February 17 Tronox (TROX) - Sold Shares My 8% trailing stop was triggered and all my TROX shares were sold for a 5.9% loss. February 18 Apple (AAPL) - Shares Purchased Apple passed one of my screens and I had enough room based on my asset allocation models to...
Stock Trades for the Week Ending February 04, 2022
February 01 Reliance Steel and Aluminum (RS) - Shares Purchased Stop: 6% Trailing Valvoline (VVV) - Shares Purchased Stop: 5% Trailing February 03 Tronox (TROX) - Shares Purchased Stop: 8% Trailing Asset Class Allocations My tactical asset...
Stock Trades for the Week Ending January 28, 2022
No stocks passed my filters this past week. I currently hold no US stocks. Asset Allocation My asset allocation models collectively have allocations as per the table below.
Stock Trades for Week Ending January 21, 2022
I have very little to report this week as my screens provided no stocks to purchase. I had two call options expire on Friday: COP and SCHW. COP closed ITM so my stocks will be assigned. SCHW closed 0.9% OTM and I expect to close the trade profitably as my breakeven is...
Stock Trades for the Week Ending January 14, 2022
January 11 Capri Holdings (CPRI) - Shares Purchased January 14 Marvell Technology (MRVL) - Shares Purchased Closed Trades Several of the stocks that I had purchased in December and set up trailing stops for were sold recently when those stops were...
Stock Trades for the Week Ending December 31, 2021
December 27 Marathon Petroleum (MPC) - Shares Purchased Below is an example of the position size calculation based on a $250,000 portfolio. December 29 Conocophillips (COP) - Shares Purchased I already owned shares of COP which I had sold covered calls on. I...
Stock Trades for the Week Ending December 24, 2021
December 21 Nvidia (NVDA) - Purchased Shares This was a Tier 1 trade but was a small position given the large ATR. December 22 Air Lease Corp (AL) - Shares Purchased Risk-Based Position Sizing I have been asked to demonstrate how I determine the number...