|
Post by nobhead on Aug 30, 2021 19:48:37 GMT
Sold PDI in non-retirement account. Needed to reduce the percentage of CEF Bonds. Still trying to simplify things. Proceeds will be put in another holding soon.
Nob
|
|
|
Post by xray on Aug 31, 2021 14:47:06 GMT
Some of us added a few more shares to CAPL and FSK yesterday [good numb3rs (Report card grades 77, 97 respectively with power ratings of 88,100)]. They continued to have very good 13-wk star ratings of 7.67stars and 9.67 respectively. Their portfolio [inclusion] risk [Rf] numb3rs were +0.303 and +0.843 respectively [well beyond the required minimum of +0.274. Last week's analysis performance numb3rs were +303 and +376 [well over the +281 requirement]....
Live Long and Prosper....
|
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Aug 31, 2021 17:02:54 GMT
Bought first bucket of BlackRock International Inv A (MDILX). 1/3 of the cash from selling DODEX (Dodge & Cox Emerging Markets) went into it. It is no load no transaction fee on Fidelity.
|
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Sept 1, 2021 15:10:40 GMT
Sold QQQJ. I had only a small investment in it. It is lagging everything else YTD.
|
|
|
Post by richardsok on Sept 1, 2021 16:49:04 GMT
Upward broad market momentum is just undeniable; adding to the lowest volatility ETFs I can find; today a block of QQH. Every morning it's the same exercise; unbelief this must-crash market HASN'T crashed vs. my lyin' eyes.
Also added again to CAPL. Thanks again to you-know-who.
Interesting morning with ETHE. After a morning flurry, bought opening position at 10am, which quickly flashed "sell". I was out quickly for a little $200 loss, then got another "buy" at 11:20, which I rode gently upward until a sudden upward spike erupted a few minutes ago. Took a nice gain.
(I fear I'm becoming repetitive with these almost daily PhunnyMoney trades. By now anyone curious has gotten the pattern. Time to cool it, I think.)
|
|
|
Post by xray on Sept 1, 2021 17:26:40 GMT
richardsokNRZ lost Penny stock status today as it traded @ 11.03 in early trading.... Live Long and Prosper....
|
|
|
Post by xray on Sept 2, 2021 15:26:30 GMT
richardsok, Your: Thanks again to you-know-who. Who??? [Am I missing something?] Live Long and Prosper....
|
|
|
Post by chang on Sept 2, 2021 17:33:21 GMT
Selling off some JENIX. It's a great fund, but I decided it's time to start trimming equity.
|
|
|
Post by uncleharley on Sept 2, 2021 22:11:03 GMT
I sold about 1/4 of my KMI position this morning. I am raising cash to restart a position in PMs.
|
|
|
Post by cactusjack on Sept 2, 2021 22:43:07 GMT
Sold another 1/4 of my ETJ holding (it continues slow deterioration) at good profit. Added to existing BTI position and and opened position in GOF. They seem to be holding up better and provide good income.
|
|
|
Post by uncleharley on Sept 3, 2021 13:41:40 GMT
I reopened a position in SILJ near the open this morning. The purchase was based on very short term and longer term technical indications.
|
|
|
Post by richardsok on Sept 3, 2021 15:35:36 GMT
Gold, that lying heartbreaker, beckons once again. Dupe that I am, returned to quadruple my small position in ASA.
Bought opening position in SD. Looks like a tradeable chart.
|
|
|
Post by uncleharley on Sept 7, 2021 15:19:26 GMT
Sold my position in SILJ. Without a tail wind from the USD it probably will not go very far.
|
|
|
Post by rhythmmethod on Sept 7, 2021 16:49:12 GMT
Boring stuff, not really worth posting but exchanging a little PIMIX for VWIAX in diplet of LCV. May pick up some SCHD on further drop.
