Investing Journal - T2S

Discussion in 'Journals' started by Took2Summit, Jul 20, 2011.

  1. Just a quick update.

    Account value: $28,930

    I hit a high of about $29,400 yesterday and am looking forward to breaking the 30k, If you look back at the very worst of the august-september drop my account was down to 20k so up almost 50% since then.

    I dropped EL after they missed earnings, I thought they announce after the close but they announce before the open. My intention was to sell it right before the close and earnings announced. So unfortunately an oversight by me cost me $250, my fault.

    I took the funds from EL and got back into IBM at 193.10 with a relatively small position.

    FDX, DD and UTX are all still in at the previous mentioned prices.
     
    #101     Feb 10, 2012
  2. newwurldmn

    newwurldmn

    Mistakes happen all the time.

    It's getting hard to squeeze much out of options these days.
     
    #102     Feb 10, 2012
  3. Couldn't agree more. I havent written a call so far in 2012.

    I think a lot of problem people have is they find a strategy and stick to it. A lot of people may start going into the higher beta names and chasing premiums. I have switched to swing trading for now and will not start writing calls again until I feel the risk/reward is a bit better.
     
    #103     Feb 10, 2012
  4. newwurldmn

    newwurldmn

    while your story disproves this, i have read research that shows writing calls is best in periods like this. and periods like last fall it wasn't as good. you get less premium now but less chance of being assigned (so you are rarely capping your upside return). whereas during periods like fall, you can leave a lot of money on the table.
     
    #104     Feb 10, 2012
  5. Found an option trade I finally like.

    Just sold:

    17Mar DD 52.50 Call @ 0.65
     
    #105     Feb 17, 2012
  6. Account value: $28,870

    Account value does not represent roughly $300 in dividends that are coming my way from IBM, UTX and DD.

    Biggest disappointment of the week comes today from FDX. The deal between UPS and TNT Express was rejected by TNT which for one reason or another sent FDX and UPS down sharply. UPS since recovered the losses and FDX continued to make new lows throughout the day. Anyone know why FDX stock is so negatively effected from this?
     
    #106     Feb 17, 2012
  7. Just bought back the DD calls @ 0.20
     
    #107     Feb 29, 2012
  8. Just sold UTX, IBM, and DD, still holding FDX as I think FDX already had the correction the rest of the market is going to get soon here.

    Account value $28,975 and still waiting on about 250-300 in dividends
     
    #108     Mar 2, 2012
  9. bought NUE @ 42.46
     
    #109     Mar 5, 2012
  10. D:

    ^^ that's my throwing up, why couldn't I have just listened to myself? At least I was 100% margined stocks on Friday and sold 80% (keeping only FDX) and then put on about another 30% in NUE yesterday so it could have been a lot worse.

    I called the pullback and still didn't listen to myself, saw NUE behaving terribly yesterday on the news about China slowing growth and knowing NUE's entire business model is based in the US I picked it up at what I thought were bargain levels yesterday since it reacted to the China news.

    Oh well, at least I still have 50% cash to start picking up some of these names in the next couple days. Stand by
     
    #110     Mar 6, 2012