AFG

American Financial Group

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-$3.53 -2.78%
Weekly Review
Some nice gains over the past few days after a rough start to the week.

Income Portfolio: Opened new positions in $AMLP and $TSN . Increased holdings in $ARCC $OZK $AFG $DKS $HRL and $LCII . Collected dividends on $INTC $KR $CMI $RDN $RS $JNJ $PCAR and $TSCO .

Growth Portfolio: Increased holdings in $ENPH and took partial profits on $PINS leaving a small holding remaining

Speculative: Nil
Week in Review
Well actually the past fortnight in review. Missed my weekly post last week as I was off spending time with family and reliving my childhood a little (see photo) :).

Income Portfolio: Opened new positions in $INVH and $ARCC . Increased holdings in $XOM $OZK $NXST $AFG and $LCII . Collected dividends on $NXST $ABR $FAX $DSL and $EMD .

Growth Portfolio: No new buys but unfortunately stopped out on $SSO down 15%. Stopped out on $ETH.X also for a 10% gain.

Speculative: Sold all $CRSP and $CCJ for small gains

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Wow them dudes are still alive😳. I was born in 81, mom had KISS albums all over the place. Not sure how she liked Prince & Kiss, but that’s pretty much all I heard growing up.
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James Andrews's avatar
$16.1m follower assets
What I did this week
A reasonably quiet week trading wise but a solid week for the portfolios with some nice gains across the board. Monthly wrap up to follow later this weekend. I have a 10 year reunion for a team sports championship we won in 2012 so unlikely to be in any condition to crunch the numbers today or tomorrow :)

Income Portfolio: Opened new positions in $DVN and $LCII . Collected dividends on $ROP $OZK $AFG and $CMCSA . Trimmed $PCAR with a view to being all out over the next few weeks. Sold all $JEF for a negligible gain.

Growth Portfolio: Added $SWAV to my portfolio holdings. Up 25% on my $ETH.X purchase last week. I will be keeping a close eye on this and have set a tight trailing SL.

Speculative: Nil activity once again but $MARA had a nice bounce as did $NOTV
James Andrews's avatar
$16.1m follower assets
This Weeks Trades
My income portfolio snuck back in the green today. A relatively quiet week for me, not a lot of movement on companies in my watch list falling below or within my buy range. Still holding off adding growth stocks at the moment, looking for some positive momentum but today was a good sign.

Income Portfolio: Opened new positions in $AFG and $VYM . Increased position size in $VIG Collected dividends on $TFSL .

Growth Portfolio: Trimmed some more of my $AMWL shares after its 14% bounce earlier this week, and will look to close this position when the price is right.

Speculative: No adds or sells but some nice movement in a few positions.
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