Sign up to save your podcasts
Or
Share Selling my chip stocks! LOW UPS PLTR TGT MELI
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Selling my chip stocks! LOW UPS PLTR TGT MELI
After NVDA's mind numbing run I have decided to take a bit more off the table and further cut my position down to size...but is my move enough?
Writing covered calls on QCOM and selling off most of my position there.
As rate cuts get nearer we look at stocks that should benefit from lower costs of borrowing, but we are also looking at the stocks that benefit when the consumer has a lower cost to borrow.
We always hear that the NASDAQ names are more rate sensitive, but housing, car sales, some retail and banking names should also rise a bit as rates settle back down at lower levels.
Many names continue to buyback their shares and/or also raise their dividends and a good number of those stocks are where I am looking to park some cash for dividends and long term gains.
Week 27
1. LOW Lowes 2. UPS 3. PLTR Palantir 4. TGT Target 5. MELI Mercado Libre
WEEK 1 SELL $PLUG, $HNST, $SHOP. BUY $DVN, $MPW, $NEE, WEEK 2 $NVDA, WEEK 3 $HASI, WEEK 4 $CRSP, WEEK 5 $TSM, WEEK 6 $MSFT, WEEK 7 $XOM, WEEK 8 $BMY, WEEK 9 $O, WEEK 10 $KO, WEEK 11 $SOUN, WEEK 12 $IRM and $AAPL WEEK 13 $AMD, WEEK 14 $CVX, WEEK 15 $AMZN, WEEK 16 $INTC/$X, WEEK 17 $V, WEEK 18 $O, WEEK 19 $META, WEEK 20 $CIVI, WEEK 21 $BRCC, WEEK 22 $WBA, WEEK 23 $COST, WEEK 24 $CVX, WEEK 25 $MO, WEEK 26 $AMZN
As always, I thank each and every one of you for listening in, voting, and following along to the podcast and group! It has been a fun journey gathering info and sharing it with you all every week. Please make sure to subscribe, share and should you have questions, please feel free to ask and I'll do my best to cover them.
***Not investing advice, simply what I am looking to do in my own portfolio while understanding my risks, timeline, age, income, debt and other factors!!*** As always, thank you for continuing to support the page and podcast, by liking, subscribing and sharing!
https://barbellapparel.com/?rstr=Letitgrowbarbellapparel
FB GROUP: https://www.facebook.com/groups/3149013668660459/
E-Trade Referral code https://refer.etrade.net/jsebastian1987
https://accounts.binance.us/en/register?ref=53539239
Use my referral link https://crypto.com/app/3jsnadjrsq to sign up for Crypto.com and we both get $25 USD.
Open an account on webull, make a deposit and get a free share valued between $8-$2000!! https://a.webull.com/iq6NLY31wXgKyPlM1g
If anyone is reading down here, you are the real MVP!! Thanks for your support and making our community a better place and for making me a better investor. I hope you've learned something; I certainly have! Let's get out there and "LET IT GROW"
View all episodes
By Jeff SebastianAfter NVDA's mind numbing run I have decided to take a bit more off the table and further cut my position down to size...but is my move enough?
Writing covered calls on QCOM and selling off most of my position there.
As rate cuts get nearer we look at stocks that should benefit from lower costs of borrowing, but we are also looking at the stocks that benefit when the consumer has a lower cost to borrow.
We always hear that the NASDAQ names are more rate sensitive, but housing, car sales, some retail and banking names should also rise a bit as rates settle back down at lower levels.
Many names continue to buyback their shares and/or also raise their dividends and a good number of those stocks are where I am looking to park some cash for dividends and long term gains.
Week 27
1. LOW Lowes 2. UPS 3. PLTR Palantir 4. TGT Target 5. MELI Mercado Libre
WEEK 1 SELL $PLUG, $HNST, $SHOP. BUY $DVN, $MPW, $NEE, WEEK 2 $NVDA, WEEK 3 $HASI, WEEK 4 $CRSP, WEEK 5 $TSM, WEEK 6 $MSFT, WEEK 7 $XOM, WEEK 8 $BMY, WEEK 9 $O, WEEK 10 $KO, WEEK 11 $SOUN, WEEK 12 $IRM and $AAPL WEEK 13 $AMD, WEEK 14 $CVX, WEEK 15 $AMZN, WEEK 16 $INTC/$X, WEEK 17 $V, WEEK 18 $O, WEEK 19 $META, WEEK 20 $CIVI, WEEK 21 $BRCC, WEEK 22 $WBA, WEEK 23 $COST, WEEK 24 $CVX, WEEK 25 $MO, WEEK 26 $AMZN
As always, I thank each and every one of you for listening in, voting, and following along to the podcast and group! It has been a fun journey gathering info and sharing it with you all every week. Please make sure to subscribe, share and should you have questions, please feel free to ask and I'll do my best to cover them.
***Not investing advice, simply what I am looking to do in my own portfolio while understanding my risks, timeline, age, income, debt and other factors!!*** As always, thank you for continuing to support the page and podcast, by liking, subscribing and sharing!
https://barbellapparel.com/?rstr=Letitgrowbarbellapparel
FB GROUP: https://www.facebook.com/groups/3149013668660459/
E-Trade Referral code https://refer.etrade.net/jsebastian1987
https://accounts.binance.us/en/register?ref=53539239
Use my referral link https://crypto.com/app/3jsnadjrsq to sign up for Crypto.com and we both get $25 USD.
Open an account on webull, make a deposit and get a free share valued between $8-$2000!! https://a.webull.com/iq6NLY31wXgKyPlM1g
If anyone is reading down here, you are the real MVP!! Thanks for your support and making our community a better place and for making me a better investor. I hope you've learned something; I certainly have! Let's get out there and "LET IT GROW"
More shows like Let It Grow Investing
View all
Wall Street Breakfast
1,013 Listeners