My Trade Journal for Stock Trades and ETF Investments
Stock Trades are Based on Custom Screens Plus AI Analytics
ETF Investments are Based on Tactical Asset Allocation
Investment Trades for the Week Ending June 17, 2022
Monday June 20, 2022June 13
Brigham Minerals (MNRL) – Stopped Out
My $31.50 sell stop was triggered and my shares were sold at an average price of $31.48 for a 16.5% gain over a 21-day holding period.
June 14
Brigham Minerals (MNRL) – Shares Purchased
I took a 4.5% portfolio position in MNRL with a purchase price of $31.21.
Marathon Petroleum (MPC) – Shares Purchased
I took a 5.5% portfolio position in MPC with a purchase price of $106.35.
June 16
Marathon Petroleum (MPC) – Sold Shares
I sold my MPC shares at $93.42 for a 12.2% loss which is a 0.67% hit to my portfolio.
June 17
Brigham Minerals (MNRL) – Shares Sold
I sold my MNRL shares at $27.57 for an 11.7% loss which is a 0.53% hit to my portfolio
Tactical Asset Class Allocations
There were no changes in the allocations this week.
Open Trades
I currently hold no stocks.
...Investment Trades for the Week Ending June 10, 2022
Saturday June 11, 2022June 06
Vici Properties (VICI) – Sell Stop Raised
Shares of VICI rose just over $1.00 today closing at $32.45 giving me an open profit of 10.1% in 18 days. I rose my sell stop from $29.83 to $30.83.
June 07
Targa Resources (TRGP) – Sell Stop Raised
Shares of TRGP rose by over 5% today closing at $80.38 giving me an open profit of 12.0% in 27 days so I increased my sell stop to $77.16.
June 09
Targa Resources (TRGP), Vici Properties (VICI), and Reliance Steel (RS) – Sell Stops Triggered
My shares of TRGP were sold early today for $77.08 giving me a profit of 7.4% in 29 days. Later in the day, my shares of VICI were sold for $30.83 providing a profit of 4.6% in 21 days and my shares of RS were sold for $188.70 providing a 2.4% loss in 8 days.
MNRL is the only stock I currently hold for which I have a 19% open profit since purchasing it 18 days ago.
Tactical Asset Allocations
Had the equity markets not dropped so sharply on Friday, my models would have had higher allocations to international equity ETFs. So far this year, the TAA models allocations to cash, DBC and XLE continue to result in a strong outperformance relative to the 60/40 portfolio.
Open Stock Trades
My current open stock trades can always be viewed here.
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(No) Investment Trades for the Week Ending June 24, 2022
Investment Trades for the Week Ending June 17, 2022
Investment Trades for the Week Ending June 10, 2022
Investment Trades for the Week Ending June 03, 2022
Disclaimer:
The Systematic Trader. This site may include market analysis. All ideas, opinions, and/or forecasts, expressed or implied herein, are for informational purposes only and should not be construed as a recommendation to invest, trade, and/or speculate in the markets. Any investments, trades, and/or speculations made in light of the ideas, opinions, and/or forecasts, expressed or implied herein, are committed at your own risk, financial or otherwise.