Nice returns Ray.
In no particular order...
BMY
MRK
PFE
WELL
LHX
LMT
MET
NEE
AEP
XEL
This will change the first few months of the year. I intend some new top tens by brute force new investment.
I'd like to forget this year. I didn't own anything crazy speculative, but I got steamrolled in FEB-MAR anyway. I couldn't have had a worse selection of pandemic stocks. Owned virtually nothing most would consider a stay at home stock. Owned most everything sure to get crushed (oil, restaurants, commercial air, amusement park, lumber, basic materials). I rode a lot of them most of the way back. A few I dumped because they aren't coming back for years. I did what I thought best to recover. I'm up but I didn't beat any index. Well maybe XLE lol. Here are some round numbers, because I'd love to relive the nightmare lol.
JAN-MAR Down about 30% overall port. That sounds normal except I was at least 30% cash. For the year I am up about 20% including dividends but mostly option income tricks. The DGI bucket is still down 5%+ YOY due to aforementioned reasons. Flipped some stocks off the market low. Made money off the bottom and holding them would have worked out a lot better, but it was a small % or port. At least I am up for the year.
Here's hoping 2021 is better. I need a better top 10, more exposure to tech on a dip, and the option income will remain a core strategy as it is less risky than buy and hold when the bull takes a longer rest. That matters to me so close to full retirement.
In no particular order...
BMY
MRK
PFE
WELL
LHX
LMT
MET
NEE
AEP
XEL
This will change the first few months of the year. I intend some new top tens by brute force new investment.
I'd like to forget this year. I didn't own anything crazy speculative, but I got steamrolled in FEB-MAR anyway. I couldn't have had a worse selection of pandemic stocks. Owned virtually nothing most would consider a stay at home stock. Owned most everything sure to get crushed (oil, restaurants, commercial air, amusement park, lumber, basic materials). I rode a lot of them most of the way back. A few I dumped because they aren't coming back for years. I did what I thought best to recover. I'm up but I didn't beat any index. Well maybe XLE lol. Here are some round numbers, because I'd love to relive the nightmare lol.
JAN-MAR Down about 30% overall port. That sounds normal except I was at least 30% cash. For the year I am up about 20% including dividends but mostly option income tricks. The DGI bucket is still down 5%+ YOY due to aforementioned reasons. Flipped some stocks off the market low. Made money off the bottom and holding them would have worked out a lot better, but it was a small % or port. At least I am up for the year.
Here's hoping 2021 is better. I need a better top 10, more exposure to tech on a dip, and the option income will remain a core strategy as it is less risky than buy and hold when the bull takes a longer rest. That matters to me so close to full retirement.