Friday, June 10, 2016

State of My Securities: May

Oh lord, make it stop!
So it's been a rough month, and June is not looking much better, to be quite honest. Here's the report for May:

The Portfolio

Disclaimer: This is not in any way a solicitation to invest in any of the securities listed in this post, or to invest at all. I am doing this for entertainment purposes, as a means to express my own opinions. I have no business relationship with any of the companies mentioned in the post. There is always risk involved with investment. Please do your Due Diligence before investing in anything.

I have small positions (1-250 shares) in the following securities:
  1. Biostage, Inc. (Nasdaq:BSTG)
  2. Facebook, Inc. Common Stock (Nasdaq:FB)
  3. The Coca-Cola Co. (NYSE:KO)
  4.  Hawaiian Electric Industries (NYSE:HE)
  5. Square, Inc. (NYSE: SQ)
  6. New York Managment Trust, Inc. (Nasdaq:NYMT)
  7. UBS ETRACS Monthly Pay 2xLeveraged mREIT ETN (NYSEARCA:MORL)
Currently, I'm down 5.81% over the past 3 months, and -4.14% over the past year. This past month, my stocks fell another 2.32%. I did get to sell off my shares in Net Element (Nasdaq:NETE), but not at the price point that I had wanted to, unfortunately. I got around to puchasing the shares in SQ, which then promptly started dropping after their earnings report.

As I find time to do it, I'll hopefully do some extra due diligence and post about the securities that really excite me from my portfolio list.

Future Plans

Caveat: I have since purchased some shares in Pernix Theraputics Holdings, Inc (Nasdaq; PTX) for mostly shits and giggles. It's not a pick I would normally take, but I figured I could take a chance after reading some news on their current status. In any case, I'm watching it closely and will sell it after I find a good bit of profit (or if my very tight stop loss is triggered!)

I am still currently in the process of building up my dividend-spawning collection as well as companies I like a lot, I am interested and will likely buy into the following securities in the near future, assuming I can find time to do some due diligence:
  1. Armour Residential REIT, Inc. (NYSE:ARR)
  2. Cornerstone Strategic Value Fund, Inc. (NYSEMKT:CLM)
  3. Advanced Micro Devices, Inc. (Nasdaq: AMD)
  4. Ford Motor Co. (NYSE:F)
I'm still aiming to get out of the following once major gains are realized:
  1. BSTG
  2. PTX
 I want to definitely increase the holdings in the following securities, as I have stated before -- the dividends are just great:
  1. KO
  2. MORL
  3. HE
  4. NYMT

Hopefully things turn around in June.

Until next time...