May 19 Vici Properties (VICI) - Shares Purchased Asset Class Allocations The models I use for my asset class allocations continue to be very conservative with a 75.3% allocation to cash. The average year-to-date return for my models is -1.8% versus -15.0% for a...
Stock Trades for the Week Ending May 13, 2022
May 11 Targa Resources (TRGP) - Shares Purchased Very few stocks pass my screens lately. TRGP passed my best-performing screen so I decided to purchase an appropriate position size. Asset Class Allocations The asset allocation models I use collectively...
Stock Trades for the Week Ending May 06, 2022
May 02 Apple (AAPL) - Shares Sold My sell stop was trigged and my shares were sold for $155.37 representing a 6.1% loss in 14 days. Greenbrier (GBX) - Shares Sold My sell stop was trigged and my shares were sold for $41.57 representing a 7.0% loss in 21 days....
Stock Trades for the Week Ending April 29, 2022
April 25 Cabot Corp (CBT) - Shares Sold My trailing stop was triggered and my shares were sold for $65.69 resulting in a 1.0% profit in 18 days. Asset Class Allocations With recent declines in many of the ETF asset class prices, it comes as no surprise that my...
Stock Trades for the Week Ending April 22, 2022
April 18 Apple (AAPL) - Shares Purchased I purchased AAPL shares with a position size of 3.0% and then set up a 6% trailing loss. These two values combined lead to a maximum loss of 0.18% (3% x 6%) of my portfolio if the share price declines immediately after purchase...
Stock Trades for the Week Ending April 15, 2022
April 11 The Greenbrier Companies (GBX) - Shares Purchased (1/2 Position) I bought shares of GBX and set up an 8% trailing stop. Nvidia (NVDA) - Put Purchased to Close Trade I'm guilty of letting this losing trade run too far before I closed it. I sold the put...
Stock Trades for the Week Ending April 08, 2022
April 04 Morgan Stanley (MS) - Sold Naked Puts Marvell Technologies (MRVL) - Shares Purchased and Covered Calls Sold April 06 Pan American Silver (PAAS) - Shares Purchased (1/2 Position) April 07 Marvell Technology - Sold Shares This trade went...
Stock Trades for the Week Ending March 11, 2022
March 07 Reliance Steel (RS) - Shares Sold I sold my RS shares for a profit of 21%. March 10 Metlife (MET) - Shares Purchased I bought half a position of MET and established a 7% trailing stop. Asset Allocations My asset allocation models remain very...
(No) Stock Trades for the Week Ending March 04, 2022
I had no stock trades this week. At this point, I am holding only one stock which is Reliance Steel (RS) for which I have a 21% open profit at today's close. Asset Allocation My asset allocation models provided the same allocations as last week.
Stock Trades for the Week Ending February 25, 2022
February 24 The sharp decline at the open to the trading day resulted in my Valvoline (VVV) and Apple (AAPL) trailing stops being triggered. Both stocks were sold for losses of 4.8% and 6.8% respectively. The AAPL trade was one-half position size. I am still holding...