Comments on: Darwin’s Portfolio – The Full Monty

By: FastSwings

FastSwings — Thu, 25 Mar 2010 14:21:08 +0000

Stock Market Fast Swings from Fastswings.com – March 18, 2010…

Welcome to the March 18, 2010 edition of Stock Market Fast Swings from Fastswings.com. In this belated edition, we have a number of good stories for you to look at. The Investor explains vol……

By: Elliott

Elliott — Fri, 12 Mar 2010 18:35:54 +0000

I’ve been really missing Everyday Finance. I was afraid you had decided to shelve it. If memory serves you had just posted a list of high-yield blue chips with a solid history of dividend growth before it went down. I’m really wishing I had written that list down – good stuff (both there and here). Keep up the great work. I really appreciate all the info!

By: Kevin Khachatryan

Kevin Khachatryan — Fri, 12 Mar 2010 08:44:11 +0000

Hey there, this post really stood out because I recommended Chipotle to a few of my friends and family. One of there franchises opened next to a busy mall next to my house and I feel like their expansion will be continual.

P.s, you put an extra L in your Chipotle.

By: Monevator

Monevator — Fri, 12 Mar 2010 00:17:00 +0000

Brave man revealing your portfolio in its entirety, but you’re probably a better blogger than me for it. I fear it influencing my decision making and so on too much. Instead I’ll probably run a real money demo portfolio before too long (have been putting aside money in readiness).

Not so convinced about Google. Obviously it’s great to own now, but it’s not clear to me it couldn’t be instantly supplanted by another network — it’s advertisers and consumers (us) wouldn’t care less. All it requires is a better mousetrap to come along… Not impossible!

By: Darwin's Finance

Darwin's Finance — Thu, 11 Mar 2010 23:06:15 +0000

@Evan, I've tried various methods and have actually toned down my # of holdings and trades in general. I actually still have some of these from 1-3 years ago. I'd researched them thoroughly (for the most part) and bought, but I have to admit I haven't always employed a consistent, methodical approach. I believe in trends. And I'm buying the trends. Technology, Internet spread in China to the other hundreds of millions that don't have it yet, America's love of coffee and natural foods, stuff like that.

By: Darwin's Finance

Darwin's Finance — Thu, 11 Mar 2010 23:03:53 +0000

@Budgeting in the Fun Stuff, Pepsi and J&J are good, safe dividend plays. While yields not huge, the dividend growth propels them long term. Most people do just fine in index funds; I find I'm learning a lot and have some nice runs on individual stocks, but of late, the market buoyed all stocks, so I can't take sole credit for the triple digit gains.

By: Budgeting in the Fun Stuff

Budgeting in the Fun Stuff — Thu, 11 Mar 2010 19:43:40 +0000

My husband has been mentioning our Pepsi and Johnson & Johnson stocks lately (he enjoys dividends).

I invest our 401k and current Roth IRA in target date mutual funds. He invests our Scottrade account and will be investing our second Roth IRA in individual stocks…I’m forwarding this list onto him. Thanks!

By: Evan

Evan — Thu, 11 Mar 2010 19:10:32 +0000

I love these sort of insights into the bloggers I read daily.

I know it may be too much info for a comment reply, but how do you choose stocks – P/E and similar metrics vs. News and Public Buzz vs. chart reading…a combo of all 3?