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(11-20-2023, 03:17 PM)MrFortune Wrote: [ -> ]Went 50% cash today and will keep that and earn about 4.2% interest until the market corrects.

I did however up my oil stocks today.

BABA getting interesting Guru

I see; you aren't buying that this is the start of a new bull market.  You see a large correction coming in 2024.  You are not alone in that outlook.
Used pooled dividends to add another share of TSCO.
Added to DFS.
(11-21-2023, 12:19 PM)ken-do-nim Wrote: [ -> ]
(11-20-2023, 03:17 PM)MrFortune Wrote: [ -> ]Went 50% cash today and will keep that and earn about 4.2% interest until the market corrects.

I did however up my oil stocks today.

BABA getting interesting Guru

I see; you aren't buying that this is the start of a new bull market.  You see a large correction coming in 2024.  You are not alone in that outlook.

I was also trimming some profits, building up a cash reserve that earns just about 5% 

The trims have been 

SAIA
ODFL
NVDA
MSFT
AAPL
MU
LRCX
AMD
ADBE


But today I put some capital back to work 

NVDA
TSLA
DE
TPL
XOM
Wow, I never heard of SAIA before. 7x growth in the past 5 years!!!
Sold SRE and bought xlu with proceeds. Port consolidation.
(11-23-2023, 12:14 PM)ken-do-nim Wrote: [ -> ]Wow, I never heard of SAIA before.  7x growth in the past 5 years!!!

Yea, SAIA has been a very good investment--It's been a money maker in the portfolio! I see their trucks every day in my area.

I'll have to pay attention to it in order to add the investment to my other accounts.
SAIA?

I thought this was a DIVIDEND growth forum?
Added some HSY and BKH

New position in BMY

I said before I have a lot of cash waiting on the sidelines. I will put some of that to work when I find a bargian lol
Added CI, HSY, CVX, FANG, CHRD and XOM
Added CI, HUM, GOOG, O, SLB and TLT
Added ABBV. I love the acquisition on IMGN

New positions in DVN and OXY