I don't know exactly where you entered but Jun 25 250 puts are $44, you should've already more than doubled b/c imp volatility is through the roof and directionality has also gone hugely in your favor?
-
There has been a recent cluster of spammers accessing BARFer accounts and posting spam. To safeguard your account, please consider changing your password. It would be even better to take the additional step of enabling 2 Factor Authentication (2FA) on your BARF account. Read more here.
2025 Investment Thread
- Thread starter Killroy1999
- Start date
I don't know exactly where you entered but Jun 25 250 puts are $44, you should've already more than doubled b/c imp volatility is through the roof and directionality has also gone hugely in your favor?
Caddywumpus
4N631
currently they are sitting at 94ish% up.
I wonder how many millions of retired Americans are contemplating going back to work because of the shrinking of their retirement assets.
norcalkid
Active member
I'm not saying I agree with the method but I don't really think this is about you, me or cheap products. This is abut your children and grandchildren and will there be anything left. Sure there will be pain but 10 or 15 years from now when the current retirees are gone, Trump has passed and wounds are healing what does the landscape look like.
It's great 500 million Chinese or whatever have been lifted out of poverty. But can you find a middle class American that thinks their children or grandchildren will be better off than themselves?
And to be clear I have no F-ing clue, this is a total shit show? But I don't really think this is about us.
Blankpage
alien
Massively high tariffs haven’t worked in the past but this time will be different?
At the cost of environmental protections being eliminated I suspect at least some of those kids in 15 years will realize they’re not better off.
Brokenlink
Well-known member
Sorry, but bullshit. This is about getting the rich even richer. And the fact that 99% of the morns that voted for this fool did it because "of the economy" and "are we better now than 4 years ago", are now changing their tune to "Ohhh, short-term pain for long-term goals". They can fuck right off with that mentality.
Stop changing the goalposts. You voted for this fool because you wanted short-term relief. Instead, our education system is gutted, our national forests are being sold off, our national parks are being crippled, and we are paying for it. But oh yeah, your grandkids. That's the goal. No offense, but fuck your grandkids.
norcalkid
Active member
I don't agree with it nor did I vote for Trump. I just don't think this is about you or me.
Sure it is. We're the sheep. The oligarchs are the sheep ranchers with their clippers. Don't worry, we won't notice them taking a little from our retirement wool, we'll just be a little colder and less comfortable while it grows back.
Escape pod
Capable
A fourth period of 10 years 40yr Trade problem: yesterday‘s justified response is in day 4. Sheesh.
Last edited:
norcalkid
Active member
I guess I'm just trying not to panic and have an open mind. I was laid off when COVID started and I have spent the last 5 years thinking about what I woulda done differently, trying to insulate myself and preparing for if something like that happens again.
The investments I made while unemployed living on rice and beans were the best of my life. Don't panic and make rational decisions. It is what it is and there is nothing I can do about it. I can only be flexible and react.
I'm not retirement age but if I were I think I would try to ignore the politics and look at this as nothing more than sequence of returns and how to best deal with it. I don't have to like it, I do have to deal with it...
Reli
Well-known member
Dude that's a very mild decline, considering what's happened. People who were 100% S&P500 are down about 14-15% from the peak.
Right, my philosophy is basically that it matters less whether you are making or losing money, and about if you are doing better than everyone else (the market as a whole.) Not because I'm trying to feed my ego, but because it puts you in the right mindset of trying to be ahead of the market, not chasing it.
contracts down to 34, so a profit erosion of 50% even though the stock only went up by 8 points. Are you considering volatility measures in your trade or just targeting a specific share price?
Escape pod
Capable
Day five tariff talks: rally all 11 S&P sectors. Sit back, April May, June.
norcalkid
Active member
My tax deferred acct is down more but I sold all my SPY a while ago in my cash accounts and bought 20 or so publicly traded REITS like O and ADC when interest rates pushed prices down last year(no single family or shopping malls). Much less volatile, pay 5% dividends and trade differently than "stocks". Some days my stocks are down and REITS up. I know they won't have the big gains but they do make my total portfolio swing around less and give me piece of mind and it's fun reinvesting the dividends manually.
REITS and currently T Bills balance out the swings of the traditional stocks (I mean REITS are stocks too but I just kinda consider them my real estate holdings).
I have been focusing more on protecting myself and zero debt than beating the S&P for a while now. If the market actually becomes affordable (PE's) I'll dump the T Bills and buy SPY again.
dead cat bounce, good time to sell!
GAJ
Well-known member
Reli
Well-known member
I agree, REITs deserve to be in nearly anyone's portfolio. I usually have anywhere between 5-10% of my money in them. Along with another 5-10% in metals/mining.
ADC and O are interesting, but aren't they just retail landlords? Isn't retail supposed to have a pretty hard time this year? Have you considered just using something like VNQ to capture all real estate sectors?
Last edited: