What Did You Buy Today?

[fenders53]

(12-01-2020, 11:12 AM)stockguru Wrote:

(12-01-2020, 10:36 AM)fenders53 Wrote: Added one whole share of BABA to my growthy port.  

Sold a few puts- MSFT-TLT-VST

I don't know enough about VST yet but it's a UTE with some green assets.  Gets some love on SA.  Valuation looks reasonable and  pays a decent DIV.

Selling a few covered calls as well.  Need more income so I can add shares to the growthy port.

ENPH is the one I want for growth. Hoping to get under $130  

Nothing like VST model but I like ENPH too.  If you are going to pay a ridiculous PE, pay for one that is making money.  ENPH is nutty overvalued like all the good green ones.  It will take years to be reasonably  priced but the market doesn't care even a little right now.  Only thing that will make them a good deal is a real bad market correction.  I've been selling ENPH puts for some time and it runs higher.  Stare at a safish $500 bill in my hand and know it could have been $1500.  Just keep telling myself the PE is 100 so be happy I didn't completely miss out lol.

EDIT: Sold a DEC ENPH put at strike 115.