|
|
|
Post by xray on Sept 8, 2021 16:41:23 GMT
richardsok, Your: NRZ, behaving like a champ. Wish I had more. ---------- Another opportunity for dividend/CapGain retiree's [IMHO]. I just posted another "outside opinion" on NRZ in the "Penny Stock" section of "CEF's" [where it was originally posted for early investing purposes]. With that said.... Update: " You can, you know, if your analysis of NRZ is what you like and want to add more shares. Close of business Friday, the MktPrc was 10.99 [and if you had it in your current portfolio with a MktPrc not exceeding that Mkt (for use in this example)] you could add a few shares more. The current MktPrc in early trading this morning is currently 10.88. Then 9.70 [and using the "SAME" amount of shares in portfolio currently] for buying purposes [in effect doubling your shares], we would have a new average MktBuyPrc of 10.29. 0.10% over the 9% dividend policy just announced with the increase of their dividend and higher MktPrc. You can play with the numb3rs [and the current market decline] to get your % required for your dividend if you so desire to do so.... One single opinion of the many I am sure.... Live Long and Prosper....
|
|
|
Post by richardsok on Sept 8, 2021 17:14:33 GMT
Put in a GTC buy order for more NRZ at 10.20. See if it triggers. (Discussed my take on its chart pattern on another thread.)
Meanwhile, added to NRGX for upcoming quarterly XD. Its chart tracks KYN quite closely.
Also bought JSD, hoping to park some cash. Have far too much lying idle with the broader market showing resistance. A breakout would send shorts scurrying for another bull run .... if not, well.... Anyway, hoping to find direction.
|
|
|
Post by richardsok on Sept 9, 2021 18:24:19 GMT
VOOG technicals behaving as if struggling against resistance. Took gains on half of my very large allocation. Added cash from the trade is too much to roll it all over into JSD's short term paper, but put some of it in there.
Gold edges higher yet NEM & ASA both slip. Naturally. Even when the bytch is up it's down.
|
|
|
Post by chang on Sept 10, 2021 9:01:14 GMT
Orders in to sell about 2% of equity today - JENIX, MITEX and MIAPX. Same reasons as for previous sale last week and as discussed in another thread - first major rebalancing since March 2020. Want to work my equity down from 57% to < 50%.
Futures are looking up, so a good day for selling.
Edit: market deflated (again) today … also a good day for selling.
|
|
|
Post by richardsok on Sept 10, 2021 14:40:17 GMT
Inflation numbers concerning.
Boy who cries wolf sold remainder of SPD and bought opening position in PSQ (2% of PV).
|
|
|
Post by rhythmmethod on Sept 10, 2021 16:44:26 GMT
A few other boring deck chair re-arrangements from PIMIX to VWIAX, VGWAX, possibly FMSDX. As I go forward I'm comfortable holding more balanced / allocation funds. Also bot a small amount of PTY, after it's dist. cut and premium haircut, just so I'll see it on my port. in the AM. If I decide to keep it it'll be a B&H for me as a diversifier for FI and equity.
|
|
|
Post by Chahta on Sept 10, 2021 19:47:53 GMT
Bought a chunk of PTY to augment my hi-yielding bond OEFs. I will count it on the bond side not equity side. I have too much in UST bond funds and needed to expand a little. Bought at 25% premium which is reasonable. Equites are well below 50% so I am still conservative.
