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stocks ๐Ÿ’ฐ

windhamdavid 2 months ago
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      notes/work/stocks.md
  2. 20 17
      notes/work/wealth.md

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notes/work/stocks.md

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 ---
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 title: Stocks
 title: Stocks
 description: my stocks notes
 description: my stocks notes
-hide_table_of_contents: true
+
 ---
 ---
 
 
 # Stocks
 # Stocks
 
 
-I'm trying to be a bit more hands on so I'm learning a good bit about investments and trying to figure out a decent strategy. I'm keeping my stock notes here and I'm dividing my lists into five categories for now ( [Noted](#daw-noted) | [Core](#daw-core) | Long | Short | Wild ) and keeping a log @ [Trades](/notes/work/trades)
+Keeping my stock notes here and dividing my lists into five categories:  
+[Now](#Now) | [Noted](#Noted) | [Core](#Core) | [Long](#Long) | [Short](#Short) | [Wild](#Wild) | Log @ [Trade Notes](/notes/work/trades)
+
+
+### Approach
+
+DFV ( Deep F*&k*ng Value ) - I don't know enough yet about financial analysis so I try to trust the analysts. I generally try to gauge the future and invest in companies that have strong value alongside of ethics and leadership. Because I don't want to keep an eye on it, I don't like short positions. I want stay diversified to provide a little absorption to the bumps.   I don't want to read the news everyday. I don't believe in infinite growth and I have realistic expectations. I'm generally trying to beat inflation and I don't need my money to outlive me.
+
+
+### Now
+
+|Symbol|Name|Chart|Web|Notes|
+|---|---|---|---|---|
+|AAPL|Apple Inc|[AAPL:NASDAQ](https://www.google.com/finance/quote/AAPL:NASDAQ)|[wiki](https://en.wikipedia.org/wiki/Apple_Inc.)|๐ŸŸข|
+|AHR|American Healthcare REIT|[AHR:NYSE](https://www.google.com/finance/quote/AHR:NYSE)|[web](https://www.americanhealthcarereit.com)||
+|ALEC|Alector Inc|[ALEC:NASDAQ](https://www.google.com/finance/quote/ALEC:NASDAQ)|[web](https://www.alector.com)||
+|ALNY|Alnylam Pharmaceuticals|[ALNY:NASDAQ](https://www.google.com/finance/quote/ALNY:NASDAQ)|[wiki](https://en.wikipedia.org/wiki/Alnylam_Pharmaceuticals)||
+|AMZN|Amazon.com Inc|[AMZN:NASDAQ](https://www.google.com/finance/quote/AMZN:NASDAQ)|[wiki](https://en.wikipedia.org/wiki/Amazon_%28company%29)|๐ŸŸข|
+|ARVN|Arvinas Inc|[ARVN:NASDAQ](https://www.google.com/finance/quote/ARVN:NASDAQ)|[web](https://www.arvinas.com)||
+|BKD|Brookdale Sr Living Inc|[BKD:NYSE](https://www.google.com/finance/quote/BKD:NYSE)|[wiki](https://en.wikipedia.org/wiki/Brookdale_Senior_Living)||
+|BMY|Bristol Myers Squibb Co|[BMY:NYSE](https://www.google.com/finance/quote/BMY:NYSE)|[wiki](https://en.wikipedia.org/wiki/Bristol_Myers_Squibb)||
+|BSX|Boston Scientific Corp|[BSX:NYSE](https://www.google.com/finance/quote/BSX:NYSE)|[wiki](https://en.wikipedia.org/wiki/Boston_Scientific)||
+|CORT|Corcept Therapeutics Inc|[CORT:NASDAQ](https://www.google.com/finance/quote/CORT:NASDAQ)|[web](https://corcept.com)||
+|CTRE|Caretrust REIT Inc|[CTRE:NYSE](https://www.google.com/finance/quote/CTRE:NYSE)|[web](https://www.caretrustreit.com)||
+|DHC|Diversified Healthcare TREIT|[DHC:NASDAQ](https://www.google.com/finance/quote/DHC:NASDAQ)|[web](https://www.dhcreit.com/)||
+|DNLI|Denali Therapeutics Inc|[DNLI:NASDAQ](https://www.google.com/finance/quote/DNLI:NASDAQ)|[web](https://www.denalitherapeutics.com)||
+|GOOGL|Alphabet Inc Class A|[GOOGL:NASDAQ](https://www.google.com/finance/quote/GOOGL:NASDAQ)|[wiki](https://en.wikipedia.org/wiki/Alphabet_Inc.)||
+|IONS|Ionis Pharmaceuticals Inc|[IONS:NASDAQ](https://www.google.com/finance/quote/IONS:NASDAQ)|[wiki](https://en.wikipedia.org/wiki/Ionis_Pharmaceuticals)||
+|LLY|Eli Lilly & Co|[LLY:NYSE](https://www.google.com/finance/quote/LLY:NYSE)|[wiki](https://en.wikipedia.org/wiki/Eli_Lilly_and_Company)||
+|LTC|LTC Properties Inc|[LTC:NYSE](https://www.google.com/finance/quote/LTC:NYSE)|[web](https://www.ltcreit.com)||
+|MDT|Medtronic PLC F|[MDT:NYSE](https://www.google.com/finance/quote/MDT:NYSE)|[wiki](https://en.wikipedia.org/wiki/Medtronic)||
+|MSFT|Microsoft Corp|[MSFT:NASDAQ](https://www.google.com/finance/quote/MSFT:NASDAQ)|[wiki](https://en.wikipedia.org/wiki/Microsoft)|๐ŸŸข|
+|NHC|Natinoal Healthcare Corp|[NHC:NYSE](https://www.google.com/finance/quote/NHC:NYSEAMERICAN)|[wiki](https://en.wikipedia.org/wiki/National_Healthcare)||
+|NHI|National Health Investors Inc|[NHI:NYSE](https://www.google.com/finance/quote/NHI:NYSE)|[web](http://nhireit.com)||
+|NVDA|Nvidia Corp|[NVDA:NASDAQ](https://www.google.com/finance/quote/NVDA:NASDAQ)|[wiki](https://en.wikipedia.org/wiki/Nvidia)|๐ŸŸข|
+|PNTG|Pennant Group Inc|[PNTG:NASDAQ](https://www.google.com/finance/quote/PNTG:NASDAQ)|[web](https://pennantgroup.com)||
+|PRTA|Prothena Corp PLC F|[PRTA:NASDAQ](https://www.google.com/finance/quote/PRTA:NASDAQ)|[web](https://www.prothena.com)||
+|REGN|Regeneron Pharmaceutical|[REGN:NASDAQ](https://www.google.com/finance/quote/REGN:NASDAQ)|[wiki](https://en.wikipedia.org/wiki/Regeneron_Pharmaceuticals)|Aging Pharm|
+|SBRA|Sabra Health Care REIT|[SBRA:NASDAQ](https://www.google.com/finance/quote/SBRA:NASDAQ)|[web](https://sabrahealth.com)||
+|VTR|Ventas Inc REIT|[VTR:NYSE](https://www.google.com/finance/quote/VTR:NYSE)|[wiki](https://en.wikipedia.org/wiki/Ventas_%28company%29)||
+|VYGR|Voyager Therapeutics Inc|[VYGR:NASDAQ](https://www.google.com/finance/quote/VYGR:NASDAQ)|[web](https://www.voyagertherapeutics.com)||
+
 
