Where I’d Buy More Of Each Of Our Positions
Markets got hit after J Diggity Powell spoke about the Fed not being in a rush to cut until it’s clearer that inflation is indeed getting closer to 2%.
That’s no surprise to our dear subscribers as that has been one of my predictions for this year. We’d been in a cash-raising mode for the last couple weeks or so and I’ll look to put some of that cash back to work if these stocks head towards my “Where I’d Buy More Of Each Of Our Positions” list, as noted below.
No rush to get aggressive right now.
| Symbol | Name | Date Initiated | Price at | Recent Price | % Gain/Loss | Years held | Years held | Price I’d nibble | % Away | Annualized |
| first tranche | gain | |||||||||
| SpaceX | September 2019 | $37 | $180.00 | 386% | 5 | 4.4 | $180 | 0% | 43% | |
| BTC | Bitcoin | June 2013 | $150 | $42,344 | 28129% | 10 | 10.7 | $38,000 | -10% | 70% |
| TSLA | Tesla | March 2019 | $17 | $187.29 | 1002% | 4 | 4.9 | $175 | -7% | 63% |
| HOOD | Robinhood | July 2023 | $10 | $10.74 | 7% | 0.5 | 0.6 | $11 | -2% | 13% |
| UBER | Uber Tech | June 2021 | $50 | $65.27 | 31% | 2 | 2.7 | $58 | -11% | 11% |
| DALN | Dallas National | July 2023 | $3.75 | $4.35 | 16% | 0.1 | 0.6 | $3.75 | -14% | 29% |
| GOOG | January 2004 | $2.25 | $141.80 | 6202% | 19 | 20.1 | $130 | -8% | 23% | |
| RKLB | Rocket Lab | March 2021 | $11 | $4.85 | -56% | 2 | 2.9 | $4.85 | 0% | -24% |
| ROK | Rockwell | July 2022 | $200 | $253.28 | 27% | 1 | 1.6 | $240 | -5% | 16% |
| TSM | Taiwan Semiconductor | May 2019 | $37 | $112.96 | 205% | 4 | 4.8 | $95 | -16% | 26% |
| NFLX | Netflix | September 2023 | $400 | $564.11 | 41% | 0.5 | 0.4 | $490 | -13% | 140% |
| ADSK | Autodesk | November 2023 | $201 | $253.81 | 26% | 0.5 | 0.2 | $200 | -21% | 278% |
| STM | STMicroelectronics | October 2023 | $38 | $44.12 | 16% | 0.25 | 0.3 | $42 | -5% | 80% |
| NET | Cloud Flare | September 2023 | $62.00 | $79.05 | 28% | 0.1 | 0.4 | $70 | -11% | 94% |
| DIS | Disney | September 2023 | $82.00 | $96.05 | 17% | 0.5 | 0.4 | $89 | -7% | 48% |
| AMZN | Amazon | June 2015 | $25 | $155.20 | 521% | 8 | 8.7 | $130 | -16% | 23% |
| INTC | Intel | February 2022 | $50 | $43.08 | -14% | 1.5 | 2.0 | $39 | -9% | -7% |
| SEDG | Solar Edge | September 2016 | $13 | $66.50 | 412% | 7 | 7.4 | $55 | -17% | 25% |
| META | Meta | June 2012 | $26 | $390.14 | 1408% | 11 | 11.7 | $350 | -10% | 26% |
| NVDA | Nvidia | March 2016 | $7 | $615.27 | 8690% | 7 | 7.9 | $550 | -11% | 76% |
| TCEHY | TenCent | January 2024 | $35 | $34.84 | 0% | 3 | 0.0 | $34 | -2% | -11% |
| AAPL | Apple Computer | March 2003 | $0.20 | $184.40 | 92100% | 20 | 20.9 | $165 | -11% | 39% |
| LUNR | Lunar | January 2024 | $2.70 | $3.78 | 40% | 20 | 0.1 | $3 | -21% | 34561% |
Here’s the same list in the form of a picture in case that’s easier for you to read. Click on the image below to magnify.
