What are your winners & losers today?

[fenders53]

ENPH is my winner again today. NEE is my loser. NEE REVs came up short and I wouldn't care if it wasn't so overvalued for a UTE. It's a miracle it didn't get slammed for real but it is a market darling. I half expected this and trimmed my position 40% in advance but the pullback was weak. Probably sell some puts against for a lower re-entry if I get one more down day.

New port ATH. That is what matters in the short-term.

[ken-do-nim]

Congrats on the port ATH! I'm $10k below mine.

Today's winner was, of course, SOXL, finally showing some muscle.

Today's loser was HRZN, who has become my swingiest stock.

[ken-do-nim]

Another crap-tastic day. It was actually going well until the announcement about tax increases on those making $1 million or more, then it went down the tubes.

Today's portfolio winner was, and I may never say this again, AT&T.

Today's portfolio loser was, sadly, SOXL. Also of note, which goes a long way to explaining that, is that I now have a net loss on my AVGO shares. Hopefully that won't last long.

[fenders53]

T up and the chips were down. Port stuck in 1/2% range for a week. I need to jazz it up some more.

[ken-do-nim]

Today was pretty amazing. Not quite back up to my all time high, but about as much as you can expect for a one day gain.

Today's biggest winner was RETL, and that's with GameStop just slightly down, too. However, right behind it was STX, who came out of nowhere to jump up 6% and become my highest percentage individual stock gainer. I'll have to get more of it the next time I have cash.

Today's loser was LMT, but at only .73% down, hardly a bad day.

[ken-do-nim]

I had quietly added LABU back in the ROTH last week, and today it paid off, going up 11%. The day's loser was RETL who needed some cooling off. For individual stocks, STX was once again out in front (23% since mid-March), and SHW had a not-so-great day. Seagate now trails only SOXL, TECL, and CURE in my portfolio for overall percentage gain. I wish I'd bought more of it.

[fenders53]

My capital appreciation/depreciation daily moves are too boring to discuss. I have Jedi mastered a 50 security port that never moves and provides a ton of income every month. Sorta like a circa 1978 CD done the hard way.

Chips on fire, UTEs and other defensive names took the day off.

[ken-do-nim]

There's certainly nothing wrong with a portfolio you can count on to provide income. Lots of people pay big money for annuities which are undoubtedly inferior to what you have.

[fenders53]

(04-26-2021, 07:33 PM)ken-do-nim Wrote: There's certainly nothing wrong with a portfolio you can count on to provide income.  Lots of people pay big money for annuities which are undoubtedly inferior to what you have.

I need to methodically get more aggressive.  The market certainly isn't looking for a reason to crash. You got to have a thesis.  I think the sector rotation game continues. My defensive stocks had a strong run while spec was getting a beating.  They look toppy now.  I can sell some covered calls close to the money and add some growth as I have been doing.  I am not chasing bubbles though.  The music will stop again.  Still like chips but I own plenty.  I will start buying tomorrow or at least sell puts on stuff I don't mind owning 100 shares of if exercised.

[ken-do-nim]

Taxable down, ROTH up; overall mostly flat day.

Today's hero was the transportation triple TPOR. I'll have to bulk up on this one.

Today's loser was SOXL, who has been trading in a tight band $39-41 recently.

[fenders53]

Flat port day again but so was the market. About $1700 in option income this week. I'm not certain what my personal record is but it is definitely well under $2K for a week so I'll go for it if the market doesn't fly higher the next few days.

[crimsonghost747]

HYLN looks like it found the bottom and has gained pretty damn well these past few days.