| | | Most Bought / Added To
1. O – Realty Income
• Chowder added $5,000 to expand REIT exposure.
2. ENB – Enbridge
• Chowder added $5,000 after Landman’s energy discussion; large new buy.
3. CUBE – CubeSmart
• Chowder initiated a new $5,000 REIT position in his Legacy Portfolio.
4. ADX – Adams Diversified Equity Fund
• Multiple posters (Keowee, QTI, jritz0) buying or planning to add after favorable comparisons to S&P 500.
5. EGGS – YieldMax EGGS Option Income ETF
• jritz0 bought with proceeds from JEPI; highlighted strong yield and performance.
6. BLOX – YieldMax BLOX Option Income ETF
• jritz0 added as a companion position to EGGS for diversification.
7. GLDM / KGLD / KSLV (Gold & Silver ETFs)
• jritz0 added all three for metals exposure and inflation hedge.
8. BDCs (ARCC, MAIN, BXSL, GBDC, OBDC)
• Several posters accumulating across positions for reliable income; ARCC specifically noted as a buy after earnings.
9. Chowder’s Incremental $100 Buys:
• Added small amounts to ES, NEE, CEG, GEV, ADP, KR, MA, TJX as part of steady compounding strategy.
Most Sold / Trimmed
1. JEPI – JPMorgan Equity Premium Income ETF
• jritz0 sold 27% of his holdings to rotate into EGGS and BLOX after strong gains.
2. BST – BlackRock Science & Technology Trust
• Some trimming among tech CEF investors to rotate into ADX for value and broader exposure.
3. NWE – NorthWestern Energy Group
• RetiredInvestor mentioned selling years ago for a loss before its merger with BKH.
Neutral / Discussed but No Trades Mentioned - NBXG: Debated heavily on RoC policy, but no clear buy/sell consensus — some adding, others cautious.
- NVDA & INTC: Discussed for performance context, no new trades reported.
- ESS: New REIT holding but not added further yet.
Summary: - Most Bought: O, ENB, CUBE, EGGS, ADX
- Most Sold/Trimmed: JEPI, BST, NWE
- High Mention with Mixed Action: NBXG
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