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		NKE horrible report AH’s. Down $10. Probably headed to 70’s now. 20 PE or so. 
That report just tells me to stay out of retail. We are headed into a recession at some point next year!
	
	
	
	
		
	
 
 
	
	
	
		
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		06-27-2024, 08:57 PM 
(This post was last modified: 06-27-2024, 08:58 PM by vbin.)
		
	 
	
		Looking forward to pickup some great companies, Nike under $60 would be nice
	
	
	
	
		
	
 
 
	
	
	
		
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		New positions in QCOM and MU
Added HSY and TMUS
Wow NKE getting hit hard. Glad I don’t own that one.  $62-65 I may take a position
	
	
	
	
		
	
 
 
	
	
	
		
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		07-02-2024, 02:31 PM 
(This post was last modified: 07-02-2024, 02:40 PM by stockguru.)
		
	 
	
		PLTR and HOOD
I’m following the money ? lol
	
	
	
	
		
	
 
 
	
	
	
		
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		dollar cost averaging TSLA the past year or so is paying off nicely now, let's see what happens
	
	
	
	
		
	
 
 
	
	
	
		
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		Used pooled dividends to add 6 more shares of OZK. Now, I'm pretty much up to a full position in it.
	
	
	
	
		
	
 
 
	
	
	
		
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		New position in Hood 
Added to WEC 
CMCSA and CAH getting interesting
	
	
	
	
		
	
 
 
	
	
	
		
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		I still open up the forum every day to check what is going on, but yeah I haven't posted too much recently. 
Since I switched to the retirement way of life my portfolio has remained pretty static. I haven't added any new companies to my portfolio in ages, I just reinvest the dividends 1-2 times a month into one of the companies that I believe to be fairly valued. I think in recent months it has been BAM, LMT and MSFT. 
I would say that while it does sound boring, it's a sign that our strategy works as intended. All I really need to do is keep an eye on the news a little bit and just fill in my excel when the dividends get paid.
	
	
	
	
		
	
 
 
	
	
	
		
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		07-10-2024, 01:07 PM 
(This post was last modified: 07-10-2024, 01:11 PM by Marknew.)
		
	 
	
		I have been adding to SBUX and MCD the last few days
And I'm about to buy NKE
	
	
	
	
		
	
 
 
	
	
	
		
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		Hey I had some problems with my account but I'm back.
I stuck with the homebuilders a bit too long, but I did switch strategies mid-June and I'm already reaping the benefits.
I will most likely have a decent amount of money to invest in August; I haven't decided exactly what to do with it yet.