To be blunt, I don't believe most of what you say. You claim you don't hold losers but then post gains on stuff that has been cratering for weeks/months. I've built watchlists of your holdings and never hear a peep from you as they drop day after day after day, then when they bounce, you claim huge profits. If true, great but that's not how it looks when actually tracking it. It's like GZ who's never had a losing trade in the 30 years on SI.
I don't claim to see into the future but I buy baskets of companies with solid earnings, a history of dividends and "usually" but not always because I am stubborn and still need to improve on that, cut my losses quick, often too quick getting stopped out before they turn back up.
I don't like posting my specific holdings usually but hint from time to time. I bought BDJ, AIO, SPFF, THQ, UTG, UTF, MGU, DNP etc over the last year moving in and out with the market. They aren't sexy, high beta but they all pay dividends and were profitable and closed for gains. My version of high beta I guess would be AIO as it has the junkiest holdings and is the only one on that list I still own until this growth rally tops. It's paying me 10% yield and was bought in the 15s and 16s. I sold BDJ too early just over 9 but had previously flipped it multiple times between the 8s and 9s. UNH is one of their larger holdings and I saw the healthcare weakness coming so I ditched it and THQ. The THQ was a good sell as it is still well below my sell price.
As I posted, I am content to sit this BS rally out and just day trade it while having a lot in treasuries earning 4-1/2% risk free. I also have a little XYLD and RYLD for kickers but flip in and out with the index trends.
Like I said earlier, you say one thing but then show the opposite. You can't say you cut losses then claim stuff that has been dropping for weeks is your biggest winners. Moderna has been bleeding for weeks yet you still show it. NOPMF was down forever as I posted and was flipping it myself multiple times between the 6s, 7s and 8s.
Weather is good, I need to get to work. |
