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