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Posts & Investments - #lessonslearned

Sold Roundhill Ball Metaverse ETFInvested for 340 days
#lessonslearned #cinchingthebelt it was a crappy ride
As much as I love $UNP as a boring dividend stock, this is the textbook reason why you should diversify your investing portfolio. About 80% of my just-under $300 portfolio is tied up in Union Pacific. My average buy-in price is around $236. I was far in the green on that investment until around mid-April when the market started falling across *all* sectors. Remember: If you’re newer to investing,See more
Mar 9 - Jun 9, 2022
This was me last month (tax season) can you guys relate? 🤓🧐 #taxes #gains #fees #lessonslearned #makingmoney
Invested in Arrival Group
One of my sweet sweet #fallingknives , I’m now committed to going down with this stock until the $UPS #lastmiledelivery purchase contract is confirmed or canceled. #averagedown #adding 5 shares @ $3.86 to 5 shares with $10.05 average cost basis (-61% unrealized loss). Now holding 10 shares @ $6.95 average (-44%). I should’ve closed my position immediately after seeing the #stockdilution news in November 2021 #hindsight . I went from up 25% to down bad in a matter of a couple of months. #lessonslearned
Sold XosInvested for 132 days
#loser Position closed, 5.5 shares sold @ $2.30 per share and bought @ $5.80 per share for $20 lost. I should’ve done this a while ago and might buy back a couple in February when I clear the #taxlossharvesting #washsalerule . This was #longterm #growth #possibilities investment for commercial #electricalvehicles and trucks but I made the mistake of buying in their first ever quarter (imo that’s a no-no). #lessonslearned
Cartoon by Tom Toro. My individual stock portfolios are like loser cousins that keep coming back to me asking for more money— “it’ll work out this time, I just need another $100 for this new shiny thing that’s gonna make us a lot of money. Trust me.” Meanwhile, my automated securities godfather on Betterment is winning something like 15% APY even though it’s 41% bonds and #esg , saying “I told youSee more
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