05/23
After a fairly busy two prior days, did a teeny bit of trading heading into holiday weekend.
- On new tariff news, QCOM retreated - added to taxable ac
- Added to WU in taxable ac
- FRO announced earlier today. Shares bounced - somewhat undecided. Have a tiny FRO stake in Roth ac - held onto shares
- MLGO exit now looks good. Initially shares rose. But then quickly retreated. Will watch next week
05/28 - 05/29
- Another MLGO nibble
- Another INSW nibble (taxable ac)
- Another BRK-B nibble (Roth ac)
- Another ABEV nibble (Roth ac)
- Another AMAT nibble (Roth ac)
Port seems to have settled in a fairly narrow channel, maybe off 4 - 7% from 2025 high in Jan 2025. I think the tariffs debate increases the port volatility a little more than usual.
05/30
A couple more trades to close out the week
- GSM nibble in Roth ac. After the trade, realized the EU situation wrt tariffs is still unsettled. OTOH, GSM does have some developments in the US.
- Second NAT nibble in dividend ac. Q1 2025 TCE very par/sub-par @ $24714 daily. Now, some of that can be attributed to the fleet age. If so, the exit of two older vessels, and replacement with two younger vessels should be helpful with TCE improvement.
5th YMAG payout this month - the largest of the month with a hefty $0.2929 per sh contribution. With the payout being in the 5th week, not sure if it was caused by 1, 2, … 7 names. Still, a pleasant surprise.
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06/02
Some trades to start the sixth month
- On bounce, decided to trim the TRMD position in Roth ac
- Restarted CELH in trading ac
- On bounce decided to trim NVDY in Roth ac
Still open to adding names to the dividend basket. A somewhat surprising name crossed my radar after shares bounced today (06/03). The name? Canadian utility, Algonquin Power & Utility (AQN), formerly heavily involved with Atlantica Infrastructure.
Browsing IBD today, I now get why Coreweave (CRWV) has been bouncing higher and higher - it is the top name on the IBD list. And NVDA has a position in the Data Center pick (akin to supporting the Nvidia network effect)
06/03 - 06/06
It is sometimes about timing.
- The second go-around with MLGO, not so good.
- Then again, there’s LULU. Nice exit, a few weeks ago. Nibble in taxable ac.
- On bounce, locked in VG gains. Yes, they might become the largest US producer of LNG down the road. But first, LNG plants have to reach the capacity intended, and others have to be built. In about 3 months, over 65% gains is good
- Initiated SSTK position., taxable ac
- Added to YMAG, prior to end of Trump-Musk bromance
- Trimmed CAMT in Roth ac - some at a loss
- Added to BRK-B twice
- More SSTK for taxable ac
- More YMAG on 06/06
- More VSH for Roth ac
6/9 - 6/10
Two new ideas in the port
- Added ASYS to trading ac
- Added NE to trading ac
- More BROS in Roth ac
- More WU in taxable ac
- Initiated NU in Roth ac
- On bounce, trimmed VSH in Roth ac
06/11 - 06/13
Very, very light trading
- Another NU nibble in Roth ac
- Added to YMAG in taxable ac
Nice bounces for some shipping names. Among the > 10% gainers for the week included LPG, ECO. Both names on my radar after each traded ex-div.
[Edit: FRO also had a nice weekly gain. I’m guessing this is partly due to the Israel-Iran situation]
06/16 - 06/18
When the week started, I was thinking “This missile strike on Iran is going to impact the oil market”. That got me thinking, … more crude tankers
- Another FRO nibble in Roth ac
- Then, opted to add to BWLP in taxable ac
- AMD had moved up, monetized the Roth ac stake
- Another INSW nibble in the taxable ac
06/20
Very odd day - single trading day heading into a weekend, Triple witching day too. Some trading
- More FRO in Roth ac
- More INSW in taxable ac
- More NVDY in Roth ac
Though the shipping basket had a dip today- it had shown some improvement during the last week.