Oct 23, 2020 • 3M

Whoa Nelly... Hitting the Reset Button After Too Much Transacting in September

Open in playerListen on);
Join Danielle Morrill as she analyzes publicly traded companies for fun and profit.
Episode details

Hello from Scottsdale, AZ and week #6 of our road trip adventures. The nights are gorgeous here, and we saw a beautiful moon set over Pinnacle Peak last night.

Some of you noticed I took a bit of a break after writing “Clarifying Portfolio Strategy & Controls” and spent some more time reflecting on my positions outside of the original premise for A Ticker A Day. During the first few weeks of September, I found myself checking the stock market several times a day, making little trades here and there, and I literally could not keep up on my track record spreadsheet. I had to stop.

That’s not the way I want to live and through writing this newsletter. I was worried I had gotten too swept up, so on September 21st I sold a bunch of positions outside the ATAD alphabetical list. Since then, I haven’t made another transaction.

Paying customers can use these links to view transaction data and track record performance in a Google Docs spreadsheet.

September 2020 Transaction Recap

Paid subscribers can see these transactions, and an overview of my publicly discussed positions, in the tracking spreadsheet

  • Sept 2: Sold 5 shares of Tesla ($TSLA) for $462.09/share (post 5-for-1 split)

  • Sept 2: Bought 1,000 shares of ADMA Biologics ($ADMA) for $2.35/share

  • Sept 3: Bought 8 shares of Cloudflare ($NET) for $37.67/share

  • Sept 3: Bought 30 shares of Adaptive Biotechnologies ($ADPT) for $40.66/share

  • Sept 3: Bought 3 shares of Nvidia ($NVDA) for $183.07/share

  • Sept 3: Bought 20 shares of PagerDuty ($PD) for $25/share

  • Sept 3: Bought 58 shares of PagerDuty ($PD) for $25.78/share

  • Sept 8: Bought 8 shares of ACM Research ($ACMR) for $59.01/share

  • Sept 9: Bought 3 shares of ACI Worldwide ($ACIW) for $24.96/share

  • Sept 14: Bought 65 shares of Zuora ($ZUO) for $9.25/share

  • Sept 21: Sold 1 share of Amazon ($AMZN) for $2,920.46/share

  • Sept 21: Sold 19 shares of Aarons ($AAN) for $56.19/share

  • Sept 21: Sold 9 shares of McDonald’s ($MCD) for $215.36/share

  • Sept 21: Sold 10 shares of Twilio ($TWLO) for $231.43/share

  • Sept 21: Sold 12 shares of Atlassian ($TEAM) for $173.93/share

  • Sept 21: Sold 200 shares of United Airlines ($UAL) for $34.01/share

  • Sept 21: Sold 10 shares of Elastic NV ($ESTC) for $103.44/share

  • Sept 21: Sold 10 shares of Datadog ($DDOG) for $82.79/share

  • Sept 21: Sold 1 share of Crowdstrike ($CRWD) for $128.59/share

  • Sept 21: Sold 1 share of DocuSign ($DOCU) for $196.74/share

  • Sept 21: Sold 1 share of Okta ($OKTA) for $201.09/share

  • Sept 21: Sold 1 share of ServiceNow ($NOW) for $454.97/share

  • Sept 21: Sold 1 share of Veeva Systems ($VEEV) for $265.45/share

  • Sept 21: Sold 1 share of Coupa Software ($COUP) for $254.80/share

  • Sept 21: Sold 1 share of Fastly ($FSLY) for $89.42/share

  • Sept 21: Sold 1 share of Shopify ($SHOP) for $906.76/share

  • Sept 21: Sold 1 share of Nintendo ($NTDOY) for $71.16/share

View current track record spreadsheet

Back to Our Regularly Scheduled Programming

I’m going to take a break from speculative analysis of companies outside the alphabetical list to refocus back on the original premise of A Ticker A Day, to take a walk through the entire stock market and learn about businesses and industries that I would not otherwise encounter in my day-to-day work and business reading.

At least until we are past the election, and its immediate aftermath, I’m going to stay away from the emotional rollercoaster that comes with volatility and readers here can expect to see analysis on 1 - 3 companies per week. Thanks for your patience!

Disclaimer: You understand that by reading “A Ticker A Day” you are not receiving investment advice. No content published here constitutes a recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. You further understand that the author(s) are not advising you personally concerning the nature, potential, value or suitability of any particular security, portfolio of securities, transaction, investment strategy or other matter. To the extent that any of the content published may be deemed to be investment advice or recommendations in connection with a particular security, such information is impersonal and not tailored to the investment needs of any specific person. You understand that an investment in any security is subject to a number of risks, and that discussions of any security published on “A Ticker A Day” will not contain a list or description of relevant risk factors. In addition, please note that some of the stocks about which content is published have a low market capitalization and/or insufficient public float. Such stocks are subject to more risk than stocks of larger companies, including greater volatility, lower liquidity and less publicly available information.

“A Ticker A Day” is not intended to provide tax, legal, insurance or investment advice, and nothing published here should be construed as an offer to sell, a solicitation of an offer to buy, or a recommendation for any security by its author(s) or any third party. You alone are solely responsible for determining whether any investment, security or strategy, or any other product or service, is appropriate or suitable for you based on your investment objectives and personal and financial situation. You should consult an attorney or tax professional regarding your specific legal or tax situation.