2025 February ($49,000)
I deposit $1000/mo into a Fidelity investment account, $38,000 total since 2022. I try to pick stocks to hold until retirement.
Book of the month was Giovanni’s Room by James Baldwin (1956). I also liked The Trading Game by Gary Stephens (2024), he won an internship in a card game.
| Fund | 1-month | 3-month | 1 Year |
|---|---|---|---|
| My Fund | -1.4% | 2.0% | 17.9% |
| S&P 500 | -1.3% | -1.0% | 18.4% |
| Dow Jones | -1.9% | -1.9% | 17.5% |
Down about as much as the S&P this month.
Sold
I sold health insurance (UNH, CI, HUM) and some small tech companies, a total of $277. Embarrassingly, I sold some Intuit and then changed my mind and bought some back.
| %pos> | thismo | shrs | cost | value | $gain | %gain | tkr | div | description | acct% | cat | area | type |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| -30% | -$52 | 0.25 | $ 129 | $ 119 | $ (8) | -3% | UNH | 1.3% | UNITEDHEALT | 0.2% | health | USA | insure |
| -17% | -$17 | 0.14 | $ 90 | $ 86 | $ (3) | -3% | INTU | 0.5% | INTUIT INC | 0.2% | finance | USA | tech |
| -42% | -$32 | 0.34 | $ 46 | $ 45 | $ (2) | -2% | ARM | 0.0% | ARM HOLDIN | 0.1% | tech | Europe | hw |
| -100% | -$24 | 0 | $ 13 | $ 0 | $ (12) | -26% | MCHP | 1.0% | MICROCHIP | 0.0% | tech | USA | sc’s |
| -100% | -$28 | 0 | $ (2) | $ - | $ 2 | 6% | TDG | 0.0% | TRANSDIGM | 0.0% | industry | USA | aero |
| -100% | -$29 | 0 | $ 26 | $ - | $ (26) | -27% | HUM | 0.7% | HUMANA INC | 0.0% | health | USA | insure |
| -100% | -$29 | 0 | $ 12 | $ (0) | $ (11) | -14% | CI | 0.9% | THE CIGNA G | 0.0% | health | USA | insure |
| -100% | -$25 | 0 | $ 4 | $ - | $ (4) | -10% | QRVO | 0.0% | QORVO INC | 0.0% | tech | USA | sc’s |
| -100% | -$23 | 0 | $ 23 | $ - | $ (21) | -30% | SQM | 2.3% | SOCIEDAD QU | 0.0% | industry | America | lithium |
| -100% | -$18 | 0 | $ (9) | $ - | $ 9 | 30% | PANW | 0.0% | PALO ALTO N | 0.0% | tech | USA | secure |
Bought
88 different stocks this month. Maybe I like being spread out, I don’t know, it’s a lot. Biggest buys on the usual big tech, and I’m trying to catch up on Nvidia. The four new stocks are tech/industry companies I found while researching the small ones I sold.
