what are you selling today?

[Redskin212]

@Viking Thanks and thanks for the additional tips.

As a value investor, I tend to keep things very simple and really do not rely on any professionals to help me manage my affairs.  I have met many over the years and get an immediate distaste for anything complex as all I can see are fees and commissions. I read many articles on retirement which help, but as you suggest I will look for some YouTube videos to expand my knowledge. 

[Saluki]

Trimmed some GOOG the past few days to knock it back down to 20% weighting in my non 401k portfolio.  Still think it's a great company, and I added a bit when the DOJ lawsuit tanked the shares, but trimming as it climbs so that my portfolio is more resilient and diversified now that my job situation has changed. 

 

Also sold about 10% of the OXY that I own (I overbought a month ago to sell and harvest some tax losses and keep the same weighting).  A month from now I'll either buy more or sell more depending on the price. 

[SharperDingaan]

Look at being creative around the Smith Maneuver; there are a lot of opportunities around self-funded CHIPs, and equipment/land-leasing ...  but expect some resistance.  https://www.investopedia.com/terms/s/smith-maneuver.asp  https://www.chip.ca/

 

A while back we bought a portable canning line out of bankruptcy, inclusive of nitrogen, carbonation, and labelling facilities; then put the whole thing in an extended van and trailer. Around 3-4 hours to set-up, take-down, and can an 8 barrel tank; plus another 90 minutes for CIP when the van gets home. It is a nice sideline, we can always keep it busy, and a very useful equipment lease tax scheme  

 

SD