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Thread: bmneveu's Account Talk

  1. #1201

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    Default Re: bmneveu's Account Talk

    Quote Originally Posted by bmneveu View Post
    Bought Crowdstrike. Now about 82% invested in my etrade account, and 50S 50G in TSP.
    Bought Dropbox (DBX) today. Same TSP allocation.

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  3. #1202

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    Default Re: bmneveu's Account Talk

    The 4 big tech companies that reported earnings all beat estimates this afternoon. Might see a huge up day tomorrow for the NASDAQ. I own GOOGL and AAPL, so looking forward to that. I imagine smaller tech stocks ride the wave as well.

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  5. #1203

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    Default Re: bmneveu's Account Talk

    Completely unrelated to TSP, but I started an account on instagram where I post pictures and videos of food that I make. Corny maybe but I really enjoy cooking. If you have an instagram account, give me a follow at: https://www.instagram.com/cookin_n_drinkin/?hl=en, account name @cookin_n_drinkin.

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  7. #1204

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    Default Re: bmneveu's Account Talk

    Dichotomy in the market today as the small caps R2K is flat while the NASDAQ is up 2%. Logged in to my trading account a little worried about what I would see, but I'm doing good at 1.8% today. Apple, Google, and Logitech are leading the charge for my portfolio.

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  9. #1205

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    Default Re: bmneveu's Account Talk

    Quote Originally Posted by bmneveu View Post
    Bought Docusign, DOCU.
    Sold AMC today while its up 16% on the day. Took way too long to turn green on this one but eventually got to about +5% total today and called it quits. Its up big on their announcement that they are opening theatres on August 20th, but I can't imagine they will be operating with any kind of profits any time soon. So, I'm selling the news. It's a pretty ugly chart anyway. I'm honestly lucky to make it out of this one green.

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  11. #1206

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    Default Re: bmneveu's Account Talk

    Bought Turtle Beach (HEAR)


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  13. #1207

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    Default Re: bmneveu's Account Talk

    Think I'm gonna buy Zillow (ZG) later this afternoon. Really wish they were profitable but I think that will come soon. They've been acquiring other companies at a pretty good rate while also adding new monetization features over the last few years.

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  15. #1208

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    Default Re: bmneveu's Account Talk

    If Zillow can figure out how to continue to add more of the realtor tasks to their site (home showing via remote camera, finding new matches as/before they are listed) I think they have a big upside.

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  17. #1209

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    Default Re: bmneveu's Account Talk

    Quote Originally Posted by bmneveu View Post
    IFT today, taking half out. 50 G 50 S. I'm predicting we get some pretty terrible COVID numbers in the coming days due to all the 4th of July parties. Hope I'm wrong, but being cautious here.
    In retrospect, it was a mistake to take any money out of the S Fund as it is up +5.06% this month. So by taking half out, I cost my account about 2.5% so far this month. Need to follow my own rule better and "Don't Fight The Fed!"

    Also, I did buy Zillow (ZG) yesterday.

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  19. #1210

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    Default Re: bmneveu's Account Talk

    It's a damn good day to be tech-heavy in the portfolio. Wow.

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  21. #1211

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    Default Re: bmneveu's Account Talk

    I can't even say how many times I thought about buying Zoom, but at least my Docusign is up 13% and Crowdstrike 9%. Woop!

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  23. #1212

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    Default Re: bmneveu's Account Talk

    Still 50S 50G. If I add more in it will probably go to the C fund, as that has been outperforming S on the year and recently.

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