 
+### Noted
 
 
+|Symbol|Name|Chart|Web|Notes|
+|---|---|---|---|---|
+|APLD|Applied Digital Corp|[APLD:NASDAQ](https://www.google.com/finance/quote/APLD:NASDAQ)|[web](https://www.applieddigital.com)|AI infra|
+|APPF|AppFolio Inc|[APPF:NASDAQ](https://www.google.com/finance/quote/APPF:NASDAQ)|[wiki](https://en.wikipedia.org/wiki/AppFolio)|๐ŸŸข|
+|BX|Blackstone Inc|[BX:NYSE](https://www.google.com/finance/quote/BX:NYSE)|[wiki](https://en.wikipedia.org/wiki/Blackstone_Inc.)||
+|CHWY|Chewy Inc|[CHWY:NYSE](https://www.google.com/finance/quote/CHWY:NYSE)|[wiki](https://en.wikipedia.org/wiki/Chewy_(company))||
+|CW|Curtiss-Wright Corp.|[CW:NYSE](https://www.google.com/finance/quote/CW:NYSE)|[wiki](https://en.wikipedia.org/wiki/Curtiss-Wright)||
+|EMN|Eastman Chemical Co|[EMN:NYSE](https://www.google.com/finance/quote/EMN:NYSE)|[wiki](https://en.wikipedia.org/wiki/Eastman_Chemical_Company)|๐ŸŸข|
+|FI|Fiserv Inc|[EMN:NYSE](https://www.google.com/finance/quote/FI:NYSE)|[wiki](https://en.wikipedia.org/wiki/Fiserv)||
+|GME|GameStop Corp|[GME:NYSE](https://www.google.com/finance/quote/GME:NYSE)|[wiki](https://en.wikipedia.org/wiki/GameStop)||
+|INTU|Intuit Inc|[INTU:NASDAQ](https://www.google.com/finance/quote/INTU:NASDAQ)|[wiki](https://en.wikipedia.org/wiki/Intuit)|๐ŸŸข|
+|KR|Kroger Co|[KR:NYSE](https://www.google.com/finance/quote/KR:NYSE)|[wiki](https://en.wikipedia.org/wiki/Kroger)|mer: albertsons aq vitacost|
+|LRCX|Lam Research Corporation|[LRCX:NASDAQ](https://www.google.com/finance/quote/LRCX:NASDAQ)|[wiki](https://en.wikipedia.org/wiki/Lam_Research)|๐ŸŸข|
+|MODV|ModivCare Inc|[MODV:NASDAQ](https://www.google.com/finance/quote/MODV:NASDAQ)|[wiki](https://en.wikipedia.org/wiki/ModivCare)||
+|PLTR|Palantir Technologies Inc|[PLTR:NYSE](https://www.google.com/finance/quote/PLTR:NYSE)|[wiki](https://en.wikipedia.org/wiki/Palantir_Technologies)|๐ŸŸข|
+|QS|Quantumscape Corp|[QS:NYSE](https://www.google.com/finance/quote/QS:NYSE)|[web](https://www.quantumscape.com)|EV batteries|
+|UTSI|UTStarcom Holdings Corp|[UTSI:NASDAQ](https://www.google.com/finance/quote/UTSI:NASDAQ)|[wiki](https://en.wikipedia.org/wiki/UTStarcom)||
+|V|Visa Inc|[V:NYSE](https://www.google.com/finance/quote/V:NYSE)|[wiki](https://en.wikipedia.org/wiki/Visa_Inc.)||
 
 
 
