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02-11-2024, 07:23 PM
(This post was last modified: 02-11-2024, 07:24 PM by ken-do-nim.)
(02-11-2024, 09:10 AM)rayray Wrote: (02-09-2024, 03:33 PM)Mr1share Wrote: Tech just keeps on running. As some point people will go back to value lol
In the meantime I keep adding to quality names on sale... AFL, TROW, MCD, UNH, HUM, AMGN, and O
5yr. 10 yr
AFL 62.37%. 149.62%
TROW 15.10%. 34.02%
MCD 65.65%. 201.78%
UNH. 97.87%. 626.21%
HUM. 23.89%. 285.83%
AMGN. 56.52%. 144.84%
0. -2.80%. 110%
I would need to see more from TROW and O to put any money to work on these two--I use to own all of these except MCD and HUM--I still own and have been adding to UNH
Right now, I am only buying Growth, and my rule for Growth is the stock must have beaten the S&P 500 for the last 5 years. VOO is up 80.67% in the last 5 years; therefore of the ones above, the only one I'd consider is UNH. But that's just me.
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UPST is down 20% today on lowered financial guidance. Just fyi that I had already brought myself down to just 15 shares so I'm not really impacted. But my poor 2024 Perfect Portfolio competition offering is in serious trouble!!!
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Added new positions in NTNX and APP
Just bought TWLO after the close down $8.
I’m starting to slowly get into more growth in software and AI
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02-15-2024, 10:57 AM
(This post was last modified: 02-15-2024, 10:57 AM by ken-do-nim.)
(02-14-2024, 04:34 PM)divmenow Wrote: I’m starting to slowly get into more growth in software and AI
(sorry, can't resist)
I know of a certain AI software company that's up 30% today, and I happen to work there 
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Added SQ, MSFT, AFL and MRK
Sold DG, TXRH, AMAT and TTD on the pops
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New positions in MA, SNOW, DKNG, and SMCI
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Added on MA & XLK. Sold a put on AMD.
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Added some CRWD and ZS after hours thanks to PANW being down 75
Earlier added MA, DKNG and SO
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New positions in CRWD, PANW and ZS
Very small positions for now.
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02-21-2024, 10:27 AM
(This post was last modified: 02-21-2024, 10:30 AM by Mr1share.)
Starter position in PANW, NVDA and ZS
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