buyandwin’s Activity

Yesterday

NL

Boards Post

buyandwin replied to the Master Limited Partnerships board. 8:45 PM

Re: Fidelity charging $300 to hold MLPs?

My experience is the distributions are reported on Schedule E, where you can deduct depreciation, oil depletion, and a wide variety of other things. So often no tax is due this year. However, you also reduce your cost basis. So ultimately your [more]

NL

Boards Post

buyandwin replied to the Master Limited Partnerships board. 7:11 PM

Re: Fidelity charging $300 to hold MLPs?

I am not sure that all mpl distributions in a taxable account are tax free...Much of the distribution as I understand reduces the tax basis...If you were to sell you would have to pay gains on the reduced basis..

It appears from your [more]

Sat Dec 16

NL

Boards Post

buyandwin replied to the Master Limited Partnerships board. 9:45 PM

Re: Fidelity charging $300 to hold MLPs?

The high yields paid by MLPs is due to the partnership not paying income taxes. Hence, the info is passed onto the shareholder who then pays at his level.

The MLP distributions received in a taxable account are tax free.
The MLP [more]

NL

Boards Post

buyandwin replied to the Master Limited Partnerships board. 9:13 PM

Re: Fidelity charging $300 to hold MLPs?

Did anyone here see the notice from Fidelity that they're going to start charging $300 per year in any account that holds an MLP? Wow!

Yes, it's true. They just announced it within the past couple of days.
Probably the [more]

Wed Dec 6

NL

Boards Post

buyandwin replied to the Master Limited Partnerships board. 6:42 PM

Re: UBIT

Hi Itch:

>>>> My question is , if I invest $20,000.00 or less in an MLP within my IRA, is there any way of knowing if that invested sum would exceed the $1000.00 allowed amount of UBIT and thus trigger the requirement to file and [more]

Tue Nov 28

NL

Boards Post

buyandwin replied to the Retirement Investing board. 6:06 PM

Re: Poll: How did you do?

McCrockett::

Looks like I'll be funding the $1,182 tax break for 3 families of four earning the national median income in addition to funding Social Security and Medicare with the income taxes on 85% of my Social Security [more]

NL

Boards Post

buyandwin replied to the Retirement Investing board. 11:49 AM

Re: Poll: How did you do?

When investors with a limited number of stocks swing for the fences, some of them hit home runs but a bunch of them strike out.

For someone to beat the market that much, especially with a large portfolio, I don't think much of it
[more]

NL

Boards Post

buyandwin replied to the Saul's Investing Discussions board. 9:33 AM

Re: Portfolio best year ever

The difficulty is deciding if a price drop is or not warranted. The best advice regarding this question comes from Peter Lynch, "Sell when the story changes or when you discover that you made a mistake" or words to the [more]

Mon Nov 27

NL

Boards Post

buyandwin replied to the Saul's Investing Discussions board. 5:08 PM

Re: A Question Regarding Portfolio Growth

PIGSKIN:

I agree that my 5% account is not really increasing my retirement amount greatly. However that is not the point of the account. I am using this cash to learn how to invest money.

As long as you realize that the [more]

NL

Boards Post

buyandwin replied to the Saul's Investing Discussions board. 4:56 PM

Re: A Question Regarding Portfolio Growth

DON TAYLOR:

I am 65 and will retire in the next couple of months and am up 85.41% as of Friday. I have some real estate holdings in Seattle that I don't add into the numbers.

I didn't start really investing in the [more]

NL

Boards Post

buyandwin replied to the Saul's Investing Discussions board. 4:49 PM

Re: A Question Regarding Portfolio Growth

OTHALAN:

It also seems a bit silly to include 401(k) accounts (or other investments) where a person has no ability to choose individual stocks through their own initiative. That is as far outside the scope of this board as is real estate [more]

NL

Boards Post

buyandwin replied to the Saul's Investing Discussions board. 4:31 PM

Re: A Question Regarding Portfolio Growth

NOMB:

I don't think b&w is discounting Saul's methodology but I do think it's different if you invest most of the money the Saul's way vs putting a small portion in it. The risky level can be very different and the way [more]

NL

Boards Post

buyandwin replied to the Saul's Investing Discussions board. 1:23 PM

Re: A Question Regarding Portfolio Growth

AJ:

<i?I’m surprised there are some who are looking at individuals portions of an entire portfolio and commenting on those gains versus the entirety. Why would someone care if one portion is up 100% when the overall may be much less than [more]

NL

Boards Post

buyandwin replied to the Saul's Investing Discussions board. 11:06 AM

Re: A Question Regarding Portfolio Growth

Bizkikr:
Thanks for the explanation.

2014 and earlier: I need to dig a little for those numbers...overall I've doubled my investments since 2000.

You said you were in your 30's. 17 years ago you were around 15 to [more]

NL

Boards Post

buyandwin replied to the Saul's Investing Discussions board. 9:49 AM

Re: A Question Regarding Portfolio Growth

Hi Bizkikr:

You lost me--

What do the following mean?

BOTE 70%--TSP--PRO stocks---MFO options

I'm not as sharp as I used to be 50 years ago when I was about your age. I don't understand the new lingo. So [more]

NL

Boards Post

buyandwin replied to the Saul's Investing Discussions board. 8:06 AM

Re: A Question Regarding Portfolio Growth

Hi Chris

FWIW, I'm up (only!) 52.2% YTD, including everything except my house. My portfolio over the course of the year has been roughly 50% 'Saul stocks,' 40% mostly other Stock Advisor type stocks, and 10% VSS/VEU (non-USA [more]

NL

Boards Post

buyandwin replied to the Saul's Investing Discussions board. 12:08 AM

Re: A Question Regarding Portfolio Growth

The "Saul" port is a test, or try out port. I do not trust myself to be a great investment manager. If I were to use your methods, I still would only put a small portion into them until I was sure.

I'm not saying you [more]

Sun Nov 26

NL

Boards Post

buyandwin replied to the Saul's Investing Discussions board. 11:43 PM

Re: A Question Regarding Portfolio Growth

2020 Investor Writes

For me the 87.6% YTD return is on my stock only accounts which are about half of my investable assets. The other half is in index funds and a few mutual funds in my and my wife’s 401k that have limited investing [more]

NL

Boards Post

buyandwin replied to the Saul's Investing Discussions board. 11:14 PM

Re: A Question Regarding Portfolio Growth

Gazulight says:

Mine are only from the portion that are in the "Saul" port.

Have many times more in my 401k, in ETFs and about 3 times the "Saul" port in my ""Blue Chip" port. It is mostly cash.
[more]

NL

Boards Post

buyandwin replied to the Retirement Investing board. 10:41 PM

Re: Poll: How did you do?

I've long favored capital gains over interest and dividend income. In my 23rd year of living off my portfolio, my annual expenses amount to less than a 1% of assets withdrawal -- and at 61, I'm still too young for a pension or Social [more]

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