02-15-2020, 12:19 PM
Well since this is over the past year, 2 of my bigger mistakes missed the cut. Selling covered calls on WM and BRK.B when I thought they were overvalued weren't smart moves. Like your AAPL, I missed out on some big gains.
1. Following XOM down. And I'm thinking of adding a few more shares since that yield is so high.
2. investing my daughter's small 529 account with an Edward Jones rep. Since he refers me clients, I felt that I had to invest something with him. This account is around $2k since the rest is a prepaid tuition account. Their fees are high and the mutual funds aren't that great. The things you do for client referrals. At least I don't have to invest my main accounts with him.
3. SKT. Yeah, I'm down over 13% on this one. Still think it's a good long term investment and will probably treat it like XOM and buy some more.
1. Following XOM down. And I'm thinking of adding a few more shares since that yield is so high.
2. investing my daughter's small 529 account with an Edward Jones rep. Since he refers me clients, I felt that I had to invest something with him. This account is around $2k since the rest is a prepaid tuition account. Their fees are high and the mutual funds aren't that great. The things you do for client referrals. At least I don't have to invest my main accounts with him.
3. SKT. Yeah, I'm down over 13% on this one. Still think it's a good long term investment and will probably treat it like XOM and buy some more.