 
-### daw-noted
+### Core
 
 
-|Symbol|24/9/12|Name|Chart|Web|Notes|
+|Symbol|Name|Chart|Web|Notes|
+|---|---|---|---|---|
+|AAPL|Apple Inc|[AAPL:NASDAQ](https://www.google.com/finance/quote/AAPL:NASDAQ)|[wiki](https://en.wikipedia.org/wiki/Apple_Inc.)|๐ŸŸข|
+|ABBV|AbbVie Inc|[ABBV:NYSE](https://www.google.com/finance/quote/ABBV:NYSE)|[wiki](https://en.wikipedia.org/wiki/AbbVie)||
+|ADBE|Adobe Inc|[ADBE:NASDAQ](https://www.google.com/finance/quote/ADBE:NASDAQ)|[wiki](https://en.wikipedia.org/wiki/Adobe_Inc.)|๐ŸŸข|
+|ADI|Analog Devices Inc.|[ADI:NASDAQ](https://www.google.com/finance/quote/ADI:NASDAQ)|[wiki](https://en.wikipedia.org/wiki/Analog_Devices)||
+|AKAM|Akamai Technologies Inc.|[AKAM:NASDAQ](https://www.google.com/finance/quote/AKAM:NASDAQ)|[wiki](https://en.wikipedia.org/wiki/Akamai_Technologies)|๐ŸŸข|
+|AMAT|Applied Materials Inc.|[AMAT:NASDAQ](https://www.google.com/finance/quote/AMAT:NASDAQ)|[wiki](https://www.appliedmaterials.com)||
+|AMD|Advanced Micro Devices Inc.|[AMD:NASDAQ](https://www.google.com/finance/quote/AMD:NASDAQ)|[wiki](https://en.wikipedia.org/wiki/AMD)|๐ŸŸข|
+|AMGN|Amgen Inc|[AMGN:NASDAQ](https://www.google.com/finance/quote/AMGN:NASDAQ)|[wiki](https://en.wikipedia.org/wiki/Amgen)||
+|AMZN|Amazon.com Inc|[AMZN:NASDAQ](https://www.google.com/finance/quote/AMZN:NASDAQ)|[wiki](https://en.wikipedia.org/wiki/Amazon_%28company%29)|๐ŸŸข|
+|ARM|Arm Holdings PLC|[ARM:NASDAQ](https://www.google.com/finance/quote/ARM:NASDAQ)|[wiki](https://en.wikipedia.org/wiki/Arm_Holdings)|๐ŸŸข|
+|AVGO|Broadcom Inc|[AVGO:NASDAQ](https://www.google.com/finance/quote/AVGO:NASDAQ)|[wiki](https://en.wikipedia.org/wiki/Broadcom)||
+|AXP|American Express Company|[AXP:NYSE](https://www.google.com/finance/quote/AXP:NYSE)|[wiki](https://en.wikipedia.org/wiki/American_Express)||
+|AZN|AstraZeneca plc|[AZN:NASDAQ](https://www.google.com/finance/quote/AZN:NASDAQ)|[wiki](https://en.wikipedia.org/wiki/AstraZeneca)||
+|BABA|Alibaba Group Holding Ltd|[BABA:NYSE](https://www.google.com/finance/quote/BABA:NYSE)|[wiki](https://en.wikipedia.org/wiki/Alibaba_Group)||
+|BIDU|Baidu Inc|[BIDU:NASDAQ](https://www.google.com/finance/quote/BIDU:NASDAQ)|[wiki](https://en.wikipedia.org/wiki/Baidu)||
+|BYND|Beyond Meat Inc|[BYND:NASDAQ](https://www.google.com/finance/quote/BYND:NASDAQ)|[wiki](https://en.wikipedia.org/wiki/Beyond_Meat)||
+|CFLT|Confluent Inc|[CFLT:NASDAQ](https://www.google.com/finance/quote/CFLT:NASDAQ)|[wiki](https://www.confluent.io)||
+|COF|Capital One Financial Corp.|[COF:NYSE](https://www.google.com/finance/quote/COF:NYSE)|[wiki](https://en.wikipedia.org/wiki/Capital_One)||
+|CRM|Salesforce Inc|[CRM:NYSE](https://www.google.com/finance/quote/CRM:NYSE)|[wiki](https://en.wikipedia.org/wiki/Salesforce)||
+|CSCO|Cisco Systems Inc|[CSCO:NASDAQ](https://www.google.com/finance/quote/CSCO:NASDAQ)|[wiki](https://en.wikipedia.org/wiki/Cisco)||
+|EA|Electronic Arts Inc|[EA:NASDAQ](https://www.google.com/finance/quote/EA:NASDAQ)|[wiki](https://en.wikipedia.org/wiki/Electronic_Arts)||
+|FSLY|Fastly Inc|[FSLY:NYSE](https://www.google.com/finance/quote/FSLY:NYSE)|[wiki](https://en.wikipedia.org/wiki/Fastly)||
+|GLW|Corning Inc|[GLW:NYSE](https://www.google.com/finance/quote/GLW:NYSE)|[wiki](https://en.wikipedia.org/wiki/Corning_Inc.)|๐ŸŸข|
+|GOOG|Alphabet Inc Class C|[GOOG:NASDAQ](https://www.google.com/finance/quote/GOOG:NASDAQ)|[wiki](https://en.wikipedia.org/wiki/Alphabet_Inc.)|๐ŸŸข|
