OT: Stock and Investment Talk
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Competition for Attention in the ETF Space
The interplay between investors’ demand and providers’ incentives has shaped the evolution of exchange-traded funds (ETFs). While early ETFs invested in broad-b
papers.ssrn.com
Here is an interesting paper on specialized or theme based ETFs. I don’t necessarily agree with all of their points, but do agree with many.
Competition for Attention in the ETF Space
The interplay between investors’ demand and providers’ incentives has shaped the evolution of exchange-traded funds (ETFs). While early ETFs invested in broad-bpapers.ssrn.com
Here is an interesting paper on specialized or theme based ETFs. I don’t necessarily agree with all of their points, but do agree with many.
To me that says two things:
Don't bet the rent money in specialized ETFs
Stop losses and discipline are our friends.
The one thing that paper and Zweig in the WSJ on Saturday (someone posted it above) have in common is beware is the risk of new ETFs in hot sectors.
Nice article, good read!Competition for Attention in the ETF Space
The interplay between investors’ demand and providers’ incentives has shaped the evolution of exchange-traded funds (ETFs). While early ETFs invested in broad-bpapers.ssrn.com
Here is an interesting paper on specialized or theme based ETFs. I don’t necessarily agree with all of their points, but do agree with many.
Ya think I'm going to add to my position in Ford.
I've said it before that GM and F are my big EV plays. And while I have missed some amazing runs in the likes of TSLA and NIO and LI, I think those guys eventually start to give up those huge gains and that money rotates to GM and F.
Nah, I was going to ask if anyone was in on that move.
Not the only 200% move of the day though. ACRS up 220%.
INUV up 123%. SENS up 80%. GEVO up 70%.
A bunch of monster moves today.
Today is a nice day, reducing my exposure, 37% now and will be down to 10-20% by Feb 3 earnings date for MSFT, AMZN, PYPL, FB and GOOG 2/1 . NVDA 2/11
I’ll take the profit and run until the next quarter downturn. I’m always scared the market is going to crash so I don’t like keeping money in the market for a long time. I’ll be back next quarter.
This is why you lose so much money. As the saying goes:
"It's about time in the markets, not timing the markets"
Except crytpos, you need to time that sh!t. 😂
Lol
I think I made 40% on what I invested last year but I invest less than 50%.
oh, I brought the XOM, CVX, ARKK, HD AND VCR base on the board comments and keeping them for awhile.
agree Cardano won't be a 10 bagger since already at 12 billion out of staking. won't be worth as much as ethereum. but many love as growth fund - 3-4 bagger.
i am going to get in on Cardano, just don't know when to pull trigger. there is a March update, so might spike?
Some thought that the megacap tech's which have been trading sideways for 6 months are ready to to move again. Big qtr by FB expected by some. And Googl, which didn't move as much as others is thought to benefit due to reopenings.
Just opinions of course.
Yeah, most believe that the overall trend is over or coming to an end (as in large growth stocks outpacing everything else), but I have seen a few contrary opinions. Growth/tech may pop a bit in Q1 and then regress to the mean.
I have reduced Large Growth allocations over the past 2 months, but will pause for the next few weeks and see what happens.
I agree since I have been trading all those stocks for over a year so if I held on to them, the returns would have been greater than 40% last year. That’s fine I’m a grinder like in the Rounder movie. a poker player who plays tight, low-risk poker with the intention of making a small but steady profit. Simply speaking, they "grind" away until reaching their goal. ... "Grinder" is also used to refer to players who treat poker like a job (a "daily grind") and not a game.
I don’t have to beat the market indexes but just want a safe 4-5% return on my money.
You tanked that one! LOL.
Morningstar cites a FMV for TELL at 3.67.....so perhaps it will pop again.
FB was $255 in early August, it's $265 now. AMZN is at it's same levels as early July. MSFT pretty much the same.
NFLX's first peak in a triple top came in early July, and they may have just broken through that level off a big quarter reported last night. Perhaps that example is the one to look to for FB if they do indeed come through with a big quarter.
