Investments Trade Log

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Lemur
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Re: Investments Trade Log

Post by Lemur »

@ToFI

SPCE is one I have my eye on as well. I'd like the price to come under $20 but I could easily see this becoming a $50 billion company one day...

2Birds1Stone
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Re: Investments Trade Log

Post by 2Birds1Stone »

I made a stupid (so far) move and took some gains off the table and moved a decent chunk of my portfolio into cash.

Total equity exposure is only ~40% right now.

Seppia
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Re: Investments Trade Log

Post by Seppia »

It’s not stupid if it makes you sleep at night.
I am one of those who thought in 2015 that the stock market was close to a crash, but held on to my stocks as I’m in the “never sell while you’re accumulating” camp.
How much would stocks have to fall for me to be right, had I sold?

Seppia
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Location: Italy

Re: Investments Trade Log

Post by Seppia »

Elaborating on this
I sold some (15% total) of my RDSA (Amsterdam) for 29 and then 31€ between April and May 2018. I almost perfectly timed the top of the last 5 years.
I bought the same amount a few days ago for 24€.
I thought i made a phenomenal deal but then did the math as I usually do.

The 30€ stock (average) I sold were paid 20€.
So I paid 2.6€ in taxes (italy 26% on gains)
Meanwhile, since May 2028, RDSA paid around 2.5€ of dividends
Net, I made around 1€ per stock.

ToFI
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Joined: Thu Jun 16, 2011 1:22 am

Re: Investments Trade Log

Post by ToFI »

Lemur wrote:
Wed Feb 12, 2020 11:23 am
@ToFI

SPCE is one I have my eye on as well. I'd like the price to come under $20 but I could easily see this becoming a $50 billion company one day...

It doesn't hurt to buy a small position. I just bought 8 shares as watchlist position and will add more later if company is gaining traction. Remember when Tesla went IPO, it was trading for $17 per share... Today, it's $767, a 45 times increase.


There are couple advantages for SPCE:
1. First public traded space company. It's a disruptive company like Tesla.
2. It already has 600 people signed up for a ride at a price of 250k each and I heard the number goes up every month.
3. Their next plan is build a new aircraft for point to point transportation that reduce the travel time from 10 hours to 2 hours. There's a potential big market. Think about the business executives going to meetings, time is critical. Ticket price is not.
4. It's a low cost solution. I've heard the carbon foot print per person is the same as travelling from US to Asia by air plane.

Jason
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Re: Investments Trade Log

Post by Jason »

I'm sold. Bought my first SPCE stake @ $23.66. I hate space more than Facebook but now I own both. Hopefully they can do better than Boeing and keep their shit up in the air.

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Lemur
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Re: Investments Trade Log

Post by Lemur »

@Jason

Excellent call! Up 26.74% today. I wish I would have chosen that one for the call options I've been doing lately...

Seppia
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Re: Investments Trade Log

Post by Seppia »

Today I did one of my "exploratory purchases" and got some Rio Tinto stock.
I wanted to start looking into commodities (if you look back into this thread I've wanted to dabble into this for a while*) and ended up with RIO because
1- they're completely out of coal and other fossil fuels
2- they have the lowest debt of the big commodity players
I had to buy a little as I have found myself incapable of consistently following a company without having a little skin in the game.

Anybody have an opinion on RIO?

*long enough to miss a 100% runup obviously. another reminder to ALWAYS jump in when sectors experience "once in a decade or more" drops

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Lemur
Posts: 443
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Re: Investments Trade Log

Post by Lemur »

Executed:
Transaction type: Buy to open
Order type: Limit
Option name: V 09/18/2020 C $265.00
Quantity: 29 contract(s)
Price:* $0.87

Jason
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Re: Investments Trade Log

Post by Jason »

Lemur wrote:
Tue Feb 18, 2020 12:28 pm
@Jason

Excellent call! Up 26.74% today. I wish I would have chosen that one for the call options I've been doing lately...
I'm an investing genius.

SPCE is definitely the little dove flying in the shadow of Tesla's irrational eagle's wings. And for purposes of transparency, my FOMO got the best of me and I bought a Tesla share on January 28 and am now up 48%. It was too embarrassing to admit. But Charlie Munger spewing like Jabba The Prick rankled me. Not that I like Elon Musk. I mean he's one nervous breakdown from going full blown John McAfee. But what the hay.

