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What I Am Buying Today.
Added WFC, BAC, PNC and USB
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added to

bx
zts
tsla
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Entered BAC, USB and VLO this week.
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Sold out of JNJ

Bought LDOS, MTB, PNC and PRU
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Added to MAA. I've waited a long time to be able to add to this one at a decent price Smile
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(03-27-2023, 08:39 AM)kblake Wrote: Sold out of JNJ

How long did you hold that position?  It must really have been something to exit if you'd held it for years.  

I never actually sold my original JNJ position; it went to my ex-wife in the divorce settlement.  But when I started anew in 2021, I decided ABBV is pretty much its superior and never got back into it.

****

I made moves today!!!  I know it sounds crazy, but I'm actually flush with cash after exiting ZIM.  So I:
  • Sent $7500 to my Traditional IRA, which in a few days I will send to my ROTH IRA in the backdoor conversion.
  • Bought 4 shares of MSFT
  • Bought 2 shares of ABBV
  • Sold my NVDA position and took a profit; P/E had reached 150 and it just seems about ready to topple.  Should have sold a few days ago at $270 but $260 will do.
Still sitting on a fair amount of cash.
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Bought a couple of beaten down names AAP and BMY
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Added more CI. Soon it’ll be my top 5 holding.
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Added DG, CI, PNC and BMY
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Bought SCHW this morning. I like all the insider buying
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Added to CI, sold some baba
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Added CI & UNH. Sold a put for SCHW.
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