06-14-2023, 10:50 PM
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06-15-2023, 10:56 AM
06-15-2023, 10:19 PM
06-16-2023, 09:57 AM
06-17-2023, 07:02 AM
06-17-2023, 07:52 AM
(06-17-2023, 07:02 AM)rayray Wrote: [ -> ]added to UNH & ELV
sold some IIPR for tax loss harvesting against capital gains
I've become tech heavy--even though i took some profits off the top NVDA has become #1 in my personal portfolio
i don't have a major issue with IIPR, SQ in particular but it's what i have to do in order to rebalance
i'm a buy and hold investor by nature but i see the benefits of taking advantage of strategically buying and selling
Tech is way, way over BOUGHT and over valued. Some are up 30-40% in just 3 weeks lol. At some point the rotation will happen. Maybe tech will keep running another 40% from here. Wo really knows lol,
The only tech I hold are MSFT, AMZN, AAPL, ORCL, KLAC and GOOG
I'm planning to trim some tech early next week and put proceeds into low beta names with good yields
I just bought IIPR. I think its one of those undervalued names you want. I have been adding to beaten down names like IIPR, CVS, BMY, UNH, EOG, EXR ect. These all fit my investment theses
For every seller there's a buyer
06-20-2023, 10:12 AM
Added some EOG
60% cash now being very selective. Waiting for the big dips to come
60% cash now being very selective. Waiting for the big dips to come
06-21-2023, 10:34 AM
06-22-2023, 09:00 AM
06-22-2023, 10:21 AM
06-23-2023, 01:11 AM
I completed my regular monthly purchase of BAM earlier this week. 
Still maybe another year or two of buying it monthly with a small amount.
Still maybe another year or two of buying it monthly with a small amount.
06-23-2023, 10:10 AM
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