| # | %pos> | thismo | shrs | cost | value | $gain | %gain | tkr | div | description | acct% | cat | area | type |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 1% | $46 | 17.75 | $ 3,316 | $ 4,285 | $ 988 | 30% | AAPL | 0.6% | APPLE INC | 8.8% | multi | USA | tech |
| 2 | 1% | $49 | 9.12 | $ 3,547 | $ 3,620 | $ 93 | 3% | MSFT | 0.6% | MICROSOFT C | 7.4% | multi | USA | tech |
| 4 | 2% | $47 | 14.8 | $ 2,579 | $ 3,137 | $ 559 | 22% | AMZN | 0.0% | AMAZON.COM | 6.4% | multi | USA | tech |
| 5 | 2% | $51 | 17.75 | $ 2,421 | $ 3,055 | $ 642 | 27% | GOOG | 0.4% | ALPHABET IN | 6.2% | multi | USA | tech |
| 6 | 3% | $46 | 3.29 | $ 1,345 | $ 1,691 | $ 346 | 26% | BRK.B | 0.0% | BERKSHIRE H | 3.5% | multi | USA | |
| 7 | 1% | $10 | 4.8 | $ 514 | $ 867 | $ 364 | 71% | TSM | 2.3% | TAIWAN SEMI | 1.8% | tech | Asia | sc’s |
| 9 | 1% | $10 | 16.2 | $ 983 | $ 791 | $ (169) | -17% | OXY | 2.3% | OCCIDENTAL | 1.6% | energy | USA | oil |
| 10 | 1% | $10 | 1.95 | $ 539 | $ 707 | $ 170 | 32% | V | 0.4% | VISA INC | 1.4% | finance | USA | credit |
| 11 | 9% | $54 | 11 | $ 429 | $ 678 | $ 263 | 61% | TCEHY | 3.3% | TENCENT HOL | 1.4% | tech | China | games |
| 12 | 2% | $10 | 5.1 | $ 429 | $ 676 | $ 259 | 60% | BABA | 2.6% | ALIBABA GRO | 1.4% | tech | China | retail |
| 13 | 2% | $11 | 1.15 | $ 539 | $ 663 | $ 126 | 23% | MA | 0.4% | MASTERCARD | 1.4% | finance | USA | credit |
| 15 | 17% | $92 | 5.1 | $ 497 | $ 637 | $ 139 | 28% | NVDA | 0.0% | NVIDIA CORP | 1.3% | tech | USA | sc’s |
| 23 | 2% | $8 | 10.2 | $ 305 | $ 427 | $ 129 | 42% | JD | 2.4% | JD.COM INC | 0.9% | tech | China | retail |
| 25 | 9% | $30 | 2.2 | $ 345 | $ 363 | $ 24 | 7% | JNJ | 1.5% | JOHNSON &JO | 0.7% | health | USA | goods |
| 27 | 3% | $10 | 0.93 | $ 323 | $ 338 | $ 15 | 5% | CHTR | 0.0% | CHARTER COM | 0.7% | coms | USA | |
| 32 | 5% | $15 | 1.05 | $ 236 | $ 316 | $ 82 | 35% | AXP | 1.0% | AMERICAN EX | 0.6% | finance | USA | credit |
| 34 | 20% | $50 | 0.42 | $ 333 | $ 298 | $ (34) | -10% | ASML | 0.3% | ASML HOLDIN | 0.6% | tech | Europe | sc’s |
| 35 | 5% | $13 | 1.46 | $ 215 | $ 291 | $ 79 | 37% | AVGO | 0.9% | BROADCOM IN | 0.6% | tech | USA | sc’s |
| 36 | 4% | $11 | 2.6 | $ 291 | $ 289 | $ 9 | 3% | XOM | 3.7% | EXXON MOBIL | 0.6% | energy | USA | oil |
| 42 | 4% | $8 | 1.55 | $ 180 | $ 244 | $ 70 | 39% | QCOM | 3.5% | QUALCOMM IN | 0.5% | tech | USA | sc’s |
| 43 | 6% | $13 | 3.4 | $ 216 | $ 242 | $ 31 | 14% | KO | 2.4% | COCA-COLA C | 0.5% | food | USA | cola |
