OT: Stock and Investment Talk
- Thread starter RU-05
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Careful. Earnings tomorrow.
Edit: I was going to buy some calls to take advantage of the down day, but the earnings tomorrow has the premiums way up.
I did buy some COMP calls. Been a very good stock for me. Down 7ish% today last I looked.
Ives on CNBC now.
Says Trump could fast track FSD.
I wasn't considering that angle.
Edit: Thinks tax credits could be off. Which he sees as bullish for TSLA, and bad for everyone else. Would explain why RIVN is down.
Not sure it's a positive for TSLA though.
Says Trump could fast track FSD.
I wasn't considering that angle.
Edit: Thinks tax credits could be off. Which he sees as bullish for TSLA, and bad for everyone else. Would explain why RIVN is down.
Not sure it's a positive for TSLA though.
Makes a lot of sense. I have a small RIVN position and holding for now. GEV is screaming higher. Need more energy for AI!
FWIW, very hard to understand your level of conviction in certain individual stocks because any time a stock you own/ensorsed gets buried it’s a “small” position (ex, RIVN). And when a stock rips I always get the impression you are sitting on a pile of shares. May be it’s just me, and I’m totally not trying to sound like a d-bag, but do you ever take losses in the stock market? You always seem to get in and out of trades unscathed…?
Very nice day. I did move back to 80% equity from 60% the last few days after earnings announcement from META and MSFT. However, been selling today to get back to 70% equity. META down today because I guess Trump threaten to jail Mark Zuckerberg in the past.
Hope the market goes up at least another day so I can sell more to get me back to 60%.
Hope the market goes up at least another day so I can sell more to get me back to 60%.
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His individual stock purchases are from his pocket money account which are small positions. Most of his real money are in his 401k purchases in mutual funds and ETF. When he see that he consistently wins with the individuals stocks he’ll start moving his big money into these trades, maybe when he retires.
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Not sure about other folks here, but I don’t bother talking about individual companies held in ETFs/MFs/401K on this thread. If I’m gonna talk about a stock and do the research it’s because I want to put real money to work.
I trade my entire IRA normally in individual stocks. I recently started to buy ETF maybe 25-30% of my accounts. I don’t beat the S&P but I’m satisfied with my gains and probably holding cash more than most people at time by trading.
Pretty sure I mentioned RIVN being a small position when I bought a few weeks ago. Small doesn’t mean low conviction, just may add on a dip. I use small/half positions, full positions, and large/double positions. Keep it simple! I started with a small PLTR position which is now large! LOL.
I traded my IRA for years but kept underperforming and suffered some annoying losses so I spent the last year transitioning the portfolio to ETFs and only have a couple of stocks remaining in it like Walmart. It’s doing WAY better. All of my trading is now done in my individual account = About 80% in individual stocks and rest in 5% MM as trading reserve.
President Elect Trump's net worth has gone up $1B in 24 hours. Great job starting TS!
He understood the sociopaths at home and abroad had him as a main target. UK police were threating him with arrest, Brazil wanted to ban twitter and fine him 900k a day, Robert Reich wanted him arrested, Harris promised a crackdown when elected.
On macro level he understood exactly what the border situation was about and knew that would damage him. Then multiple officials made it clear they would like to get to him first. Foreign intel is a branch of US agencies and they get UK, EU, AU et al to do for them what they cant at home.
From reading the Issacson bio of musk I realized what a OG he is by nature - balls of a brass monkey. China was screwing with Tesla and EV sector was a mess. X was a target and he saw SpaceX as his only protection.
Musk is a genius but he also knows how to rumble and when
Want to Muzzle Elon Musk? The UK Shows Why It's a Bad Idea | Opinion
The United Kingdom hasn't quite developed the technology to police thought crimes as its son George Orwell described in 1984, but recent developments indicate they'd be doing that if they could.
www.newsweek.com
Want to Muzzle Elon Musk? The UK Shows Why It's a Bad Idea | Opinion
The United Kingdom hasn't quite developed the technology to police thought crimes as its son George Orwell described in 1984, but recent developments indicate they'd be doing that if they could.
www.newsweek.com
Very nice. I eeked out a win vs the S&P.
The Linkster added to SLB, which was also ripping today.
"Drill baby drill" may not be good for oil prices, but it is good for the oil services which SLB is. It's been a dog, I've contemplated getting out, maybe I'll hang in a little longer.
AMZN all time high.
I bought it a couple months ago thinking it was ready to break out. It failed on the breakout, and faded back. I did add, so it's a decent size position.....and now it looks like that break out I was hoping for then, is happening now.
Cheaper then it's historical multiple's and it's chart looks great.
I bought it a couple months ago thinking it was ready to break out. It failed on the breakout, and faded back. I did add, so it's a decent size position.....and now it looks like that break out I was hoping for then, is happening now.
Cheaper then it's historical multiple's and it's chart looks great.
Yeah, I saw my CVX ripping. I sold SLB a while ago and was hoping to get back in. Oops!
A few of my plays were down today.....SNAP, LULU, VRTX, AAPL. Not sure why Apple was down? My personal account still up about 4%.
Even with 8% pop SLB is still lower than where I sold it recently. Down 22% YTD. I may jump back in though as it should get a boost from the drill everything comments.
GS on fire today - up 13%. Glad I went heavy on it a few weeks ago. I think it’s going to be a monster with M&A picking up.
MSFT really annoying me as I made it one of my largest positions when it hit the $390s and yet it’s one of the worst performing stocks in my account especially now that everything else is flying high.
+1
I need to refresh my memory on the best M&A plays (GS and Blackstone come to mind).
Gold and Silver down. I own SVM and JNUG.
Housing related stocks including HD which I own, down. I also own Z and COMP both down.. I own HD, watching the home builders, would like to get in there after watching it rip for the last 1.5-2ish years.
So I had some losers today, including some pretty big ones, but I had half a dozen double digit winners, including both big and small financials to more then offset the losers.
Zillow exploding after hours. I was a click away from selling today but figured Trump will start talking about mortgages at some point which will give it a boost.
Didn't see that, sometimes my e-trade phone app can be glitchy in the after hours.
Nice, volatile stock, but the 2 year chart looks very good.
My portfolio hasn’t had a day like today since the dot com era.
Stock market is one of the single greatest wealth creators. I started investing right out of college, setting aside money and keeping my lifestyle in check. The financial snowball effect is amazing especially on days like this!
Gotta trust The Man! My custom stock basket is based on the Granny Shots and it's ripped for the past year and a half (easy beating the S&P 500). This is a great choice for a core stock holding.
It’s got a 0.75% expense ratio. Is that considered high? Not sure when it becomes available
I'll have to look into that, maybe a good time to jump in.
Edit: Closing it's NC plant, and cutting 20% of it's workforce. Not sure it that was expected, and will reverse course once it's other plants are up and running, but on it's own, it's not a good sign for a growing company.
Missed this qtr's rev's.
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0.75% is not bad for an ETF/fund that is managed by such an experienced team. I think it becomes available today. I will definitely use it in the near future and convert some VOO to GRNY in my IRA accounts.
WOLF strikes me as a hot steaming pile of sh!t but then again I know the second I sell the stock will skyrocket on some news like it’s getting acquired. Been a disaster for my portfolio and I’ve got a bunch of wash-rule BS too that I’ll have to sort through come tax time. I should have simply doubled by stake in NVDA. Lesson learned…
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