Category Archives: Investing
Chronicling my investing journey, dividend portfolio, and other financial instruments. Including stories from my decade long adventure with crypto currencies starting in mid 2013. Bitcoin, Litecoin, Dogecoin, and more.
My current portfolio
It’s been a while since I posted an update on the current holdings for my personal accounts. I think the last posting I did was an update to the company’s portfolio.
I have hopped around with different themes for my holdings from time to time. I was really bullish on cannabis and then solar stocks, and then later I got into IPOs. SPACs were pretty exciting for a period, though now all I see is red.
Throughout the rough seas of speculative trading, I have tried to maintain a Dividend portfolio as a hedge against potential losses. I also just like having some income on the side to go along with my Swagbucks earnings.
So my dividend stocks all pay monthly. I’ve got: $ARR, $PFLT, $ORC, $SLVO & $HGLB.
- ARMOUR Residential REIT: 400 shares at $10.73 average. That cost $4292 and I get $40.
- Pennant Park Floating Rate Capital: 400 shares at $10.87 average. Costing $4348 and returning $38.
- Orchid Island Capital: 200 shares at $5.60 each. Cost $1120 and returns $13.
- Highland Global Allocation Fund: 100 shares at $6.87 each. Costing $687 with a return of $7.10.
- Credit-Suisse X-Links Silver Shares Covered Call ETN: 500 shares at $6.69 each. The total cost was $3345 and this one varies in return, but in March I received $95.30.
My speculative portfolio was doing great before the general downturn in the markets in March this year. SPACs seem to have taken a nose dive and the low offers I turned my nose at previously now seem like a lost opportunity.
So I’ve got Paysafe ($PSFE), Genius International ($GNUS), Virgin Acquisition Corp ($VGAC), Foley Trasimene Acquisition 2 ($WPF), Globalstar ($GSAT), Ocean Power Technologies ($OPTT), Nio ($NIO), Li Auto ($LI) and lastly Ark Space Explorer ($ARKX) which I am rather disappointed with as it skipped over many space companies that I am interested in.
The speculative shares equal one-third of my invested assets in the Sofi account at $6889. I also have a Webull account that is pure SPAC, all in the red valued at $2232 down 17.66% or $477.52.
My Robinhood account is valued at $2340 and has speculative shares mostly in solar/wind and cannabis. I use Firstrade to handle OTC Market and I am holding Clickstream ($CLIS), Sun Hydrogen ($HYSR), Intergrated Ventures ($INTV), and Terra Tech ($TRTC).
I also chase splits on Robinhood and recently made about $400 on Aviat Networks ($AVNW) which had a 2-for-1 split. The next target is Blue Ridge Bankshares ($BRBS) who have announced a 3 for 2 splits slated for April 30th.
Stock Split
Aviat Networks will be splitting 2 for 1 on April 7th. I had bought 20 shares for around 63 dollars a couple weeks back.
I saw the price rise up to 83 dollars per share and decided to bite the bullet. I sold my position for around $400 profit.
I like the way things are going for Aviat Networks and I expect to buy back some shares after the split.
I was tipped off to this stock by a YouTuber though I’ve since cleared my watch history so I can’t say whom it was. It was clogged up and I really only wanted cat videos and mukbang on there.
Beware The SPAC: How They Work And Why They Are Bad | Seeking Alpha
Beware The SPAC: How They Work And Why They Are Bad https://seekingalpha.com/article/4397498-beware-spac-how-work-and-why-are-bad
Investing game
I always look forward to Monday after the weekend. The opening of the stock market is always exciting. The pre-market trading can be intense and sometimes hectic.
My biggest potential loss today has been Adamis Pharma (ADMP). It dropped to $0.33 in the pre-market after they got a denial letter from the FDA. I’ve got 420 shares over at SoFi.
I almost bought a share of Moderna on the vaccine news but decided to hold my cash for DoorDash’s IPO.
