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Post by sneakers (Metro Houston) on Aug 21, 2018 15:44:56 GMT -5
For Tuesday (8/21):
Professionally managed IRA was up 0.36% today. Needed more Intel (INTC) and less SoftBank (SFTBY) today. Got a dividend from ING (ING) today.
Amateurishly managed taxable account was up 0.01% today. Needed more Canopy Growth Corporation (CGC) and less Charles Schwab (SCHW) today. No dividends today. Closed my position in Charles Schwab (SCHW) at $50 a share; bought it June 7th at $57 a share. I was looking for something to sell, and I decided to cut my losses.
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Post by sneakers (Metro Houston) on Aug 22, 2018 15:48:09 GMT -5
For Wednesday (8/22):
Professionally managed IRA was up 0.12% today. Needed more amazon.com (AMZN) and less Intel (INTC) today. No dividends today.
Amateurishly managed taxable account was up 0.07% today. Needed more Canopy Growth Corporation (CGC) and less Teva Pharmaceutical Industries (TEVA) today. No dividends today. Closed my position in Royal Philips (PHG) to raise cash; lost $0.03 on the round trip.
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Post by sneakers (Metro Houston) on Aug 23, 2018 15:42:07 GMT -5
For Thursday (8/23):
Professionally managed IRA was down 0.32% today. Needed more Microsoft (MSFT) and less Alibaba (BABA) today. No dividends today.
Amateurishly managed taxable account was up 0.01% today. Needed more Canopy Growth Corporation (CGC) and less Teva Pharmaceutical Industries (TEVA) today. No dividends today.
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Post by sneakers (Metro Houston) on Aug 24, 2018 15:50:38 GMT -5
For Friday (8/24):
Professionally managed IRA was up 0.60% today. Needed more SoftBank (SFTBY) and less iShares Mortgage-Backed Securities ETF (MBB) today. No dividends today.
Amateurishly managed taxable account was up 0.33% today. Needed more Canopy Growth Corporation (CGC) and less Kroger (KR) today. Dividend from Zions Bancorporation (ZION) yesterday.
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Post by sneakers (Metro Houston) on Aug 27, 2018 16:10:13 GMT -5
For Monday (8/27):
Professionally managed IRA was up 0.74% today. Needed more Alibaba (BABA) and less Pfizer (PFE) today. No dividends today.
Amateurishly managed taxable account was up 0.42% today. Needed more Canopy Growth Corporation (CGC) and less Sysco (SYY) today. Dividend from Charles Schwab Corporation (SCHW) Friday.
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Post by sneakers (Metro Houston) on Aug 28, 2018 15:34:55 GMT -5
For Tuesday (8/28):
Professionally managed IRA was down 0.13% today. Needed more LVMH Moet Hennessy Louis Vuitton (LVMUY) and less Oracle (ORCL) today. Dividend from Novo Nordisk (NVO) today.
Amateurishly managed taxable account was down 0.44% today. Needed more Teva Pharmaceutical Industries (TEVA) and less Canopy Growth Corporation (CGC) today. No dividends Monday.
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Post by sneakers (Metro Houston) on Aug 29, 2018 15:42:20 GMT -5
For Wednesday (8/29):
Professionally managed IRA was up 0.50% today. Needed more amazon.com (AMZN) and less SoftBank (SFTBY) today. No dividends today.
Amateurishly managed taxable account was up 0.33% today. Needed more Canopy Growth Corporation (CGC) and less Kroger (KR) today. No dividends Tuesday, but I got the rebate from my linked American Express card today.
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Post by sneakers (Metro Houston) on Aug 30, 2018 15:56:53 GMT -5
For Thursday (8/30):
Professionally managed IRA was down 0.47% today. Needed more Apple (AAPL) and less Alibaba (BABA) today. No dividends today.
Amateurishly managed taxable account was down 0.52% today. Needed more Kroger (KR) and less Canopy Growth Corporation (CGC) today. No dividends today.
