Another solid month for the portfolio as we start moving into earnings season. I made a few changes to my portfolio that I will detail towards the end of this post, but basically, I am continuing to consolidate my portfolio to higher conviction companies and investing less in speculative plays. After reviewing some realized losses […]
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When to Sell or Trim a Stock Position
When it comes to investing in stocks, I frequently get the question, “When do you sell a stock?” In today’s article, I’m going to review my process on how to decide when to sell or trim a stock. I’ll be using Fastly ($FSLY) as a case study in this whole process. First, a little context […]
Continue ReadingStock Market Recap: Week of Jan. 10-16, 2021
What Happened in the Market (and the World) This Week? The S&P 500 dropped 1.47% this week. Friday was especially bad with the S&P 500 dropping 0.72% which is largely due to what I think were some bank earning overreactions and maybe the fact that retail sales had another drop in December. JPMorgan ($JPM) had […]
Continue Reading$SFIX $CHGG – Sleeper Stocks and Joe Biden’s Stimulus Plan
$SFIX – Stitch Fix Stock Stitch Fix ($SFIX) has been an interesting stock to buy and hold. It IPO’d in late 2017 and I bought shares pretty early on because I believed in Katrina Lake and I thought the business model made a lot of sense. I mean, personalized, fashionable clothes at a reasonable price […]
Continue ReadingStock Market Recap: Week of Jan. 3-9, 2021
What Happened in the Market (and the World) This Week? To sum up, it was an emotional rollercoaster. To begin, the market had a nice early pop in the first half-hour of trading to start off 2021 and then it went all downhill from there that day. If I had to make a guess, it […]
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