What I Am Buying Today.

[ken-do-nim]

It's days like today that reinforce confidence in my homebuilder strategy. Just weird to profit because some people can't get jobs.

[MrFortune]

New positions in HOOD, DKNG, and SQ

Added CMI and JNJ

Note: I sold half my apple shares.

[vbin]

(05-02-2024, 04:16 PM)MrFortune Wrote: Sold my APPL up $13 after hours and AMGN up $40. I mean this market is crazy confused right now. Sales are slowing at AAPP and they bid it up $13

I will put proceeds into GOOG most likely tomorrow and looking at SQ, DKNG and COIN
Need to add back some growth names

Same sold some aapl and added google

[Mr1share]

Added More to my LLY, NVO, SQ, GOOG and SBUX holdings

[ken-do-nim]

Well, today I bit the bullet and merged my annual bonus into the market. I bought at least two of every stock in my portfolio as it currently stands, so here it is:

Tech: Apple, Microsoft, Upstart
Semiconductors: Nvidia, BroadCom, Super Micro
Home builders: DR Horton, Pulte, Lennar, Toll Brothers
Biotech: Abbvie, Eli Lilly
Financial: One Main Holdings

Yup, just 13 stocks. The rest are in ETFs, which I didn't add to today.

[stockguru]

Added SBUX, EL, GOOG and WFC

[rayray]

GOOGL & ZTS

[ken-do-nim]

(05-13-2024, 07:20 PM)rayray Wrote: GOOGL & ZTS

Never heard of Zoetis before.  I take it you like their pipeline?

[divmenow]

Added to names I already have

MPC, PSA, GOOG and META

UTES are on fire. I may trim today.

[vbin]

Loaded on oxy

[rayray]

(05-13-2024, 08:20 PM)ken-do-nim Wrote:

(05-13-2024, 07:20 PM)rayray Wrote: GOOGL & ZTS

Never heard of Zoetis before.  I take it you like their pipeline?

it was a spinoff from Pfizer, it's also the largest healthcare company for pets and livestock

It's a small position, but i plan on adding to it through time--what i like to do is have my holdings spread out between different accounts with a miniumum investment of 5k--so the goal would to have 5k dollars of ZTS in each main account: brokerage, rollover ira and roth (i actually have 2 brokerages, 1 rollover ira, 1 roth and kplan--the wife has 1 rollover and 1 403b plan) if i really like the stock i'll have it in all the accounts except for the company sponsored plans cause i can't lol

it makes it easier to monitor/manage the accounts plus i think 15k is a nice sum to see a reasonable gain but not to overreact or get too upset if it drops for some reason

sometimes i have to force myself to buy something other than tech

now if i really like a stock i like to have at minimum of 50k but i do add to my winners and let them run--my weakness is trimming, i do trim but not often--it's why i have several stocks over 100k--i shouldn't but do

but mostly the goal is to have holdings in the 15 to 20k dollar range and go from there

[NilesMike]

(05-01-2024, 03:02 PM)NilesMike Wrote: Bought ARCC @ open 20.55

Down opening after good earnings 9.34% dividend yield, yes sir may I have another!

Finished the hat trick at yesterday's open.
MAIN @ 48.95
HTGC @ 19.09

8.33% average yields