Re: Legacy Portfolio ...
I wanted to add more SLV today but price is running away the last couple of days, so I held off.
I had purchased a new position in MCK and TMO recently. I had already added to TMO once it showed a 3% return. I have added a few times in fact. I decided to add a few more shares today.
10/15/2025 (10 shares) 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 - opening position) up +23.39%
| 10 | $526.30 | $528.36 | $5,263.00 | $5,283.55 | -$20.55 | -0.39% | Short Term | | 9 | $526.30 | $542.75 | $4,736.70 | $4,884.75 | -$148.05 | -3.03% | Short Term | | 6 | $526.30 | $501.16 | $3,157.80 | $3,006.96 | +$150.84 | +5.02% | Short Term | | 10 | $526.30 | $483.84 | $5,263.00 | $4,838.40 | +$424.60 | +8.78% | Short Term | | 10 | $526.30 | $474.17 | $5,263.00 | $4,741.65 | +$521.35 | +11% | Short Term | | 5 | $526.30 | $426.88 | $2,631.50 | $2,134.40 | +$497.10 | +23.29% | Short Term | | 50 | | | $26,315.00 | $24,889.71 | +$1,425.29 | +5.73% |
I purchased MCK in the past week and that initial lot finally reached my +3% add on point. I doubled up on the initial amount of shares.
10/15/2025 (5 shares) 10/13/2025 (5 shares - opening position) up +3.67%
| 5 | $790.7746 | $789.05 | $3,953.88 | $3,945.25 | +$8.63 | +0.22% | Short Term | | 5 | $790.7746 | $762.81 | $3,953.88 | $3,814.07 | +$139.81 | +3.67% | Short Term | | 10 | | | $7,907.75 | $7,759.32 | +$148.43 | +1.91% | |
I also added to CEG, a new holding which was purchased this month and is doing well.
10/15/2025 (10 shares) 10/13/2025 (20 shares) 10/08/2025 (10 shares) 10/07/2025 (10 shares - opening position) up +13.02%
| 10 | $403.88 | $405.48 | $4,038.80 | $4,054.80 | -$16.00 | -0.39% | Short Term | | 20 | $403.88 | $383.79 | $8,077.60 | $7,675.70 | +$401.90 | +5.24% | Short Term | | 10 | $403.88 | $369.34 | $4,038.80 | $3,693.40 | +$345.40 | +9.35% | Short Term | | 10 | $403.88 | $357.37 | $4,038.80 | $3,573.67 | +$465.13 | +13.02% | Short Term | | 50 | | | $20,194.00 | $18,997.57 | +$1,196.43 | +6.3% | |
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