+|GOOGL|Alphabet Inc Class A|[GOOGL:NASDAQ](https://www.google.com/finance/quote/GOOGL:NASDAQ)|[wiki](https://en.wikipedia.org/wiki/Alphabet_Inc.)|๐ŸŸข|
+|GTLB|Gitlab Inc|[GTLB:NASDAQ](https://www.google.com/finance/quote/GTLB:NASDAQ)|[wiki](https://about.gitlab.com)||
+|HCP|HashiCorp Inc|[HCP:NASDAQ](https://www.google.com/finance/quote/HCP:NASDAQ)|[wiki](https://en.wikipedia.org/wiki/HashiCorp)||
+|IBM|IBM Common Stock|[IBM:NYSE](https://www.google.com/finance/quote/IBM:NYSE)|[wiki](https://en.wikipedia.org/wiki/IBM)||
+|INTC|Intel Corp|[INTC:NASDAQ](https://www.google.com/finance/quote/INTC:NASDAQ)|[wiki](https://en.wikipedia.org/wiki/Intel)||
+|INTU|Intuit Inc|[INTU:NASDAQ](https://www.google.com/finance/quote/INTU:NASDAQ)|[wiki](https://en.wikipedia.org/wiki/Intuit)||
+|LLY|Eli Lilly And Co|[LLY:NYSE](https://www.google.com/finance/quote/LLY:NYSE)|[wiki](https://en.wikipedia.org/wiki/Eli_Lilly_and_Company)||
+|MA|Mastercard Inc|[MA:NYSE](https://www.google.com/finance/quote/MA:NYSE)|[wiki](https://en.wikipedia.org/wiki/Mastercard)||
+|MCK|McKesson Corp|[MCK:NYSE](https://www.google.com/finance/quote/MCK:NYSE)|[wiki](https://en.wikipedia.org/wiki/McKesson_Corporation)||
+|META|Meta Platforms Inc|[META:NASDAQ](https://www.google.com/finance/quote/META:NASDAQ)|[wiki](https://en.wikipedia.org/wiki/Meta_Platforms)||
+|MRK|Merck & Co Inc|[MRK:NYSE](https://www.google.com/finance/quote/MRK:NYSE)|[wiki](https://en.wikipedia.org/wiki/Merck_%26_Co.)||
+|MSFT|Microsoft Corp|[MSFT:NASDAQ](https://www.google.com/finance/quote/MSFT:NASDAQ)|[wiki](https://en.wikipedia.org/wiki/Microsoft)||
+|NET|Cloudflare Inc|[NET:NYSE](https://www.google.com/finance/quote/NET:NYSE)|[wiki](https://en.wikipedia.org/wiki/Cloudflare)||
+|NVDA|NVIDIA Corp|[NVDA:NASDAQ](https://www.google.com/finance/quote/NVDA:NASDAQ)|[wiki](https://en.wikipedia.org/wiki/Nvidia)|๐ŸŸข|
+|NVO|Novo Nordisk|[NVO:NYSE](https://www.google.com/finance/quote/NVO:NYSE)|[wiki](https://en.wikipedia.org/wiki/Novo_Nordisk)||
+|NVS|Novartis AG|[NVS:NYSE](https://www.google.com/finance/quote/NVS:NYSE)|[wiki](https://en.wikipedia.org/wiki/Novartis)||
+|ORCL|Oracle Corp|[ORCL:NYSE](https://www.google.com/finance/quote/ORCL:NYSE)|[wiki](https://en.wikipedia.org/wiki/Oracle_Corporation)||
+|PANW|Palo Alto Networks Inc|[PANW:NASDAQ](https://www.google.com/finance/quote/PANW:NASDAQ)|[wiki](https://en.wikipedia.org/wiki/Palo_Alto_Networks)||
+|PFE|Pfizer Inc|[PFE:NYSE](https://www.google.com/finance/quote/PFE:NYSE)|[wiki](https://en.wikipedia.org/wiki/Pfizer)||
+|PLTR|Palantir Technologies Inc|[PLTR:NYSE](https://www.google.com/finance/quote/PLTR:NYSE)|[wiki](https://en.wikipedia.org/wiki/Palantir_Technologies)||
+|QCOM|Qualcomm Inc|[QCOM:NASDAQ](https://www.google.com/finance/quote/QCOM:NASDAQ)|[wiki](https://en.wikipedia.org/wiki/Qualcomm)||
+|REGN|Regeneron Pharmaceuticals Inc|[REGN:NASDAQ](https://www.google.com/finance/quote/REGN:NASDAQ)|[wiki](https://en.wikipedia.org/wiki/Regeneron_Pharmaceuticals)||
+|SHOP|Shopify Inc|[SHOP:NYSE](https://www.google.com/finance/quote/SHOP:NYSE)|[wiki](https://en.wikipedia.org/wiki/Shopify)|๐ŸŸข|
+|SONY|Sony Group Corp|[SONY:NYSE](https://www.google.com/finance/quote/SONY:NYSE)|[wiki](https://en.wikipedia.org/wiki/Sony)||
+|SQSP|Squarespace Inc|[SQSP:NYSE](https://www.google.com/finance/quote/SQSP:NYSE)|[wiki](https://en.wikipedia.org/wiki/Squarespace)|๐ŸŸข|
+|T|AT&T Inc|[T:NYSE](https://www.google.com/finance/quote/T:NYSE)|[wiki](https://en.wikipedia.org/wiki/AT%26T)||
