Re: Retirement and Legacy Portfolios ...
Retirement ...
Today I added to ESS .. PG .. LIN .. ADP.
PG was actually suggested by SSD today. I continue to add to companies that represent the smaller equity positions in this portfolio.
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Legacy ...
As I stated yesterday, I was going to sell most of the BDC's in this portfolio. I had a good amount of cash tied up in BDC's.
I sold OBDC .. HTGC .. TSLX. ... I kept MAIN.
I sold 1/2 of the overweight position in NFLX. It was the largest holding in this portfolio and is now the 8th largest.
I recently purchased a starter position in DHI. My portfolio management tactic is to add to a new position once it shows a 3% return. DHI did that today and I added to it. My thinking is that lower interest rates will help the home builders.
10/03/2025 (35 shares)
09/24/2025 (15 shares)
| 35 | $175.115 | $175.39 | $6,129.02 | $6,138.63 | -$9.61 | -0.16% | Short Term | | 15 | $175.115 | $167.49 | $2,626.72 | $2,512.35 | +$114.37 | +4.55% | Short Term | | 50 | | | $8,755.75 | $8,650.98 | +$104.77 | +1.21% | |
In addition to this, I added to TMO, IBIT and put a good amount of cash into SGOV. TMO was on probation but has finally caught a bid, so now I'll work on bringing it up in size.
10/03/2025 (9 shares)
09/05/2025 (6 shares)
07/28/2025 (10 shares)
07/23/2025 (10 shares)
07/14/2025 (5 shares)
| 9 | $543.295 | $542.75 | $4,889.66 | $4,884.75 | +$4.91 | +0.1% | Short Term | | 6 | $543.295 | $501.16 | $3,259.77 | $3,006.96 | +$252.81 | +8.41% | Short Term | | 10 | $543.295 | $483.84 | $5,432.95 | $4,838.40 | +$594.55 | +12.29% | Short Term | | 10 | $543.295 | $474.17 | $5,432.95 | $4,741.65 | +$691.30 | +14.58% | Short Term | | 5 | $543.295 | $426.88 | $2,716.48 | $2,134.40 | +$582.08 | +27.27% | Short Term | | 40 | | | $21,731.80 | $19,606.16 | +$2,125.64 | +10.84% | |
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