07-26-2021, 05:45 PM
Well, it was really tough not even looking at my portfolio while I was on vacation, but I held out until after the closing bell on Friday. I was driving through the Arizona desert, got a little bit of internet coming through on my cellphone, and peeked. After hearing about the Monday crash, I was nervous, but it was actually a good week for me. ROTH is at an all-time high and taxable just $1k off.
Today I sold off ERX. I absolutely think XLE (the underlying index) is oversold at this point, but I don't think oil & gas stocks are for me anyway. And I really really really wanted some Moderna, so that's what I bought. Moderna's technology (along with Novavax) may use the same mRNA treatment to cure cancer, and I definitely don't want to miss out on the stock of the century if that happens.
Today I sold off ERX. I absolutely think XLE (the underlying index) is oversold at this point, but I don't think oil & gas stocks are for me anyway. And I really really really wanted some Moderna, so that's what I bought. Moderna's technology (along with Novavax) may use the same mRNA treatment to cure cancer, and I definitely don't want to miss out on the stock of the century if that happens.