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Discuss Latest WCI Blog Post: Why This Index Fund Investor Purchased an Individual Stock

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  • Discuss Latest WCI Blog Post: Why This Index Fund Investor Purchased an Individual Stock

    I'm a staunch believer in owning passive index funds in my investment portfolio. Yet, in 2017, I was compelled to purchase an individual stock. Here's why.

    The post Why This Index Fund Investor Purchased an Individual Stock appeared first on The White Coat Investor - Investing & Personal Finance for Doctors.



    Click here to view the article!
    Helping those who wear the white coat get a fair shake on Wall Street since 2011

  • #2
    Don’t we all own Berkshire Hathaway in the S&P 500?

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    • #3
      Berkshire is more like a stock of stocks.

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      • #4
        I was too lazy to click but my first thought was that BRK doesn’t count.

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        • #5
          dry content pool I guess

          https://web.archive.org/web/20180109...fire.com/brkb/

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          • #6
            Brk is the stepping stone to reach the next level - in between individual stocks and total market. Could do a lot worse.

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            • #7
              I have been mostly Bogle-headed since the mid- late 90’s, investing 85-90 % of my equity portfolio in the S&P 500. But, the 10-15% non indexed has skewed my portfolio, possibly making me a victim of random success. Many of my individual stocks that were purchased in the 80s and 90s were dividend re-invested to returns that turbo- charged the portfolio overall. A very few have gone to the river Styx. It doesn’t take many Microsofts or Home Depot’s to skew returns to the sky. Charles Schwab wrote a great book 30 years ago for those turning 50. He taught core and explore. With explore limited to 5-10% of portfolio. Great to index, but sometimes better to get off the bus and catch an Uber X.
              Last edited by Auric goldfinger; 05-14-2022, 11:56 AM.

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              • #8
                I picked up some Dutch Brothers yesterday BROS, after the stock tanked on poor earnings. There is one I drive by daily and lines of cars day and night. I guess that combo of caffeine, sugar and fat is addicting. I agree with Auric goldfinger . A few winners held long term can drive the upside nicely.

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                • #9
                  Originally posted by Auric goldfinger View Post
                  Great to index, but sometimes better to get off the bus and catch an Uber X.
                  I’m not sure if using a poor performing stock was the best example to use there.

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                  • #10
                    A or B class?

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                    • #11
                      Originally posted by ENT Doc View Post
                      A or B class?
                      Ah the real flex question. Also probably an indicator of how close you are to death unless you are in the vigorous 72 year old cohort.

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                      • #12
                        Originally posted by ENT Doc View Post
                        A or B class?
                        i bought a single B share years ago to get the hard copy annual report every year and be able to go to the annual meeting if i wanted.

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                        • #13
                          One of my regrets is believing my now-fired advisor who said I was overweighted in brkb so I adjusted my portfolio. At least I didn’t eliminate the position.

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