What did you trade today and why?

Have moved to 15% cash and 10% alternatives.

You would think there would be some type of pullback after this massive tech rally over such a short period which means it probably keeps roaring up.

Doing my very best not to get sucked in and stay diciplined. Hard for us weak minded investors. Just keep reminding myself to be a little piggy instead of a big hog.
 
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I remain a bit dubious of MSFT, though I did add to my existing position recently at lower levels. I just think the " AI eating software" meme has legs and will press on margins until MSFT can an show that AI will be addictive for the company.
 
I exited GEV today. Own HROW and was very disappointed in the qtr result. Dang. Had good gain going and didnt like the hit. Put in a buy for Zoteis (ZTS) a bit under todays loss. Seems overbeaten, but has bad press from pet lovers. Maybe it can fall further, but I see it as defensive at this price.
 
+ SCHY start Roth position
+ASGI, NIHI, NZF ...add to existing positions; also outstanding limit orders for KQQQ, JBBB, GPIX, ADX (add to my positions)
 
Added moderate amounts to my alternatives - AQRs and also PRPFX.
June is one of my two largest muni interest income months. We’ll need a fraction of it for expenses. Not sure what to do with the rest yet.
 
Added moderate amounts to my alternatives - AQRs and also PRPFX.
June is one of my two largest muni interest income months. We’ll need a fraction of it for expenses. Not sure what to do with the rest yet.
Nice problem to have COcheese.....

Flieger
 
I keep selling GIS too early. This is the third time it has dipped below $33.50 then recovered $1 the next day. Oh well, hogs get slaughtered and all.
 
Well I managed to sell some of my MU on Monday near what seemed to be the top. So I got it half right. Yesterday I waited to buy it back since I figured it would go down a bit more. Now pre-market it is up higher than when I sold it. Makes one's head spin.
 
Well I managed to sell some of my MU on Monday near what seemed to be the top. So I got it half right. Yesterday I waited to buy it back since I figured it would go down a bit more. Now pre-market it is up higher than when I sold it. Makes one's head spin.
It's a crazy ride lately with MU.
 
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