Author Topic: what are you selling today?  (Read 184512 times)

fareastwarriors

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Re: what are you selling today?
« Reply #530 on: September 22, 2020, 02:15:13 PM »
About a week ago I sold a whole bunch of stuff, essentially as bridge financing on a home purchase. So now I am sitting at around 45% cash at least for the next month. This is the second time I have sold a significant portion of equity investments to fund real estate purchases, before what seems to be a market pullback.

I will have to update my forum signature and update the board when I plan on any future RE purchases :)

All the times I sold stock to buy real estate, it turned out that I was considerably better off holding on to those stocks... sigh  :-\



LC

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Re: what are you selling today?
« Reply #531 on: September 22, 2020, 10:36:07 PM »
I think in the long term equities will outperform RE, but you’ve gotta live somewhere...to be fair my wife has a knack for real estate markets so this is partly her doing.
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Gregmal

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Re: what are you selling today?
« Reply #532 on: September 23, 2020, 12:39:45 PM »
Trimmed INFO, CRM, FB, GOOG, DPZ

Basically the heavily margined, too stubborn to index, quality stuff to raise some liquidity for the coming 6 week home stretch.

fareastwarriors

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Re: what are you selling today?
« Reply #533 on: September 23, 2020, 04:22:03 PM »
I think in the long term equities will outperform RE, but you’ve gotta live somewhere...to be fair my wife has a knack for real estate markets so this is partly her doing.

I get it. But I stopped selling and used a reasonable amount of margin instead. Working well so far.  8)

fareastwarriors

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Re: what are you selling today?
« Reply #534 on: September 29, 2020, 12:06:29 PM »
Sold out of FSLY.
Quick 20% in a few weeks.

bathtime

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Re: what are you selling today?
« Reply #535 on: October 01, 2020, 10:30:09 AM »
Selling my trading position in DMRC, after the 80% move in three weeks, keeping the core.

Spekulatius

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Re: what are you selling today?
« Reply #536 on: October 06, 2020, 06:09:26 PM »
LEVI (AH) and HII.

HII was a starter position and the defense play I had the least confidence in.
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CorpRaider

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Re: what are you selling today?
« Reply #537 on: October 07, 2020, 05:11:26 AM »
Sold a little $SLG yesterday. 

Gregmal

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Re: what are you selling today?
« Reply #538 on: October 07, 2020, 07:36:20 AM »
Sold my JOE. Nice run, although nothing material and basically just hot air regurgitations of the usual pitch, which has been out there for ages.  Still like the company, but at 26 there are definitely more interesting RE plays out there.

John Hjorth

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Re: what are you selling today?
« Reply #539 on: October 07, 2020, 12:47:13 PM »
LEVI (AH) and HII.

HII was a starter position and the defense play I had the least confidence in.

It's great move, Speculatius,

Because HII is not a business, it's a scheme [with a ticker, though] to suck up funds from the US military budget to keep people meaningless employed.
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