What Are Your Investments and How Have You Done?

We use a financial advisory firm and are very satisfied with their performance during our 20-yr term with them. I handled all our investing decisions before retirement, but then changed to a CFP firm. Unfortunately none of our potential heirs have any expertise dealing with elderly issues or large financial portfolios, so we felt a reliable fiduciary resource was needed should we go 'non compos mentis' someday.
 
Taking a chance & buying 1000 shares in 1997 when it was $18.00 a share was the thing to do. When it split 2 for 1 in 1998 selling not smart. Split again 3 for 1 in 1999 tempting to sell. 6000 shares would have been a nice gain. But letting it ride was a really good choice because in 2022 the split of 20 for 1 really boosted shares held. 120,00 shares is nothing to sneeze at especially when the stock price is over $200.00 a share.

But we didn't do that. On the positive side for the last 3 months our cash back credit card paid 5% on purchases from Amazon.
 
jujube said:
I've put my money into beef and chicken stocks. Made some pretty fine soups and stews with them. Quite often Winn Dixie has a BOGO on them.
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My first laugh of the morning. Thank you Jujubeā£ļø You can always make me laugh. šŸ˜‚

Mitch to answer your question, I mostly have mutual funds and ETFs and tread lightly with individual stocks. I currently have Apple, Nvidia and Canon. Not nearly enough shares of either to make me a millionaire. I actually have more Canon than the other two. According to my Yahoo Finance portfolio page, my Apple stock is up 362.61%, Nvidia (which I first bought last year) is up 57.86% and Canon is up 32.84%.
 
roadhogg said:
I invested in a shoe box .that i keep under bed
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An old friend of mine worked for a federal farm credit office years ago.

He went to an old farmerā€™s home to take a credit application for the construction of a new barn.

The farmer was required to invest $50,000.00 of his own money in the new project and my friend needed to verify the source of those funds.

The old farmerā€™s wife brought a cardboard oatmeal drum to the table and took off the lid.

The cardboard drum was stuffed with hundred dollar bills.

My friend listed the source of funds as assorted Quaker Oats securities.
 
We put all our money into bringing up 3 children. Now that they're all settled and living independantly and looking back - some times were tough but yeah we did ok :)

Now we're retired and not rich in money by any stretch, but we have enough. We owe nobody. There's a power in 'enough money' without being rich or 'well off'.
 
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I am a terrible stock trader. Multiple time invested in tanking stocksā€¦never following good advice. If i had to depend upon that i would be sitting on a corner selling pencils. But I am good at real estateā€¦and the cost to buy, fix, maintain and sell keeps me grounded. Without my real estate investments I would be trying to live on about 1200$ a month social security. I have enough to last.
 
Judycat said:
I've given away all but what is necessary to live, because hey, you can't take it with you. Took me several lifetimes to understand this. Hope this is the last one. Seeing the suffering has hit me hard.
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How nice of you Judycat! I'm all for being charitable and generous; I'm those things myself. But I hope you don't wind up needing any of what you gave away for medical care.
 
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