It’s Monday! Markets open at 9:30am EST! What stocks are you adding to the portfolio? Dumping anything today?
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106 sats \ 4 replies \ @justin_shocknet 8 Dec
Trimmed TMC and CENX last week
Rolling REMX over to SETM
Adding URI and EOSE, and maybe some more HON
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95 sats \ 3 replies \ @justin_shocknet 8 Dec
gonna roll some SMR to BWXT too, per #1313297
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51 sats \ 2 replies \ @BlokchainB OP 8 Dec
SMR is on my watch list
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87 sats \ 1 reply \ @justin_shocknet 8 Dec
They had to scrap their design last year, great ticker for pumpamentals but not sure they're executing well. Letting gains ride but cashed out my principal. I like that BWXT is actually the Navy supplier hense the rollover, and ofc Oklo for the Los Alamos connection
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17 sats \ 0 replies \ @BlokchainB OP 9 Dec
Gotta look more into BWXT! Crazy PE but they pay a dividend 16B market cap I assume they have room to grow
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123 sats \ 2 replies \ @BlokchainB OP 8 Dec
Working on my stacker stock portfolio. This portfolio will enter the fiat casino to stack sats and deliver them to the territory participants
https://snowball-analytics.com/public/portfolios/dknjpqugrqpyuxacrglx
To make it easy on myself I will import some of the trades i already made and calculate a cost basis. I’ll also add in the MSTY and STRC. Allocations and dividend payments.
Stocks that are owned by the stackers will be sold according.
Profit split may vary but the floor will be 50% and the ceiling can be as high as 100%.
Hopefully by 2026 I will be all set ready to go and will pin this to the top of the territory
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75 sats \ 1 reply \ @Scoresby 8 Dec
This is pretty interesting! Did you already write up an explainer (eg. How do stackers participate? Timelines, rules?)
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102 sats \ 0 replies \ @BlokchainB OP 8 Dec
Not yet. I’m not sure if this is going to be a community driven portfolio or just my picks that I share with stackers. But I want to create something that make it easy to give back to the community
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21 sats \ 0 replies \ @BlokchainB OP 9 Dec
CEP dumps. Guess I jumped the gun
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