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briansol · 04-13-2010, 11:16 AM

Now that i'm out of Ambac (ABK), i have a good chunk of cash reserves to start researching my next ploy. I'd like to diversify a bit on this next one.

I have holds in
-Tech/Electronics:
ORCL
GCOM
SIRI
FLEX
QASP.PK

-Banking/Finance:
FITB
IFSL.PK
V
IMPM

-Energy
FSNGX
SNEN

-Automotive
HMC

-Pharmaceuticals
BMY
CTIC

-Retail
JCG

What are some sectors I should be looking into to diversify myself a bit more?

titan22 · 04-13-2010, 01:23 PM

you don't have anything international. at your age, you should have between 15-25% in intl equities.

look into brazil, china, and india. a couple solid etf's would fill those gaps.

check into some larger cap stocks that pay good dividends. you have a lot of growth stocks there.

briansol · 04-13-2010, 01:31 PM

i do have a bit of diversity in other countries...

SNEN is china
flex is singapore
HMC is japan

foreign large cap w/ dividends sound nice. I just don't even know where to start.

titan22 · 04-13-2010, 01:58 PM

you don't need to do foreign large cap, i should have divided that up a little better.

you can do u.s. with some larg cap dividends. your brokerage should have a stock search that will filter companies with dividends.

briansol · 04-13-2010, 03:19 PM

looking through the ETF's, i'm not impressed. Most are big doaalr (50-100 range) and are offering less than 5% YTD, with most 10% or more loss.

ONEQ is the only one that even looks somewhat decent.
ONEQ: Summary for Fidelity Nasdaq Composite Index- Yahoo! Finance

10 cent dividend on a $100 price point that has not much movement sucks IMO

briansol · 04-13-2010, 03:28 PM

I'm thinking a mutual fund may be a better choice. Fidelity has a bunch of no-fee ones available.

JAOSX
looks pretty good.
JAOSX: Summary for JANUS OVERSEAS FUND T SHARES- Yahoo! Finance

$2500 minimum, which i have, and will leave me about 900 left over for other buys.

titan22 · 04-13-2010, 03:43 PM

i have the lazard emerging markets and t rowe price mid cap growth in my 401k. they have smashed the s&p over the last 12 months.

i'll look at some other etfs today.

LZOEX
RPMGX

titan22 · 04-28-2010, 11:30 AM

brazil emerging markets....

BRXX
PBR

keep an eye on them. they have the 2014 world cup and 2016 olympics. there will be a lot of expansion and spending there.

04-13-2010, 11:16 AM	#1
briansol Savings Advisor Join Date: Aug 2006 Location: Central CT Age: 32 Posts: 761 Rep Power: 7	looking for new diversification Now that i'm out of Ambac (ABK), i have a good chunk of cash reserves to start researching my next ploy. I'd like to diversify a bit on this next one. I have holds in -Tech/Electronics: ORCL GCOM SIRI FLEX QASP.PK -Banking/Finance: FITB IFSL.PK V IMPM -Energy FSNGX SNEN -Automotive HMC -Pharmaceuticals BMY CTIC -Retail JCG What are some sectors I should be looking into to diversify myself a bit more? __________________ Any thoughts or opinions are that of my own. Research your buys and sales on your own. I am not a stock broker.

04-13-2010, 01:23 PM	#2
titan22 Super Moderator Join Date: Aug 2006 Location: West Coast Posts: 773 Rep Power: 7	you don't have anything international. at your age, you should have between 15-25% in intl equities. look into brazil, china, and india. a couple solid etf's would fill those gaps. check into some larger cap stocks that pay good dividends. you have a lot of growth stocks there. __________________ This post does not express the opinions of the website, it's members, or its owner. Always invest with caution and do proper research. If you have questions, consult a paid, investment professional.

04-13-2010, 01:31 PM	#3
briansol Savings Advisor Join Date: Aug 2006 Location: Central CT Age: 32 Posts: 761 Rep Power: 7	i do have a bit of diversity in other countries... SNEN is china flex is singapore HMC is japan foreign large cap w/ dividends sound nice. I just don't even know where to start. __________________ Any thoughts or opinions are that of my own. Research your buys and sales on your own. I am not a stock broker.

04-13-2010, 01:58 PM	#4
titan22 Super Moderator Join Date: Aug 2006 Location: West Coast Posts: 773 Rep Power: 7	you don't need to do foreign large cap, i should have divided that up a little better. you can do u.s. with some larg cap dividends. your brokerage should have a stock search that will filter companies with dividends. __________________ This post does not express the opinions of the website, it's members, or its owner. Always invest with caution and do proper research. If you have questions, consult a paid, investment professional.

04-13-2010, 03:19 PM	#5
briansol Savings Advisor Join Date: Aug 2006 Location: Central CT Age: 32 Posts: 761 Rep Power: 7	looking through the ETF's, i'm not impressed. Most are big doaalr (50-100 range) and are offering less than 5% YTD, with most 10% or more loss. ONEQ is the only one that even looks somewhat decent. ONEQ: Summary for Fidelity Nasdaq Composite Index- Yahoo! Finance 10 cent dividend on a $100 price point that has not much movement sucks IMO __________________ Any thoughts or opinions are that of my own. Research your buys and sales on your own. I am not a stock broker.

04-13-2010, 03:28 PM	#6
briansol Savings Advisor Join Date: Aug 2006 Location: Central CT Age: 32 Posts: 761 Rep Power: 7	I'm thinking a mutual fund may be a better choice. Fidelity has a bunch of no-fee ones available. JAOSX looks pretty good. JAOSX: Summary for JANUS OVERSEAS FUND T SHARES- Yahoo! Finance $2500 minimum, which i have, and will leave me about 900 left over for other buys. __________________ Any thoughts or opinions are that of my own. Research your buys and sales on your own. I am not a stock broker.

04-13-2010, 03:43 PM	#7
titan22 Super Moderator Join Date: Aug 2006 Location: West Coast Posts: 773 Rep Power: 7	i have the lazard emerging markets and t rowe price mid cap growth in my 401k. they have smashed the s&p over the last 12 months. i'll look at some other etfs today. LZOEX RPMGX __________________ This post does not express the opinions of the website, it's members, or its owner. Always invest with caution and do proper research. If you have questions, consult a paid, investment professional.

04-28-2010, 11:30 AM	#8
titan22 Super Moderator Join Date: Aug 2006 Location: West Coast Posts: 773 Rep Power: 7	brazil emerging markets.... BRXX PBR keep an eye on them. they have the 2014 world cup and 2016 olympics. there will be a lot of expansion and spending there. __________________ This post does not express the opinions of the website, it's members, or its owner. Always invest with caution and do proper research. If you have questions, consult a paid, investment professional.

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