Gene Dettmann

General Information

Gene Dettmann
Fool Since:
May 29 2007
Where I Live:
Where I Grew Up:
PHOTO: Maggie in a basket up high!

Investing Basics

Investing Experience:
Medium High
Risk Tolerance:
Medium High
Investing Style:
Motley (i.e. Anything goes!)
Types of Investments:
Fri 10/12/2018 Change: 2.99% _Portfolio vs High (09/13/2018): -12.49% _YTD Portfolio: 13.43% __ YTD DJI30: 2.51%__ YTD SP500TR: 5.07%__ YTD SP500: 3.50%__ YTD NASDAQ: 8.60% _XIRR since 2005: 20.28%
Stocks I Own:
Growth 52.01% of portfolio: ALGN AMZN AYX CLNE MDB NEWR NFLX NTNX OKTA PAYC PSTG PYPL SQ TWLO ZS __Dividend Core 27.49% of portfolio: ABBV CAT EMR JNJ KMB KO MO NLY O PAYX PLOW SAFT SYY UTX VZ __Other Dividend 3.03% of portfolio: CGNX __ETFs 1.32% of portfolio: BIV VO VOO __Mutual Funds 3.70% of portfolio: USHYX USIBX __Options 0.48% of portfolio: Bought: CLNE Mar 2019 2.000 call, MDB Nov 2018 75.000 call, LUV Jan 2019 60.000 call, WIX Jan 2019 105.000 call, PSTG Jan 2019 20.000 call Sold: CAT Oct 2018 155.000 call __Cash 11.97% of portfolio

Investing Favorites

Fri 10/12/2018 Monthly Change: __Jan 9.18% __Feb -1.79% __Mar -1.00% __Apr -0.17% __May 6.01% __Jun 2.74% __Jul -1.11% __Aug 10.54% __Sep 0.30% __Oct -11.27%
Stock Sectors: __Energy: 1- 0.30% __Industrial: 4- 7.35% __Consumer Discretionary: 2- 26.02% __Consumer Staples: 4- 8.60% __Health Care: 4- 12.03% __Financials: 2- 4.07% __MREIT: 1- 1.82% __Info Tech: 12- 35.09% __Telecom Services: 1- 0.79% __REIT: 1- 3.94%
Portfolio Cash Flow vs Income Shortfall: 157.41% _Dividend Core 99.39% _Other Dividend 1.27% _ETFs 3.05% _Mutual Funds 16.87% _Cash 36.82%
Portfolio Makeup: _Stock: 82.53% _Stock ETF: 0.93% _Bond ETF: 0.38% _Bond MF: 3.70% _Cash: 11.97% _Options/Short: 0.48% __By Acct Type: Taxable: 6.75% _Trad IRA: 34.97% _Roth IRA: 58.28%
Top Ten Stocks (47.91%): NFLX 19.44% - ALGN 3.54% - O 3.49% - TWLO 3.35% - PLOW 3.22% - NTNX 3.11% - SQ 3.05% - CGNX 3.03% - MDB 2.87% - KMB 2.80%
Top 10 Cash Producers: 79.16% of Cash Flow: Annuities 23.26% - O 10.86% - MO 8.24% - USHYX 7.18% - KMB 6.73% - PLOW 5.33% - PAYX 5.03% - ABBV 4.89% - JNJ 4.11% - SAFT 3.52%
52 Week Highs for Fri 10/12/2018 Stock : None _ Funds : None
Largest Gain by percent: 8.24% TWLO _ by dollar: NFLX __ Largest Drop: by percent: -1.73% MO _ by dollar: MO for Fri 10/12/2018

Investing Expertise

My Area of Expertise:
Portfolio Yield as of 08/23/2018: Dividend Core 3.69% __Other Dividend 0.34% __Annuities 4.50% __Combined Div/Int Yield: 3.50% __Portfolio Yield: 1.62%
Greatest Investment:
Cash by Acct Type: _Taxable: 0.13% _Trad IRA: 15.41% _Roth IRA: 84.46%
Worst Investment:
Income by Account Type: Taxable 1.82% Trad IRA 54.95% Roth IRA 43.23%
Money I Manage:
2017 Percent Dividend & Interest Income by Month: Jan 8.28% Feb 6.54% Mar 6.57% Apr 7.04% May 6.09% Jun 18.10% Jul 7.44% Aug 10.38% Sep 7.48% Oct 7.38% Nov 5.90% Dec 8.80% as of Fri 12/29/2017

Education And Work Information

School(s) Attended
Open Sell Orders: ABBV at 98.00, CAT at 160.00, KMB at 120.00, KO at 47.00, NFLX at 425.00, NFLX at 430.00, O at 59.00, PSTG at 29.00, PSTG at 29.00


Personal Quote:
If you don't have a goal, how will you know when you score?
My Interests:
Old tractors
Person(s) I'd Like To Meet:
Mike Holmes, Robert Irvine
Favorite Restaurants or Foods:
Trent Country Club, Lucy's, Catfish Corner, Heff's, Brick Oven Pizza
Favorite Movies:
The Searchers, The Best Years of Our Lives, Seven Days in May, Executive Suite
Favorite Music or Musicians:
Vladimir Horowitz, Artur Rubenstein, Evgeny Kissin

An Interview with gdett2

Last updated: 1/13/2018
The Fool:
If you could use one example from your life to teach a financial lesson, what would it be?
MAKE A PLAN! We started a retirement plan in 1982. It wasn't much and was loosely followed for about 14 years. Then we looked at it more closely and refined it. About 8 years later, we were scrubbing expenses and truly looking hard at all the angles, making it bullet proof. The Difference? Our original idea was to retire around 2016/17. The planning allowed us to retire in 2005. Planning was a worthwhile exercise for us. Will it be one for you ????????
The Fool:
How do you define success?
Success for me is being in a position that I can do what I want, when I want and not be concerned about finances any more. This also coincides with my definition of Retirement and here we are.
The Fool:
What's been your best investment to date, and how did you discover it?
INTC from the late 80's all through the 90's. I looked into it because I liked the chips and invested in the company. The funny thing is I did everything wrong. I took a large portion of our cash and bought stock. After dropping 20%, it went up a few dollars and I more than doubled our position. It was the only stock we owned for about 2 more years. It did great but it could have been a disaster. I was lucky!

How I Invest

Motley. My primary wealth builder over the past 40 years has been real estate, all rural, unimproved acreage. Researching and finding under-valued property was something I understood and enjoyed. I would identify distressed markets/areas, buy property and hold it for a market rebound, normally 2 to 3 years. Investing in stock came later. Investing in stocks or anything else is quite similar. Find and buy something at a market value below a normal value and wait for it to be recognized by others so they will buy it from you at a higher price.