2024 September ($41,500)
I deposit $1000/mo into a Fidelity investment account, $33,000 total since 2022. I try to pick stocks to hold until retirement.
| Fund | 1-month | 3-month | YTD | 1-year |
|---|---|---|---|---|
| My Fund | 2.4% | 3.7% | 14.7% | 28.9% |
| S&P 500 | 2.1% | 5.9% | 22.1% | 36.4% |
| Dow Jones | 2.1% | 6.2% | 20.6% | 35.2% |
I beat the market this month! (Still lost the quarter.)
Maybe my Chinese stocks (which aren’t in the S&P 500) helped, they all had a good month. Here are my positions in China, the rightmost column is this month’s gain.
| # | value | $gain | %gain | tkr | div | description | cat | area | %mo |
|---|---|---|---|---|---|---|---|---|---|
| 10 | $ 607 | $ 246 | 65% | TCEHY | 3.8% | TENCENT HOL | tech | China | 26% |
| 11 | $ 576 | $ 169 | 40% | BABA | 2.7% | ALIBABA GRO | tech | China | 40% |
| 18 | $ 448 | $ 158 | 53% | JD | 2.4% | JD.COM INC | tech | China | 68% |
| 28 | $ 288 | $ 158 | 107% | LNVGY | 12.7% | LENOVO GROU | tech | China | 20% |
| 54 | $ 172 | $ 81 | 73% | ACGBY | 18.4% | AGRICULTURA | finance | China | 11% |
| 60 | $ 159 | $ 58 | 48% | CICHY | 16.5% | CHINA CONST | finance | China | 16% |
| 64 | $ 150 | $ 50 | 42% | IDCBY | 15.8% | INDUSTRIAL | finance | China | 15% |
| 80 | $ 104 | $ 9 | 9% | BIDU | 0.0% | BAIDU INC S | tech | China | 38% |
| 96 | $ 87 | $ 30 | 48% | BACHY | 9.2% | BANK OF CHI | finance | China | 14% |
| 103 | $ 76 | $ 32 | 72% | BYDDY | 1.9% | BYD CO UNSP | cars | China | 28% |
| 125 | $ 58 | $ 11 | 23% | PDD | 0.0% | PDD HOLDING | tech | China | 56% |
| 176 | $ 31 | $ 1 | 3% | NTES | 1.3% | NETEASE INC | tech | China | 34% |
My nuclear stocks also had a good month, though my positions are still small, I just started them.
| # | value | $gain | %gain | tkr | description | area | type | %mo |
|---|---|---|---|---|---|---|---|---|
| 122 | $ 58 | $ 14 | 31% | CEG | CONSTELLAT | USA | nuclear | 49% |
| 127 | $ 56 | $ 17 | 42% | VST | VISTRA COR | USA | nuclear | 66% |
| 146 | $ 46 | $ 6 | 14% | PEG | PUBLIC SVC | USA | nuclear | 13% |
| 149 | $ 44 | $ 3 | 7% | CCJ | CAMECO COR | USA | nuclear | 30% |
Exits
Exited 12 companies this month, consolidation continues. We’ll check back in on this next month.
| thismo | shrs | cost | value | $gain | %gain | tkr | div | description | acct% | cat | area | type |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| -$39 | 0 | $ (9) | $ - | $ 9 | 28% | LLYVA | 0.0% | LIBERTY MED | 0.0% | media | USA | liberty |
| -$36 | 0 | $ (0) | $ - | $ 0 | 0% | ALK | 0.0% | ALASKA AIR | 0.0% | travel | USA | air |
| -$34 | 0 | $ 6 | $ - | $ (5) | -12% | YUMC | 1.2% | YUM CHINA H | 0.0% | food | China | retail |
| -$21 | 0 | $ 18 | $ - | $ (18) | -22% | AAL | 0.0% | AMERICAN AI | 0.0% | travel | USA | air |
| -$21 | 0 | $ 107 | $ - | $ (99) | -46% | PARA | 3.4% | PARAMOUNT G | 0.0% | media | USA | |
| -$15 | 0 | $ (3) | $ - | $ 3 | 9% | JBLU | 0.0% | JETBLUE AWY | 0.0% | travel | USA | air |
| -$23 | 0 | $ 3 | $ 0 | $ (3) | -11% | CSGP | 0.0% | COSTAR GROU | 0.0% | industry | USA | land |
| -$11 | 0 | $ (4) | $ - | $ 9 | 15% | F | 8.0% | FORD MTR CO | 0.0% | cars | USA | |
| -$23 | 0 | $ (2) | $ - | $ 2 | 12% | SBAC | 1.2% | SBA COMMUNI | 0.0% | coms | USA | reit |
| -$14 | 0 | $ 0 | $ - | $ (0) | -2% | QSR | 0.8% | RESTAURANT | 0.0% | food | America | retail |
| -$12 | 0 | $ (0) | $ - | $ 0 | 4% | MAR | 0.3% | MARRIOTT I | 0.0% | travel | USA | hotel |
| -$11 | 0 | $ (1) | $ - | $ 1 | 11% | HLT | 0.1% | HILTON WOR | 0.0% | travel | USA | hotel |
Sold
Prepping more stocks for pruning.
