| | | Re: Young Folk Portfolio - Add on Buy & Sell Actions ...
Today I sold the position in NVDA. The position was down more than 20% and under the current condition of the market, where semiconductor companies are taking a beating, I didn't want to take a deeper drawdown and I don't see the current market conditions conducive to averaging down on NVDA, so I sold it.
I also took some profits in ABBV .. CAT .. DUK.
All of these moves were in the Roth Account so I don't get a write off for tax purposes on NVDA nor did I trigger a taxable event for the other positions.
These moves generated just over $7,500.
Sold:
NVDA - 32 shares
ABBV - 6 shares
CAT - 4 shares
DUK - 10 shares
Bought:
ESS - 12 shares @ $210.01
MAA - 16 shares @ $154.66
VICI - 80 shares @ $32.40
The goal here is to build a real estate portfolio within the Roth Account.
Current real estate holdings:
O ....... $7,824
PLD ... $6,661
LSI ..... $5,836
DHI .... $5,221
VICI ... $2,614
ESS ... $2,560
MAA ... $2,524
In looking forward, the Roth contributions will be going into the 3 smaller real estate holdings as I wish to bring them up in size to the other holdings within that account. |
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