+|TSM|Taiwan Semiconductor Mfg. Co. Ltd.|[TSM:NYSE](https://www.google.com/finance/quote/TSM:NYSE)|[wiki](https://en.wikipedia.org/wiki/TSMC)||
+|TTWO|Take-Two Interactive|[TTWO:NASDAQ](https://www.google.com/finance/quote/TTWO:NASDAQ)|[wiki](https://en.wikipedia.org/wiki/Take-Two_Interactive)||
+|U|Unity Software Inc|[U:NYSE](https://www.google.com/finance/quote/U:NYSE)|[wiki](https://en.wikipedia.org/wiki/Unity_Technologies)||
+|V|Visa Inc|[V:NYSE](https://www.google.com/finance/quote/V:NYSE)|[wiki](https://en.wikipedia.org/wiki/Visa_Inc.)||
+|VZ|Verizon Communications Inc.|[VZ:NYSE](https://www.google.com/finance/quote/VZ:NYSE)|[wiki](https://en.wikipedia.org/wiki/Verizon)||
+|WB|Weibo Corp|[WB:NASDAQ](https://www.google.com/finance/quote/WB:NASDAQ)|[wiki](https://en.wikipedia.org/wiki/Weibo_Corporation)||
+|WIX|Wix.Com Ltd|[WIX:NASDAQ](https://www.google.com/finance/quote/WIX:NASDAQ)|[wiki](https://en.wikipedia.org/wiki/Wix.com)||
+|ZG|Zillow Group Inc Class A|[ZG:NASDAQ](https://www.google.com/finance/quote/ZG:NASDAQ)|[wiki](https://en.wikipedia.org/wiki/Zillow)|๐ŸŸข|
+
+### Long
+
+|Symbol|Last|Name|Chart|Web|Notes|
 |---|---|---|---|---|---|
 |---|---|---|---|---|---|
-|APLD|5.87|Applied Digital Corp|[APLD:NASDAQ](https://www.google.com/finance/quote/APLD:NASDAQ)|[web](https://www.applieddigital.com)|AI infra|
-|APPF|224.12|AppFolio Inc|[APPF:NASDAQ](https://www.google.com/finance/quote/APPF:NASDAQ)|[wiki](https://en.wikipedia.org/wiki/AppFolio)||
-|BX|143.27|Blackstone Inc|[BX:NYSE](https://www.google.com/finance/quote/BX:NYSE)|[wiki](https://en.wikipedia.org/wiki/Blackstone_Inc.)||
-|CHWY|30.24|Chewy Inc|[CHWY:NYSE](https://www.google.com/finance/quote/CHWY:NYSE)|[wiki](https://en.wikipedia.org/wiki/Chewy_(company))||
-|CW|300.47|Curtiss-Wright Corp.|[CW:NYSE](https://www.google.com/finance/quote/CW:NYSE)|[wiki](https://en.wikipedia.org/wiki/Curtiss-Wright)||
-|EMN|98.93|Eastman Chemical Co|[wiki](https://www.google.com/finance/quote/EMN:NYSE)|[wiki](https://en.wikipedia.org/wiki/Eastman_Chemical_Company)||
-|FI|171.02|Fiserv Inc|[EMN:NYSE](https://www.google.com/finance/quote/FI:NYSE)|[wiki](https://en.wikipedia.org/wiki/Fiserv)||
-|GME|20.64|GameStop Corp|[GME:NYSE](https://www.google.com/finance/quote/GME:NYSE)|[wiki](https://en.wikipedia.org/wiki/GameStop)||
-|INTU|643.92|Intuit Inc|[INTU:NASDAQ](https://www.google.com/finance/quote/INTU:NASDAQ)|[wiki](https://en.wikipedia.org/wiki/Intuit)||
-|KR|51.50|Kroger Co|[KR:NYSE](https://www.google.com/finance/quote/KR:NYSE)|[wiki](https://en.wikipedia.org/wiki/Kroger)|mer: albertsons aq vitacost|
-|LRCX|766.85|Lam Research Corporation|[LRCX:NASDAQ](https://www.google.com/finance/quote/LRCX:NASDAQ)|[wiki](https://en.wikipedia.org/wiki/Lam_Research)||
-|MODV|31.19|ModivCare Inc|[MODV:NASDAQ](https://www.google.com/finance/quote/MODV:NASDAQ)|[wiki](https://en.wikipedia.org/wiki/ModivCare)||
-|PLTR|34.85|Palantir Technologies Inc|[PLTR:NYSE](https://www.google.com/finance/quote/PLTR:NYSE)|[wiki](https://en.wikipedia.org/wiki/Palantir_Technologies)||
-|QS|5.80|Quantumscape Corp|[QS:NYSE](https://www.google.com/finance/quote/QS:NYSE)|[web](https://www.quantumscape.com)|EV batteries|
-|UTSI|3.04|UTStarcom Holdings Corp|[UTSI:NASDAQ](https://www.google.com/finance/quote/UTSI:NASDAQ)|[wiki](https://en.wikipedia.org/wiki/UTStarcom)||
-|V|283.96|Visa Inc|[V:NYSE](https://www.google.com/finance/quote/V:NYSE)|[wiki](https://en.wikipedia.org/wiki/Visa_Inc.)||
-
-
-### daw-core
+
+
+### Short
 