| # | %pos> | thismo | shrs | cost | value | $gain | %gain | tkr | div | description | acct% | cat | area | type |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 78 | -19% | -$26 | 0.8 | $ 37 | $ 109 | $ 80 | 36% | CE | 3.8% | CELANESE CO | 0.3% | industry | USA | chem |
| 89 | -48% | -$81 | 0.5 | $ (332) | $ 89 | $ 421 | 256% | RCL | 0.0% | ROYAL CARIB | 0.2% | travel | USA | cruise |
| 96 | -26% | -$29 | 0.75 | $ 52 | $ 82 | $ 31 | 39% | MKSI | 2.2% | MKS INSTRS | 0.2% | industry | USA | sc’s |
| 110 | -24% | -$21 | 0.75 | $ 49 | $ 64 | $ 17 | 25% | CF | 3.3% | CF INDUSTRI | 0.2% | industry | USA | fertal |
| 111 | -25% | -$21 | 0.75 | $ 53 | $ 63 | $ 14 | 19% | SCHD | 4.6% | SCHWAB US D | 0.2% | ETF | USA | |
| 125 | -26% | -$21 | 0.75 | $ 43 | $ 58 | $ 15 | 19% | KMX | 0.0% | CARMAX INC | 0.1% | cars | USA | used |
| 143 | -33% | -$24 | 2 | $ 96 | $ 47 | $ (49) | -22% | SIRI | 0.0% | LIBERTY MED | 0.1% | media | USA | liberty |
| 172 | -48% | -$31 | 0.5 | $ 26 | $ 33 | $ 8 | 14% | BUD | 1.6% | ANHEUSER-BU | 0.1% | food | Europe | beer |
| 186 | -49% | -$23 | 3 | $ 123 | $ 25 | $ (98) | -39% | WBD | 0.0% | WARNER BROS | 0.1% | media | USA | |
| 190 | -50% | -$24 | 0.5 | $ 35 | $ 24 | $ (9) | -16% | NTR | 3.6% | NUTRIEN LTD | 0.1% | industry | America | fertal |
| 192 | -51% | -$24 | 0.5 | $ 3 | $ 24 | $ 35 | 47% | OMF | 19.8% | ONEMAIN HLD | 0.1% | finance | USA | insure |
| 193 | -50% | -$23 | 0.02 | $ 20 | $ 23 | $ 3 | 7% | ORLY | 0.0% | OREILLY AUT | 0.1% | cars | USA | parts |
| 197 | -46% | -$18 | 1 | $ (50) | $ 21 | $ 70 | 37% | NCLH | 0.0% | NORWEGIAN C | 0.0% | travel | USA | cruise |
| 198 | -42% | -$15 | 2 | $ 130 | $ 20 | $ (91) | -44% | WB | 8.9% | WEIBO ADR R | 0.0% | tech | China | sw |
| 203 | -49% | -$18 | 0.08 | $ 11 | $ 19 | $ 8 | 29% | AMT | 1.2% | AMERICAN TO | 0.0% | coms | USA | reit |
| 204 | -49% | -$18 | 0.25 | $ 2 | $ 19 | $ 17 | 85% | MLI | 1.7% | MUELLER IND | 0.0% | industry | USA | fabric8 |
| 205 | -47% | -$16 | 1 | $ (76) | $ 18 | $ 94 | 66% | CCL | 0.0% | CARNIVAL CO | 0.0% | travel | USA | cruise |
| 207 | -47% | -$15 | 1 | $ (63) | $ 17 | $ 79 | 58% | CUK | 0.0% | CARNIVAL AD | 0.0% | travel | USA | cruise |
Buys
I bought 64 positions this month. That’s a lot, inflated by the cash I have from selling. I’ll have to focus my picks when the selling slows.
