Wednesday, May 9, 2018: Today’s Gainers, RDS.B, CAT, BAC, STLD, BA

This Morning’s Portfolio Gainers

Through my daily Trading Notes, I’ve been gravitating toward a specific analysis of my own portfolio (which is actually the family’s portfolio).

I’m guessing that readers will be more interested in what my personal portfolio is doing, since anyone can look up what the major stock indexes are doing from day-to-day.

So, for this morning, the biggest gainers are: RDS.B, BAC, SHOP, BA, CAT, STLD

Trading Notes on the Gainers

Looking at the technical analysis overall, it is looking more and more that we are pulling out of market correction territory. After all, it’s been a few months now (actually since end of January 2018) that the overal stock market has been in a slump.

Royal Dutch Shell (RDS.B)

RDS.B has been uptrending since the middle of March 2018. This morning the stock popped up and right now it’s up about 2.00% at about $1.50. My position is finally in the green at +2.07%. Since it has a nice dividend yield of 5.05%, I’m holding on for the long term.

finviz dynamic chart for  RDS-B
Shopify (SHOP)

SHOP has surprisingly been rallying for the past several days. It is up 1.10% at +$1.53 a share. My total gain is 69.98%. And yes, I made good on this one and have weathered all the dramatic fluctuations of the stock. Despite the success, the stock has no dividend.

finviz dynamic chart for  SHOP
Bank of America (BAC)

BAC is up +2.07% at $1.50 a share. I’m just holding long on this one too. I don’t have many shares, and the dividend yield is modest at 1.58% or 0.48 per share.

My BAC position has a total gain of 10.29%.

finviz dynamic chart for  BAC

Portfolio Goals and Strategies

1. I plan to hold on to the big winners: BA, CAT, ISRG, RTN, AAPL, SHOP

2. I plan to acquire more stocks in the near future to accumulate more stock positions and further diversify the portfolio.

3. The big dividend stocks I am DRIPing to buy more shares on those positions.

4. I might divide losing stocks in half and free up more capital to purchase more stocks.

5. I want to be able to have 25-30 stocks by year-end.

6. I am still keeping capital reserved in case the stock market tanks again.

Disclaimer: The content provided here is for information and entertainment purposes only. It is not intended as an offer or solicitation to purchase any investment. And this material should not be taken as investment advice, since investors’ needs and strategies may vary. Investing in equities is subject to extreme volatility.
Trade at your own risk.

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Carlos Rull

Carlos Rull is a musician living in the San Diego area. His interests include Yoga, Eastern Philosophy, Zen Buddhism, and Gardening. He plays drums, piano, and composes New Age & Ambient music, and his albums are available on iTunes and

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