Been moving pretty fast. Probably worrying about not being the way I want it before it is my time.
Reasons: Cousins husband, same age as me: throat cancer. MRI - it is in his bones.
Mom comes to me before going to bed. "Am I taking your bed?" Long story short, she was convinced that
it was her first night here.
Making headway, from 54 positions end of May, to 40 now. Time to ease up a little while.
Closer, but even if I include the $55k of ATLCZ, slightly less than 59% of account in "For the girls".
Hard to buy with the market at all time highs. Maybe more ATLCZ? lol!
By position size: rounded to nearest K.
For the girls:
AMZN 55k
GOOG 52k
AVGO 39k
AAPL 37k
UTG 29k
MELI 27k
ISRG 24k
XLU 21k
CCD 21k
PANW 19k
RMD 18k
RNP 13k
VUG 12k
VNQ 10k
XLK 10k
AOD 8k
COWZ 7k
CALF 7k
We'll see with these two. Sold my TECTP 9% preferred a while back. Bought at par $10, it has been sitting in
some accounts for others, now $10.28, and it just continues to pay them that 9%. That's how I see ATLCZ,
except they are notes, one step up the ladder. If there is a major sell off, I expect they hold up, and could
be sold.
ENPH 194k +$11,955
ATLZ 55k +$720
All for sale at some point:
Numbers in ( ) gain/loss on shares sold
SPRY 47k +$3489 (+$125)
PESI 15.3k +$146 (+$198)
ADMA 9.7k +$6222 (+$602 )
TBLA 8.4k -$329
WVE 5.3k +$1033 (+$78)
NVDA 4.4k +$547 (+$326)
ORCL 4k +$845 (+$662)
DXCM 4k -$361
ASPI 4k +$100
CNXC 3.7k +$251 (-$134)
SDOT 2.4k -$5113 still haven't sold restaurant business
VRT 2.2k -$38
XLV 2.2k +$69 ETF - not looking to grow this one
CRDL 2.1k +$959
DTST 1.8k -$242
HRTX 1.8k +$458
XAIR 1.5k -$531
BDSX 1.5k -$44
FORA 1.3k -$92
MTEK 1.1k -$106 |