| # | %pos> | thismo | shrs | cost | value | $gain | %gain | tkr | div | description | acct% | cat | area | type |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 7% | $229 | 15 | $ 2,686 | $ 3,495 | $ 819 | 31% | AAPL | 0.4% | APPLE INC | 8.4% | multi | USA | tech |
| 2 | 10% | $293 | 7.7 | $ 2,948 | $ 3,313 | $ 378 | 13% | MSFT | 0.4% | MICROSOFT C | 8.0% | multi | USA | tech |
| 4 | 7% | $163 | 14.8 | $ 1,903 | $ 2,474 | $ 577 | 30% | GOOG | 0.3% | ALPHABET IN | 6.0% | multi | USA | tech |
| 5 | 8% | $178 | 12.3 | $ 2,073 | $ 2,292 | $ 219 | 11% | AMZN | 0.0% | AMAZON.COM | 5.5% | multi | USA | tech |
| 6 | 4% | $48 | 2.6 | $ 1,028 | $ 1,197 | $ 169 | 16% | BRK.B | 0.0% | BERKSHIRE H | 2.9% | multi | USA | |
| 8 | 2% | $16 | 4.5 | $ 457 | $ 782 | $ 330 | 72% | TSM | 1.3% | TAIWAN SEMI | 1.9% | tech | Asia | sc’s |
| 17 | 12% | $48 | 0.9 | $ 411 | $ 444 | $ 34 | 8% | MA | 0.2% | MASTERCARD | 1.1% | finance | USA | credit |
| 19 | 15% | $55 | 1.5 | $ 407 | $ 412 | $ 7 | 2% | V | 0.3% | VISA INC | 1.0% | finance | USA | credit |
| 20 | 4% | $15 | 10 | $ 298 | $ 400 | $ 110 | 37% | JD | 2.4% | JD.COM INC | 1.0% | tech | China | retail |
| 23 | 10% | $33 | 3 | $ 234 | $ 364 | $ 130 | 55% | NVDA | 0.0% | NVIDIA CORP | 0.9% | tech | USA | sc’s |
| 30 | 4% | $10 | 11.5 | $ 392 | $ 270 | $ (106) | -27% | INTC | 4.0% | INTEL CORP | 0.7% | tech | USA | sc’s |
| 36 | 4% | $10 | 0.76 | $ 262 | $ 246 | $ (15) | -6% | CHTR | 0.0% | CHARTER COM | 0.6% | coms | USA | |
| 37 | 5% | $12 | 2.1 | $ 234 | $ 246 | $ 20 | 9% | XOM | 3.6% | EXXON MOBIL | 0.6% | energy | USA | oil |
| 38 | 5% | $12 | 0.42 | $ 218 | $ 246 | $ 30 | 14% | UNH | 1.0% | UNITEDHEALT | 0.6% | health | USA | insure |
| 41 | 6% | $13 | 0.8 | $ 163 | $ 217 | $ 55 | 33% | AXP | 0.6% | AMERICAN EX | 0.5% | finance | USA | credit |
| 44 | 21% | $33 | 1.2 | $ 191 | $ 194 | $ 6 | 3% | JNJ | 1.6% | JOHNSON &JO | 0.5% | health | USA | tech |
| 48 | 9% | $15 | 1.1 | $ 149 | $ 190 | $ 42 | 28% | AVGO | 0.7% | BROADCOM IN | 0.5% | tech | USA | sc’s |
| 51 | 9% | $15 | 2.5 | $ 158 | $ 180 | $ 24 | 15% | KO | 1.6% | COCA-COLA C | 0.4% | food | USA | cola |
| 55 | 9% | $14 | 1 | $ 124 | $ 170 | $ 47 | 38% | ORCL | 0.4% | ORACLE CORP | 0.4% | tech | USA | cloud |
| 64 | 6% | $8 | 1.7 | $ 125 | $ 144 | $ 21 | 17% | NEE | 2.3% | NEXTERA ENE | 0.3% | energy | USA | util |