|
|
|
Post by xray on Sept 13, 2021 19:26:55 GMT
Reference: My 8/20 post on FSK insider buying Comment: FSK closed @ 23.22 on Friday:
As of 11:59pm ET September 13th, 2021 Filing Date Transaction Date Insider Name Ownership Type Securities Nature of transaction Volume or Value Price
Sep 3/21 Sep 1/21 Hopkins Jerel A Direct Ownership Common Stock P - Open market or private purchase 840 $23.15 Aug 30/21 Aug 30/21 Sandler Elizabeth Direct Ownership Common Stock P - Open market or private purchase 500 $22.98 Aug 30/21 Aug 27/21 Sandler Elizabeth Direct Ownership Common Stock P - Open market or private purchase 250 $23.09 Aug 30/21 Aug 26/21 Sandler Elizabeth Direct Ownership Common Stock P - Open market or private purchase Footnote and/or Remark 500 $22.84 Aug 18/21 Aug 18/21 Kropp James H Indirect Ownership Common Stock P - Open market or private purchase 1,000 $22.78 Aug 20/21 Aug 17/21 Forman Michael C. Indirect Ownership Common Stock P - Open market or private purchase Footnote and/or Remark 10,000 $22.98 Aug 17/21 Aug 17/21 Goldstein Richard I Indirect Ownership Common Stock P - Open market or private purchase 1,237 $22.98 Aug 17/21 Aug 16/21 Sypherd Stephen Direct Ownership Common Stock P - Open market or private purchase 2,500 $22.99 Aug 12/21 Aug 12/21 Ford Brian R. Direct Ownership Common Stock P - Open market or private purchase 1,731 $22.72 Aug 12/21 Aug 11/21 Imasogie Osagie O Direct Ownership Common Stock P - Open market or private purchase Footnote and/or Remark 39,825 $22.74
Disclosure: Some of us currently hold a phase #4 position in FSK [8-10%]....
Live Long and Prosper
|
|
|
Post by xray on Sept 13, 2021 19:30:47 GMT
FSK analysis data shows FSK at a 10star rating for past few weeks now with a 13wk performance rating of 10.00. Report card is 100 with a power rating of 100. FSK had a a analysis weekly [last week] performance of 387 [[280 minimum required]. Currently paying 11.20% dividend [COB Friday]....
Live Long and Prosper....
|
|
|
Post by richardsok on Sept 13, 2021 19:35:22 GMT
Interesting to see the DJIA take a tic upward today, yet VOOG slips ....again. Am already out of 3/4 of my once-big position, so holding the remainder for now. One-month chart clearly forming a smooth "exhausted" top that has slipped consistently the last four trading days. As everyone knows, in the recent past, dip-buyers have always rushed in to form a bottom that would struggle up to new highs.
If they repeat their practice, we should see a a good VOOG market tomorrow or Wednesday. If not, well, I don't know what to say.
Took small ex-div gains on a chunk of CPZ. Energy had a good day: NRGX up and SZC like a house a-fire.
---- (Am already full up on FSK.)
|
|
|
Post by cactusjack on Sept 13, 2021 20:10:43 GMT
I followed rhythmmethod and chahta and re-entered PTY Friday after selling out at a higher price a bit ago. So far, so good, as it got a nice bump today.
|
|
|
Post by Chahta on Sept 13, 2021 21:46:25 GMT
I followed rhythmmethod and chahta and re-entered PTY Friday after selling out at a higher price a bit ago. So far, so good, as it got a nice bump today. I missed the ex-date by 1 day. RM hit the sweet spot I think. I plan it as a hold trying to build a low cost bond port.
|
|
|
Post by Capital on Sept 14, 2021 14:14:07 GMT
Bought more ITOT with my dividends. Purchase was timely just before the inflation news LOL!! As always I am a great indicator of the short term market. I buy it goes down; and, i sell it goes up!!!
|
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Sept 14, 2021 14:16:57 GMT
Sold ARKK after holding it for 6 months. No profit no loss. I had only 1% of PV in it.
|
|
|
Post by richardsok on Sept 14, 2021 17:01:40 GMT
Sold last remaining 100sh of VOOG, leaving me with no broad equity ETF positions as technicals continue to crumble. Premarket and mid-day efforts to rally both appeared to break down. Large allocation in JSD (short term debt) went XD; took modest gain on half my position.
Added again to PSQ (protective bear ETF) for another 2% of port value.
I feel it's OK if I'm wrong-footed and miss out on another short term market rally (should one occur) -- but do not want to be exposed if market slide accelerates.
Now at +50% cash and 5% bear hedge. Only bright possibilities I see are natural gas and MLPs. Precious metals are heartbreak hotel.
|
|
|
Post by uncleharley on Sept 14, 2021 18:18:48 GMT
I added a few shares of KMI to an existing position today. Just reinvesting some excess dividends.
|
|