Rod's Account Talk

[Rod]

'You don't have to get it back where you lost it.' A stop loss can preserve the majority of the capital invested, which can then be re-deployed to a better position which is rallying. Has to do with the time value of money, one can let funds sit in the hopes of a recovery and in the process lose the potential gains that could be had elsewhere. I've done both, many considerations to go down one path or the other.

That's why I never deploy more than 1% to 3% of my total equity in any one position and keep at least 25% cash on-hand. I currently have 40%. With that, I don't feel that I am missing out on it working elsewhere.

Instead of a "stop loss" trader, I am a "stop less" one. It's worked for me so far- locking in six figures of realized gains for 2025 so far, while only incurring $443.45 in realized losses. Had I set stops, those realized losses would be in the tens of thousands of dollars.

God Bless!

 

[Rod]

Bought ORCL @ 188.48.

God Bless!

 

[Rod]

Sold SG @ 7.29 for a +2.98% gain.

BTW, on 11 Nov, I was down -26.03% on this position.

God Bless!

 

[Rod]

Bought ORCL @ 188.48.

God Bless!

Don't trust the daily breakdown. I should've made this a day trade yesterday.

Sold @ 189.20 for a minimal gain of +0.38%.

God Bless!

 

[Rod]

In anticipation of a breakout above 7.37...

Bought SG @ 7.34.

God Bless!

 

[Rod]

In anticipation of a breakout above 7.37...

Bought SG @ 7.34.

God Bless!

It did get to 7.45, but began to break down after that.

Because I did not want to hold it over the weekend, I sold @ 7.30 for a minimal loss of -0.42%.

Perhaps I'll get into it again next week.

God Bless!

 

[Rod]

CRWV... DONE!

Sold @ 89.68 for a +0.65% gain.

On 20 Nov, I was down -22.33% on CRWV. Just another example of how patience will turn an unrealized loss into a realized gain!

God Bless!

Hindsight Lookback...

This sucker declined 13.70% within 3 days of me selling it.

This makes me even more thankful for that small gain of +0.65%!

God Bless!

 

[Rod]

The YTD return on my "Mad Money" brokerage account:

+36.25%

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

+26.90%

God Bless!

 

[Rod]

Bought SG @ 7.40.

Bought BMNR @ 31.28.

God Bless!

 

[Rod]

BMNR quickly turned negative. Sold @ 31.06 for a minimal loss of -0.69%.

Of course, it went back to 31.28 after I sold... and now it's at 31.00.

With all of these reports coming in, it's a tricky day to put on trades.

God Bless!

 

[Rod]

Sold SG @ 7.27 for a loss of -1.72%.

God Bless!

 

[Rod]

Added to my FIG position @ 35.62 for a cost basis of 41.67.

God Bless!

 

[Rod]

Put on a couple of day trades with TLRY:

Bought @ 14.38 and sold @ 14.45 for a minimal gain of +0.35%.

Bought @ 14.49 and sold @ 14.52 for a minimal gain of +0.25%.

God Bless!

 

[Rod]

I bought BMNR @ 29.59.

Going to swing it.

God Bless!

 

[Rod]

Sold SBUX @ 89.87 for a gain of +2.35%.

God Bless!

 

[Rod]

I bought BMNR @ 29.59.

Going to swing it.

God Bless!

Sold BMNR pre-market @ 30.06 for a gain of +1.60%.

God Bless!

 

[Rod]

Averaged down (1st) on AMC @ 1.81 for a cost basis of 2.18.

God Bless!

 

[Rod]

Sold AXON @ 600.02 for a gain of +1.53%.

God Bless!

 

[Rod]

The YTD return on my "Mad Money" brokerage account:

+37.03%

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

+27.90%

God Bless!

 

[Rod]

Not all "Tech" stocks have outperformed for 2025.

Take Amazon (AMZN) for example. It is up only a paltry 3.63%, year-to-date. That would've been a terrible investment for 2025. Perhaps it will do better in 2026.

On the other hand, here are the year-to-date returns of a few popular heavy hitters in Tech:

Palantir (PLTR): Up 155.69%.

AMD: Up 76.70%

Alphabet-Google (GOOG): UP 62.68%

Nvidia (NVDA): Up 34.81%

Here are some Large Cap heavy hitters:

Carvana (CVNA): Up 121.39%

Caterpillar (CAT): Up 61.24%

Wal-Mart (WMT): Up 27.79%

Compare WMT with both Costco (COST) and Target (TGT):

COST: Down 6.13%

TGT: Down 28.56%

WMT is the clear winner within that Retail space!

As you can see, it can pay to have individual stocks as part of your overall investment portfolio!

And as always, past performance doesn't mean (at least, short-term) future performance will be just as good. But, if it's a solid company, holding its stock for years will pay off!

God Bless!