| 68 | 12% | $14 | 0.8 | $ 126 | $ 131 | $ 5 | 4% | AMD | 0.0% | ADVANCED MI | 0.3% | tech | USA | sc’s |
| 69 | 10% | $12 | 0.77 | $ 131 | $ 131 | $ 3 | 2% | PEP | 1.7% | PEPSICO INC | 0.3% | food | USA | cola |
| 72 | 64% | $49 | 0.15 | $ 134 | $ 125 | $ (9) | -6% | ASML | 0.1% | ASML HOLDIN | 0.3% | tech | Europe | sc’s |
| 74 | 11% | $12 | 0.45 | $ 118 | $ 123 | $ 5 | 4% | CRM | 0.1% | SALESFORCE | 0.3% | tech | USA | cloud |
| 76 | 14% | $14 | 1.7 | $ 111 | $ 112 | $ 5 | 4% | SHEL | 3.3% | SHELL PLC S | 0.3% | energy | Europe | oil |
| 77 | 13% | $13 | 0.4 | $ 101 | $ 111 | $ 10 | 10% | DHR | 0.1% | DANAHER COR | 0.3% | industry | USA | health |
| 81 | 12% | $11 | 0.45 | $ 91 | $ 104 | $ 13 | 15% | ADI | 0.8% | ANALOG DEVI | 0.3% | tech | USA | sc’s |
| 91 | 12% | $9 | 0.8 | $ 84 | $ 84 | $ 0 | 1% | BIDU | 0.0% | BAIDU INC S | 0.2% | tech | China | sw |
| 92 | 16% | $12 | 0.2 | $ 78 | $ 83 | $ 6 | 8% | DE | 0.6% | DEERE & CO | 0.2% | industry | USA | farm |
| 93 | 20% | $14 | 0.7 | $ 92 | $ 83 | $ (8) | -9% | NVO | 0.5% | NOVO NORDIS | 0.2% | health | Europe | pharm |
| 94 | 14% | $10 | 0.4 | $ 71 | $ 83 | $ 12 | 17% | TMUS | 0.5% | T-MOBILE US | 0.2% | coms | USA | |
| 95 | 16% | $11 | 0.14 | $ 67 | $ 82 | $ 16 | 23% | LMT | 1.1% | LOCKHEED MA | 0.2% | industry | USA | aero |
| 98 | 18% | $12 | 0.13 | $ 74 | $ 80 | $ 6 | 8% | TMO | 0.1% | THERMO FISH | 0.2% | health | USA | tech |
| 99 | 19% | $13 | 0.32 | $ 78 | $ 79 | $ 1 | 2% | UNP | 0.8% | UNION PAC C | 0.2% | industry | USA | rail |
| 101 | 15% | $10 | 0.35 | $ 62 | $ 77 | $ 16 | 26% | IBM | 1.0% | INTERNATIO | 0.2% | tech | USA | cloud |
| 102 | 18% | $11 | 1.2 | $ 86 | $ 75 | $ (8) | -8% | CVS | 2.1% | CVS HEALTH | 0.2% | retail | USA | health |
| 104 | 16% | $10 | 0.23 | $ 69 | $ 74 | $ 5 | 8% | AMGN | 0.9% | AMGEN INC | 0.2% | health | USA | pharm |
| 107 | 20% | $12 | 0.55 | $ 76 | $ 70 | $ (7) | -9% | ABNB | 0.0% | AIRBNB INC | 0.2% | travel | USA | rent |
| 115 | 16% | $9 | 0.7 | $ 58 | $ 63 | $ 6 | 10% | MDT | 0.4% | MEDTRONIC P | 0.2% | health | Europe | devices |
| 118 | 22% | $11 | 0.12 | $ 64 | $ 62 | $ (2) | -2% | ELV | 0.5% | ELEVANCE HE | 0.2% | health | USA | insure |
| 123 | 23% | $11 | 0.17 | $ 58 | $ 59 | $ 1 | 1% | CI | 0.7% | THE CIGNA G | 0.1% | health | USA | insure |
| 124 | 25% | $12 | 0.1 | $ 53 | $ 58 | $ 6 | 11% | MSCI | 0.2% | MSCI INC | 0.1% | finance | USA | indices |
| 126 | 33% | $14 | 0.2 | $ 54 | $ 58 | $ 4 | 7% | CB | 0.1% | CHUBB LIMI | 0.1% | finance | USA | insure |
