01-19-2022, 04:41 PM
(This post was last modified: 01-19-2022, 04:44 PM by ken-do-nim.)
(01-10-2022, 05:34 PM)ken-do-nim Wrote:(01-03-2022, 06:49 PM)ken-do-nim Wrote: Good start to 2022. TSM, which I brought back with a small position after getting out too soon, got the win. SHW took the loss.
Also, it was only a couple weeks ago when I did my top 10 non-ETF ranking, which had the top 5 as:
1. AVGO
2. STX
3. ORCL
4. MSFT
5. OXLC
It now is:
1. AVGO
2. STX
3. OXLC
4. ORCL
5. MSFT
Kind of entertainingOXLC has so far been second to only RQI in my high yielders for price appreciation, but with double the latter's yield.
Just because it is entertaining, I noticed that MSFT fell out of my top 5. HTGC replaced it. It's actually not even that close. MSFT really tanked.
The morbidity show continues. OXLC and HTGC are now #2 and #3 in my top 5. My "value traps" are remarkably hardy in bear markets apparently. I was thinking of deconstructing them after I no longer need high dividend payers, but I think I will keep them.
Overall, my port continues to be crushed. C'est la vie.