What Did You Buy Today?

[fenders53]

(05-11-2021, 09:12 AM)divmenow Wrote:

(05-11-2021, 09:08 AM)fenders53 Wrote:

(05-11-2021, 09:06 AM)divmenow Wrote:

(05-11-2021, 09:00 AM)fenders53 Wrote:

(05-11-2021, 08:47 AM)divmenow Wrote: Way to go...  . Join the ENPH club lol

I also took a new position in PXD thanks to the secondary at $153

I needed to add another name in the sector to go along with CVX and EOG

now the only other sector I'm underweight in is leisure 

Dude I am a charter member of ENPH.  I made a few hundred a month the past year selling short puts while it ran.  I have a few short puts that are WAY in the money after this bloodbath.  I can only roll forward so much before I own $140 shares.     I said here many times I was good with adding a real position starting at $125.  If I am honest I need ENPH to head back to $120ish to be back to even.  I wasn;t aggressive enough when it was truly cheap.  I'll add shares to my growthy port in the meantime.

Yeah yeah. What ever floats your boat   lol

I am very good with owning ENPH long-term.  How happy I am in the end very much depends on the entry.  We'll see where the bottom is soon enough.

Well me too. Got in at $108.90 

This will be a big winner for years to come.  You have to add at some point, so why not today. I don't worry about making a few $ here and there  . I'm in to win it lol 

Are we having fun today 

(06-03-2021, 05:52 AM)ken-do-nim Wrote: > I want to avoid a 25% overall port haircut and pretty much anything we buy carries that risk.
> There is no doubt in my mind this market gets whacked within a few years.

Bonds are supposed to be the safe play, but the bond funds I checked melted down like everything else in March 2020.  Maybe holding actual bonds instead?

They are the easy choice in a falling rate environment.  Or even a stable environment where the yield isn't less than the predicted rate of inflation.  Actual bonds in high quality companies were safe in MAR 2020 provided you never sell them and just collect the interest until the maturity.  Most bonds are callable though so you are back to searching for reasonable yield.  Buy a replacement bond and you are paying a premium if it has an above market yield which is pointless IMO.  I am no bond expert but it seems now is not the time to start a bond port.