| 45 | 4% | $8 | 1.25 | $ 167 | $ 208 | $ 42 | 25% | ORCL | 0.8% | ORACLE CORP | 0.4% | tech | USA | cloud |
| 52 | 5% | $9 | 1.05 | $ 52 | $ 191 | $ 153 | 55% | TM | 5.3% | TOYOTA MOTO | 0.4% | cars | Asia | |
| 53 | 6% | $12 | 1.6 | $ 245 | $ 190 | $ (44) | -18% | UPS | 4.7% | UNITED PARC | 0.4% | industry | USA | post |
| 54 | 5% | $10 | 0.18 | $ 138 | $ 189 | $ 52 | 38% | COST | 0.5% | COSTCO WHOL | 0.4% | retail | USA | food |
| 56 | 6% | $10 | 1.17 | $ 194 | $ 180 | $ (11) | -6% | PEP | 1.8% | PEPSICO INC | 0.4% | food | USA | cola |
| 59 | 8% | $13 | 2.6 | $ 170 | $ 175 | $ 10 | 6% | SHEL | 3.0% | SHELL PLC S | 0.4% | energy | Europe | oil |
| 64 | 6% | $9 | 0.38 | $ 205 | $ 167 | $ (39) | -19% | ADBE | 0.0% | ADOBE INC C | 0.3% | tech | USA | sw |
| 66 | 8% | $12 | 0.6 | $ 115 | $ 162 | $ 48 | 42% | TMUS | 0.7% | T-MOBILE US | 0.3% | coms | USA | |
| 69 | 3% | $5 | 0.3 | $ 121 | $ 144 | $ 25 | 21% | DE | 1.0% | DEERE & CO | 0.3% | industry | USA | farm |
| 73 | 5% | $7 | 1 | $ 137 | $ 139 | $ 2 | 2% | ABNB | 0.0% | AIRBNB INC | 0.3% | travel | USA | rent |
| 75 | 8% | $10 | 0.6 | $ 124 | $ 138 | $ 15 | 12% | ADI | 1.0% | ANALOG DEVI | 0.3% | tech | USA | sc’s |
| 76 | 10% | $13 | 1 | $ 113 | $ 138 | $ 26 | 23% | ABT | 0.9% | ABBOTT LAB | 0.3% | health | USA | care |
| 77 | 9% | $11 | 0.65 | $ 161 | $ 135 | $ (26) | -16% | DHR | 0.2% | DANAHER COR | 0.3% | health | USA | industry |
| 80 | 10% | $11 | 1.3 | $ 194 | $ 130 | $ (64) | -33% | AMD | 0.0% | ADVANCED MI | 0.3% | tech | USA | sc’s |
| 81 | 16% | $18 | 3.5 | $ 129 | $ 126 | $ 5 | 4% | CMCSA | 6.8% | COMCAST COR | 0.3% | coms | USA | |
| 83 | 8% | $9 | 0.4 | $ 118 | $ 123 | $ 6 | 5% | AMGN | 1.0% | AMGEN INC | 0.3% | health | USA | pharm |
| 84 | 11% | $12 | 0.23 | $ 131 | $ 122 | $ (9) | -7% | TMO | 0.1% | THERMO FISH | 0.2% | health | USA | tech |
| 88 | 8% | $8 | 1.2 | $ 143 | $ 109 | $ (34) | -24% | NVO | 0.3% | NOVO NORDIS | 0.2% | health | Europe | pharm |
| 89 | 9% | $9 | 0.24 | $ 119 | $ 108 | $ (10) | -8% | LMT | 1.1% | LOCKHEED MA | 0.2% | industry | USA | aero |
| 91 | 14% | $13 | 1.4 | $ 98 | $ 106 | $ 8 | 9% | UBER | 0.0% | UBER TECHNO | 0.2% | travel | USA | ride |
| 92 | 8% | $8 | 0.37 | $ 101 | $ 106 | $ 5 | 5% | CB | 0.5% | CHUBB LIMI | 0.2% | finance | USA | insure |
| 94 | 11% | $10 | 1.7 | $ 73 | $ 102 | $ 33 | 45% | HSBC | 5.6% | HSBC HLDGS | 0.2% | finance | Europe | bank |
| 96 | 11% | $10 | 0.4 | $ 99 | $ 99 | $ 2 | 2% | LOW | 1.0% | LOWES COMPA | 0.2% | retail | USA | home |