Google which lagged the other mega caps early in the recovery has performed better in the past 6 months then the others.
In general not much happening here for the past 6 months.
I think it continues the overall upward trend, the pull back is likely just some profit taking off a big move. So overall I'm not sweating it, just thinking about how cool I could have been.
FB was 303 in Sept. Amzn high was 3500 in Sept and now 3220 after today 100 pt gain. I buy them when they go down 10-15% from their high and sell when they approach the high again. I have my worksheet tracing them.
The trades that you are making, are you buying hundreds of thousands? If you buy big enough, a 5-10% return is great.
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Not that taxes should be the main driver but you guys getting in and out of a position with regularity causes you to pay short term capital gains taxes (taxed as ordinary income) rather than a preferential long term capital gains rate. As you know, that can add up. But again, it shouldn’t be the main determinant.
Ya, but look at TELL for instance.
Bought at about $1.50. Say I sold at $3.00 this morning. Then I bought back in at $2.25 later in the morning. The trade outpaces the tax consideration.
It's not always going to be so clear cut, but some of the super hot runners do become pretty obvious. BTCS is one that I played really well(bought at around .30 cents sold at about $2.25, down to $1.23 today)
Good job! I don’t trade with anywhere near that kind of frequency but I’m at a different stage in life, being retired.
+1
That's the way to go. That's the benefit of rolling over our old 401k/403b accounts. Haven't done that yet due to other reasons, so I only play with our brokerage account (E-Trade). I held off on reallocating until Jan 4 due to taxes.
Good point. We were ecstatic with our 19.8% return last year. If I double a $5,000 stock or fund, great. But that isn't changing our retirement plans. Average 10% on several million, you get the retirement dreams you are hoping for.
Our goal is 7.5%. Sure, more would be better, but that's all we need to hit our #.
Saw EHTH on the ticker today, up 9ish %.
Was trading as high at $140 pre covid, and was still up in the $120's in spring. Then, due in part to a short seller's report which questioned it's accounting practices, the bottom fell out, and dropped down near $60. Even with todays move it's currently around $77.
I think the short seller was really questioning the earnings, but the revenue growth has been very good in recent years and looks to continue to have strong growth in years ahead.
Seems like a fairly safe bet at the moment, as it's current levels seem to be a solid floor of support.
@T2Kplus20 what is morningstar saying?
Was trading as high at $140 pre covid, and was still up in the $120's in spring. Then, due in part to a short seller's report which questioned it's accounting practices, the bottom fell out, and dropped down near $60. Even with todays move it's currently around $77.
I think the short seller was really questioning the earnings, but the revenue growth has been very good in recent years and looks to continue to have strong growth in years ahead.
Seems like a fairly safe bet at the moment, as it's current levels seem to be a solid floor of support.
@T2Kplus20 what is morningstar saying?
If you were trading frequently in a taxable account and held a security for less than a year, you’d pay taxes on your gain at your ordinary income bracket rather than a lower long term capital gain rate. Depending on your income level, it can make quite a difference.
Ideally:
Taxable - Buy and hold, long term capital gains and qualified dividends
Regular IRA - Where most of your ordinary income producing assets in your total portfolio should be. Not that it would be 100% of the account.
Roth - Short term capital gains and some ordinary income. That is, if you're producing short term gains and not short term losses. 😀
FMV = 76.90
So it is trading right on the dot (at least from Morningstar's POV).
Company Profile
EHealth offers a private health insurance exchange where individuals and small businesses can compare health insurance products from leading insurers. Users can purchase the insurance online. The exchange includes Medicare options, and seniors can enroll in those plans online or via phone. The company primarily generates revenue through commissions it receives from health insurance carriers. EHealth has relationships with the leading health insurance carriers in the United States and offers thousands of plans online. All of the company's revenue is from the United States.
I am a little weary of HC middle men. Some middle men company can be very successful, but they are normally the ones more impacted by policy and regulatory changes.
