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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: Paul Senior who wrote (78184)10/6/2025 7:52:20 AM
From: E_K_S  Read Replies (1) | Respond to of 78467
 
I have a new rule to peel off a few shares when they hit a 30% CAGR. Also if I do a recent add and see a run +30% in 90 days then I will sell that lot and look to rebuy. That happened last week w/ AMAT +40% in 30 Days, I sold my last add made 2/14/2025 at $174 at $225 for a 30% gain.

AMAT now is #10 in my top 10 holdings.

Top 10 in the taxable portfolio:

CVX
AMNF
ORCL
IBM
BHP
KLAC
SRE
WPC
WMB
AMAT