I've got GOOG & GOOGL, SHOP, and VKTX humming along well to start the year. I see PLL, EVRI, and ALT having a strong 2024.
2024 Stock Talk - Who Are You Betting On?
- Thread starter TXCyclones
- Start date
Just recently discovered JEPI, I've put about 10% of my Roth funds in that ETF. Other than that, the only other single stock i own is O, which sucked last year. Bought bonds for the first time last year. About 6 years out from retirement, so I'm pretty conservative. A lot of Vanguard 2030, S&P 500, AOR, Vanguard High Dividend Yield, etc.
I'm with you on SHOP and VKTX, though I think I'm about to be out on VKTX as my $17 calls (sold for $4.XX) are likely to be called at their Feb expiry. Oh well, with a $2.80 CB that one turned out alright.
I think AVDL could be solid in 2024 as they gain market share with their narcolepsy drug. TGTX could also be a 2024 darling with the recent news on FDA AE concerns from Ocrevus and recent news of a deepening pipeline (partnership with DTIL). Also waiting patiently for the story to play out on IBRX and IOVA; looking to start adding to PHAT before the July PDUFA. Was excited for AVXL, but with their data on Rett I'm just holding.
Outside of biotech world I'm waiting for JBL to come down a little, bought in May and sold out on the October spike. Really like the company, but I just couldn't turn down that kind of return in only a few months - hoping I didn't let the golden goose fly away. Have also been looking to beaten down high yield stocks - PFE and USB come to mind.
I've been holding JEPI since May '23. It's paid a number of dividends but the price is now lower than I paid in May so my total return so far is like under 1%. I really expected a lot more from this, but I'll be patient and hope it starts moving.
I have always held a decent % of internationals. And they have been killing my returns for like 10 years. It would be nice if they finally turned a corner and took leadership for a while.
It kinda bugs me that the "dumb" just buy US stocks has done so much better than the "smart" diversify and hold some internationals... but here I am being "smart".
It kinda bugs me that the "dumb" just buy US stocks has done so much better than the "smart" diversify and hold some internationals... but here I am being "smart".
Without knowing anything about JEPI, I'm not sure how much return you should expect from a fund like that.
As long as the dividend payout remains high, and they don't raise expenses, you're probably doing good.