 
 |Symbol|Last|Name|Chart|Web|Notes|
 |Symbol|Last|Name|Chart|Web|Notes|
 |---|---|---|---|---|---|
 |---|---|---|---|---|---|
-|AAPL|222.66|Apple Inc|[AAPL:NASDAQ](https://www.google.com/finance/quote/AAPL:NASDAQ)|[wiki](https://en.wikipedia.org/wiki/Apple_Inc.)||
-|ABBV|194.59|AbbVie Inc|[ABBV:NYSE](https://www.google.com/finance/quote/ABBV:NYSE)|[wiki](https://en.wikipedia.org/wiki/AbbVie)||
-|ADBE|580.38|Adobe Inc|[ADBE:NASDAQ](https://www.google.com/finance/quote/ADBE:NASDAQ)|[wiki](https://en.wikipedia.org/wiki/Adobe_Inc.)||
-|ADI|225.07|Analog Devices Inc.|[ADI:NASDAQ](https://www.google.com/finance/quote/ADI:NASDAQ)|[wiki](https://en.wikipedia.org/wiki/Analog_Devices)||
-|AKAM|96.66|Akamai Technologies Inc.|[AKAM:NASDAQ](https://www.google.com/finance/quote/AKAM:NASDAQ)|[wiki](https://en.wikipedia.org/wiki/Akamai_Technologies)||
-|AMAT|185.94|Applied Materials Inc.|[AMAT:NASDAQ](https://www.google.com/finance/quote/AMAT:NASDAQ)|[wiki](https://www.appliedmaterials.com)||
-|AMD|149.86|Advanced Micro Devices Inc.|[AMD:NASDAQ](https://www.google.com/finance/quote/AMD:NASDAQ)|[wiki](https://en.wikipedia.org/wiki/AMD)||
-|AMGN|329.98|Amgen Inc|[AMGN:NASDAQ](https://www.google.com/finance/quote/AMGN:NASDAQ)|[wiki](https://en.wikipedia.org/wiki/Amgen)||
-|AMZN|184.52|Amazon.com Inc|[AMZN:NASDAQ](https://www.google.com/finance/quote/AMZN:NASDAQ)|[wiki](https://en.wikipedia.org/wiki/Amazon_%28company%29)||
-|ARM|140.50|Arm Holdings PLC|[ARM:NASDAQ](https://www.google.com/finance/quote/ARM:NASDAQ)|[wiki](https://en.wikipedia.org/wiki/Arm_Holdings)||
-|AVGO|158.27|Broadcom Inc|[AVGO:NASDAQ](https://www.google.com/finance/quote/AVGO:NASDAQ)|[wiki](https://en.wikipedia.org/wiki/Broadcom)||
-|AXP|254.18|American Express Company|[AXP:NYSE](https://www.google.com/finance/quote/AXP:NYSE)|[wiki](https://en.wikipedia.org/wiki/American_Express)||
-|AZN|80.53|AstraZeneca plc|[AZN:NASDAQ](https://www.google.com/finance/quote/AZN:NASDAQ)|[wiki](https://en.wikipedia.org/wiki/AstraZeneca)||
-|BABA|84.81|Alibaba Group Holding Ltd|[BABA:NYSE](https://www.google.com/finance/quote/BABA:NYSE)|[wiki](https://en.wikipedia.org/wiki/Alibaba_Group)||
-|BIDU|83.95|Baidu Inc|[BIDU:NASDAQ](https://www.google.com/finance/quote/BIDU:NASDAQ)|[wiki](https://en.wikipedia.org/wiki/Baidu)||
-|BYND|6.18|Beyond Meat Inc|[BYND:NASDAQ](https://www.google.com/finance/quote/BYND:NASDAQ)|[wiki](https://en.wikipedia.org/wiki/Beyond_Meat)||
-|CFLT|19.49|Confluent Inc|[CFLT:NASDAQ](https://www.google.com/finance/quote/CFLT:NASDAQ)|[wiki](https://www.confluent.io)||
-|COF|136.46|Capital One Financial Corp.|[COF:NYSE](https://www.google.com/finance/quote/COF:NYSE)|[wiki](https://en.wikipedia.org/wiki/Capital_One)||
-|CRM|249.57|Salesforce Inc|[CRM:NYSE](https://www.google.com/finance/quote/CRM:NYSE)|[wiki](https://en.wikipedia.org/wiki/Salesforce)||
-|CSCO|49.11|Cisco Systems Inc|[CSCO:NASDAQ](https://www.google.com/finance/quote/CSCO:NASDAQ)|[wiki](https://en.wikipedia.org/wiki/Cisco)||
-|EA|143.70|Electronic Arts Inc|[EA:NASDAQ](https://www.google.com/finance/quote/EA:NASDAQ)|[wiki](https://en.wikipedia.org/wiki/Electronic_Arts)||
-|FSLY|5.92|Fastly Inc|[FSLY:NYSE](https://www.google.com/finance/quote/FSLY:NYSE)|[wiki](https://en.wikipedia.org/wiki/Fastly)||
-|GLW|41.85|Corning Inc|[GLW:NYSE](https://www.google.com/finance/quote/GLW:NYSE)|[wiki](https://en.wikipedia.org/wiki/Corning_Inc.)||
-|GOOG|152.15|Alphabet Inc Class C|[GOOG:NASDAQ](https://www.google.com/finance/quote/GOOG:NASDAQ)|[wiki](https://en.wikipedia.org/wiki/Alphabet_Inc.)||
-|GOOGL|151.16|Alphabet Inc Class A|[GOOGL:NASDAQ](https://www.google.com/finance/quote/GOOGL:NASDAQ)|[wiki](https://en.wikipedia.org/wiki/Alphabet_Inc.)||
-|GTLB|55.29|Gitlab Inc|[GTLB:NASDAQ](https://www.google.com/finance/quote/GTLB:NASDAQ)|[wiki](https://about.gitlab.com)||
-|HCP|33.84|HashiCorp Inc|[HCP:NASDAQ](https://www.google.com/finance/quote/HCP:NASDAQ)|[wiki](https://en.wikipedia.org/wiki/HashiCorp)||
-|IBM|209.89|IBM Common Stock|[IBM:NYSE](https://www.google.com/finance/quote/IBM:NYSE)|[wiki](https://en.wikipedia.org/wiki/IBM)||
-|INTC|19.64|Intel Corp|[INTC:NASDAQ](https://www.google.com/finance/quote/INTC:NASDAQ)|[wiki](https://en.wikipedia.org/wiki/Intel)||
