Where we're at:
Dow: 17773.64
S&P: 2065
VIX: 15.70
10 yr: 1.82%
S&P P/E: 25.92
equity: 36.3
bond: 54.2
cash: 9
1 yr: -0.2%
The month started off strong, but ended with a thud. However, my 1 yr loss is narrowing. I have turned around my FTSE ex-US loss to a slight gain. US stocks and most bonds are still positive for us. REITS are all over the board. The economic news continues to be bad, especially for manufacturing. TXT reported and had a slight increase in jet deliveries in the 1st quarter, with backlog holding steady. I still enjoy the quarterly reports. I miss my friends who passed away in February.
Work seems steady for both of us. I had an ok session with my supervisor and she seems engaged with my work, but who knows. I feel good going into the new FY. Spouse is having an up and down year, seems normal for sales. I volunteered to demo a new MS product to the team, still trying to stay visible. Sometime in May, the local management should announce whether the office will stay or go. My bet is it goes.
Showing posts with label career. Show all posts
Showing posts with label career. Show all posts
Sunday, May 01, 2016
Sunday, February 28, 2016
Feb 2016
Where we're at:
Dow: 16639
s&p: 1948
10 yr: 1.79%
VIX: 19.81
CAPE s&p P/E: 24.62
1yr: -1.6%
mix:
equity: 36
bond: 56
cash: 8
Volatility continues to reign. I'm learning about DCF, not so much to pick stocks, but to understand over and under valuation which I think will make me a 'smarter' investor. I'm trying to understand how to value a company either as an equity buy or as an entrepreneur. We're down a bit, but not bad considering. The bonds and CDs help me sleep so I can stay in with the equities. I'm also exchanging off some int'l in tax-deferred and buying it in taxable, to get the foreign tax credit next year.
Thinking about buying some dividend stocks, but everyone is doing that and they also seem overvalued. So, I like my int'l trade right now, undervalued and decent dividends. A peer from KC is asking me to talk to his company about an opportunity, maybe a possibility, but with our house sold it would take a lot to get me to move. Have an open contract job, but the client can't decide whether to pull the trigger. I am tiring of data science on-line courses, so I think I'll dive back into SQL server, since it's more popular here.
I had some bad news this week, a good friend from TXT was found dead in his car last week from a heart attack. We hadn't spoken in about 6 months. I knew he was under a bit of stress with his job, I wonder if he was over working? It reinforces my '5 year IT plan', to basically get out of this career before I smell like a dead fish.
Dow: 16639
s&p: 1948
10 yr: 1.79%
VIX: 19.81
CAPE s&p P/E: 24.62
1yr: -1.6%
mix:
equity: 36
bond: 56
cash: 8
Volatility continues to reign. I'm learning about DCF, not so much to pick stocks, but to understand over and under valuation which I think will make me a 'smarter' investor. I'm trying to understand how to value a company either as an equity buy or as an entrepreneur. We're down a bit, but not bad considering. The bonds and CDs help me sleep so I can stay in with the equities. I'm also exchanging off some int'l in tax-deferred and buying it in taxable, to get the foreign tax credit next year.
Thinking about buying some dividend stocks, but everyone is doing that and they also seem overvalued. So, I like my int'l trade right now, undervalued and decent dividends. A peer from KC is asking me to talk to his company about an opportunity, maybe a possibility, but with our house sold it would take a lot to get me to move. Have an open contract job, but the client can't decide whether to pull the trigger. I am tiring of data science on-line courses, so I think I'll dive back into SQL server, since it's more popular here.
I had some bad news this week, a good friend from TXT was found dead in his car last week from a heart attack. We hadn't spoken in about 6 months. I knew he was under a bit of stress with his job, I wonder if he was over working? It reinforces my '5 year IT plan', to basically get out of this career before I smell like a dead fish.
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