What Did You Buy Today? - Printable Version +- Dividend Growth Forum (http://DividendGrowthForum.com) +-- Forum: Dividend Growth Investing (http://DividendGrowthForum.com/forumdisplay.php?fid=15) +--- Forum: Dividend Growth Investing (http://DividendGrowthForum.com/forumdisplay.php?fid=33) +--- Thread: What Did You Buy Today? (/showthread.php?tid=699) Pages:
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What Did You Buy Today? - vbin - 05-12-2021 Closed my dash, RBLX, Fiverr, plug puts. @divmenow what puts you buy? RE: What Did You Buy Today? - kblake - 05-12-2021 (05-12-2021, 11:56 AM)divmenow Wrote:(05-12-2021, 11:02 AM)fenders53 Wrote: Added a little more QQQ and AVGO. Decent sized starter position in PENN. I'll add some DKNG when the falling knife act subsides. Some of my sin stock tobacco money is headed to gambling but gradually. Added some ARRY while it is getting destroyed today. May nibble a bit more solar today. I have a ways to go to fill that sector and now seems like an OK time to add while the reality of increased costs is settling in. You may be right about the capital gain tax. I have a feeling a lot of people don't want to pay those penalties. Maybe they all decided to buy properties or rentals? I think we have a ways to go on the downside as well. Just wish I had waited to buy some of those names What Did You Buy Today? - vbin - 05-12-2021 Baba still on sale. Bought baba in long term account RE: What Did You Buy Today? - fenders53 - 05-12-2021 (05-11-2021, 09:12 AM)divmenow Wrote:(05-11-2021, 09:08 AM)fenders53 Wrote:(05-11-2021, 09:06 AM)divmenow Wrote:I am very good with owning ENPH long-term. How happy I am in the end very much depends on the entry. We'll see where the bottom is soon enough.(05-11-2021, 09:00 AM)fenders53 Wrote:(05-11-2021, 08:47 AM)divmenow Wrote: Way to go... . Join the ENPH club lolDude I am a charter member of ENPH. I made a few hundred a month the past year selling short puts while it ran. I have a few short puts that are WAY in the money after this bloodbath. I can only roll forward so much before I own $140 shares. I said here many times I was good with adding a real position starting at $125. If I am honest I need ENPH to head back to $120ish to be back to even. I wasn;t aggressive enough when it was truly cheap. I'll add shares to my growthy port in the meantime. (05-12-2021, 11:56 AM)divmenow Wrote:If I listened to your crystal ball I would never buy anything, except what you tell me to when you get bullish or bearish for a couple days then switch back. I have a ton of cash. I gotta average in sometime. It's a much longer term game for me. I don't liquidate my port and that has worked well. When/if a new position I start dips I'll buy more if the long-term fundamentals it makes sense at that time.(05-12-2021, 11:02 AM)fenders53 Wrote: Added a little more QQQ and AVGO. Decent sized starter position in PENN. I'll add some DKNG when the falling knife act subsides. Some of my sin stock tobacco money is headed to gambling but gradually. Added some ARRY while it is getting destroyed today. May nibble a bit more solar today. I have a ways to go to fill that sector and now seems like an OK time to add while the reality of increased costs is settling in. RE: What Did You Buy Today? - fenders53 - 05-12-2021 (05-11-2021, 09:12 AM)divmenow Wrote:(05-11-2021, 09:08 AM)fenders53 Wrote:(05-11-2021, 09:06 AM)divmenow Wrote:I am very good with owning ENPH long-term. How happy I am in the end very much depends on the entry. We'll see where the bottom is soon enough.(05-11-2021, 09:00 AM)fenders53 Wrote:(05-11-2021, 08:47 AM)divmenow Wrote: Way to go... . Join the ENPH club lolDude I am a charter member of ENPH. I made a few hundred a month the past year selling short puts while it ran. I have a few short puts that are WAY in the money after this bloodbath. I can only roll forward so much before I own $140 shares. I said here many times I was good with adding a real position starting at $125. If I am honest I need ENPH to head back to $120ish to be back to even. I wasn;t aggressive enough when it was truly cheap. I'll add shares to my growthy port in the meantime. (05-12-2021, 12:07 PM)vbin Wrote: Baba still on sale. Bought baba in long term accountYou won't regret BABA long-term. I bought most of my shares in the low 220's but I could be talked into a few more if the market gets whacked for real. RE: What Did You Buy Today? - Dividendwayfarer - 05-12-2021 Added AVGO & FB…go slow in case the market drops further RE: What Did You Buy Today? - fenders53 - 05-12-2021 (05-11-2021, 09:12 AM)divmenow Wrote:(05-11-2021, 09:08 AM)fenders53 Wrote:(05-11-2021, 09:06 AM)divmenow Wrote:I am very good with owning ENPH long-term. How happy I am in the end very much depends on the entry. We'll see where the bottom is soon enough.