| 97 | 11% | $10 | 1 | $ 110 | $ 99 | $ (10) | -9% | COP | 0.8% | CONOCOPHIL | 0.2% | energy | USA | oil |
| 99 | 13% | $11 | 0.39 | $ 88 | $ 98 | $ 10 | 11% | CEG | 0.1% | CONSTELLAT | 0.2% | energy | USA | nuclear |
| 102 | 13% | $11 | 0.45 | $ 95 | $ 96 | $ 2 | 2% | HON | 0.6% | HONEYWELL I | 0.2% | industry | USA | aero |
| 103 | 10% | $9 | 1.1 | $ 112 | $ 95 | $ (17) | -15% | BIDU | 0.0% | BAIDU INC S | 0.2% | tech | China | sw |
| 106 | 11% | $10 | 3 | $ 346 | $ 93 | $ (253) | -73% | MRNA | 0.0% | MODERNA INC | 0.2% | health | USA | pharm |
| 110 | 14% | $11 | 0.8 | $ 91 | $ 91 | $ (0) | 0% | PDD | 0.0% | PDD HOLDING | 0.2% | tech | China | retail |
| 111 | 12% | $9 | 0.018 | $ 75 | $ 90 | $ 15 | 20% | BKNG | 0.3% | BOOKING HO | 0.2% | travel | USA | sw |
| 112 | 14% | $11 | 0.67 | $ 73 | $ 90 | $ 17 | 23% | VST | 0.3% | VISTRA COR | 0.2% | energy | USA | nuclear |
| 113 | 9% | $7 | 0.26 | $ 93 | $ 89 | $ (3) | -3% | CAT | 0.8% | CATERPILLAR | 0.2% | industry | USA | farm |
| 114 | 12% | $9 | 0.45 | $ 69 | $ 89 | $ 21 | 30% | DASH | 0.0% | DOORDASH I | 0.2% | food | USA | delivery |
| 118 | 16% | $11 | 1.4 | $ 90 | $ 84 | $ (4) | -4% | TTE | 1.8% | TOTAL ENER | 0.2% | energy | Europe | oil |
| 119 | 12% | $9 | 0.4 | $ 68 | $ 84 | $ 17 | 25% | ABBV | 2.0% | ABBVIE INC | 0.2% | health | USA | pharm |
| 120 | 13% | $10 | 0.9 | $ 100 | $ 83 | $ (16) | -16% | MRK | 1.0% | MERCK &CO. | 0.2% | health | America | pharm |
| 121 | 14% | $10 | 0.4 | $ 70 | $ 83 | $ 13 | 19% | GE | 0.2% | GE AEROSPA | 0.2% | industry | America | aero |
| 122 | 5% | $4 | 0.2 | $ 77 | $ 79 | $ 3 | 4% | HD | 1.0% | HOME DEPOT | 0.2% | retail | USA | home |
| 125 | 15% | $10 | 2.33 | $ 82 | $ 77 | $ (2) | -2% | BP | 3.5% | BP PLC SPON | 0.2% | energy | Europe | oil |
| 127 | 13% | $8 | 0.9 | $ 74 | $ 73 | $ (1) | -1% | PEG | 1.0% | PUBLIC SVC | 0.1% | energy | USA | nuclear |
| 128 | 19% | $12 | 0.48 | $ 76 | $ 72 | $ (3) | -4% | MPC | 0.2% | MARATHON P | 0.1% | energy | USA | oil |
| 129 | 29% | $16 | 0.27 | $ 72 | $ 71 | $ (1) | -1% | FDX | 0.8% | FEDEX CORP | 0.1% | industry | USA | post |
| 131 | 17% | $10 | 0.7 | $ 68 | $ 70 | $ 2 | 3% | NTES | 0.8% | NETEASE INC | 0.1% | tech | China | games |
| 133 | 46% | $21 | 3 | $ 64 | $ 67 | $ 4 | 7% | SSUMY | 1.3% | SUMITOMO AD | 0.1% | industry | Asia | multi |
| 134 | 24% | $13 | 0.5 | $ 60 | $ 66 | $ 7 | 11% | RTX | 0.1% | RTX CORPOR | 0.1% | industry | USA | aero |
