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Strategies & Market Trends : Longer term short term day trades. -- Ignore unavailable to you. Want to Upgrade?


To: Steve Felix who wrote (1444)4/3/2023 3:06:33 PM
From: Graustus1 Recommendation

Recommended By
CusterInvestor

  Read Replies (1) | Respond to of 1956
 
Steve, I think the “market” is hating the little guys (as the mega caps keep getting bigger)….I actually sold most of the non-pharma little guys from my dad’s account, but am still holding in my Roth….I played the GME game 2 years ago and got an ATH in my Roth, but got greedy and watched it all evaporate. In nursing school (what the hell am I thinking as a 46 year old! Oh right, more income for my last 20 years of working) right now, so can only add the Roth in drips and drabs.

Thank you for all you do….and for your transparencies and updates (as well as the screen you run). I’m excited to see long term what it does. Still not touching the Chinese companies!

Sorry to clutter up your board with my thoughts….gotta admit I worry a little when I don’t see an update for a while



To: Steve Felix who wrote (1444)4/30/2023 5:45:49 PM
From: Steve Felix  Read Replies (1) | Respond to of 1956
 
Monthly update. Third time ending monthly behind the S&P since I quit monthlys on the other
board. Others were 10/21 and 2/22.

Investment / CurrentValue / PriorValue / PeriodChange %Change /EstimatedIncome /EstimatedYield

Dec. Total.....$945,013.68....$1,061,744.46....($116,730.78)....(11.0)% $12,755.05... 1.3%
Jan. Total.....$938,163.82.... $945,013.68......... ($6,849.86).... (0.7)%. $12,094.11... 1.3%
Feb. Total.... $897,322.15.... $938,163.82.........($40,841.67).... (4.4)%. $11,864.47... 1.3%
Mar. Total.... $904,252.28.... $897,322.15.......... $6,930.13........ 0.8%.. $11,821.86....1.3%
Apr. Total.... $835,251.79.... $904,252.28........ ($69,000.49).......(7.6)%. $11,604.53... 1.4%

Since Jan. 1, 2022:

S+P 500 3872 to 4169 =….........+9.2%
My IRA $945,013 to $835,251 = -11.61%

Since inception Jan. 1, 2010:

***Now using this for long term S+P return w/dividend reinvest: etfreplay.com SPY
Updated on time, using start date 12/31/2009

S+P 500 Since Dec. 31, 2009 =...+380.4%
My IRA $178,518 to $897,322 =.. +362.27%