Category: weekly summary
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Some new strategies to end the quarter
We’re nearing the end of the quarter and I wanted to do a quick post about a slightly different strategy I opened on a couple of positions. I call the strategy a “Phil spread” named after my mentor Phil Davis from philstockworld and a combination of short puts with a bull call spread. It looks…
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23% 2023 (!)
Nothing like starting off the year with enough gains for the whole year: Unfortunately, December 2022 was a disaster, but we are now up ~5% since the start of this blog (Jan 2022). For comparison, the nasdaq is down 22% in the same time period. I have filled a bunch of trades this year, mostly…
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November 9% Nasdaq – year end portfolio review
Although it may not feel like it, the nasdaq went up 9% in the last month: Its still down 28% on the year, but at its lowest this year it was down 34% (!). My portfolio is doing a lot better, showing -3.8% for the year, but still red for the year unfortunately: Honestly I…
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Executed trades update – still (barely) green for the year
Which is something other indices can’t say for themselves. Even after todays 2% rally, the nasdaq is down ~7% over the last month. After todays almost $10k of (unrealized) gains, we’re showing $2300 green for the year, so less than half a percent, but compared to the nasdaq’s YTD of -26%, not bad. I did…
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Mid August update
We went as high as 6.7% green YTD last week, although we’ve tapered off now to only ~5%: Still, a lot better than the nasdaqs -19% performance. I did do a few trades over the past 2 weeks, because I was skeptical of the rally and I wanted to free up some cash to deploy…
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Weekly summary and portfolio review – 17 July
So these updates have gotten significanly less frequent, both because I’m super busy raising the twins and working on other projects going on in my life right now, but also because my investing strategy has slightly shifted, and I’m trying a more hands-off approach. Previously I would be glued to the market during trading hours,…
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(Bi)Weekly summary
I thought I missed last weeks weekly summary, but it seems I actually missed the last 2 weeks. The reason for this is I have been busy with other projects, and honestly nothing ground breaking has been happening in the markets… a couple percent up, a couple percent down… This turned out not to be…
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June 5 weekly summary – the week we went nowhere
The nasdaq ended last week at 12,690, this week at 12,550. So we went nowhere value wise, but a week of time premium did decay, so my portfolio still gained $6,800, or over 1%, so not too shabby. Other than that I did some adjustments as detailed here and here this week, but nothing earth…
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May 27 Weekly summary – after a week off
Last week was tough for me, both portfolio-wise but also life-wise, so I decided to do what Warren Buffet says to do when stocks are down: don’t watch the market too closely. It seems to have paid off, because since my “have we seen the bottom” post on May 13, my porfolio is up $19k…
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Have we seen the bottom? May 13 weekly summary
Theres nothing like finishing a red week with a 3.5% up day to lessen the blow, but even with that, the nasdaq was down another 2.6% for the week. My porfolio lost 3.7%, again due to my large position in AMZN, which I still think is going to work out in the long run. I…
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