On another note, I went hardcore (relative to my portfolio) into NVDA in the fall thanks to none other than Jim Cramer who said that along with Disney it was his pick for the next decade.. My lowest entry point was $181.00. Average is probably in low 200's. Shit is now $295.00. The icing on the cake is Al Gore's hedge fund sold at the time I bought. I like to think I bought his stuffed shirt shares. Recent press release is he went back in after it spiked on earnings report. I guess a day late and a dollar short is why Tipper left him. My TTD has pretty much equaled the run.

ToFI
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Re: Investments Trade Log

Post by ToFI »

SPCE is going to the space! (Pun intended).

SPCE has moved to the top 10 of my portfolio within weeks.(Individual weight is less than 1%) I've purchased more shares to establish a full position. My average cost is: $23.4

It seems the share float is very limited and the demand is pushing it to the space. There are big funds investing in SPCE. This is a virtuous cycle. Higher price allows VG to raise funding for expansion at a very favourable price. It's interesting to see how far can VG grows as a space company.


@Jason,
I bought TTD as well. A super growth stock. 50% revenue growth rate and it's profitable. At 14B cap, I see more growth in the years to come. This is how to beat the index return.

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Lemur
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Re: Investments Trade Log

Post by Lemur »

Lemur was considering MSFT, VISA, or SPCE as his first big call option investments. Lemur went with the first two and is up but.... Lemur wonders why he didn't pick SPCE lol.

Jason
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Re: Investments Trade Log

Post by Jason »

ToFI wrote:
Wed Feb 19, 2020 9:31 am
I bought TTD as well.
TTD and Roku are usually coupled together as the two cut the cord plays that are not actual streaming services. I don't own Roku. The person who runs the MF TTD board SWEARS by this stock. Believes it will be $1000 per share in not so distant future.

I don't know what call options are. But, many people think MSFT will be making a major MA play this year. Like my buddy, Al Gore, I bought TWLO on the dip. They happen to be one of the candidates but that's not why I bought. I actually don't know why I bought. But its up more than 30% so that's good enough of an explanation I guess.

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Lemur
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Re: Investments Trade Log

Post by Lemur »

Well this one is a bit more interesting...and a bit riskier but I'm taking a chance here that Disney + in India, Baby Yoda Sales, and Mulan are going to pump Disney up by Summer.

Executed:
Transaction type: Buy to open
Order type: Limit
Option name: DIS 09/18/2020 C $170.00
Quantity: 15 contract(s)
Price:* $1.60

Lucky C
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Re: Investments Trade Log

Post by Lucky C »

Never thought I would see this forum jump on the bandwagon of speculative call options for popular stocks with the US market at record valuations in the longest bull run in history.

The trend is your friend til it bends in the end.

jacob
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Re: Investments Trade Log

Post by jacob »

I'm selling them, so it probably evens out :-P

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Lemur
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Re: Investments Trade Log

Post by Lemur »

@Lucky C

I agree with you; Adjusted CAPE ratio is ridiculously high, Treasury Yield Curve Inverted Recently?, Debt Levels increasing, and all that...however, I do appreciate that this forum can have discourse on alternative investment strategies. On reddit FI forums, MMM, or any other forums, you're pretty much outcasted if you suggest anything other then index funds. Not saying everyone should do options though but they're an...option (pun intended).

And if you really believe that things are going to bend in the end....there is always put options haha.

The market has been completely irrational for a while now and maybe this is a bad omen that someone as risk adverse as myself is jumping on the train (though I'm only putting 3% of my portfolio on speculations). Though I can irrationally argue that Trump will keep the Fed held down and this bull has a little bit more juice left in it before it pops (I doubt I will be doing any options over the election cycle for various reasons).

Also I do not believe it is irrational to have at least a small amount of your portfolio allocated to risky investments to potentially boost returns. There is some type of portfolio theory argument for that somewhere I read about that I cannot recall at this time.

@Jacob

Selling/Writing Call Options? Or are you just sitting on Cash?

jacob
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Re: Investments Trade Log

Post by jacob »

Selective covered calls on overvalued positions.

ajcoleman22
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Re: Investments Trade Log

Post by ajcoleman22 »

I love Disney as well. Good luck on that trade Lemur.

theanimal
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Re: Investments Trade Log

Post by theanimal »

I bought Disney a few months before Disney + launched. It's treated me well so far, such a great business.

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