PostsCommentscarrinm in #hive-167922 • 2 years agoTIB - An Investors Journal #604 - Europe Banks, Electric Vehicles, Oil Services, Financial Markets, Network Equipment, Cybersecurity + moreQuick report on options expiries in my managed portfolios shows a mixed bag coming from credit spreads trading in-the-money on stocks I am happy to buy. Portfolio News In…carrinm in #hive-167922 • 3 years agoTIB: Today I Bought (and Sold) - An Investors Journal #594 - US Retail, US Small Caps, US Semiconductors, French Utility, Korean Steel, Solar Power, Oil Services, US Treasuries + moreA quiet week for sitting on the cash raised in options expiry last week. Did do some work on switching to credit spreads away from naked puts especially on stocks I am interested…carrinm in #hive-167922 • 3 years agoCIB: Crypto I Bought #5 - Cardano, Loopring, Staking PLEO-WMATIC, PolyCUB, PolyCUB-WETH, ADAScary thought - Getting into a routine for identifying new trades and staking on CubDefi and Polycub. Do have some outstanding risk issues around liquidity in Polycub for which I…carrinm in #hive-167922 • 3 years agoTIB: Today I Bought (and Sold) - An Investors Journal #593 - German/US Banks, US Automotive, US Retail, Silver Mining, Solar Power, Steel, US SemiconductorsSolar Power makes a come back and Steel surprises in my managed portfolios. A few uncomfortable naked put assignments as banking stocks get nervous around the war. This post…carrinm in #hive-167922 • 3 years agoCIB: Crypto I Bought #4 - IoTeX, Staking SPS - BNB, PLEO - WMATIC, PolyCUBMore staking - some new and some repeating things that work and one new trade Portfolio News Snapshot of CUB staking Not sure what is happening here - the last portfolio snap (Mar 17)carrinm in #hive-167922 • 3 years agoTIB: Today I Bought (and Sold) - An Investors Journal #592 - Silver Mining, Cybersecurity, Payment Services, Intimate Apparel, Banks, US Media, US Retail, French Utility, Solar Power/Lithium, US Small Caps, US Steel, Interest Rates + moreMarkets lapped up the certainty from the Federal Reserve. Became a busy week adjusting portfolios to be sure I did not get too exposed to being assigned on sold puts. This…carrinm in #hive-167922 • 3 years agoTIB: Today I Bought (and Sold) - An Investors Journal #588 - Speciality Chemicals, Gold Mining, Travel Services, Oil Services, Steel, Lithium , US PharmaceuticalsCatch-up post on options expiry events in my other two portfolios. It was a perfect time to be using the market to decide exits on a few covered calls and to raise cash.…carrinm in #hive-167922 • 3 years agoTIB: Today I Bought (and Sold) - An Investors Journal #584 - Gold/Silver Mining, Internet Services, US Healthcare, Europe Financials, Europe Chemicals, US RailwaysA volatile week was the week t be more selective especially in deciding what assigned stocks to replace. This is the time to start holding a bit more cash than normal. One new…
