06-18-2021, 10:02 AM
[quote pid='26842' dateline='1624027565']
Sold some Puts today that were expiring and added those proceeds into FB and TSM. 2 tech names that are at least undervalued compared to everything else lol
I'm not selling ENPH yet. It's still off like $80 from the highs. I'm not going to sell and then hope to get back in cheaper lol
Added CVX and took a new position in LNC
If history repeats Oil, brokerages, insurance and Mortgage companies go up during a rate hike year. Better to early then late. Oil is above $70 a barrel and can easily go to $80. I just wish I put all of my money in that sector last year . The market is selling off because of what may happen. Over reaction as always.
I have a few friends that have gotten killed this week and are 100% in. They dont sell anything, and have no reserve capital to buys stocks. They stay in and leave it alone. Wish I was that patient lol
[/quote]
In addition to long shares I have options in play in ENPH and SEDG, and I mean plural. Sometimes you take some profit. There seem to be some good sales in the next aisle today.
Sold some Puts today that were expiring and added those proceeds into FB and TSM. 2 tech names that are at least undervalued compared to everything else lol
I'm not selling ENPH yet. It's still off like $80 from the highs. I'm not going to sell and then hope to get back in cheaper lol
Added CVX and took a new position in LNC
If history repeats Oil, brokerages, insurance and Mortgage companies go up during a rate hike year. Better to early then late. Oil is above $70 a barrel and can easily go to $80. I just wish I put all of my money in that sector last year . The market is selling off because of what may happen. Over reaction as always.
I have a few friends that have gotten killed this week and are 100% in. They dont sell anything, and have no reserve capital to buys stocks. They stay in and leave it alone. Wish I was that patient lol
[/quote]
In addition to long shares I have options in play in ENPH and SEDG, and I mean plural. Sometimes you take some profit. There seem to be some good sales in the next aisle today.