Home Forums Hunting & Shooting Hunter's Campfire Check your portfolio now

I checked mine the other day when the Dow hit 29K...started planning my next Texas hunting trip!

How does inflation correlate with the stock market? It appears to me we’re about to see a chit load of inflation. Where else can one hedge against it?

Exactly, the market loves the mint printing money. It makes for messy macros though.

BTW- Biden is about to print trillions more. So it ain't over yet.

Quick math and I think wife and I are about 40% real estate, 25% stocks, 25% cattle and currently maybe 5% cash.


Small timers here, no big $ in these parts.



I would absolutely hate to be solely dependent on the stock market for my retirement.


Looking to invest into land as time goes on.

I am looking at property here to diversify. Maybe a few hundred acres within a couple of hours. My wife says go. I am meeting over lunch with a friend and former colleague tomorrow who has recently done the same.

Ed, if you don't mind me asking, Texas?

Or are you up north?

No worry here, do not have a portfolio. Lost it in the obama years recovering from a stroke.

Up $410K this year. Amazing!!

Pent up demand will propel the economy for the next two years. Industry is out of everything.

You're alive! Beats a portfolio anyday.

The last 15 years for me on a linear scale... invested mostly in GOOG and AMZN

Can you see where Trump got elected in 2016? he cut taxes and cut regulations.

YTD overall portfolio is around 45%. I did move quite a bit last week into more conservative holdings though. I've made what I need to and don't want the affect of a total shutdown coming soon.

Texas. As you know I have a chitpile of public land ten minutes from my place.

AMD, CVNA, GNRC, MELI,UPS,GUSH, and RIOT were very kind to me. Had a little cash held back and bought in March and April. Have 28% in precious metal which came back fine. Rig has finally come back into the black for me I bought it at $2 and was down by half for a while. Got killed with Diamond Offshore, completely rode 200 shares of it to the ground. Bought some Amazon not long ago, it's losing a little so far. bought 2 pharmacy stocks (HEPA, PBYI) that never did anything and got rid of them. Sold 2 I wish I'd kept, Jumia the African Amazon and Alaska Air. My little tax deferred account is what I brought with me when I retired 10 years ago. My wife is the one that can put it away. The owners of the clinic she works at double what she puts in. She is somewhat brave considering her upbringing. During the slump last spring she bought Halliburton and now it's about triple. She also took her cash and followed me into metals and UPS while they were down. She has about 20 co-workers and there are only 2 others taking advantage of doubling their investment. They would have to lose half their investment before they lost their own money.

+51% ytd and averaged +21% per year over the last 12 years. Been blessed. We have seen arguably the best 10 plus years of market returns ever. Ever. Been able to retire way ahead of schedule. I’m still heavily invested in the market not for me but for my grand young’ns.

Ed,

What part of Texas? I may want to move south from WA State soon and retire.

The market seems priced to perfection and I see very little perfection in the next four years. Most of the current gains are purely the result of money supply being forced on equities and the Fed is going to want their money back at some point.

Cute.

Why would the fed want that money back when they can put it on the cuff, and instead use it for leverage over the populace.