12/19/2023

Total Returns - ROTH Activity

I deposited $50 into the ROTH account today. My buys included: SPGI, MLM, and KLAC. The picture shows my all time money weighted returns since November 2020. I only had $500 invested in this account before the start of the year.

12/19/2023

ROTH Account - Buys

I am overweighting three 1% allocation holdings to 2%. These holdings are in the picture. They are my lowest value holdings with 100% buy opinions according to Barchart. They also have unrealized gains above 5% in my portfolio. I have not been averaging up high yield stocks. I may do some rebalance sells in the taxable account this afternoon. I prefer doing sells in the afternoon trade window when investing with M1 Finance. I do almost as much selling as buying when the market/ portfolios are going up.

12/6/2023

My Buys and One Sell with a Chart Analysis Explaining Why

I deposited $25. I had 20 auto invest buys. My overweighting buys included: HSY, XOM, HGTC. I will be lowering HGTC back to 1% tomorrow and increasing ABR up to 2%. I did a manual rebalance sell of ADC. It was one of my worst unrealized gain holdings not too long ago. I reinvested the $41.65 back into the portfolio. There is a picture below the picture of the best holdings for the day picture. The second picture is a daily bar chart of ADC.

12/6/2023

ADC Daily Chart with Bollinger Bands

I did this manual rebalance sell of ADC because it's unrealized gains turned positive. I had overweighted the holding from a 1% to a 2% allocation and then back to a 1% allocation because it was no longer one of my worst holdings. I usually look at monthly barcharts, but not always when I am considering a sell. The price is at the top blue bollinger band, which means a reversal in price direction is very possible. I put two orange lines on the chart to show my average price before and after the sell. The chart comes from tradingview.

12/04/2023

Roth Account Activity

I deposited $25. I had 3 auto invest buys and 1 sell. I added 2 new 1% allocation holdings, GLD and SLV, so my buys included: GLD, SLV, and HGTC. HGTC is one of three holding with the worst unrealized gains that I overweighted from a 1% allocation to a 2% allocation. I did a manual rebalance sell of SPHD. I overweighted this holding when it's unrealized gains were negative. The picture shows the best holdings for the day.

My Buys in the ROTH Account

11/29/2023

I deposited $25 into the ROTH. I had 14 auto invest buys. I did overweight my worst 3 unrealized gain holdings from 1% allocations to 2%, which included: ABR, HSY, and XOM. I will continue to overweight them until I have different holdings with the worst unrealized gains. BLK, CSQ. and BST were all holdings that I overweighted when their unrealized gains were low or negative. The picture shows the best holdings for the day. I included a chart of ABR on a different page, which is a holding that I have been buying almost every day.

My Buys in the ROTH Account

11/28/2023

I deposited $25 into the ROTH account today. I had 7 auto invest buys, which icluded: SSO, QLD, VYM, LLY, ABR, ARCC, and IIPR. I did overweight my worst 3 unrealized gain holdings from 1% allocations to 2%, which included: ABR, HSY, and XOM. I will continue to overweight them until I have different holdings with the worst unrealized gains. The picture shows the best holdings for the day. TSLA and WPC were both holdings that I overweighted when their unrealized gains were low or negative, so I could do rebalance sells back to 1% allocations or not.

My Buys in the ROTH Account

11/27/2023

I deposited $50 into the ROTH account today. I auto invested, so I had 20 buys total, but I did overweight my worst 3 unrealized gain holdings from 1% allocations to 2%, which included: ABR, HSY, and XOM. I will continue to overweight them until I have different holdings with the worst unrealized gains. My largest buys included: SSO, QLD, and VYM with allocations of 12%, 6%, and 10% respectively. The picture shows the best holdings for the day.

Recent ROTH Buys and Sells

11/24/2023

I deposited $50 into the ROTH. I had 17 auto invest buys. I increased XOM, ABR, and HSY from a 1% allocation to 2%. They are my worst unrealized gain holdings. I will lower them back to 1% allocations when they are not my worst unrealized gain holdings.  The picture shows the best holdings for the day. 

Older ROTH Activity

11/22/2023

I deposited $50 into the ROTH. I had 4 auto invest buys, which included: SSO, QLD, XOM, and ABR. I increased SSO to a 12% allocation and QLD up to a 6% allocation. XOM and ABR were two of three of my worst unrealized gain holdings that I increased from a 1% allocation to 2%. The picture shows the best holdings for the day. I also did a rebalance sell of TQQQ in the taxable account, which added $45 to my cash position.

11/21/2023

I deposited $50 into the ROTH. I auto invested, so I had 20 buys. I did a rebalance sell of BAC (Bank of America) in the taxable account, which added $151.55 to my 25% cash position in order to up my deposits into the ROTH, and I did sell for a small gain or maybe a qualified wash sell, which increased my unrealized gains in BAC or decreased my average price. The picture shows the best holdings for the day in the ROTH account. I did increase my three worst unrealized gain 1% holdings to 2% allocations for the day, which included: ABR, HSY, and WPC. I would normally buy my lowest value 1% holdings with unrealized gains below -5%, but I only have two holdings in the ROTH with unrealized gains below -5%, ABR and HSY.