The US stock market is making a record high every day.

[Eye4you]

What percentage of your money is invested in the market and any none Americans invested in the US market?

What are you invested in?

What is your prediction for the next year?

I am fully invested in the market but wasn't a good year as I just sold one of your largest holdings for loss, purpose of tax wash.

Fun intended

[beachproperty]

AMRN, BHC, BABA, YY, JD, SKT, BIDU, BSX and a few others

[Berkshire]

2 hours ago, beachproperty said:

AMRN, BHC, BABA, YY, JD, SKT, BIDU, BSX and a few others

Congrats on AMRN.  16-0! (inside joke)

[beachproperty]

57 minutes ago, Berkshire said:

Congrats on AMRN.  16-0! (inside joke)

Must have some AMRN to know it was 16-0 outcome

[Berkshire]

12 minutes ago, beachproperty said:

Must have some AMRN to know it was 16-0 outcome

Oh yes.  Vascepa will be bigger than Lipitor.  Hope you got in early. 

[beachproperty]

6 minutes ago, Berkshire said:

Oh yes.  Vascepa will be bigger than Lipitor.  Hope you got in early. 

I did .....6000 shares at $2.50

[hrrecruiter]

I hold 40% of my assets in VT - its a nice run up, may take some off the table and buy myself an early xmas gift

[1FinickyOne]

very good year though have been gradually selling off and into cash... lots of scattered mutual funds... some etfs... been great the last 4/5 years... 

[beachproperty]

Not one to tout stocks but you may want to look into MTNB or ACST. Both moving premarket in sympathy with AMRN

[mshs]

The US stock market makes new highs 7% of the time or 17 times/year on average.

[Thailand J]

On 11/15/2019 at 11:05 AM, Eye4you said:

What is your prediction for the next year?

For S&P 500 year 2020, analysts are projecting earnings growth of 9.7% and revenue growth of 5.5%. The bottom-up target price for the S&P 500 is 3371.51, which is 8.9% above the closing price of 3096.63 last Friday.

 

Goto page 8 here: https://www.factset.com/hubfs/Resources%20Section/Research%20Desk/Earnings%20Insight/EarningsInsight_111519.pdf

[tjo o tjim]

On 11/19/2019 at 5:01 AM, Thailand J said:

For S&P 500 year 2020, analysts are projecting earnings growth of 9.7% and revenue growth of 5.5%. The bottom-up target price for the S&P 500 is 3371.51, which is 8.9% above the closing price of 3096.63 last Friday.

Those numbers seem too high for my gut... but then looking at a 12-year average 7% growth magically gets me to 3378... maybe we can have another good year.

[Eye4you]

On 11/14/2019 at 8:23 PM, beachproperty said:

AMRN, BHC, BABA, YY, JD, SKT, BIDU, BSX and a few others

I sold BABA, JD last year with good profit and was a good year for me. Got into another Chinese startup this year and being getting hammered, but in for long term and believing their story, only the Chinese name I am holding. Unfortunately, I can't add more since I am holding a significant position already. 

My semiconductor names saved me this year

Edited November 21, 2019 by Eye4you

[Thailand J]

On 11/20/2019 at 8:21 PM, tjo o tjim said:

Those numbers seem too high for my gut... but then looking at a 12-year average 7% growth magically gets me to 3378... maybe we can have another good year.

 

12 months ago when S&P500 was 2730, FACTSET projected 16.3% increase to 3176. Today S&P500 is 3108...not too far off.

Page 7 here: https://www.factset.com/hubfs/Resources Section/Research Desk/Earnings Insight/EarningsInsight_111618.pdf

 

To most people S&P500 is the US market. It is up 26% this year including dividends.

Edited November 21, 2019 by Thailand J

[mshs]

3 hours ago, Thailand J said:

To most people S&P500 is the US market. It is up 26% this year including dividends. 

And the 1% (MSFT, AAPL, GOOG+GOOGL, AMZN, FB) is up 31%, not so "1%" afterall!

[farangchuma]

Except real estate, all my equities except 100K cash are invested in US market. I am one those 200K people in the US whose 401K portfolio reached a million dollars in the last quarter. 

Edited November 21, 2019 by farangchuma

[swissie]

May go on for a while longer as P/E's in this "no interest age" seem "justified".
"It aint over until the fat lady sings".

Seems to me that the voice of "the fat lady" is getting weaker though. Once the "fat lady" stops singing, everybody will rush to an already clogged door called "exit".
Always the same: "Why diden't'somebody ring the alarm-bell" 5 minutes before the "fat-lady" stopped singing?

[mshs]

Marc Faber, is that you?

 

Spending your "golden years" in the 3rd world, after a decade of huffing & puffing for the fat-lady to sing.

[sirineou]

1 hour ago, farangchuma said:

Except real estate, all my equities except 100K cash are invested in US market. I am one those 200K people in the US whose 401K portfolio reached a million dollars in the last quarter. 

That's wonderful! When i need to borrow money I know who to ask.

[sirineou]

With interest rates so low,money needs a paying job.

[impulse]

Just out of curiosity, what were the pundits predicting just before the 2007/2008 debacle?

 

[Tayaout]

47 minutes ago, impulse said:

Just out of curiosity, what were the pundits predicting just before the 2007/2008 debacle?

 

I can't find the video but there is a montage somewhere on YouTube. They basically all said everything is wonderful/it's different this time except for 1 or 2. Even when it started crashing the denial remained strong. 

 

It makes me wonder now that we are due for a correction and I see many video predicting another crisis... If they did not predict the last crisis then how can they predict one is coming soon? We might still be good for a while if they are all wrong again. 

 

https://www.marketwatch.com/story/how-hedge-fund-geniuses-got-beaten-by-monkeys-again-2015-06-25

Edited November 21, 2019 by Tayaout

[bkk6060]

Several years ago inherited some money and thought about buying a condo in Thailand.

But put it all into the market mostly the big techs Apple, FB, etc.

So glad I did not buy that dead money condo have done very very well with true liquid investments.

Edited November 21, 2019 by bkk6060

[Thailand J]

1 hour ago, impulse said:

Just out of curiosity, what were the pundits predicting just before the 2007/2008 debacle?

No one saw the 2007/2008  market crash coming because with P/E 18 there was nothing wrong with the market. It was the housing market collapse that brought down everything, created an excellent buying opportunity for long term investors.

[Thailand J]

5 hours ago, mshs said:

And the 1% (MSFT, AAPL, GOOG+GOOGL, AMZN, FB) is up 31%, not so "1%" afterall!

My VGT stocks are up 40% in 2019.

 

Tech stock fans can buy into Nasdaq index funds such as VGT and QQQ, if they do not want to pick individual stocks. Nasdaq funds are not suitable as core holdings for retirees because of the high volatility. Many of us still remember 2000. Don't put too much money into VGT.

 

Edited November 21, 2019 by Thailand J

[uli65]

the dumb money never sleeps. the smart money has left this insane bubble long time ago.

check the insider selling statistics then you know.

[JimmyTheMook]

1 hour ago, uli65 said:

the dumb money never sleeps. the smart money has left this insane bubble long time ago.

check the insider selling statistics then you know.

\thanks coz I'm up 20%

[Nyezhov]

1 hour ago, uli65 said:

the dumb money never sleeps. the smart money has left this insane bubble long time ago.

check the insider selling statistics then you know.

We are in Mutual Funds. Life is good.