-|INTU|643.92|Intuit Inc|[INTU:NASDAQ](https://www.google.com/finance/quote/INTU:NASDAQ)|[wiki](https://en.wikipedia.org/wiki/Intuit)||
-|LLY|920.89|Eli Lilly And Co|[LLY:NYSE](https://www.google.com/finance/quote/LLY:NYSE)|[wiki](https://en.wikipedia.org/wiki/Eli_Lilly_and_Company)||
-|MA|488.18|Mastercard Inc|[MA:NYSE](https://www.google.com/finance/quote/MA:NYSE)|[wiki](https://en.wikipedia.org/wiki/Mastercard)||
-|MCK|510.45|McKesson Corp|[MCK:NYSE](https://www.google.com/finance/quote/MCK:NYSE)|[wiki](https://en.wikipedia.org/wiki/McKesson_Corporation)||
-|META|511.83|Meta Platforms Inc|[META:NASDAQ](https://www.google.com/finance/quote/META:NASDAQ)|[wiki](https://en.wikipedia.org/wiki/Meta_Platforms)||
-|MRK|114.71|Merck & Co Inc|[MRK:NYSE](https://www.google.com/finance/quote/MRK:NYSE)|[wiki](https://en.wikipedia.org/wiki/Merck_%26_Co.)||
-|MSFT|423.04|Microsoft Corp|[MSFT:NASDAQ](https://www.google.com/finance/quote/MSFT:NASDAQ)|[wiki](https://en.wikipedia.org/wiki/Microsoft)||
-|NET|78.56|Cloudflare Inc|[NET:NYSE](https://www.google.com/finance/quote/NET:NYSE)|[wiki](https://en.wikipedia.org/wiki/Cloudflare)||
-|NVDA|116.91|NVIDIA Corp|[NVDA:NASDAQ](https://www.google.com/finance/quote/NVDA:NASDAQ)|[wiki](https://en.wikipedia.org/wiki/Nvidia)||
-|NVO|135.23|Novo Nordisk|[NVO:NYSE](https://www.google.com/finance/quote/NVO:NYSE)|[wiki](https://en.wikipedia.org/wiki/Novo_Nordisk)||
-|NVS|115.28|Novartis AG|[NVS:NYSE](https://www.google.com/finance/quote/NVS:NYSE)|[wiki](https://en.wikipedia.org/wiki/Novartis)||
-|ORCL|157.18|Oracle Corp|[ORCL:NYSE](https://www.google.com/finance/quote/ORCL:NYSE)|[wiki](https://en.wikipedia.org/wiki/Oracle_Corporation)||
-|PANW|341.77|Palo Alto Networks Inc|[PANW:NASDAQ](https://www.google.com/finance/quote/PANW:NASDAQ)|[wiki](https://en.wikipedia.org/wiki/Palo_Alto_Networks)||
-|PFE|29.66|Pfizer Inc|[PFE:NYSE](https://www.google.com/finance/quote/PFE:NYSE)|[wiki](https://en.wikipedia.org/wiki/Pfizer)||
-|PLTR|34.85|Palantir Technologies Inc|[PLTR:NYSE](https://www.google.com/finance/quote/PLTR:NYSE)|[wiki](https://en.wikipedia.org/wiki/Palantir_Technologies)||
-|QCOM|166.56|Qualcomm Inc|[QCOM:NASDAQ](https://www.google.com/finance/quote/QCOM:NASDAQ)|[wiki](https://en.wikipedia.org/wiki/Qualcomm)||
-|REGN|1141.45|Regeneron Pharmaceuticals Inc|[REGN:NASDAQ](https://www.google.com/finance/quote/REGN:NASDAQ)|[wiki](https://en.wikipedia.org/wiki/Regeneron_Pharmaceuticals)||
-|SHOP|71.52|Shopify Inc|[SHOP:NYSE](https://www.google.com/finance/quote/SHOP:NYSE)|[wiki](https://en.wikipedia.org/wiki/Shopify)||
-|SONY|93.77|Sony Group Corp|[SONY:NYSE](https://www.google.com/finance/quote/SONY:NYSE)|[wiki](https://en.wikipedia.org/wiki/Sony)||
-|SQSP|46.27|Squarespace Inc|[SQSP:NYSE](https://www.google.com/finance/quote/SQSP:NYSE)|[wiki](https://en.wikipedia.org/wiki/Squarespace)||
-|T|21.45|AT&T Inc|[T:NYSE](https://www.google.com/finance/quote/T:NYSE)|[wiki](https://en.wikipedia.org/wiki/AT%26T)||
-|TSM|169.614161|Taiwan Semiconductor Mfg. Co. Ltd.|[TSM:NYSE](https://www.google.com/finance/quote/TSM:NYSE)|[wiki](https://en.wikipedia.org/wiki/TSMC)||
-|TTWO|152.34|Take-Two Interactive|[TTWO:NASDAQ](https://www.google.com/finance/quote/TTWO:NASDAQ)|[wiki](https://en.wikipedia.org/wiki/Take-Two_Interactive)||
-|U|17.22|Unity Software Inc|[U:NYSE](https://www.google.com/finance/quote/U:NYSE)|[wiki](https://en.wikipedia.org/wiki/Unity_Technologies)||
-|V|283.96|Visa Inc|[V:NYSE](https://www.google.com/finance/quote/V:NYSE)|[wiki](https://en.wikipedia.org/wiki/Visa_Inc.)||
-|VZ|43.80|Verizon Communications Inc.|[VZ:NYSE](https://www.google.com/finance/quote/VZ:NYSE)|[wiki](https://en.wikipedia.org/wiki/Verizon)||
-|WB|7.23|Weibo Corp|[WB:NASDAQ](https://www.google.com/finance/quote/WB:NASDAQ)|[wiki](https://en.wikipedia.org/wiki/Weibo_Corporation)||
-|WIX|152.80|Wix.Com Ltd|[WIX:NASDAQ](https://www.google.com/finance/quote/WIX:NASDAQ)|[wiki](https://en.wikipedia.org/wiki/Wix.com)||
-|ZG|54.17|Zillow Group Inc Class A|[ZG:NASDAQ](https://www.google.com/finance/quote/ZG:NASDAQ)|[wiki](https://en.wikipedia.org/wiki/Zillow)||
+
+### Wild
+
+|Symbol|Last|Name|Chart|Web|Notes|
+|---|---|---|---|---|---|