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Post by sneakers (Metro Houston) on Aug 31, 2018 18:04:36 GMT -5
For Friday (8/31) - winding up the week, month, and going into a three-day weekend:
Professionally managed IRA was down 0.31% today. Needed more SoftBank (SFTBY) and less LVMH Moet Hennessy Louis Vuitton (LVMUY) today. No dividends today.
Amateurishly managed taxable account was up 0.10% today. Needed more Canopy Growth Corporation (CGC) and less Boeing (BA) today. No dividends today. Closed my positions in Permian Basin Royalty Trust (PBT) and Teva Pharmaceutical Industries (TEVA) today; both stocks closed at a loss.
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Post by sneakers (Metro Houston) on Sept 3, 2018 17:03:06 GMT -5
For Monday (9/3) - Labor Day, a US stock market holiday:
Professionally managed IRA didn't trade today; however, they made my monthly distribution over the weekend.
Amateurishly managed taxable account was up 0.15% today, only counting my foreign stock positions. Needed more Canopy Growth Corporation (CGC) and less Nutrien (NTR) today. No dividends today.
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Post by sneakers (Metro Houston) on Sept 4, 2018 15:51:31 GMT -5
For Tuesday (9/4) - first trading day of a holiday-shortened week:
Professionally managed IRA was down 0.83% today. Needed more amazon.com (AMZN) and less LVMH Moet Hennessy Louis Vuitton (LVMUY) today. Dividends from Intel (INTC), Pfizer (PFE), and Walmart (WMT) today.
Amateurishly managed taxable account was up 0.34% today. Needed more Canopy Growth Corporation (CGC) and less Nike (NKE) today. No dividends today.
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Post by sneakers (Metro Houston) on Sept 5, 2018 16:29:33 GMT -5
For Wednesday (9/5) - second trading day of a holiday-shortened week:
Professionally managed IRA was down 0.50% today. Needed more Johnson & Johnson (JNJ) and less SoftBank (SFTBY) today. No dividends today.
Amateurishly managed taxable account was down 0.16% today. Needed more Lenovo (LNVGY) and less RCI Hospitality (RICK) today. Dividends from Ford (F), Kroger (KR), and Phillips 66 (PSX) credited to account yesterday night.
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Post by sneakers (Metro Houston) on Sept 6, 2018 16:07:29 GMT -5
For Thursday (9/6) - third trading day of a holiday-shortened week:
Professionally managed IRA was down 0.44% today. Needed more SoftBank (SFTBY) and less Alibaba (BABA) today. No dividends today.
Amateurishly managed taxable account was down 0.03% today. Needed more Kroger (KR) and less Canopy Growth Corporation (CGC) today. No dividends credited yesterday night.
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Post by sneakers (Metro Houston) on Sept 8, 2018 17:42:43 GMT -5
For Friday (9/7) - winding up a holiday-shortened trading week:
Professionally managed IRA was up 0.10% today. Needed more Alibaba (BABA) and less Intel (INTC) today. Dividends credited today for Exxon Mobil (XOM) and the three iShares fixed-income ETFs in my account.
Amateurishly managed taxable account was up 0.13% today. Needed more Terumo Corporation (TRUMY) and less Zions Bancorporation (ZION) today. Dividends from Discover Financial Services (DFS), Boeing (BA), and the three Vanguard fixed-income ETFs in my account were credited last night, along with what is hopefully the last cash transfer from my old taxable brokerage account (at a broker who decided to do only professionally managed accounts).
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Post by sneakers (Metro Houston) on Sept 10, 2018 16:02:50 GMT -5
For Monday (9/10):
Professionally managed IRA was up 0.50% today. Needed more Oracle (ORCL) and less Alibaba (BABA) today. No dividends today.
Amateurishly managed taxable account was down 0.04% today. Needed more Nike (NKE) and less RCI Hospitality Holdings (RICK) today. No dividends since Friday night.
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