(02-11-2024, 09:10 AM)rayray Wrote: [ -> ] (02-09-2024, 03:33 PM)Mr1share Wrote: [ -> ]Tech just keeps on running. As some point people will go back to value lol
In the meantime I keep adding to quality names on sale... AFL, TROW, MCD, UNH, HUM, AMGN, and O
5yr. 10 yr
AFL 62.37%. 149.62%
TROW 15.10%. 34.02%
MCD 65.65%. 201.78%
UNH. 97.87%. 626.21%
HUM. 23.89%. 285.83%
AMGN. 56.52%. 144.84%
0. -2.80%. 110%
I would need to see more from TROW and O to put any money to work on these two--I use to own all of these except MCD and HUM--I still own and have been adding to UNH
Right now, I am only buying Growth, and my rule for Growth is the stock must have beaten the S&P 500 for the last 5 years. VOO is up 80.67% in the last 5 years; therefore of the ones above, the only one I'd consider is
UNH. But that's just me.
UPST is down 20% today on lowered financial guidance. Just fyi that I had already brought myself down to just 15 shares so I'm not really impacted. But my poor 2024 Perfect Portfolio competition offering is in serious trouble!!!
Added new positions in NTNX and APP
Just bought TWLO after the close down $8.
I’m starting to slowly get into more growth in software and AI
(02-14-2024, 04:34 PM)divmenow Wrote: [ -> ]I’m starting to slowly get into more growth in software and AI
(sorry, can't resist)
I know of a certain AI software company that's up 30% today, and I happen to work there
Added SQ, MSFT, AFL and MRK
Sold DG, TXRH, AMAT and TTD on the pops
New positions in MA, SNOW, DKNG, and SMCI
Added on MA & XLK. Sold a put on AMD.
Added some CRWD and ZS after hours thanks to PANW being down 75
Earlier added MA, DKNG and SO
New positions in CRWD, PANW and ZS
Very small positions for now.
Starter position in PANW, NVDA and ZS