL-WHY June 2020


@rhythmmethod wrote:

Transferring some VDIGX to VWELX in 2 IRA accounts. Why - stuff's gone crazy and balanced funds might make more sense out of this than me. 


How different are the stock portfolios of these two funds? Both Wellington-advised LCB* equity portfolios with an emphasis on dividends, quality, etc. (*under the new managers) so I’m guessing ... they’re pretty similar? Would be interesting to see an overlap analysis once the 6/30 holdings are published.

Are you basically doing a little profit taking or rebalancing? Nothing wrong with that, by the way, although personally I’m letting everything ride. *Not* buying more is the closest I can bring myself to selling.

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