Busy day yesterday. I sold 5 underperformers. I want to get out of the mortgage REIT business. Sold: $STWD, $CIM, $RITM, $ABR, $DOC Used those funds to add to: $PFFA, $TSPY, $GPIX, $GPIQ, $ANV, $TLA, $SLJY, $KGLD, $KCOP Sold a cash-secured put option on a stock I wouldn’t mind owning if it gets assigned to […]
Tag: sales
This Week’s Trades: $XV, $GDXW, $FCPT, $BNL, $PFFD, $PFFA, $IFN, $UPS, $TSLY
Started three new positions: $FCPT, Four Corners Property Trust Many green ratings from Seeking Alpha Yield (FWD) 5.74% $BNL, Broadstone Net Lease Nearly all green ratings from Seeking Alpha Yield (FWD) 5.84% $UPS, United Parcel Service Yield (FWD) 6.31% Sold an under-performing closed end fund: $IFN, Aberdeen India Fund Sell rated by Seeking Alpha Made […]
This Week’s Trades: $CSQ, $SLJY, $WEEI, $KCOP, $GDXW, $PLTW, $VTS
Sold two underperforming positions this week: $PLTW, Roundhill PLTR WeeklyPay ETF $VTS, Vitesse Energy Using proceeds and earned dividends, I added to these positions this week: $CSQ, Calamos Strategic Total Return Yield (FWD) 8.91% Pays monthly $SLJY, Amplify SILJ Junior Silver Miners Covered Call ETF Yield (FWD) 10.87% Pays monthly $WEEI, Westwood Salient Enhanced Energy […]
Today’s Trades: $EPRF, $BST, $EXG, $CSQ
Sold an underperforming asset: $EPRF, Innovator S&P Investment Grade Preferred ETF Used the proceeds as follows: $CSQ, Calamos Strategic Total Return Fund Added shares Currently trading at a discount -9.51% Just increased dividend in January Yield (FWD) 8.26% Pays monthly $BST, BlackRock Science and Technology Trust Bought shares, new position Currently trading at a discount […]
Recent Trades: $OWL, $CSQ, $CII, $GDXW
$OWL, Blue Owl Capital SOLD this underperforming stock $CSQ, Calamos Strategic Total Return Fund Bought, new position. Yield (FWD) 8.18% Pays monthly Currently selling at a 9.47% discount to NAV Added to these: $GDXW, Roundhill Gold Miners WeeklyPay ETF Yield (TTM) 19.02% Pays weekly $CII, BlackRock Enhanced Large Cap Core Fund Yield (FWD) 7.86% Pays […]
Cleaned Out Some Losers Today and Redeployed Funds to Better Ones
Today I weeded out some underperforming high-yield ETFs and BDCs and reallocated those funds to better ones. Sold: $NFLY, YieldMax NFLX Option Income Strategy ETF, my total return ~ -7% $MSTY, YieldMax MSTR Option Income Strategy ETF, my total return ~ -41% $ULTY, YieldMax Ultra Option Income Strategy ETF, my total return ~ -28% Will […]
Recent Investments: $ENB, $RSPA, $MSIF, $YBTC, $BOE, $BGAFX, $XOM
$ENB, Enbridge Sold my position, took profits ($46,204) Redeployed the funds as follows: $BGAFX, Baron Global Opportunity Bought $20,000 worth This fund owns a large stake of Space X, likely be the biggest IPO of all time $MSIF, MSC Income Fund Added 53 shares @ $13.67 ($724.66) Yield (FWD) 10.57% $YBTC, Roundhill Bitcoin Covered Call […]
Recent Trades: T-Bills, $GPIX, $DVN
Over the weekend, one of my short covered call positions went against me and these shares were called away: $DVN, Devon Energy Sold 200 shares @ $35 ($7,000) Current share price $36.56, but I get to keep the previously-received premiums of $178.66 Used those funds as follows: $GPIX, Goldman Sachs S&P 500 Premium Income ETF […]
Today’s Trades: $BTC, $ETH, $CII, $EIC, T-Bill
The freefall of Bitcoin and Ethereum has negatively affected my short put option positions. $BTC, Grayscale Bitcoin Mini Trust ETF Got assigned 100 shares at $47 per share ($4700) from my cash-secured put $BTC closed today at only $39.57 $ETH, Grayscale Ethereum Mini Trust ETF Today I bought to close 2 Nov $36 Puts @ […]
Today’s Trades: $WPC, $CWYUF, US T Bills, $BLOX, $FCT, $GNT, $SGOV, $RSPA
Sold two long time REIT holdings: $WPC, W.P. Carey Sold 721.006 shares @ $67.27 ($48,501.67) $CWYUF, SmartCentres Real Estate Investment Trust Sold 1300 shares @ $18.74 ($24,366.55) Redeplyed these funds as follows: 3 month T Bill $10,000, yield 3.84% 1 year T Bill $25,000, yield 3.70% 2 year T Bill $25,000, yield 3.55% $RSPA, Invesco […]