No action required.
Stats updated on the website.
Jul 5th, 2020 1:54 pm
Jul 12th, 2020 9:22 pm
Jul 18th, 2020 8:39 pm
Jul 20th, 2020 11:57 pm
Jul 22nd, 2020 8:44 pm
Thanks! Besides trading this model, I also trade my other stock models, options and crypto. So if I need income to get something that I want, I either get from my dividends or from my investments (typically from growth investing as they are more volatile). I only sell a portion of my trading models when I rebalance, so if my trading models had a good year, I sell a portion to invest in dividend or growth stocks.carisale wrote: ↑ Hi Rod,
Thanks for all your hard work and dedication for this thread! I have been reading each posts to understand this model better. I'm on the 60th page now and I haven't seen anyone post my question.
I know this is a trading model and you had mentioned that this is used to fund your "wants" and not your "needs".
My question is when do you take money from the portfolio to get what you want?
Things I thought of:
Props again for what you're doing!
- Wait till the overall portfolio grows to a value that meets my risk appetite, e.g. +20%, liquidate the entire portfolio, take the gains to fund my wants, and invest the capital back into the model
- When a position exists the model with a realized gain, take out the gain and just reinvest the capital back into the model
- Rely on the dividends coming from the model to fund the wants and let the model grow to as much as you can tolerate
Jul 26th, 2020 12:50 pm
Jul 26th, 2020 3:23 pm
Since you put a big emphasis on trading versus investing, I just wanted to double check with you on the above.or from my investments (typically from growth investing as they are more volatile
Jul 26th, 2020 10:12 pm
Thank you for the kind words. First, to clarify between trading and investing, since these are often used interchangeably, but they are meant for different purposes:carisale wrote: ↑ Since you put a big emphasis on trading versus investing, I just wanted to double check with you on the above.
I assume you actually mean trading in all of them since I think your main investing play is your DGI portfolios. If my assumption is correct then it would be:
1. Graham Trading
2. Other Stock Model Trading (Dividend and/or Growth)
3. Option Trading
4. Crypto Trading
You use #2 - #4 to fund your want and you also take a look at your trade models holistically to see whether they have made good gains and sell a portion to invest back into your investments.
Context behind my questions: I have a good chunk of money that I want to put to work so I'm trying to figure out what I should be trading on and what I should be investing on. In reading through your posts, I think you are very knowledgeable and have a sincere interest to help other people so I would like to understand better your overall financial plan. In short, I admire you and want to be like you
I've also started reading your website to get to know your trading/investing principles better.
Jul 28th, 2020 10:13 am
Jul 28th, 2020 1:25 pm
Sure, you can reach out to me via DM or via the website. If you have any questions pertaining to this Graham trading model, feel free to post on this thread so that all can view and benefit from it.carisale wrote: ↑ Hi @rodbarc ,
Yes, I think this setup works for me.
I'm going to read up on your website a bit more and will have more questions coming.
I think the nature of my questions will deviate from this thread since my future questions would be about your holistic approach to investing and trading as well as the nitty gritty details. Would you be OK with me PM-ing you?
Aug 1st, 2020 9:18 pm
Aug 8th, 2020 5:28 pm
Aug 9th, 2020 1:11 pm
Aug 10th, 2020 11:58 am
Aug 10th, 2020 4:24 pm