All things STOCKS

#3,678
#3,678
6/30/20 Individual Portfolio Update

REIT: GMRE, JPC, SKT
Retail: DLTR, FIVE, TSCO, WBA, TJX, WBA
Travel: H, HLT, MAR, WYNN, LVS, LUV
Restaurant: SYY, BLMN, CBRL, DRI
Stay at Home: DOCU, SQ, ZM
Financial: HQY, AXP, SCHW

Of the 25 stocks, only held FIVE, TSCO, CBRL, DOCU, SQ, ZM, BLMN, DRI on 3/31.

Five largest positions: DOCU, ZM, SQ, FIVE, TSCO/CBRL (alternates daily)

Bought a ton late last week. Lowered cost average across the board especially on travel/financial/REIT stocks
 
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#3,679
#3,679
Jets ETF just likes to tease me. Every night it closes just before what I'm in it for. Then right when everything opens it always drops at .25
 
#3,680
#3,680
BigOrangeMojo said:
6/30/20 Individual Portfolio Update

REIT: GMRE, JPC, SKT
Retail: DLTR, FIVE, TSCO, WBA, TJX, WBA
Travel: H, HLT, MAR, WYNN, LVS, LUV
Restaurant: SYY, BLMN, CBRL, DRI
Stay at Home: DOCU, SQ, ZM
Financial: HQY, AXP, SCHW

Of the 25 stocks, only held FIVE, TSCO, CBRL, DOCU, SQ, ZM, BLMN, DRI on 3/31.

Five largest positions: DOCU, ZM, SQ, FIVE, TSCO/CBRL (alternates daily)

Bought a ton late last week. Lowered cost average across the board especially on travel/financial/REIT stocks
Click to expand...
No bio stocks?
 
#3,683
#3,683
BigOrangeMojo said:
6/30/20 Individual Portfolio Update

REIT: GMRE, JPC, SKT
Retail: DLTR, FIVE, TSCO, WBA, TJX, WBA
Travel: H, HLT, MAR, WYNN, LVS, LUV
Restaurant: SYY, BLMN, CBRL, DRI
Stay at Home: DOCU, SQ, ZM
Financial: HQY, AXP, SCHW

Of the 25 stocks, only held FIVE, TSCO, CBRL, DOCU, SQ, ZM, BLMN, DRI on 3/31.

Five largest positions: DOCU, ZM, SQ, FIVE, TSCO/CBRL (alternates daily)

Bought a ton late last week. Lowered cost average across the board especially on travel/financial/REIT stocks
Click to expand...
My opinion, I’d ditch Square. They’ve recently shut down one of their biggest revenue streams and the end of this year won’t be good for them. I’d almost bet a 50% drop.
 
#3,684
#3,684
I went on a conference call and unfortunately was thinking about the day trading all morning, come back and this thing has moved down -$3......sometimes no action is boring as can be!
 
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