This Weeks Trades
Wow, what a week. Both my income and growth portfolios are fully in the red for the first time. There are some great buying opportunities out there and I will continue adding to my income portfolio when a company meets my criteria and price range. Holding off adding growth stocks at the moment, looking for some positive momentum.
Income Portfolio: Trailing stop hit on my position in $VLO so completely out of this trade now for a 99% return since Aug 2021. Opened new positions in $EGP $EXR $KMI and $AVY. Collected dividends on $WHR $NEE $HDV and $SDIV
Growth Portfolio: Trailing stop hit on $ENPH for a 16% return. I will likely look to add back at some point as I see great potential in this company over the longer term. Trimmed some of my $AMWL shares, and will look to sell more when the price is right.
Speculative: No adds or sells but my holdings of $CRSP finally turned green so that is pleasing