IMHO this past year was a once every 10 years opportunity. There was more to gain then to risk losing, as long as I bought at a 50-80% discount. I invested in nearly 60 companies, and with multiple companies, each within several broad industries. As they reached pre-COVID market prices, or close enough to it, I cashed out. Now I am at 45 plus, and considering to close out at least 1/3 rd to 1/2 of them as soon as it makes sense to, so I can actually start paying more attention to what is happening with the companies I have shares in.
Here is my current list and average price (USD) I purchased at:
PLUG - 37
NCHL - 17
ARCO - 5
ARLP - 4
QD - 1.5
WMG - 31
UAL - 38
SAVE - 23
AZUL - 11
AGE - 1
PCG - 9
GE - 6.5
SPG - 83
HP - 15
AZN - 51.50
PFE - 34
MRNA - 115
C - 57
BP - 21
ONTX - .50
COP - 44
TALO - 9
FSR - 16
COG - 16
EPD - 22
EQT - 14
KMI - 15
AMX - 15
GM - 55
RCKT - 57
VSAT - 33
LUMN - 10.5
NOK - 4
BABA - 256
CCIV - 35
NVOS - 4
WKHS - 15
LI - 24
OGEN - 10
ONVO - 13.5
NTLA - 56
HYLN - 13
NKLA - 16
TDOC - 183
TENB - 39.5
VRNS - 50
BB - 12
LAZR - 25
GOEV - 9
Open to constructive comments and feedback, on these stocks, and to learn what companies you have invested in, and briefly why.
Maybe some of you will share with the group, what's in your portfolio.
