Raj

$NVDA beast mode. Almost rebalanced this given this has grown to 20% of my portfolio. Glad I didn’t but now I might. Man such a monster.

$GOOGL go bard

$TSLA while Elon says demand is fine, I am not sure. With that said, adding some here to my Tesla position.

@J1M6759 Hey Jim. Thanks for the nudge. Meant to do that. m1.finance/OaycClUadzuE

@thinkfinance Raj, please update the percentages in your portfolio. You’ve sold all of some of your holdings. I don’t check Twitter everyday, but I do check your M1 portfolio often. I sold all of my ABNB today. Thanks, Jim in Ohio

$ABNB I am out. Hung in there for 2 years but went nowhere. With slowdown on the horizon, not feeing good abt this. Recent news does not help either. Bad investment. Oh well. To the next one.

$SPY $QQQ we are heading towards the bottom imoh. Why —> 1. fed almost done with another 1 or 2 hikes 2. Black swan like event in progress. Signs of bottom. Won’t be surprised if capitulation hits in the next few weeks. I r... stocktwits.com/thinkfinance/m…

@sshahi76338702 Hey. Got some tqqq assigned on Friday via secured puts. Holding it at least through next week fir a potential bounce. Will also write calls against it given the elevated volatility. Cheers.

@thinkfinance Hey Raj, can you explain more

$TQQQ playing some for a short term bounce next week.

$SPY Biden’s tax hike proposal make no sense.

$AMZN it was at 90s this time in 2020, today, still there. Dead money

@J1M6759 Btw should clarify, I spread most into google but also added some to my position in appl, NVDA and msft. Of course, since I am out UNH will fly 😀

@thinkfinance Raj, are you exchanging all UNH to buy more GOOGL? Then DCAing UNH until it gets back up to 12% of your portfolio?

$GOOGL moved money from unh into google. I am going to ignore the noise and DCA in. Go bard 😀

@J1M6759 Yes. Sold most of it. I had to sell something to buy. UNH has been a safety play. I dont might taking more tech in 2023 especially something like google that was down 15% in 2 weeks. If I had the money would never sell UNH and would have DCAed into google. May return.

$SPY golden cross.

@sshahi76338702 If weekly, typically buy puts 12-14% down from the current price. But really, depends on the week. Usually this range has worked. I am mostly looking to collect premium right now. Eventually will have a long term position in tqqq. Cheers.

@thinkfinance What is a secured put strategy

$TQQQ sold. Will write secured puts with cash and collect some premium. Maybe we go up on cpi but not too confident for it to sustain.

@TomWsf Help with earnings?

$TQQQ cant decide. Close position and lock gains before CPI or write upside calls? Expecting a big move on Thursday on either direction. I don’t think we are out of the woods yet. Still expect choppy market until fed is done. Maybe I am overthinking. Thoughts anyone?

@RadimSafran Thanks.

@thinkfinance I would close positions cuz the CPI cannot be estimated in advance. 😁😅 But you Are more experienced than me.

@RadimSafran I don’t know man. This feels more binary. Limit order in. Might keep some.