09-17-2021, 09:42 PM
I got crushed today. It happens. But I'm not clicking into the portfolio to see the details Big-picture wise, I'm still just $10k down from my ATH.
(09-17-2021, 09:42 PM)ken-do-nim Wrote: [ -> ]I got crushed today. It happens. But I'm not clicking into the portfolio to see the details Big-picture wise, I'm still just $10k down from my ATH.If we get a tech pullback out of the way we can finish the year strong. My new narrative is earnings season will be wild. Some of these companies have some bad news to share, even if it is short term in nature.
(09-17-2021, 09:42 PM)ken-do-nim Wrote: [ -> ]I got crushed today. It happens. But I'm not clicking into the portfolio to see the details Big-picture wise, I'm still just $10k down from my ATH.
(09-21-2021, 03:25 PM)ken-do-nim Wrote: [ -> ]My favorite fortune teller says we are about halfway through. I am quite convinced we have some earning warnings coming due to Covid and supply chains. Their quiet period is a little ways away yet. The FED Chief will try to save us with happy words.(09-17-2021, 09:42 PM)ken-do-nim Wrote: [ -> ]I got crushed today. It happens. But I'm not clicking into the portfolio to see the details Big-picture wise, I'm still just $10k down from my ATH.
I peeked. Now $20k down from ATH. I sure hope the sell-off is almost over, as opposed to just beginning.
(09-21-2021, 03:39 PM)fenders53 Wrote: [ -> ](09-21-2021, 03:25 PM)ken-do-nim Wrote: [ -> ]My favorite fortune teller says we are about halfway through. I am quite convinced we have some earning warnings coming due to Covid and supply chains. Their quiet period is a little ways away yet. The FED Chief will try to save us with happy words.(09-17-2021, 09:42 PM)ken-do-nim Wrote: [ -> ]I got crushed today. It happens. But I'm not clicking into the portfolio to see the details Big-picture wise, I'm still just $10k down from my ATH.
I peeked. Now $20k down from ATH. I sure hope the sell-off is almost over, as opposed to just beginning.
P.S. My fortune teller is pretty good. I think she said something on Sunday about China real estate rocking iron miners, CAT, and my little MN UTE. It didn't take 24hrs to start.
Most of my stocks are immune from earning warnings but there is no way to dodge all the beating when the market dips.
(09-27-2021, 04:13 PM)fenders53 Wrote: [ -> ]LLY PE is still lofty vs peers and the entire sector is currently unloved. I was surprised it hit 200 so fast. It's reverting to the mean.
(09-27-2021, 04:32 PM)fenders53 Wrote: [ -> ]I haven't researched if lately. I spoke on it's valuation before you bought it. I sold it at a lower price months earlier. I wouldn't tell anyone they should sell a big pharma stock today. They are all beaten down. You will lose a lot of money dumping every sector that falls out of favor.