11/07 My mood has changed. Today, the price whacks are having me react.
For a few hours, things got uglier and more extreme steps were considered e.g. trimming NBIS, taking a loss on CRWV. Paused, walked away for a little. Inaction on QCOM on 10/27 or 10/28 adds to the mix. Really frustrated with QCOM because something similar occurred last year. Focus, HohumYNWA, focus. Okay, some clarity, as a few ideas adjust upwards
This market is tricky - one Roth ac turned positive before the end of the day. BRK-B back to being top dog. The combination of two BRK-B nibbles, and the NVDA trim helped in this regard. The effort to create the AI basket views is proving to be helpful e.g. despite VERI dropping 14 -16%, the overall position stayed positive. That helped with nibble decision.
11/10 Govt shutdown - is the end in sight?
Port was generally positive at the start of the day. COHR, in particular looking good. NVDA also perking up. Others e.g. LRN, VERI sliding. Ok, small decisions on ideas
11/11 To all Veterans, Thank You for your service, and Happy Veterans Day !
My big reporting name today is NBIS. Rev miss and a couple of other items - a $3B deal with Meta and an ATM offering to sell up to 25M shares. In some ways, a plus and a minus. Shares taking a 5%-ish hit. SFL is the other reporting entity - decent bounce on fairly normal results. CR still less than 1 is a concern. More cash, so perhaps some wiggle room
11/12 Due to the time-zones, it was still Veterans Day for me when Flex released their results in Europe. Got a chance to see the results prior to todayâs trading hours. I am puzzled by the sell-off. Dividend maintained at 75c/sh, and company did have a positive development wrt Flex Constellation (vessel has a charter thru the start of its long-term charter in early 2026). I made a clumsy move of selling some of my FLNG shares in Oct 2025. Today was a chance to rectify the mistake. Yes, shares get washed - but the wash amount is < $75. Added to LRN in taxable ac. Added to NBIS in Roth ac. AI names looking a little shaky this week. Proceeding with some hesitation.
11/13 Govt shutdown is over. And today, the port took a nasty hit. Probably the worst since week of Liberation Day.
Was it a good thing I didnât have my accounts open until the market closed? In some ways, maybe. The teardown would likely have caused me to start thinking of how to stop the bleeding. How bad is the damage? For the AI side, VERI flipped to the negative and COHR, IREN and NBIS all took nasty hits. The 2025 AI basket was probably more impacted given the concentrated hit taken by COHR, VERI, NBIS, IREN, Looking for positives - well, FLNG, AAPL & BRK-B holding up or adding some gains is helpful. Trimming AMAT and CORZ is looking good. Might also need to consider taking some taxable ac losses to give me room to add the name back into the port on a Santa rally. CRWV not a great candidate for that situation, but the YieldMax names could work next week.
11/14 Attempting to adjust to work schedule again. Some trades the last hour of market
If I hope to learn from mistakes, I need to be cognizant of the mistakes made in the shipping sector. Then, avoid making similar mistakes in the AI/tech sector. To some degree, I am a step ahead because I have done good monetization in both the Roth ac and taxable ac. The added benefit of monetization, especially in the taxable ac, is the ability to jump back into a name without tripping a disallowed loss.
11/18 Some trades before work. Account was red to start. But I still went ahead
11/20 NVDA reported after-the-bell yesterday. Great results - I expected a good positive day today. When I logged in to my primary account, it was nice and green. A couple of hours in, things changed. Still I went ahead with a couple of moves. As the day progressed, the accounts turned more red. Tougher time on the buy decision. On the sell side, only big decision is whether I want to recognize some YieldMax ETF losses in 2025. In any case, the few trades
Will probably be a few names that will sell off between now and first two weeks in Dec 2025 (folks locking in gains), and then possibly a Santa rally for some of them. Some of the names I own e.g. CRWV (for insiders able to dump) might qualify. Others I donât own e.g. AMD, might do prudent on a short term watchlist.
