What Did You Buy Today?

[DividendGarden]

Added to VIAC on the large drop today.

[ken-do-nim]

(08-03-2021, 10:50 AM)ken-do-nim Wrote: Dissolved the rest of my NLY.  Spread the proceeds around (MO, SBUX, HTGC, TXN ... basically a little love to everybody else)

Then dissolved WEBL, not because it's bad, but because one of its constituents, GOOGL, is actually a better growth vehicle than the 3x leveraged fund.  Got 2 more shares of it.

[fenders53]

[quote pid='27753' dateline='1628009676']

(08-03-2021, 10:50 AM)ken-do-nim Wrote: Dissolved the rest of my NLY.  Spread the proceeds around (MO, SBUX, HTGC, TXN ... basically a little love to everybody else)

Then dissolved WEBL, not because it's bad, but because one of its constituents, GOOGL, is actually a better growth vehicle than the 3x leveraged fund.  Got 2 more shares of it.
[/quote]
The internet beatings will continue until you get rid of most of your yield traps.  A bunch of 3X leverage is scary enough.  We only do it because we like you.  Don't make me PM Niles "get off my lawn" Mike again. 

[kblake]

Did some reshuffling

Added some LDOS, SBUX, ZBH, SHAK, GOOG and FB

Sold RL, TBIO, SNOW and trimmed some SQ and

[rayray]

started a watch buy on

MRVL

when i really like a company and it's future prospects but don't value it a 'buy' at the moment i'll purchase a few shares to keep better tabs on it

[fenders53]

(08-03-2021, 12:44 PM)rayray Wrote: started a watch buy on

MRVL

when i really like a company and it's future prospects but don't value it a 'buy' at the moment i'll purchase a few shares to keep better tabs on it

I do that as well.  Then it flies and I am up 20% on five shares next month.     Oh well.

Sold some puts in VICI-F-DKNG  Added a few shares of PENN. Sold some covered calls too as I wait for the never dip.

[rayray]

fenders....yes that happens too lol

added to

sofi

[fenders53]

[quote pid='27762' dateline='1628020228']
fenders....yes that happens too lol

added to

sofi
[/quote]
Got a source for good SOFI info?  I have a put sold and was thinking of adding.  I don't understand their BIZ well enough.  Is the SQ deal harmful to them?

[ken-do-nim]

(02-25-2021, 10:25 AM)fenders53 Wrote:

(02-25-2021, 10:00 AM)divmenow Wrote: Bought some LDOS. Between the earnings miss and short report I haven’t seen it this low in a while. So I said why not lol. You in on this one too Fenders ?

I haven't researched it.  Hadn't heard of it until you and Otter were discussing it last week.  I am trying to not add too many more new names.  We'll see how long that lasts. 

What I need is for tech to get hammered for real again, but this market is resilient.

Very small trades this morning.  Added a few shares to DG-ARKF  Sold a few SLV puts.

(08-03-2021, 12:11 PM)fenders53 Wrote: [quote pid='27753' dateline='1628009676']

(08-03-2021, 10:50 AM)ken-do-nim Wrote: Dissolved the rest of my NLY.  Spread the proceeds around (MO, SBUX, HTGC, TXN ... basically a little love to everybody else)

Then dissolved WEBL, not because it's bad, but because one of its constituents, GOOGL, is actually a better growth vehicle than the 3x leveraged fund.  Got 2 more shares of it.

The internet beatings will continue until you get rid of most of your yield traps.  A bunch of 3X leverage is scary enough.  We only do it because we like you.  Don't make me PM Niles "get off my lawn" Mike again. 
[/quote]

My yield trap rule is once they are down 6%, out they go.

But I am now short about $800 in annual dividends from my $6000 goal.  To close the gap, I'm going to more aggressively sell company stock and move the proceeds into DGI stuff.

[fenders53]

[quote pid='27770' dateline='1628024764']
[quote pid='27755' dateline='1628010679']
[quote pid='27753' dateline='1628009676']

(08-03-2021, 10:50 AM)ken-do-nim Wrote: Dissolved the rest of my NLY.  Spread the proceeds around (MO, SBUX, HTGC, TXN ... basically a little love to everybody else)

Then dissolved WEBL, not because it's bad, but because one of its constituents, GOOGL, is actually a better growth vehicle than the 3x leveraged fund.  Got 2 more shares of it.
[/quote]
The internet beatings will continue until you get rid of most of your yield traps.  A bunch of 3X leverage is scary enough.  We only do it because we like you.  Don't make me PM Niles "get off my lawn" Mike again. 
[/quote]

My yield trap rule is once they are down 6%, out they go.

But I am now short about $800 in annual dividends from my $6000 goal.  To close the gap, I'm going to more aggressively sell company stock and move the proceeds into DGI stuff.
[/quote]
That makes better sense than a stable of yield traps bought well into their run.  It's likely half of them pull back that 6% the first year and the yield didn't happen.

[crimsonghost747]

Big moves for me.
Portfolio clean-up continues. AMGN didn't exactly have a great earnings report. This company has been good to me but time to let go.

So, sold all of my AMGN.
Bought LMT/LHX/NSC/AQN/U with the proceeds.

[kblake]

(08-04-2021, 08:51 AM)crimsonghost747 Wrote: Big moves for me.
Portfolio clean-up continues. AMGN didn't exactly have a great earnings report. This company has been good to me but time to let go.

So, sold all of my AMGN.
Bought LMT/LHX/NSC/AQN/U with the proceeds.

LMT is a POS lol. Even the CFO just left. I have lost patience with that stock and decided to sell in favor on NOC. They are much better positioned going forward. 

Glad I sold LMT as its down $9 now.