Our portfolio updates for the week ending on February 7, 2025 are as follows.
Sell Order Filled For TRIN
Our limit order to take profits in TRIN was hit in our VanLife Portfolio. Again, this was not us selling all of our TRIN holdings, rather taking profits and getting our overall position size below the 5% threshold.
We’re up over 70% in TRIN so it’s a good time to take profits.
With TRIN Proceeds
We split the money from TRIN evenly into PTMN and NVDA. Both are undervalued and should have room to grow. So anytime we have free cash, we pick up a couple shares here and there.
Sold ULTY
ULTY has been sold in the VanLife Portfolio. I really like the concept of ULTY, but the execution leaves a lot to be desired.
The dividend has been shrinking each month the past four months and this month’s divie was the lowest by far since we bought into ULTY on 05/2024. We exit with a 12% gain.
With ULTY Proceeds
We put more into YMAX with ULTY’s proceeds, plus we initiated a position in a new ETF, LFGY.
LFGY holds crypto companies and writes options on the companies it holds. It’s a lot like CEPI. The difference is that CEPI pays monthly, whereas LFGY pays weekly divies.
Bought The SKWS Drop
Here is an example of why you should keep money in BulletShares or THTA. Otherwise you wouldn’t have access to cash quickly when needed.
Today, in the Retirement Portfolio, we initiated a position in SKWS. SKWS, if you don’t know, supplies chips to Apple. SKWS yields 4.22% (at our entry price) and is perfect for a retirement account.
Now this is a tad risky, as Skyworks says revenue from chips could fall 20% due to weak demand for iPhone. But, to get this stock at a price not seen since the pandemic, is a no-brainer.
Remember:
When your metrics say buy, and everyone is panic selling, it’s the perfect time to liquidate your cash fund and grab the opportunity by the balls.
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