(SPECIAL ISSUE: TAKING PROFITS AND SLIMMING DOWN OUR PORTFOLIO)
February 4, 2025
Hello everyone
Today, I’m listing stocks I’m recommending you sell. Sell at best price.
If you are reluctant to sell out of the whole stock, then look at selling between 50% - 75% of the stock.
Update on tariffs: China has issued retaliatory tariffs – up to 15% - against the U.S. They are due to take effect on February 10. Next week should be interesting.
Here’s the List of Stocks
1/ Johnson & Johnson (JNJ)
Purchase Date: 10/25/23
Purchase Price: $150.00
Sell Date: 02/03/25
Sell Price: $151.87
+/- +$ 1.87
+/-% +1.87%
2/ Snowflake (SNOW)
Purchase Date: 11/24/23
Purchase Price: $171.33
Sell Date: 02/03/25
Sell Price: $182.54
+/- +$ 11.21
+/-% +6.54%
3/Palo Alto Networks (PANW)
Purchase Date: 01/06/23
Purchase Price: $315.00
Sell Date: 02/03/25
Sell Price: $182.79
+/- -$132.21
+/- % -41.97%
4/ Advanced Micro Devices (AMD):
Purchase Date: 01/06/23
Purchase Price: $150.00
Sell Date: 02/03/25
Sell Price: $114.27
+/- -$35.73
+/-% - 23.82%
5/ Arista Networks (ANET)
Purchase Date: 01/06/24
Purchase Price: $62.00 (Stock split June 6, 2024)
Sell Date: 02/03/25
Sell Price: $111.50
+/- +$53.50
+/- % +86.29%
6/ Black Rock (BLK)
Purchase Date: 01/08/24
Purchase Price: $782.00
Sell Date: 02/03/25
Sell Price: $1,013.75
+/- +$231.75
+/-% +29.63%
7/ Realty Group (O)
Purchase Date: 02/21/24
Purchase Price: $52.00
Sell Date: 02/03/25
Sell Price: $54.49
+/- +$2.49
+/- % + 4.78%
8/Prologis (PLD)
Purchase Date: 02/21/24
Purchase Price: $134.00
Sell Date: 02/03/25
Sell Price: $117.84
+/- -$16.16
+/- % -12.05%
9/ Caterpillar (CAT)
Purchase Date: 04/22/24
Purchase Price: $354.56
Sell Date: 02/03/25
Sell Price: $361.55
+/- +$6.99
+/- % +1.97
10/ Eaton Corporation (ETN)
Purchase Date: 04/22/24
Purchase Price: $303.02
Sell Date: 02/03/25
Sell Price: $315.55
+/- +$12.39
+/- % +4.08%
11/ General Motors (GM)
Purchase Date: 05/15/24
Purchase Price: $45.03
Sell Date: 02/03/25
Sell Price: $47.90
+/- +$2.87
+/- % +6.37%
12/ Apple (AAPL)
Purchase Date: 11/24/23
Purchase Price: $190.00
Sell Date: 02/04/25
Sell Price: $228.01
+/- +$38.01
+/- % +20%
13/ Microsoft (MSFT)
Purchase Date: 01/05/24
Purchase Price: $372.00
Sell Date: 02/03/25
Sell Price: $410.92
+/- +$38.92
+/-% +10.46%
14/ iShares Biotechnology ETF (IBB)
Purchase Date: 01/31/24
Purchase Price: $137.49
Sell Date: 02/03/25
Sell Price: $137.85
+/- +$0.36
+/- % +0.26%
15/ SPDR S&P Biotech ETF (XBI)
Purchase Date: 01/31/24
Purchase Price: $90.80
Sell Date: 02/03/25
Sell Price: $91.42
+/- +$0.62
+/- % +0.28%
Percentage gain/loss = + 94.69%
Dollar gain/loss = + $211.86 (if you had bought one stock/share of each of the above)
12 stocks = + gains
3 stocks = - loss
Cheers
Jacquie