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  • Some Tech ETF limit orders getting filled as we dip -6% from recent Tech highs. Will build up a decent position if markets finally correct.
  • Sold NVO and AROC to lock in losses for TLH purposes. At this point I think my active portfolio is about as well-balanced tax-wise as it can be heading into year-end. Lots of cash raised and ready to deploy as needed. (again)

    Happy to buy either back after 30 days.
  • rforno said:

    Sold my TDS preferreds to lock in some TLH offsetting on some large gains this year.

    May sell other paper-loss holdings going into year-end too since PRWCX looks to be delivering another large payout as well.

    @rforno. So, you did have "TDS", but got over it? lol

  • DrVenture said:

    rforno said:

    Sold my TDS preferreds to lock in some TLH offsetting on some large gains this year.

    May sell other paper-loss holdings going into year-end too since PRWCX looks to be delivering another large payout as well.

    @rforno. So, you did have "TDS", but got over it? lol

    Don't tell FD....

  • edited November 7
    Some residual cash remained after recent transactions.
    I took a plunge and bought 5 additional shares of PYLD and $18.51 worth of VZICX!
  • edited November 7
    PYLD isn’t much of a “plunge”! Yeah - I prefer to invest in baby steps too. There’s plenty of different ways to lose money.

    I’m tracking a hypothetical basket of 10 stocks I threw together 10-15 days ago just to watch. 0 invested. It fell for several days but today really ripped, up 1.46%. About half the holdings are consumers staples, both small and large. A couple insurers, a sports team and couple big financial players. Tempted to buy in - a sure way to make it go into reverse.
  • Added to current investment in FPNIX in both IRA accounts with funds from recent t-note redemptions. Several more coming due this month (sheesh!)
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