What is your current favorite fund/stock/ETF, etc.

[bigdaddybus]

What is your favorite fund/stock/etf and why? Also please add if its a Short term or long term investment.


This morning one of my personal favorite funds over the last couple years dipped down and I purchased additional shares for my trading account as well as my roth IRA.

What fund is it?
Pimpco High Income Fund (PHK)
Why do I buy it?
1. Historic price under $12 is a strong buy to me

http://finance.yahoo.com/q/hp?s=PHK+Historical+Prices

2. Monthly dividend: It pays .12 a share dividend every month (currently 12.71% annually) for 10 years straight.
3. I like the monthly dividend vs quarterly alot. It is easier for me to sell.

disclaimer: Hey, I am not a professional investment advisor nor did I stay at a Holiday Inn Express last night. I am just looking to share my experiences with others and learn from others.

[shaggy]

LOL about the "Holiday Inn Express".

My favorite fund is Vanguard's Total Worldwide Stock Market index fund. I'm boring that way. I like it because it never underperforms the market, it has a razor-thin expense ratio, and owning it means I never have to rebalance my holdings.

[bigdaddybus]

Interesting favorite shaggy.

I think I live in different risk universe. I do hold some low cost index funds, but I consider them necessity and definately not favorites. I'm sure there appeal will become more popular to me as I age. (Currently 39)

Anyone else want to share what fund/stock they like to use for long term capital appriciation?

[BuckyBadger]

I have three favorite funds: Total US Stock, Total International Stock, and Total US Bond index funds. I find that those are all I ever need. And with the time I save not worrying about my investments, I'm able to go and enjoy the money I'm spending!

[kv968]

What is your favorite fund/stock/etf and why? Also please add if its a Short term or long term investment.


This morning one of my personal favorite funds over the last couple years dipped down and I purchased additional shares for my trading account as well as my roth IRA.

What fund is it?
Pimpco High Income Fund (PHK)
Why do I buy it?
1. Historic price under $12 is a strong buy to me

http://finance.yahoo.com/q/hp?s=PHK+Historical+Prices

2. Monthly dividend: It pays .12 a share dividend every month (currently 12.71% annually) for 10 years straight.
3. I like the monthly dividend vs quarterly alot. It is easier for me to sell.

disclaimer: Hey, I am not a professional investment advisor nor did I stay at a Holiday Inn Express last night. I am just looking to share my experiences with others and learn from others.

I don't know bigdaddy, you might be wanting to book a stay at the Express with that CEF

The yield is nice and consistent, but its got about 17% in loooong dated mortgage-backed securities, its leveraged and most importantly, its trading at about a 33% premium to its NAV.

Granted, it doesn't get much better than Pimco in the fixed income realm, but I'd be a bit worried holding on to this one.

[shaggy]

I have three favorite funds: Total US Stock, Total International Stock, and Total US Bond index funds. I find that those are all I ever need. And with the time I save not worrying about my investments, I'm able to go and enjoy the money I'm spending!

Marry me!

I am a big fan of indexing.

[feh]

I have three favorite funds: Total US Stock, Total International Stock, and Total US Bond index funds. I find that those are all I ever need. And with the time I save not worrying about my investments, I'm able to go and enjoy the money I'm spending!

Same here. I'm with Fidelity, so FSTVX, FSGDX and FSITX are the vast majority of our portfolio.

[bigdaddybus]

I don't know bigdaddy, you might be wanting to book a stay at the Express with that CEF

The yield is nice and consistent, but its got about 17% in loooong dated mortgage-backed securities, its leveraged and most importantly, its trading at about a 33% premium to its NAV.

Granted, it doesn't get much better than Pimco in the fixed income realm, but I'd be a bit worried holding on to this one.

I will stress that this is my favorite fund, not my largest allocation. Over the past 3-4 years I have done great with this fund.

I also shorted BEST BUY at just the right time last year to make a quick double in 18 hours. I like to keep 20-30% of my money in riskier investments. Most often this % of my portfolio is sitting in cash waiting for the time to jump on what I see as opportunities.

I love what Jim Cramer said in one of his books. "you dont have to be right, you just have to be right more often than you are wrong"


I will add that my greatest learning opportunity to date was buying BP on the way down after they gulf spill. I bought when I thought it hit my target, then doubled down when it fell further, then trippled down when it fell even further. Then sold when it recovered just enough to almost break even. (loosing $2500 total) I just didnt have the stomach to stay the course, which would have made me alot of money if I would have trusted my gut

[feh]

I love what Jim Cramer said in one of his books. "you dont have to be right, you just have to be right more often than you are wrong"

I think most folks here are actually anti-Cramers. Investing, not trading. Bogleheads.

[Petunia 100]

Jim Cramer? He is not the sort of person I take seriously.

I don't have current favorite investments. I like to stack the odds in my favor. That means a reasonable asset allocation plan, broad market index funds/etfs, rock bottom costs, rebalance occasionally, stay the course.

Its not sexy or exciting, but it does get the job done.

[bigdaddybus]

I think most folks here are actually anti-Cramers. Investing, not trading. Bogleheads.

That doesnt surprise me, I prefer to do both.

My father has purchased Cramers "Action Alerts Plus" for the past 5 years along with multiple paid subscription services to help him in his investing decisions. It has helped him more than triple the S&P 500 returns over the last couple years. But it takes time, alot more than watching "Mad Money" and expecting to get rich.

I like Jim Cramers books, along with Peter Lynch and others that have helped me develop my investing strategy.

I should try to get my dad on here. I think most of you would think he is absolutely crazy. 65 yrs old with the largest mortgage in his life ($700k on 1.6 mil property) and 5.5+ mil in investments, +pension, +SS. He can make alot more money investing than by paying off his 3.5% mortgage so he wont do it. (I wish he would as it would give me peace of mind) He invests for long term capital appriciation and the trust my parents have set up leaves a fair amount to me and my sister but even more to their 7 grand children (when they reach an adult age)
Basically I want to be conservative, but my role model likes to hang it out there and live pretty large doing so....and makes it look damn appealing. lol

[bigdaddybus]

After noticing the trend of Vangaurd fund lovers on the forum I researched a few Vangaurd funds in the Scottrade fund screener. I will be adding VIGRX Vanguard Growth Index Fund Investor Shares to my trading account.

I wish I had the nerve to buy now, but I just feel the market is so overbought right now that I sleep alot better sitting on some cash at the moment....but I will be joining the vanguard family soon

[ukgaz]

I'm a real big fan of Microsoft and Coca-Cola. My investing strategy (options) does very well with these two.