Rod's Account Talk

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Happy New Year, Y'all! 🤘

The 2025 cumulative rate of return for my Schwab "Mad Money" account:

+36.95%

The average 2025 cumulative rate of return across all 7 of my accounts, which includes my "Mad Money" account:

+26.68%

Here's to happy IFT's, Trades, and Investments in 2026! :cool:

God Bless! :)
 

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I forgot to account for these buys yesterday, 7 Jan:

Averaged down on NFLX @ 91.73 for a cost basis of 103.62.

WMT @ 114.50.

God Bless! :)
 
Sold CMG @ 39.84 for a gain of +5.65%.

At one point in November, I was down over 20% on this swing trade.

Patience is key.

God Bless! :)
 
Sold CAVA @ 71.35 for gains of +1.61% (5 of 8 accounts) and +27.53% (3 of 8 accounts). Remember, I trade 8 accounts.

At one point in November, I was down 38% on the 5 of 8 accounts.

I'm not satisfied with the 1.61% gain, but CAVA has gained +20% YTD. Basically, a +40% move since November. Therefore, it was time to sell.

God Bless! :)
 
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