Y al parecer, el último movimiento en la cartera de su hijo.
Cómo ha cambiado la cosa, de recomendar el seguimiento de contaje de pozos de petróleo para entrar fuerte a erradicar sector energía en todas las carteras que maneja.
Respecto a TSLA y ARKG, vuelve a comprar pese a que hace dos días ya lo hizo.
"Young Folks Portfolio".
"In the taxable account, I am going to liquidate, eradicate or nuke to death, CVX.
CVX was the only position in the taxable account that was in the red, it’s still in the red, down 8.9%, so there are no capital gains to pay. This will now have this portfolio completely out of energy. None of the portfolios I manage have fossil fuel energy exposure.
I will be adding to the following:
NKE … 3 shares. … V … 3 shares. … PEP … 5 shares … AAPL … 5 shares. … MSFT … 3 shares.
NKE is up 113.56% … V up 97.45% … PEP up 97.17%.
The objective for 2021, in the taxable account, was to add to companies up 100% or more. NKE qualifies, V and PEP were close enough.
AAPL and MSFT were new positions taken out in 2020 so I need to build them now and then allow them time to grow as well. AAPL will now be a $3.5K sized position, MSFT will be $2.9K.
Now for the Roth.
VFC up 41.62% and BDX up 40.09% have both under-performed the S&P 500 over the last 1, 3 and 5 year periods, so out they go. They will be liquidated. Since these capital gains are being realized in the Roth, there are no tax consequences.
I will be adding to the following:
NIO … 11 shares … SE … 3 shares … TWLO … 2 shares … PSTH … 19 shares.
These were all new positions, just purchased a month ago, and position size was under $1K each. These new buys will take each one of them up over $1K and I will now see how they play out before adding more.
I will be adding 4 more shares of TSLA and 23 more shares of ARKG, even though I just purchased some on Monday before the ARKG dip.
The goal for 2021 was to make TSLA and ARKG my two largest positions in the Roth. This will take TSLA up to $7.3K and ARKG up to $6K.
TSLA will now be the largest position in the Roth (not the taxable) as MKC was the largest Roth position at $6.4K. So, as you can see, the 2021 goal for these two companies are being achieved before 2021 even starts. … Ha!
Since I have higher expectations for these two holdings, I decided to have them in place for the entire year. I still plan on adding to them in 2021, but I’ll be adding to other companies as well as opposed to focusing on just these two."