Pongo juntos, los últimos movimientos de su cartera. Si bien los suele comentar en hilos de Chowder, ahora los explica mejor en el que ha creado acerca de su patrimonio. El enlace lo puse recientemente. Pego los comentarios por si un día decide borrar todo otra vez.
1.- “Trade executed on February 26:
* Sold out of SBUX at $71, aside from 100 s…[Leer más]
“I am going to advise my son this week on how to manage his portfolio. Keep in mind he has no interest in following the market … zero, niltch, nada.
How do you advise someone like this? It’s simple actually and maybe a concept people who do follow their investments should use.
I’m telling him to look at the companies he owns, currently he owns…[Leer más]
Vende KHC en la cartera de su hijo. Cambia por AWK t BF-B (Alcohol).
“I see where S&P has put KHC on credit notice, thinking of taking it down to BBB-. I decided to cut my losses in this portfolio and put the money elsewhere.
Sold KHC and placed the proceeds into BF.B and AWK.”
“Recent moves in a “young folk” portfolio (IRA) that I advise: Sell SBUX, Add HD. I see this as a step up in quality (now that SBUX has increased its leverage) as well as a step up in yield/valuation. It is possible that SBUX has the stronger growth prospects, but I’m not convinced of that. Especially if the chairman/founder gets involved with…[Leer más]
Otro que vende sus KHC. Por debajo de 32$.
En este caso el dinero no ha ido a gran calidad o empresas seguras, sino a una apuesta: CVS. Calidad credicia S&P BBB y un total de 2% de la cartera tras esta compra (ya la tenía).
Veremos en 2-3 años.
What is a Required Minimum Distribution – RMD
A required minimum distribution is the amount that owners of a traditional, SEP or SIMPLE IRA account and qualified plan participants must begin withdrawing from their retirement accounts by April 1 following the year they…[Leer más]
“I will make moves in this young folk portfolio I wouldn’t dream of doing in other portfolios, trimming D is an excellent example.+
By the way, the trims were $1K each, a trim, not a crew cut, and the buys were $1K each. Not the end of the world.”
“When I started this portfolio out, I had 3 questions that needed to be answered.
1. How…[Leer más]
Del hilo de younger folks de Chowder. Pone el CAGR y la puntación SSD.
“I sorted by CAGR to make it easier to spot the safety targets at higher CAGR values. The CAGR’s listed are for a 20 year period.
I hope you find something of interest.
MA****** 31.26% **** MA 98
V******** 26.93% **** V 98
UNH***** 24.09% **** UNH…[Leer más]
Ventas parciales en la cartera de su hijo. Vende empresas en máximos y compra de menor RPD pero mayor potencial de crecimiento.
“Allow me to blow some minds! In my son’s Roth Ira where no new cash is going in because he’s limited in what he can contribute, I am making some moves.
I have orders placed to trim D, DUK, O, PG and VZ.
I am going to…[Leer más]
“HRL may be the most overvalued stock in my portfolio at this time (having sold MKC).
It trades at 23.8x FY19 estimates, which is another way of saying that each dollar I have invested is expected to earn just 4.2% over the coming year. This is towards the upper end of the valuation range from the last three years, Morningstar sees it as 21%…[Leer más]
Y acaba de vender ROCHE y con el dinero aumentar la posición en Novartis. La razón, esta:
NVS tiene 33% de las acciones de Roche.
“Sold RHHBY, bought NVS with most of the proceeds. I dislike closely controlled companies, and definitely prefer to avoid layered risk. This k…[Leer más]
“If I were to trim back to 20-25, I would start with my largest positions. (They are intentionally largest.) JNJ, DIS, AAPL, PG, MMM, MDT, KMB, CVS, UNP, MSFT, INTC, CSCO, HON, UTX, UL, SYY.Might add DEO, NVS, and NSRGY to that. Would need to choose one REIT (likely O) and two utilities (NEE and ???).
ETN? Nope, not enough of a moat.
NKE? Nope,…[Leer más]
Ha vuelto a colgar su cartera, supongo que con el cambio de ID ya no la borrará…
Pero por si acaso… OJO, hay movimiento de cartera esta semana (lo pego al final).
Portfolio And Trades
This portfolio combines our taxable and…[Leer más]
También lo he colgado en su hilo.
OJO, que parece ser el FCF tampoco cubre el dividendo restante tras el recorte…
Acerca de KO:
“KO suffers from the “moving parts” problem, as in the past decade they first took over their bottling operations and then refranchised them. Thus you see revenue trend from $31B in 2009 to $48B in 2012 and it is now back to $32B. They have not seen a third of their business evaporate! It is simply a question of whether those…[Leer más]
Nuevo artículo a propósito de KHC, hablando acerca de cómo se puede evitar entrar en empresas que luego den problemas:
The KHC divi…[Leer más]
Acerca de una compra en O que ha hecho hoy para una de esas carteras que maneja:
“I recall buying O back on 1/24/11, I looked the date up. I purchased it at $34.41 and at the time it was overvalued. Almost every purchase I added on has been overvalued over the last 6 or 7 years.
Someone may want to say well, when it got to $70 and dropped do…[Leer más]
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