Same rules as before.
Sold OPP on downward drifting NAV and on today's rights offering announcement.
Put what cash I had into VTINX (Target Retirement Income) because I didn't know what else to do with it, and want to be fully invested through the end of the year.
I searched twice and don't see any other B/S/W thread for November.
Anyway, added to SZC as it appears to be coming off an apparently well established level of support. Traditional energy producers and services are wildly unpopular, making some of them good prospects for distribution flows, IMO. Meanwhile, RIV and ACP have both been slammed for their rights offerings. Perhaps getting close to buy-time. Haven't yet, though.
Wife & I are up in the Poconos for autumn fly fishing, but I still check the market twice a day. An obsession, I guess.
GSBD momentum may be tiring. Took gains on 1/3 my position in the IRA. In its place bought a small and tentative position in NHF which has been savaged for months. Bears watching though, as support might not be in yet. I do believe it might be a candidate for an oversold CEF due for strong year end rally.
Sold out of a speculative, small toe hold position in MJ. It's going in the wrong direction and, though pot stocks may rebound, I'll take the tax lose opportunity for now.
Another dribbling into PRIJX. I expected it to be down more based on the price action of PXH during the day, but it only dropped a penny. It’s always risky to use an ETF as a proxy for what a mutual fund will do. Doesn’t matter though ..: this is a long term investment.
Sold entire position in VOD for small TR, maybe 6%. It's low conviction hold. I'm hoping PDI, PCI, etc will continue to drop and I'll re-allocate some there. Also cash isn't a bad thing now, I think. OT - I leave for Beijing next week. Any suggestions how to best guess purchases given the time difference? I think I'll put in some limit orders for ETFs, CEFs that I'd like. Chang, do you want to weigh in? Be well. -rm
Sold XOM in taxable, after it crossed back to what I paid for it six or seven years ago. Holding for dividends, I can do better with PCI, which I bought to replace it.
Got another $250 cash back reward from my Fidelity Via card. Spent it on FXAIX, their S&P 500 index. We put everything on the card, and have been rebated $1030 so far this year. Pocket change, but might as well put it away.
Finally harvested a rich tax loss by selling the last of CEN and EMO. I probably could have gotten a bigger tax loss by waiting even longer - but why be greedy?
I now own no MLPs. I feel strangely calm and peaceful.