04-23-2021, 11:36 AM
Sold a close to the money put in CMI. They say invest in what you know and Cummins was very much a part of my career. Never dreamed they would transition towards clean and I am a bit late. Own very little industrials so just adjusting diversifying the port with something reasonably valued and growthy if I get exercised in a few weeks. Sold some more NIO puts. I'm pretty confident they have a solid future. Closed an ENPH put that expires next week. I don't expect earthshaking earnings and the shares seems a little too hot on Biden news. Cut my risk in half. I'm back on a dip.