Gtrudeau88's personal fund

Discussion in 'Trade Journals' started by gtrudeau88, Feb 7, 2021.

  1. gtrudeau88

    gtrudeau88 Active Member

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    Current portfolio is as follows:

    ABBV 12.0%
    CSSEP 13.0%
    DIS 7.4%
    ENB 9.3%
    GOF 6.9%
    GTN 7.7%
    IWM 7.1%
    KMI 11.2%
    NVAX 4.1%
    QQQ 4.4%
    QTS-A 5.6%
    TRTN 5.0%
    VV 6.2%
     
  2. gtrudeau88

    gtrudeau88 Active Member

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    So I changed course a little bit last week and sold QQQ. I think tech stock performance will be muted over the medium term so I sold.

    The money from selling QQQ will be used to purchase more of what I have or alternatively I may open a postion in JETS, an airline etf. If vaccination continues travel will increase which bodes well for airlines I think. Problem is that I want dividends and no airline etf or airline stock is going to pay dividends any time soon.
     
  3. gtrudeau88

    gtrudeau88 Active Member

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    I did make some purchases today but not JETS. Instead I bought 46 shares of KLIC which is a machinery supplier to the semiconductor industry. I also bought 2 additional shares of QTS-A. Share prices are down, I like the dividend, and I like the protection afforded by preferred stock.

    I am now fully invested. Next purchases will likely be near the end of the month when dividend payments roll in. Only other thing that could happen is selling something to lock in gains (i.e. KMI) or selling to limit loss. Nothing there yet for either scenario.
     
  4. gtrudeau88

    gtrudeau88 Active Member

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    Bought 1 share of GTN with $ from LLY dividend
     
  5. gtrudeau88

    gtrudeau88 Active Member

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    Will be watching my positions in ABBV and TRTN over the next couple weeks. ABBV is rising a bit but nothing remarkable. Been floundering like a beached dolphin actually. TRTN has been doing great but if analyst reports are right there might not be much growth room left.
     
  6. gtrudeau88

    gtrudeau88 Active Member

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    Current portfolio

    CSSEP 12.74%
    ABBV 11.88%
    KMI 11.70%
    ENB 9.34%
    GTN 7.98%
    DIS 7.44%
    IWM 7.31%
    GOF 6.84%
    VV 6.19%
    QTS-A 5.59%
    TRTN 4.94%
    KLIC 4.17%
    NVAX 3.86%

    Cash 0.02%
     
  7. gtrudeau88

    gtrudeau88 Active Member

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    Sold 1/2 of position in ABBV. Having almost 12% of my portfolio in a position that isn't doing anything good or bad does not further my goals. Will look to purchase something different (or more of an existing position) on Monday when the funds will have settled.
     
  8. emmett kelly

    emmett kelly Well-Known Member

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    open margin account and you won't have to wait.
     
  9. Dave Kraayeveld

    Dave Kraayeveld Active Member

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    Hope you enjoy.I have a fab comment for you. It is a long and winding road. Hopefully you chose the best GPS app.
     
  10. gtrudeau88

    gtrudeau88 Active Member

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    What is a GPS app?
     
  11. Dave Kraayeveld

    Dave Kraayeveld Active Member

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    Sorry I am related to the unknown comic from the 70's. The one with the bag over his head. Investing is a 40 year ride that I travel. To make sure I go the best route I use a GPS Tracker to tell me what is the best way. My GPS tracker involves Solomon the wisest man on earth.
     
  12. gtrudeau88

    gtrudeau88 Active Member

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    So by GPS tracker you are referring to the sources of information you use to help you decide what stocks to buy, when to sell, etc? If so then know my GPS is a mix of https://www.investorsobserver.com/ (1st source of wisdom) supplemented by the wsj.com evaluation of a company. I use more than just these two but that is where I start.
     
  13. Dave Kraayeveld

    Dave Kraayeveld Active Member

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    I am going to visit the observer, looks interesting.
     
  14. Dave Kraayeveld

    Dave Kraayeveld Active Member

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    Yesterday in my personal family contest I used an old philosophy an old man told me about in the early 70's. I believe it was Neil Young, and I purchased APH. Lets see if the investor agrees with Neil Young. Again excuse my comedy. Of course at my age I do take a look at myself.
     
  15. gtrudeau88

    gtrudeau88 Active Member

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    Current holdings

    ABBV 5.6%
    CSSEP 12.9%
    DIS 7.3%
    ENB 10.8%
    GOF 6.7%
    GTN 9.1%
    IWM 7.2%
    KLIC 6.0%
    KMI 11.3%
    NVAX 4.7%
    QTS-A 5.6%
    TRTN 6.7%
    VV 6.2%
     
  16. gtrudeau88

    gtrudeau88 Active Member

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    Sold all my KLIC 2 days ago to lock profits. Did well. Bought IVV and a few more shares of CSSEP
     
  17. gtrudeau88

    gtrudeau88 Active Member

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    I had sold my KLIC shares last week to lock some gains and put the money to other existing positions. Since then the price has dropped and the analyst price targets for the company have risen quite a bit. Hence I'm buying back in as I've freed up cash in both my stock account and my self-directed IRA.
     
  18. gtrudeau88

    gtrudeau88 Active Member

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    Yesterday sold my positions in SMH and XTN. Bought 10 shares of DE (new position), 27 shares of KLIC (expanded position), 2 shares of GOOGL (new position), 1 share AMZN (new position), 4 shares CSSEP (expanded position).

    Looking forward to dividend payments tomorrow and next week.
     

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