Economy Stonks v11, the stonkening

[wlu.29]

I asked this in the other thread, but got no replies

Everyone's talking about winning some trades, losing some trades, but has anybody just done a high level comparison of their total portfolio from dec 31, 2019 to today (basically 2020 ytd returns)m

 

[Wadtucket]

ABNB and DASH dumping hard as predicted, too bad I can't buy puts on them yet

 

[Wadtucket]

PFE down today so far. I understand nothing

The price of trusting big pharma

 

[rob mafia]

I asked this in the other thread, but got no replies

Everyone's talking about winning some trades, losing some trades, but has anybody just done a high level comparison of their total portfolio from dec 31, 2019 to today (basically 2020 ytd returns)m

wtf are you talking about? a comparison of what? you only named one thing (and poorly, at that).

edit: spent so long on friday selling xlnx puts for this week, and already closed them all. easily. weird.

gp now has options, after i finally sold all my shares the other week.

was expecting spce to drop more.

i might be done for a few hours/the day.

 

[BIKES!]

But seriously I kept PFE and sold Moderna in May. Why has PFE done dick all this year?

 

[wlu.29]

wtf are you talking about? a comparison of what? you only named one thing (and poorly, at that).

Your total portfolio on dec 31, 2019

Vs

Your total portfolio dec 14, 2020

 

[brackis1]

But seriously I kept PFE and sold Moderna in May. Why has PFE done dick all this year?

cause one is already owned by everyone, while the other is a small one riding momentum and short squeeze. In 5 years PFE will be outperforming I bet.

 

[rob mafia]

But seriously I kept PFE and sold Moderna in May. Why has PFE done dick all this year?

pfizer is huge and i don't know if they're expected to earn much from the vaccine

mrna has nothing and this is their first 'win' iirc. it's huge for them as it shows viability for their premise (rna)

Your total portfolio on dec 31, 2019

Vs

Your total portfolio dec 14, 2020

up about 70%.

but that's atypical, IV was sky high half the year.

 

[BIKES!]

pfizer is huge and i don't know if they're expected to earn much from the vaccine

mrna has nothing and this is their first 'win' iirc. it's huge for them as it shows viability for their premise (rna)



up about 70%.

but that's atypical, IV was sky high half the year.

How can they not earn much from 100s of millions of vaccines? Are dick pills really that big?

 

[Wadtucket]

How can they not earn much from 100s of millions of vaccines? Are dick pills really that big?

Yes.

The vaccine deal is not worth a lot of money to PFE since it's one out of their many products, and vaccines are generally not that lucrative in comparison to dick pills and rash creams. MRNA literally only has that one product and it's a proof of concept for their entire company and their one and only vaccine type.

 

[Wadtucket]

How fucked is this guy lmao

 

[Cuzcatlan]

Schwab is a mess this morning.

 

[BIKES!]

I asked this in the other thread, but got no replies

Everyone's talking about winning some trades, losing some trades, but has anybody just done a high level comparison of their total portfolio from dec 31, 2019 to today (basically 2020 ytd returns)m

Well. This is my first year kind of being active in trading since I haven't been traveling.

I went completely retarded and pulled everything out of my 401K when the Dow was around 24 and NasDaq 9ish. I had two mutual funds one that over-indexed in the Nasdaq and tech. I am down -4% YTD vs. what would be +20ish. So basically I cost myself 10 years of retirement and over $1.5M in compounded growth between now and retirement age. I thought the market would crash but oh well.

Now back to my day to day trades. I'm up 75% YTD mostly driven by the airlines and offset by holding gun stocks too long, losing on some volatile shit (NKLA) and dumping the bio stocks like Moderna too early. If only my spending cash was anywhere close to my retirement nest egg.

 

[wlu.29]

pfizer is huge and i don't know if they're expected to earn much from the vaccine

mrna has nothing and this is their first 'win' iirc. it's huge for them as it shows viability for their premise (rna)



up about 70%.

but that's atypical, IV was sky high half the year.

that's pretty good nasdaq was only 38%

 

[Wadtucket]

Schwab is a mess this morning.

 

[Cuzcatlan]

Lol my checking and savings account are gone also.

 

[Inspector 2211]

$EGAN and $MRAM the plays this week.

and $BYSI

 

[HOLA]

I asked this in the other thread, but got no replies

Everyone's talking about winning some trades, losing some trades, but has anybody just done a high level comparison of their total portfolio from dec 31, 2019 to today (basically 2020 ytd returns)m

I'm...up about 4.7% YTD.

2nd year in a row of underperformance. Last year I was up 28.9% vs. 31.49% for the S&P 500 with dividends included.

2018 I was up 1.8% vs. -4.38% for the S&P 500 with dividends included. 2017 I was up 26.0% vs. 21.83% for the S&P 500 with dividends included.

 

[Terry Noonan]

pfizer is huge and i don't know if they're expected to earn much from the vaccine

mrna has nothing and this is their first 'win' iirc. it's huge for them as it shows viability for their premise (rna)



up about 70%.

but that's atypical, IV was sky high half the year.

They’re going to add billions to their top line.

 

[wlu.29]

I'm...up about 4.7% YTD.

2nd year in a row of underperformance. Last year I was up 28.9% vs. 31.49% for the S&P 500 with dividends included.

2018 I was up 1.8% vs. -4.38% for the S&P 500 with dividends included. 2017 I was up 26.0% vs. 21.83% for the S&P 500 with dividends included.

Do you know the reasons why?