I have received the funds from my Coinbase account and will be buying 50 shares each of Ford (F) and AMC Theaters (AMC). I will also strengthen my positions in dividend-bearing stocks.
Over on Webull I just have the marijuana stocks currently. It’s all red currently but I can wait a bit.
My current portfolio
I have reduced the number of apps I use for day trading to simplify my daily schedule. I used to use 10 different brokerage apps, now I just use 6 and I will be trimming that down to 4 eventually.
Right now I’ve got mostly marijuana stocks held in my Webull app. Dividend earning shares in Sofi and a single share of Apple over at Robinhood. I am using FirstTrade for the OTC market: JCPenny, SoftBank, and Japan Airlines. TradeUp is running a special where you guess if the market will be up or down, I’ve earned $26 since October.
Due to the pandemic and my unforeseen stint in jail, I had to make some big decisions as to the future of my business. I have been mining Litecoin (LTC) since 2013 but with lowered prices and high energy costs, I couldn’t keep it up. Even after receiving the Economic Injury Disaster Loan (EIDL), I had to give it up.
So recently I liquidated all of the business’ crypto holdings and moved the funds to Charles Schwab. The business is now shifting to holding crypto-related stocks and dividend companies.
The business should get around $200-$300 a year in dividends from the investments. Personally, my own investments will bring in $360-$500 yearly. Maybe a bit more as I transfer shares from my former employer ESPP and close the HSA plan.
Together I’ll have $14k in Sofi and $3k in Charles Schwab and Webull should have about $2.5k.
If you head over to my Site pages I’ve got some useful links to get started on investing.
Swagbucks update
I am up to 44,475 lifetime SB. I recently finished spending a $250 Amazon GC that I had redeemed from Swagbucks.
I mostly play games or sign up for banking apps. I just finished playing Chief Almighty. Did it in 22 days and received 1,464 SB on a 2x offer from REVNU. I also completed a new game called Battle Night on AdGem. That one got me 720 SB and I did it in 4 days.
I’ll take a short break from gaming to focus on my investments. The next game on my list is State of Survival, either on AdGem or OfferToro depending on whichever gets doubled first.
On the investments, I have compiled a list of stocks that pay nice dividends. I’m calling it my Golden List and it is mostly monthly paying dividends. I’ll put up a site page for the list to show my earnings over time.
Check out the Referral Master List for ways to get free stocks.
Cash-out
I just withdrew my cashback from the Pei app. I chose to withdraw my funds as Bitcoin and sent them to my new Blockfi account. I previously sent some Ethereum that I got from the Long Game app, and I can already see some interest accruing. I decided to take my interest from Blockfi in Litecoin, which I am very fond of.
I have around $36.50 in cashback from Pei, mostly from shopping but some from referrals. I also have most of my funds from when I was mining as a business still sitting on Coinbase. I may move those funds over at some point.
Victory
I have been holding Sprint shares since September of last year. I kept stocking up as the price went down, and today I got my reward.
With the approval of the Sprint / T-Mobile merger, I was able to cash out with a nice profit.
Most of my shares were bought around the $4 mark. Though I did get some as free stocks from the various commission-free apps that have become so popular.
I made around $700 in profit from the shares I sold. Mostly, I am just happy to see some green in my portfolio. I do have some others that I have lost all hope with, but you can’t win them all.
I used Robinhood and SoFi to complete the trades. I also use the watch lists on Webull to track all of my apps and the shares in each portfolio.
Oh! It’s a button
I’ve been emailing support and generally complaining elsewhere for a couple of weeks about TradeUp.
I got my free share notifications, but nothing had been credited to my account. The complaints stemmed from not getting any responses from their support team.
Anyways, I was checking out the app and my phone slipped out of my hand, and as I fumbled with it, I ended up pressing what I thought was just a picture.
Turns out it was the button to redeem the free stock. I certainly feel silly now that I found this out.
All is well now, I have 3 shares of NIO and 1 share of Ford.
Fat Wallet Refugee 