This year was filled with many highs. The biggest is we welcome a bouncing baby boy a few months ago!! I apologize for not posting as frequently but I've been running my cyber company and we doubled our revenue last year and we are closing out this year, 3X what we did last year.
So, I often shared my pillars with you all -- if you don't recall them -- use the search bar for the term "pillars". I've had to prioritize time for family and the business deals that bring us the most benefit. My stock portfolio has taken a back seat but that doesn't mean I do not still trade. For your reference, many of these stock trades were placed months ago, based on theme of what I think will happen OR based on companies that I think offer value (search my 50c candy bar views). See my summary below for why I made these trades and whether they panned out.
I'm headed to a Board meeting shortly but here are my December trades:
THE ST. JOE COMPANY (JOE)
MANCHESTER UNITED PLC (MANU)
FIDELITY NATIONAL FINANCIAL, INC. (FNF)
Teladoc Health, Inc. (TDOC)
TREEHOUSE FOODS, INC. (THS)
MICRON TECHNOLOGY, INC. (MU)
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My next post will discuss what I'm doing going into the end of the year. Stay tuned for what we call tax loss harvesting. When you've had a great year, usually with short term trades like I have it offers me a chance to get rid of some of the underperformers in my portfolio.
