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+--- Thread: What I Am Buying Today. (/showthread.php?tid=2014)
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RE: What I Am Buying Today. - Dividend Watcher - 04-03-2025
![[Image: johndrockefeller1.jpg]](https://www.brainyquote.com/photos_tr/en/j/johndrockefeller/129792/johndrockefeller1.jpg)
RE: What I Am Buying Today. - Kerim - 04-04-2025
Let's hope they keep coming in!
RE: What I Am Buying Today. - ken-do-nim - 04-06-2025
I don't recall any significant dividend cuts in the 2022 downturn, but I recall lots of cuts in the 2007-2009 Great Recession. I would expect what we're just starting will resemble the latter more than the former.
RE: What I Am Buying Today. - Kerim - 04-06-2025
I'm afraid that you're right. I moved some to the sidelines over the past year, but not nearly as much as I'd intended. I'm reminding myself daily that the market requires fortitude. That downdrafts are where you make the real money. But the risks feel so much different this time... (I know, I know.)
RE: What I Am Buying Today. - Dividend Watcher - 04-07-2025
I agree, it feels so much different this time.
I think part of the reason is we've spent years fine-tuning our portfolios to where we felt comfortable with small changes from time to time. The Covid upsets happened so fast, there really wasn't that much time, for me anyway, to ponder upon it and, as a result, that I felt no major adjustments may be required. I know I bought some in those relatively fast dips but prices on most stocks never got to bargain basement levels on companies I was interest in.
In the 2008/2009 GFC, it seemed pretty obvious to me that something was going to break. Not that I anticipated such a large reaction but I knew several people in the 2006-2007 time frame that made their living flipping mortgages or acting as bank "storefronts" to get people qualified for a mortgage. All the ones that I knew didn't have a clue about finances or how the banking system worked. All they knew is that they got a commission if they could get someone to sign up for a mortgage.
In the dot.com bust, I think I've already written here about my stupid reactions to the euphoria over tech.
It appears in this case, tariffs are going to be a major player. From looking through history, these tend to play out in longer time frames. If so, then yes, it is different this time.
I'm done selling for now. I'm overweight cash (15%) from where I really wanted to be in early retirement however, I didn't sell enough in the wife's accounts. She's at 5% cash. We're both just collecting almost all the dividends (a few DRIPs are still in place). Thankfully, as of now, we don't need to touch the IRAs for living expenses.
RE: What I Am Buying Today. - NilesMike - 04-07-2025
Of the 26 names that I currently own and held through GFC, 18 increased their dividends, 6 were flat and 2 reduced their dividends.
RE: What I Am Buying Today. - ken-do-nim - 04-08-2025
Look like we're going to have a 104% tariffs on Chinese goods. How do we survive that?
RE: What I Am Buying Today. - ken-do-nim - 04-08-2025
Answering my own question: all Chinese goods will be imported into the US through a country with the least amount of tariffs. The reciprocal tariff will kill our exports to China, however.
RE: What I Am Buying Today. - NilesMike - 04-08-2025
(04-08-2025, 07:22 AM)ken-do-nim Wrote: Answering my own question: all Chinese goods will be imported into the US through a country with the least amount of tariffs. The reciprocal tariff will kill our exports to China, however.
Not gonna happen, non tariff barriers and issues are on the table this time. No backdoor imports or currency manipulations will fly.
RE: What I Am Buying Today. - crimsonghost747 - 04-16-2025
Hey everyone, just testing to see if we got my account working again. I'll share some of the moves I've made recently when I have more time.
RE: What I Am Buying Today. - Kerim - 04-16-2025
Hmmmm. A hearty "hooray" to have you back! But when I tried to "reply" to your post just now I got an error message.
Are others able to "reply" to or "quote" a post?
Or is that now the next thing I need to try to fix?!
RE: What I Am Buying Today. - Dividend Watcher - 04-16-2025
I got an error also when trying to quote crimsonghost's post.
Welcome back, cg!