06-03-2020, 05:26 PM
It's been a crazy year. Everything I have owned longer than a few days has run up. Everything I sold has run at some point. The rising tide raises all ships. Clearly doesn't matter if the short-term picture is horrible or not. Had I not sold anything to buy new things, I would be in approximately the same place today. It's a miracle all of my short trades were profitable. I never dreamed the SP would get much past 280 without a correction. Almost 10% higher from there. My monthly dividend income is up big and I own more defensive stocks. That's about the only real change for my port after considerable effort.
Sold a few puts in BMY and MDT today. Those positions will be slightly overweight if the puts ever get exercised. I sell them virtually every week for income in the mean time.
Sold a few puts in BMY and MDT today. Those positions will be slightly overweight if the puts ever get exercised. I sell them virtually every week for income in the mean time.