Took profits on Microsoft this morning. Happy with the trade and figured it’s a smart play to diversify into sectors outside of Tech/AI. Opened up positions in #JPM and #UNH. JP Morgan into the Roth and United in the brokerage.
Going to close out my #MSFT position at market open for a 25% gain. I am not liking these circular OpenAi reports I’m seeing. Love the idea of taking profits here and rotating into healthcare/financials.
Going to close out my #MSFT position at market open for a 25% gain. I am not liking these circular OpenAi reports I’m seeing. Love the idea of taking profits here and rotating into healthcare/financials.
@optionscjp The guy is a POS. Going “all in” which he’s not even doing is so moronic. That being said, anyone who pays him $200 a month is even more stupid and deserves to lose their money.
Currently at all time highs (you better be too) even with substantial unrealized losses on #Bitcoin. Have 10k in cash ready to buy the inevitable dips on these plays.
Here’s a current look at my portfolio, with current weight and average cost. Thoughts?
Brokerage:
#VOO: 45% @ 525.30 per share
#IBIT: 26% @ 52.44 per share
#AVGO: 10.5% @ 388.50 per share
#MSFT 5.2% @ 383 per share
#TSM 13.3% @ 405.75 per share
IRA Breakdown below:
Here’s a current look at my portfolio, with current weight and average cost. Thoughts?
Brokerage:
#VOO: 45% @ 525.30 per share
#IBIT: 26% @ 52.44 per share
#AVGO: 10.5% @ 388.50 per share
#MSFT 5.2% @ 383 per share
#TSM 13.3% @ 405.75 per share
IRA Breakdown below:
Opened up a position in #SPCX this morning. Long term hold in the Roth IRA. I am not confident in the short term, but for the long term it is an absolute no-brainer.