(05-11-2021, 09:00 AM)fenders53 Wrote:(05-11-2021, 08:47 AM)divmenow Wrote: Way to go... . Join the ENPH club lolDude I am a charter member of ENPH. I made a few hundred a month the past year selling short puts while it ran. I have a few short puts that are WAY in the money after this bloodbath. I can only roll forward so much before I own $140 shares. I said here many times I was good with adding a real position starting at $125. If I am honest I need ENPH to head back to $120ish to be back to even. I wasn;t aggressive enough when it was truly cheap. I'll add shares to my growthy port in the meantime. (05-12-2021, 12:38 PM)Dividendwayfarer Wrote: Added AVGO & FB…go slow in case the market drops furtherThat has worked for a very long time, except maybe last year when all market dips lasted 48HRs and you didn't finish buying the shares you wanted. That happened to me a number of times. It may have been Buffet that said your performance has more to do with your ability to control your emotions than your ability to pick stocks. As long as you buy quality you just need to fight your emotions. Emotional investing has never worked out for me in the end. It's definitely the cause of most of my mistakes. I deployed about 2% of my cash today. Hopefully we get a pullback worthy of bigger investments, but for now we are not a week removed from all-time index highs. What Did You Buy Today? - vbin - 05-12-2021 Bought XLF, NEE RE: What Did You Buy Today? - stockguru - 05-12-2021 (05-12-2021, 11:02 AM)fenders53 Wrote: Added a little more QQQ and AVGO. Decent sized starter position in PENN. I'll add some DKNG when the falling knife act subsides. Some of my sin stock tobacco money is headed to gambling but gradually. Added some ARRY while it is getting destroyed today. May nibble a bit more solar today. I have a ways to go to fill that sector and now seems like an OK time to add while the reality of increased costs is settling in. Living dangerously I see. For someone who doesn't like the mome and hype stocks you sure added a few today The sin stocks will outperform this year. So don't ditch them For all those who voted for Biden. You getting what you all deserved Well, thanks to Dementia Joe, this country has gone from completely energy independent to now having gas shortages. Inflation is looming, and the market is on the verge of crashing. I can’t believe we have 3+ more years of this stench And I'm not a political person but we are all doomed. I sold a lot of names today. Not giving back what I worked hard to obtain. I see 15-20 percent more from here. All I kept are my ETf's and a few names. My portfolio now consists if 6 ETF's, 8 stocks and cash reserves. Going to spend the next 6 months smoking week and drinking vodka and watching Bogart movies RE: What Did You Buy Today? - fenders53 - 05-12-2021 [quote pid='26072' dateline='1620742372'] Are we having fun today [/quote] (05-12-2021, 01:42 PM)stockguru Wrote:I usually stay far under 5% true spec but I sell puts so it can spike a few points over that at times. My strategy is very conservative overall but stuff happens now and then. I have a strike 25 ARRY put that I sold when ARRY was over 35. Less than a month out so easy money, but not this time. It is deeeep in the money.(05-12-2021, 11:02 AM)fenders53 Wrote: Added a little more QQQ and AVGO. Decent sized starter position in PENN. I'll add some DKNG when the falling knife act subsides. Some of my sin stock tobacco money is headed to gambling but gradually. Added some ARRY while it is getting destroyed today. May nibble a bit more solar today. I have a ways to go to fill that sector and now seems like an OK time to add while the reality of increased costs is settling in. I agree with you on the sin stocks. Most all of them will do well enough if you don't overpay severely. RE: What Did You Buy Today? - stockguru - 05-12-2021 (05-12-2021, 02:02 PM)fenders53 Wrote: [quote pid='26072' dateline='1620742372'] (05-12-2021, 01:42 PM)stockguru Wrote:I usually stay far under 5% true spec but I sell puts so it can spike a few points over that at times. My strategy is very conservative overall but stuff happens now and then. I have a strike 25 ARRY put that I sold when ARRY was over 35. Less than a month out so easy money, but not this time. It is deeeep in the money.(05-12-2021, 11:02 AM)fenders53 Wrote: Added a little more QQQ and AVGO. Decent sized starter position in PENN. I'll add some DKNG when the falling knife act subsides. Some of my sin stock tobacco money is headed to gambling but gradually. Added some ARRY while it is getting destroyed today. May nibble a bit more solar today. I have a ways to go to fill that sector and now seems like an OK time to add while the reality of increased costs is settling in. I agree with you on the sin stocks. Most all of them will do well enough if you don't overpay severely. [/quote] You can buy the sin stocks right here and there way undervalued to the overall market. MO should be at $75 now and it will eventually. Tech has to go down another 20-25 percent and even then its over valued. This is why being in the high dividend and low beta stocks is more safe. The only tech stocks I have now are AVGO, MSFT and APPL. That's all I need at the moment lol RE: What Did You Buy Today? - NilesMike - 05-12-2021 VXX off for 25% gain. 3 weeks Waiting for VIX spike to peak, then loading up on UPRO |