| 136 | 14% | $8 | 0.07 | $ 57 | $ 64 | $ 8 | 14% | LLY | 0.2% | ELI LILLY & | 0.1% | health | USA | pharm |
| 137 | 16% | $9 | 0.7 | $ 64 | $ 64 | $ 1 | 1% | CL | 1.2% | COLGATE-PAL | 0.1% | retail | USA | clean |
| 144 | 24% | $11 | 0.5 | $ 52 | $ 59 | $ 7 | 14% | DUK | 1.4% | DUKE ENERG | 0.1% | energy | Europe | util |
| 146 | 23% | $10 | 0.25 | $ 59 | $ 54 | $ (5) | -8% | NXPI | 0.8% | NXP SEMICO | 0.1% | tech | Europe | sc’s |
| 147 | 18% | $8 | 0.6 | $ 47 | $ 54 | $ 7 | 15% | SO | 1.5% | SOUTHERN C | 0.1% | energy | USA | util |
| 148 | 33% | $13 | 0.4 | $ 58 | $ 52 | $ (5) | -9% | VLO | 1.4% | VALERO ENER | 0.1% | energy | USA | oil |
| 149 | 33% | $13 | 4 | $ 73 | $ 51 | $ (16) | -18% | STLA | 7.4% | STELLANTIS | 0.1% | cars | Europe | |
| 152 | 25% | $10 | 0.5 | $ 36 | $ 49 | $ 13 | 36% | WMT | 0.6% | WALMART INC | 0.1% | retail | USA | food |
| 153 | 32% | $11 | 2 | $ 45 | $ 47 | $ 3 | 6% | CPNG | 0.0% | COUPANG IN | 0.1% | tech | Asia | retail |
| 155 | 37% | $13 | 1 | $ 63 | $ 47 | $ (16) | -26% | ON | 0.0% | ON SEMICOND | 0.1% | tech | USA | sc’s |
| 156 | 34% | $12 | 0.12 | $ 43 | $ 46 | $ 4 | 9% | SYK | 0.3% | STRYKER CO | 0.1% | health | USA | tech |
| 162 | 31% | $10 | 0.4 | $ 40 | $ 44 | $ 4 | 10% | NVS | 0.0% | NOVARTIS A | 0.1% | health | Europe | biotech |
| 165 | 27% | $9 | 0.09 | $ 40 | $ 43 | $ 3 | 7% | VRTX | 0.0% | VERTEX PHA | 0.1% | health | USA | pharm |
| 166 | 32% | $10 | 1 | $ 39 | $ 42 | $ 3 | 8% | SLB | 0.0% | SCHLUMBERG | 0.1% | energy | USA | oil |
| 168 | 34% | $10 | 1 | $ 39 | $ 39 | $ 0 | 0% | TOST | 0.0% | TOAST INC | 0.1% | food | USA | tech |
| 174 | new | $24 | 0.04 | $ 24 | $ 26 | $ 2 | 7% | MCK | 0.0% | MCKESSON C | 0.1% | health | USA | tech |
| 175 | new | $24 | 0.1 | $ 24 | $ 25 | $ 1 | 5% | COR | 0.0% | CENCORA IN | 0.1% | health | USA | tech |
| 176 | new | $25 | 0.1 | $ 25 | $ 25 | $ 0 | 1% | GD | 0.0% | GENERAL DY | 0.1% | industry | USA | aero |
| 177 | 59% | $9 | 0.15 | $ 27 | $ 24 | $ (3) | -11% | AMAT | 0.0% | APPLIED MA | 0.0% | tech | USA | sc’s |
| 178 | new | $23 | 0.05 | $ 23 | $ 23 | $ 0 | 1% | NOC | 0.0% | NORTHROP G | 0.0% | industry | USA | aero |
| 179 | 52% | $8 | 0.3 | $ 24 | $ 23 | $ (1) | -2% | LRCX | 0.0% | LAM RESEAR | 0.0% | tech | USA | sc’s |
I own some “industry - aerospace”, which is a polite way to say defense, which is a polite way to say weapons. I tell myself they make rockets, and space seems like a good industry to be in.
All Holdings
See the attached PDF of my holdings (sorted by category), it’s colorful.