01-31-2024, 03:11 AM
Slight "rebalancing" here.
While I love infrastructure plays, I ended up selling a part of my NSC holdings. They have had a pretty terrible time during the past few years, and the latest earnings report was no different. So after the recent price bump I thought this was an ok time to reduce my position a bit. A big reason for this is also that I wanted to grab some more MSFT before the earnings, so I needed some cash for that.
While I love infrastructure plays, I ended up selling a part of my NSC holdings. They have had a pretty terrible time during the past few years, and the latest earnings report was no different. So after the recent price bump I thought this was an ok time to reduce my position a bit. A big reason for this is also that I wanted to grab some more MSFT before the earnings, so I needed some cash for that.