11/21 The market behavior was the reverse of yesterday. Started out slightly negative. Then briefly positive. Then negative, Then quite positive across all accounts. Odd behavior, but somewhat not too surprising more recently. I think, most recent highs for overall port was Nov 3rd. Since then, a gradual meandering downward - yesterday, probably recent lows, about -6.5% off the high. Today, about 1% recovery. Some tinkering today.
With the recent price drop, plus YMAG trim today, the ETF drops out of my Top 10. Shipping idea INSW swaps places with YMAG.
11/24 Later start to checking the market. Seems like nice developments on the tech side. Or at least, for some of my AI names - IREN, AMAT, COHR. On the shipping side, FRO & TRMD selling off some. With FRO, I get it. The presentation deck was focused on the current market and perhaps, a return to a typical (or stronger) fourth quarter. As noted earlier, I trimmed my FRO position on the news.
For now, another AI-related name to monitor - ORCL. Add to HIMS in Roth ac, and nibble on ENTG in taxable ac
11/25 Okay, on the COHR price dip, opted to add a sliver of COHR to the trading ac. Then added more HIMS to taxable ac. So far today.
There were additional transactions the second half of yesterday. Decided to start an ORCL position in Roth ac and trimmed more YMAG from taxable ac. YMAG was one of the few ideas with significant capital losses, so that made that decision easier. I also have TGT that has a similar aspect. Last trade was early Nov 2025, so I have to wait on that one. As part of the dividend basket, YMAG will be âenhancedâ a little in 2026.
11/26 Seems like port is heading into T-day with a small lift. Wasnât sure how active I would be.
11/30 Post Thanksgiving, the market closed out on a shortened trading day on 11/28/25. No trades for me, but accounts seemed slightly flat heading into the weekend. Doing the quick numbers, accounts ended the month about 4% off the highs. I guess an additional issue that became apparent the last few weeks was sorting thru decisions on port clean-up and potential related tax implications. Primarily targeting ideas with loss scenarios, as the ability to avoid wash transactions in 2025 diminishes. It just occurred to me, for names currently in the port, the actual wash window lasts thru late Jan 2026. Not a large cohort of names involved. But, the two on my radar are TGT and NVDY. Although the basket reset hurt, I think I am getting comfortable shrugging off the negative aspects, and going back in (ENTG, VSH). Since I realized Roth ac gains with NVDA, and shares have pulled back some, I am thinking about adding more NVDA shares to Roth ac.
12/01 Awrighty - the last month of 2025.
Market not being nice to many of my shipping names. While FLNG went ex-div on 11/28/25, I think $25-ish is a good entry point. Added to taxable ac. Modified my stance on QYLD. But, did sell some of my QYLD stake today. Bought some VSH âreplacementâ shares in Roth ac. Added to HIMS in taxable ac.
12/02 Quite a bit occurring to start my morning. Per discovery of IREN after hours announcement, had to make a decision (just as IREN have a risk management element, I decided I needed one). Then I noticed the price drop on BWLP shares - it was earnings release day. The quick 3 - 5 min review found no major concerns. I mean puzzled by the vessel (BW Lord) still in the fleet, and positive about the dividend hike. Q4 rates not fantastic, but still quite good for a good payout. Trading side slightly negative in Q3. But, things shift around with that âblack boxâ and it adjusts over time. Will dig in more later, but I am comfortable adding here.
Trimmed IREN in Roth ac
There were other transactions today. But, I am glad I reduced IREN stake when I did. Exited above $45.80/sh, and watched the price drop increase as the day progressed.
Added to CELH in taxable ac
12/05 The last week has been odd for some of my holdings - most positive, some negative. Try to understand, and make decisions.
Self managed port edged down on 12/05. But basket had been trending higher - now maybe 2.3% off the highes. But, have more cash to work with and plan to selectively deploy.