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What I Am Buying Today.

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What I Am Buying Today.
rayray Offline
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#3,421
06-14-2023, 10:50 PM
added to

UNH
ELV
ENPH
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poneyboy Offline
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#3,422
06-15-2023, 10:56 AM
New position in MED and GEHC
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rayray Offline
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#3,423
06-15-2023, 10:19 PM
sold some SQ for tax loss harvesting against gains from NVDA--SHOP--MSFT
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divmenow Offline
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#3,424
06-16-2023, 09:57 AM
Added some HUM, MED and GOOG
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rayray Offline
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#3,425
06-17-2023, 07:02 AM
added to UNH & ELV

sold some IIPR for tax loss harvesting against capital gains

I've become tech heavy--even though i took some profits off the top NVDA has become #1 in my personal portfolio

i don't have a major issue with IIPR, SQ in particular but it's what i have to do in order to rebalance

i'm a buy and hold investor by nature but i see the benefits of taking advantage of strategically buying and selling
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poneyboy Offline
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#3,426
06-17-2023, 07:52 AM
(06-17-2023, 07:02 AM)rayray Wrote: added to UNH & ELV

sold some IIPR for tax loss harvesting against capital gains

I've become tech heavy--even though i took some profits off the top NVDA has become #1 in my personal portfolio

i don't have a major issue with IIPR, SQ in particular but it's what i have to do in order to rebalance

i'm a buy and hold investor by nature but i see the benefits of taking advantage of strategically buying and selling

Tech is way, way over BOUGHT and over valued. Some are up 30-40% in just 3 weeks lol. At some point the rotation will happen. Maybe tech will keep running another 40% from here. Wo really knows lol, 

The only tech I hold are MSFT, AMZN, AAPL, ORCL, KLAC and GOOG

I'm planning to trim some tech early next week and put proceeds into low beta names with good yields

I just bought IIPR. I think its one of those undervalued names you want. I have been adding to beaten down names like IIPR, CVS, BMY, UNH, EOG, EXR ect. These all fit my investment theses 

For every seller there's a buyer Wink
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divmenow Offline
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#3,427
06-20-2023, 10:12 AM
Added some EOG

60% cash now being very selective. Waiting for the big dips to come Wink
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stockguru Offline
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#3,428
06-21-2023, 10:34 AM
Added more DG, CVS and HUM

New position in PLTR

Trimmed NVDA and TSLA
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stockguru Offline
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#3,429
06-22-2023, 09:00 AM
New position in CCI
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ChadR
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#3,430
06-22-2023, 10:21 AM
New position in IIPR and HUM. Added to LAND, OXY, BAM, GD, CBRL, and STX.
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crimsonghost747
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#3,431
06-23-2023, 01:11 AM
I completed my regular monthly purchase of BAM earlier this week. Smile
Still maybe another year or two of buying it monthly with a small amount.
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vbin Offline
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#3,432
06-23-2023, 10:10 AM
Bought back Mtb and oxy
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