Currently almost 2PM EDT. Nasaq is up almost 1%, while my portfolio is up about 1.2%. Dow and S&P is pretty flat compared to Nasdaq, so lots of money going into growth plays today. Of course, something might happen and the algo’s might decide to sell off for typically mysterious reasons, but for now, I think we are slowly climbing back towards all time portfolio highs back in early February.
It looks like bond yields are still floating around 1.6%, and has arguably detached from market movements in equities. That was the freakiest period of a month or so when every tick up of the 10 year put a big crater in my portfolio.
Today I only picked up a little more GOOG, FB, reopened a position with ETSY, and added to DIS. Interesting news, DIS is about to open up the streaming services to the Korean market, which alone is about 20% of the size of the US market.
Common sense disclaimer: This post is just a journal. It is not intended to be read by anyone other than for the purposes of entertainment. I am not in the financial services industry, so I am not qualified to give any advice related to investing. Assume I am just your neighbor standing on the curb with you holding a can of beer and shooting the shit.