The Investment Thread

When I changed jobs, I moved my entire 401k into an IRA. This was about 15 months ago.

I kept my old company stock, which is still mostly crushing it.. despite the last few days dropping. That's by far the bulk of what I have.

I bought into GOOG, AAPL, KO, CVI, AMZN, and then an S&P500 and a few other market funds. I also put some into a monthly bank CD that's earning 5%. Why not, with interest rates so high.

In that span and a few trades..., GOOG is up 28.5%, AMZN is up 77%, APPL is up 21.8%, CVI is up 12.45% (mostly a dividend play), KO is up 1.49% (but also a dividend play), S&P is up 33.5%, T Rowe Price Blue Chip is up 51%. My HEI stock is up 25-26% (depending on which class), and that's from my switch.

Overall, YTD, is only up 5.6%, but that's mostly from HEI dropping the last few days. I haven't really done any trades this quarter.