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re: Your YTD

Posted on 5/29/26 at 5:05 pm to
Posted by SmackoverHawg
Member since Oct 2011
31682 posts
Posted on 5/29/26 at 5:05 pm to
I try to rebalance quarterly unless I just have a gut feeling that a certain sector is about to run or has more room to go. In my tax deferred accounts that is. Like you said, hard to do in my taxable accounts due to taxes. I've gotten to heavy in SLI but I think they're about to make a nice jump when FID announced.

Posted by lsuconnman
Baton rouge
Member since Feb 2007
5425 posts
Posted on 5/29/26 at 5:57 pm to
quote:

He’s 2 and may not have to work past 30 if things go well.


This kinda makes me irrationally angry. I don’t have the sack to pick like that.

Prior to this thread I was just happy telling my wife the kid’s worth more than her on paper. Now I’m wondering if I should play options on Yieldmax ETFs to catch up.
Posted by NC_Tigah
Make Orwell Fiction Again
Member since Sep 2003
140346 posts
Posted on 5/29/26 at 6:14 pm to
quote:

Like you said, hard to do in my taxable accounts due to taxes. I've gotten to heavy in SLI but I think they're about to make a nice jump when FID announced.
Well congrats again on some great positions, doc.

Obviously with a decent amount of money at play, you rang the bell.

Love to see it!
Posted by LSUSports247
Member since Apr 2007
1126 posts
Posted on 5/30/26 at 6:20 am to
quote:

Brokerage 51%


+8% yesterday, software stocks finally waking up!
Posted by bayoubengals88
LA
Member since Sep 2007
25543 posts
Posted on 5/30/26 at 6:51 am to
quote:

lsuconnman

You should have went big on KLAR when I gave you the trade

Pick well on the next dip and you’ll be pleased (NBIS, OUST).
This post was edited on 5/30/26 at 6:52 am
Posted by AmIDonut
Member since Jan 2022
195 posts
Posted on 5/30/26 at 8:06 am to
120% YTD
199% 1Y
Posted by bayoubengals88
LA
Member since Sep 2007
25543 posts
Posted on 5/30/26 at 8:47 am to
Brokerage account.
No options used at all:
Posted by Odinson
Asgard
Member since Apr 2014
2883 posts
Posted on 5/30/26 at 9:18 am to
I’m up bigly but it all reminds me of post Covid…

Everyone is a genius with their picks and “conviction” until the band stops playing. Hopefully the music goes on much longer but it’s the same hype cycle and irrational exuberance tale as old as time. Long term, markets will chug up but there’s always inevitable pain and reset.
Posted by bayoubengals88
LA
Member since Sep 2007
25543 posts
Posted on 5/30/26 at 9:27 am to
When the music stops, I’ll take my lumps, but I’ll be in premier names with a low enough cost basis to weather the storm.

No margin, limited options.
Posted by SmackoverHawg
Member since Oct 2011
31682 posts
Posted on 5/30/26 at 9:30 am to
quote:

I’m up bigly but it all reminds me of post Covid…

Everyone is a genius with their picks and “conviction” until the band stops playing. Hopefully the music goes on much longer but it’s the same hype cycle and irrational exuberance tale as old as time. Long term, markets will chug up but there’s always inevitable pain and reset.

Yes, but it still feels like mid to late 2020 and not late 2021 early 2022 yet. I started taking profit and accumulating cash then when every oil field hand and plant operator I knew was trading crypto, stock options etc. It was "free money!!!". I think we get a nice correction pretty soon, but I don't see Trump letting it go to shite until after mid-terms. I also think the last half of his term will be epic, but I just can't see how we don't have some nice pull backs in between. He seems to be masterful at creating mild to moderate dips to blow off some steam and then letting it run again.

