Investments strategy with new administration?

[MossRoad]

Keep mowing it. On every running grass fire I’ve seen, the fire moves around mowed areas and doesn’t carry through those areas.

Will do. Thanks.

 

[jyoutz]

Aren't lodgepole pines like the ones that burned in 1988 Yellowstone fire conifers? When we were there in the early 80s, the place was full of regrowth. They said the fires opened the pinecones.

Then there's this....

Salvage logging, planting not necessary to regenerate Douglas firs after Klamath fires

Researchers at Portland State University and Oregon State University looking at the aftermath of wildfires in southwestern Oregon and northern California found that after 20 years, even in severely burned areas, Douglas fir grew back on its own without the need for salvage logging and replanting.

phys.org

Maybe I'm not on the same page as you?

You are correct about lodgepole pine having serotonious cones that are opened by fire, also Jack pines in the upper Midwest. But most of the western conifers don’t have that type of fire facilitated cones and cones/seeds are destroyed by fire. Lodgepole pine forests evolved with high severity fires and are regenerated in that fashion. Most pines and other conifers are adapted to low intensity fire and don’t have a regenerative capacity to persist after high severity fires. Many of the pines in the southeast U.S. like longleaf pine are the same. That study on the Klamath NF doesn’t contradict what we know about fire ecology. The fires they referenced had some surviving seed trees and were a mosaic on the landscape with patches of burned areas interspersed with surviving patches. We generally don’t plant those sites because we expect natural regeneration to occur. What is happening with these very high severity fires is we end up with tens and hundreds of thousands of acres without seed trees. This is why there is a big push to restore these forests so they are resilient to fire and won’t support high severity crown fires. Also of course the danger to communities. There is a bipartisan bill working through Congress that just passed the House titled “Fix our Forests Act.” It proposes to greatly step up the pace and scale of federal forest restoration efforts. It will be interesting to see how this plays out because this bill will require more funding and people to implement, yet the political climate is pointing to the opposite. We can pay to do restorative work now or pay for fire suppression and more destroyed communities. What will the nation choose?

https://www.congress.gov/bill/119th-congress/house-bill/471

 

[ponytug]

Wife and I looked at a cottage on a nice looking lake last year in the spring. Took a look at it on google earth in a late summer view. Completely covered in algae. Investigation revealed about 15 miles upstream from where the feeder creek enters the lake, an industrial plant of some sort had been sued for contamination of the creek, a couple lakes downstream, and a bunch of other stuff. The fish in the lake had a do not consume warning from the state. Houses on the lake were selling for cheap, and that's how we found out why. Sad.

That's pretty close to how I found out about our former property. I was reading an article in a magazine and saw a photo of a lakeside that looked familiar and then saw a state "Do Not Consume" sign and started poking around.

As you wrote, sad.

All the best,

Peter

 

[MossRoad]

You are correct about lodgepole pine having serotonious cones that are opened by fire, also Jack pines in the upper Midwest. But most of the western conifers don’t have that type of fire facilitated cones and cones/seeds are destroyed by fire. Lodgepole pine forests evolved with high severity fires and are regenerated in that fashion. Most pines and other conifers are adapted to low intensity fire and don’t have a regenerative capacity to persist after high severity fires. Many of the pines in the southeast U.S. like longleaf pine are the same. That study on the Klamath NF doesn’t contradict what we know about fire ecology. The fires they referenced had some surviving seed trees and were a mosaic on the landscape with patches of burned areas interspersed with surviving patches. We generally don’t plant those sites because we expect natural regeneration to occur. What is happening with these very high severity fires is we end up with tens and hundreds of thousands of acres without seed trees. This is why there is a big push to restore these forests so they are resilient to fire and won’t support high severity crown fires. Also of course the danger to communities. There is a bipartisan bill working through Congress that just passed the House titled “Fix our Forests Act.” It proposes to greatly step up the pace and scale of federal forest restoration efforts. It will be interesting to see how this plays out because this bill will require more funding and people to implement, yet the political climate is pointing to the opposite. We can pay to do restorative work now or pay for fire suppression and more destroyed communities. What will the nation choose?

https://www.congress.gov/bill/119th-congress/house-bill/471

Thanks!

 

[RSKY]

Getting back to the original topic, not that I haven't enjoyed reading about the fires and prevention, I had the biggest losses on the stock market I have ever had Monday. I am invested mainly in tech mutual funds and I lost back all the way to where I was in September of last year. Last time this happened I only lost half as much and it took just one month to make it back. Hopefully it will only take a couple months this time.

Remember, you don't actually lose money until you take it out of the market. And I'm not taking any out until I have to!

RSKY

 

[JasperFrank]

It would be a fun exercise to make an investment sheet. And say it starts today. I'm not saying put any money in it. This is just an exercise. Rules are you can't get out or change it in any way for four years. You have 100,000 dollars to start with. Fees are included in that limit. What would you invest in?
Exxon is at 110 or so. So I'd do half $50,000 for 4545 shares. The other half would be Ratheon, at $129, 386 shares for the other half.

 

[MossRoad]

Getting back to the original topic, not that I haven't enjoyed reading about the fires and prevention, I had the biggest losses on the stock market I have ever had Monday. I am invested mainly in tech mutual funds and I lost back all the way to where I was in September of last year. Last time this happened I only lost half as much and it took just one month to make it back. Hopefully it will only take a couple months this time.

Remember, you don't actually lose money until you take it out of the market. And I'm not taking any out until I have to!

RSKY

Sorry for your losses.

DIVERSIFY!!!

S&P500 tied funds do very well over time. They are more diversified and less risky compared to specific sectors.

In 1989 we had a forest planted. Probably 20 different species of trees total. The reason: if one species gets diseased, infected, infested, etc... the forest still grows.

Good S&P500 managers do the work of pruning and adding assets for you. There are plenty of good funds out there. Don't put all your eggs in the tech basket.

Good luck.

 

[California]

S&P500 tied funds do very well over time. They are more diversified and less risky compared to specific sectors.
View attachment 2410083

Works for me!

When I retired in 1998 I said so long as the S&P stays over 900, no problem. We're set.

It's 6000 now.

 

[jyoutz]

Works for me!

When I retired in 1998 I said so long as the S&P stays over 900, no problem. We're set.

It's 6000 now.

What will it be on Monday after the 25% Canada and Mexico tariffs are rolled out on Saturday? I’m not willing to wait to find out and went to cash until we see what happens.

 

[shooterdon]

I am not smart enough to pick winners. Over the ups and downs I have averaged 12% with Fisher. Last year was 19%.

Many people do better….or at least they say they do. I have a buddy who is like that. He always wins at Vegas….so he says

I am happy with my crappy 12%.