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AR15.COM
3/8/2008 9:18:41 PM EDT
$5k this year, I have it in my ameritrade account ready to go just need to make my mind up.

Was thinking of splitting it up into two stocks.

RIG - Transocean

and

CHK- Chesapeake Energy

I am 31years old with about $150K in retirement funds and heavily invested in Tech. with about 15% of my portfolio being international funds.

Suggestions, comments?

ETA- I have also considered AEM (AGNICO EAGLE MINES)
3/9/2008 4:26:57 AM EDT
[#1]
I was just looking at European funds for this years roth.  One of the funds has averaged 24% since 2000.  I'm thinking it might be smart since the dollar doesn't look to be getting any stronger any time soon.
3/9/2008 6:07:14 AM EDT
[#2]

Quoted:
I was just looking at European funds for this years roth.  One of the funds has averaged 24% since 2000.  I'm thinking it might be smart since the dollar doesn't look to be getting any stronger any time soon.


I don't have anything that is stricty European but I do have Fidelity International and Janus Worldwide in my portfolio. That would be where the majority of my European investing is coming from. I'll look into some European Funds just to see.
3/9/2008 4:43:04 PM EDT
[#3]
Noone have any opinions on the picks I gave???? Any opinions at all on ROTH contributions?
3/9/2008 6:23:29 PM EDT
[#4]

Quoted:
Noone have any opinions on the picks I gave???? Any opinions at all on ROTH contributions?


asset allocation determines 90% of your returns.
you need to run your complete portfolio through Morningstar's Instant Xray tool and see what you have now.

on the face of what you have posted so far, i'd opine you need more international exposure.  

DODFX, EFA, VWO perhaps?

or, perhaps the about-to-be-minted "V":
www.nytimes.com/2008/02/26/business/26visa.html?ex=1290402000&en=f4c2ca237ab4d7d3&ei=5035&partner=MARKETWATCH
socialize.morningstar.com/NewSocialize/forums/thread/2496077.aspx

ar-jedi
 
3/9/2008 11:56:51 PM EDT
[#5]

Quoted:

Quoted:
Noone have any opinions on the picks I gave???? Any opinions at all on ROTH contributions?


asset allocation determines 90% of your returns.
you need to run your complete portfolio through Morningstar's Instant Xray tool and see what you have now.

on the face of what you have posted so far, i'd opine you need more international exposure.  

DODFX, EFA, VWO perhaps?

or, perhaps the about-to-be-minted "V":
www.nytimes.com/2008/02/26/business/26visa.html?ex=1290402000&en=f4c2ca237ab4d7d3&ei=5035&partner=MARKETWATCH
socialize.morningstar.com/NewSocialize/forums/thread/2496077.aspx

ar-jedi
 



Thanks. Yeah I have run my portfolio through one similar before and you are right I probably do need more international exposure, but other than having some mutuals that probably own a couple pertcentage points each, I don't have much exposure to any of the sectors that the stocks I listed would provide.
3/13/2008 11:18:19 AM EDT
[#6]
Well Tues. morning before the Dow shot throw the roof, I bought 56 shares of CHK and 36 shares of AEM. So far they are up ~10% each, these are long term holds for me so I am not really worried about a few days of results, it is just nice to see. I have confidence that both are well run companies and will be profitable.
3/31/2008 10:41:45 AM EDT
[#7]
tag