I just wish I knew when and how much!!!
Posted by cgrand
HAMMOND
Member since Oct 2009
50199 posts
Posted on 5/30/26 at 9:34 am to
quote:

No margin, limited options.
this is the way. Get in early, bat .300 and ignore the volatility if you think you are on one

I really think options gambling is a fool’s errand. They have a role as income generating tools but only after you have an established position at a comfortable cost basis

as some of these inflated index funds start to split, it will make selling calls on those long term investments even more attractive
Posted by jerryc436
Franklin
Member since Jan 2014
700 posts
Posted on 5/30/26 at 9:45 am to
I mostly use options to do CC's and cash covered puts to either sell my shares at higher price or buy shares of a company that I really want to add to at a lower price. I have done well keeping the premium for the most part. I ended up selling 3/4 of my NBIS shares at a lower price when the stock took up but my cost basis was much lower than where it sold. I am planning on trying to load up on OUST this week on cash covered puts and if it drops I will buy and if it doesn't I will do the same next week with the premiums.
Posted by lsuconnman
Baton rouge
Member since Feb 2007
5425 posts
Posted on 5/30/26 at 9:48 am to
Went big on Hmbl and workhorse, and reset the wife to zero.
Posted by Drizzt
Cimmeria
Member since Aug 2013
14937 posts
Posted on 5/30/26 at 10:12 am to
YTD up 16.95% overall but I also sold most of my oil and gas stocks in April when they were up 40%. Going to buy back in after Iran capitulates and they drop.

For single stocks, I’m up 51% on SLB, 68% on F, 69% on AUR YTD. Up 95% on RVI since the IPO in March.
Posted by UptownJoeBrown
Baton Rouge
Member since Jul 2024
10959 posts
Posted on 5/30/26 at 12:03 pm to
All these comments and returns sound like before the .com bubble burst.
Posted by cgrand
HAMMOND
Member since Oct 2009
50199 posts
Posted on 5/30/26 at 12:09 pm to
we aren’t near that level of hysteria yet. It’ll eventually happen, of course. That’s not really helpful

that’s like saying the sun will rise tomorrow
Posted by lsuconnman
Baton rouge
Member since Feb 2007
5425 posts
Posted on 5/30/26 at 1:54 pm to
quote:

I’m up bigly but it all reminds me of post Covid… Everyone is a genius with their picks and “conviction” until the band stops playing. Hopefully the music goes on much longer but it’s the same hype cycle and irrational exuberance tale as old as time. Long term, markets will chug up but there’s always inevitable pain and reset.


Yeah, we good til the Iraqi dinar threads start.
Posted by fallguy_1978
Best States #50
Member since Feb 2018
53719 posts
Posted on 5/30/26 at 2:10 pm to
I'm too lazy to try to figure it out because I have 7 different accounts. I might want to consolidate those at some point

Beating the market in most of them, but not like some of you. I'm mostly in ETFs these days, and don't own too many individual stocks anymore.

My 2 largest accounts are +25% YTD and +15%.
Posted by Upperdecker
St. George, LA
Member since Nov 2014
33752 posts
Posted on 5/30/26 at 2:48 pm to
Trading account: 138%
Self managed IRA: 32.5%
401k: can’t find the % excl contributions. Probably around market average
Posted by Rize
Spring Texas
Member since Sep 2011
19642 posts
Posted on 5/30/26 at 3:01 pm to
quote:

I'm too lazy to try to figure it out because I have 7 different accounts. I might want to consolidate those at some point Beating the market in most of them, but not like some of you. I'm mostly in ETFs these days, and don't own too many individual stocks anymore. My 2 largest accounts are +25% YTD and +15%.


I really don’t have many options in my 401k so it stays in a S&P type fund mostly with a little company stock and international. Company stock is dragging that account down into the 3% range. Same with my brokerage my company stock is keeping that one down also.

My EJ guy has me in about 100k to $110k cash so that’s been out of the market for a while. That’s my dry powder for when there’s a good dip.

I don’t have the nuts to move big chucks into single stocks. Retirement calculator says I will be more than fine with 8% returns over the next 15 years
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