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gdett2

Gene Dettmann

General Information

Name:
Gene Dettmann
Fool Since:
May 29 2007
Where I Live:
KS
Where I Grew Up:
PHOTO: Starting to sheath the roof. 1/14/2022

Investing Basics

Investing Experience:
Medium High
Risk Tolerance:
Medium High
Investing Style:
Motley (i.e. Anything goes!)
Types of Investments:
01/18/2022 Change: -2.65% _YTD Portfolio: -16.77% __ YTD DJI30: -2.67%__ YTD SP500TR: -3.91%__ YTD SP500: -3.97%__ YTD NASDAQ: -7.27% _Portfolio vs All Time High (11/09/2021): -33.70% _XIRR since 2005: 21.38%
Stocks I Own:
Growth 61.37% of portfolio: CRM, CRWD, DDOG, ENPH, MNDY, NET, PAYC, S, SNOW, TEAM, TTD, TWLO, UPST, ZS __Dividend Core 22.65% of portfolio: ABBV, AEP, CAT, CCI, CL, KMB, KO, MMM, NLY, O, PAYX, PEP, PGR, VZ __ETFs 0.67% of portfolio: BIV __Options 0.88% of portfolio: Bought: NET Jan 2023 40.000 call, UPST Jan 2024 260.000 call, UPST Jan 2024 250.000 call, UPST Jan 2024 150.000 call _Bond Annuity: 5.24% __Cash 9.19% of portfolio, Cash Target: 8.00% GD Index: -6.61% Investment Level: 0

Investing Favorites

Stocks:
01/18/2022 Monthly Change: Jan -16.62%
Industries:
Stock Sectors: __Industrial: 3- 11.44% __Consumer Discretionary: 2- 1.06% __Consumer Staples: 2- 3.84% __Health Care: 1- 2.17% __Financials: 2- 4.73% __MREIT: 1- 1.60% __Info Tech: 13- 50.30% __Telecom Services: 1- 1.85% __Utilities: 1- 0.54% __REIT: 2- 6.49%
Boards:
Portfolio Cash Flow vs Income Shortfall: 217% _Dividend Core 169.36% _ETFs 3.97% _Cash 44.12%
Books:
Portfolio Makeup: _Indiv. Stock: 84.02% _Bond ETF: 0.67% _Bond Annuity: 5.24% __ Stock: 84.02% Bonds: 5.91% Cash: 9.19% _Options/Short: 0.88% __By Acct Type: Taxable: 3.82% _Trad IRA: 0.00% _Roth IRA: 96.18%
Newsletters:
Top Ten Stocks (58.95%): NET 9.17%, ENPH 8.87%, TTD 8.32%, O 5.67%, TEAM 5.55%, CRWD 5.36%, DDOG 4.70%, UPST 4.24%, S 3.73%, KMB 3.34%
Magazines:
Top 10 Cash Producers: 92.54% of Cash Flow: O 20.72% - Annuities 20.29% - NLY 15.49% - KMB 9.32% - ABBV 7.71% - VZ 7.63% - PAYX 3.78% - CAT 2.78% - MMM 2.57% - CCI 2.25%
Blogs:
52 Week Highs for Tue 1/18/2022 Stock : None _ Funds : None
People:
Largest Gain by percent: 1.75% ZS _ by dollar: ZS __ Largest Drop: by percent: -6.64% NET _ by dollar: NET for Tue 1/18/2022

Investing Expertise

My Area of Expertise:
Portfolio Yield as of Tue Nov 30 17:58:20 2021: Dividend Core 4.50% __ETFs 3.03% __Annuities 4.50% __Combined Div/Int Yield: 4.46% __Portfolio Yield: 0.81%
Greatest Investment:
Cash by Acct Type: _Taxable: 13.39% _Trad IRA: -0.00% _Roth IRA: 86.61%
Worst Investment:
Income by Account Type: Taxable 0.11% Trad IRA 0.00% Roth IRA 99.89%
Money I Manage:
Percent Dividend & Interest Income by Month (last 12 months): Jan 8.28% Feb 9.46% Mar 4.05% Apr 9.94% May 9.42% Jun 3.95% Jul 9.97% Aug 11.33% Sep 4.70% Oct 9.90% Nov 9.13% Dec 9.87% as of Tue 11/30/2021

Interests

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

How I Invest

Motley. My earliest wealth builder over the past 50 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 that has future growth potential and wait for it to be recognized by others so they will buy it from you at a higher price.

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