+ 20 - 17
notes/work/wealth.md

@@ -2,27 +2,22 @@
 
 
 ## Log
 ## Log
 
 
-- 24/09/12 - new broker, moved stocks, and learning more about investing
+- 24/09/12 - new broker, moved stocks
 - 23/12/18 - needed a place to note some news on investing
 - 23/12/18 - needed a place to note some news on investing
 
 
 ## About
 ## About
 
 
-**23/12/18** - Started this page because I was thinking about my January taxes. I have a love-hate relationship with money. I grew up mostly middle-class but with a fair amount of privilege mainly due to my dad's relative social standing. I live in a community with a high poverty rate which helps keep my feet on the ground[1]. I went to college without any concerns of money and studied art. I shifted my views when I began paying for it and switched to studying to become an actuary because of the starting salary. I worked in some fairly high-end trades associated with money and what I've noticed is that being happy has nothing to do with it, unless, of course, you don't have any. I've had a couple of businesses now and have always bemoaned the accounting parts.
+**23/12/18** - Started this page because I was thinking about my January taxes. I have a love-hate relationship with money. I grew up mostly middle-class but with a fair amount of privilege mainly due to my dad's relative social standing. I live in a community with a high poverty rate which helps keep my feet on the ground[^1]. I went to college without any concerns of money and studied art. I shifted my views when I began paying for it and switched to studying to become an actuary because of the starting salary. I worked in some fairly high-end trades associated with money and what I've noticed is that being happy has nothing to do with it, unless, of course, you don't have any. I've had a couple of businesses now and have always bemoaned the accounting parts.
 
 
-[1] note: there are now 700,000 homeless people in the US.
+[^1]: note: there are now 700,000 homeless people in the US.
 
 
 I really don't like talking money to folks. I always try to be straightforward and fair. I'm mostly conservative in my approach and I don't mean that in the obvious way. I mostly try to consume very little. I've noticed that being 'rich' is mostly a state of mind which means just not having to worry about it which is what I try to do most often. I certainly don't want to actively monitor money for a living and I'm at the stage in life now, where I just don't want to take on any debt, and investing in my health seems like the most advantageous thing to focus on.
 I really don't like talking money to folks. I always try to be straightforward and fair. I'm mostly conservative in my approach and I don't mean that in the obvious way. I mostly try to consume very little. I've noticed that being 'rich' is mostly a state of mind which means just not having to worry about it which is what I try to do most often. I certainly don't want to actively monitor money for a living and I'm at the stage in life now, where I just don't want to take on any debt, and investing in my health seems like the most advantageous thing to focus on.
 
 
-## Accounts
+## Business
 
 
-Operating
-| Savings / CD / Funds
-| Currencies
-| IRA / 401 / Annuities
-| Market
-| Medical Savings
 
 
-## Business
+
+I remember heading into my first corporate job and all of the fellas on my team were spending half of their days trading currencies and whatnot. Since then, I've always had the attitude that my biggest investment will always be myself. I like to reinvest in my own knowledge. I told my broker that I wanted to be hands-on and since then, I've just been learning whatever I'm able. It's an amazing amount of knowledge needed to actually know what you're doing, so I'm diving in here. 
 
 
 Assets
 Assets
 | Operating
 | Operating
@@ -31,15 +26,23 @@ Assets
 | Expenses
 | Expenses
 | Income
 | Income
 
 
-## Investments
-
-I remember heading into my first corporate job and all of the fellas on my team were spending half of their days trading currencies and whatnot. Since then, I've always had the attitude that my biggest investment will always be myself. I like to reinvest in my own knowledge. I told my broker that I wanted to be hands-on and since then, I've just been learning whatever I'm able. It's an amazing amount of knowledge needed to actually know what you're doing, so I'm 
 
 
-### Portfolio
+## Accounts
 
 
 I've got kinda a duality in that I'm all in on the digital future while simultaneously prioritizing the basic necessities of life around the world. I try my best to be somewhat ethical in my investments. I try to remind myself that 'not thinking about it' is the epitome of wealth. And for that reason, I'm just try to bet on the long term cultural changes and the fact that we're continuing to evolve. 
 I've got kinda a duality in that I'm all in on the digital future while simultaneously prioritizing the basic necessities of life around the world. I try my best to be somewhat ethical in my investments. I try to remind myself that 'not thinking about it' is the epitome of wealth. And for that reason, I'm just try to bet on the long term cultural changes and the fact that we're continuing to evolve. 
 
 
-#### Stocks
+### Investments
+
+|Types||||
+|---|---|---|---|
+|Annuities|Savings( MED/RRSP/RRIF/TFSA )|Mortgages|CDs|
+|Assets|Trusts|Real Estate|Property|
+|Bonds|Gov|Corp||
+|Currencies|Foreign|Crypto|Cash|
+|IRAs|Roth|Trad|
+|[Stocks](/notes/work/stocks)|Mutual|Hedge|[Trades](/notes/work/trades)|
+
+
 
 
-๐Ÿ”— [Stocks](/notes/work/stocks)
 
 
+---