| 128 | 25% | $11 | 0.5 | $ 54 | $ 57 | $ 3 | 7% | ABT | 0.3% | ABBOTT LAB | 0.1% | health | USA | tech |
| 130 | 29% | $12 | 0.2 | $ 47 | $ 54 | $ 8 | 16% | LOW | 0.7% | LOWES COMPA | 0.1% | retail | USA | home |
| 131 | 27% | $11 | 0.5 | $ 57 | $ 53 | $ (4) | -8% | COP | 0.5% | CONOCOPHIL | 0.1% | energy | USA | oil |
| 132 | 38% | $14 | 0.7 | $ 50 | $ 53 | $ 3 | 6% | UBER | 0.0% | UBER TECHNO | 0.1% | travel | USA | ride |
| 133 | 21% | $9 | 0.2 | $ 39 | $ 52 | $ 13 | 33% | CEG | 0.1% | CONSTELLAT | 0.1% | energy | USA | nuclear |
| 136 | 25% | $10 | 0.13 | $ 43 | $ 51 | $ 8 | 18% | CAT | 0.6% | CATERPILLAR | 0.1% | industry | USA | farm |
| 142 | 19% | $8 | 0.4 | $ 34 | $ 47 | $ 14 | 41% | VST | 0.3% | VISTRA COR | 0.1% | energy | USA | nuclear |
| 144 | 35% | $12 | 0.4 | $ 49 | $ 45 | $ (3) | -7% | MRK | 0.2% | MERCK &CO. | 0.1% | health | America | pharm |
| 145 | 42% | $13 | 0.7 | $ 49 | $ 45 | $ (3) | -6% | TTE | 0.4% | TOTAL ENER | 0.1% | energy | Europe | oil |
| 154 | 57% | $15 | 0.01 | $ 39 | $ 42 | $ 4 | 9% | BKNG | 0.2% | BOOKING HO | 0.1% | travel | USA | sw |
| 156 | 33% | $10 | 0.2 | $ 40 | $ 41 | $ 1 | 4% | HON | 0.5% | HONEYWELL I | 0.1% | industry | USA | aero |
| 158 | 37% | $11 | 0.1 | $ 37 | $ 41 | $ 4 | 12% | HD | 1.2% | HOME DEPOT | 0.1% | retail | USA | home |
| 161 | 25% | $8 | 0.8 | $ 37 | $ 38 | $ 2 | 5% | CCJ | 0.0% | CAMECO COR | 0.1% | energy | USA | nuclear |
| 162 | 28% | $8 | 0.2 | $ 33 | $ 38 | $ 5 | 15% | GE | 0.1% | GE AEROSPA | 0.1% | industry | America | aero |
| 166 | 29% | $8 | 0.4 | $ 31 | $ 36 | $ 5 | 16% | PEG | 1.0% | PUBLIC SVC | 0.1% | energy | USA | nuclear |
| 168 | 40% | $10 | 3 | $ 38 | $ 35 | $ 0 | 1% | VALE | 9.3% | VALE S.A. S | 0.1% | industry | America | mine |
| 173 | 56% | $12 | 0.12 | $ 32 | $ 33 | $ 1 | 4% | FDX | 0.5% | FEDEX CORP | 0.1% | industry | USA | post |
| 180 | 76% | $12 | 0.2 | $ 22 | $ 29 | $ 7 | 30% | ARM | 0.0% | ARM HOLDIN | 0.1% | tech | Europe | hw |
| 181 | 80% | $13 | 0.2 | $ 26 | $ 29 | $ 3 | 11% | DASH | 0.0% | DOORDASH I | 0.1% | food | USA | delivery |
| 184 | 95% | $12 | 0.4 | $ 23 | $ 25 | $ 2 | 8% | HDB | 0.6% | HDFC BANK L | 0.1% | finance | Asia | bank |
| 188 | 55% | $9 | 0.15 | $ 26 | $ 24 | $ (1) | -6% | MPC | 0.0% | MARATHON P | 0.1% | energy | USA | oil |
All Stocks
See the attached PDF of my holdings, it’s colorful.