Money and Finance
Well I've been active this past week in trying to unload some shares of Halliburton (HAL) which is my employer. I purchased the shares through the employee stock purchase plan and I believe that if one is offered at your employer and you get a sizable discount you should participate if possible. Just don't go overboard and allocate too much capital to your employer's shares because they're also your source of income. And if hard times fall on the company you could be left with no job and investments that are dropping like a rock. If my wife and I weren't planning on purchasing our first home together during the second half of the year, I'd be a bit more strategic with unloading the shares by selling call options. But I'm not blessed with the luxury of time right now and the 2 sales represented solid gains.
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- Recent Sell
Nothing major to report but I do like to give a full update on any changes made to my portfolio. Yesterday I closed my position in Halliburton (HAL). Halliburton isn't exactly a dividend growth stock, although they have increased it the last few...
- Dividend Update - July 2013
And another one bites the dust! Seriously, was July shorter this year by about 10 days? It was a pretty quiet month for dividends as well as new additions to the FI Portfolio. I only started small positions in Realty Income and General Electric...
- Recent Option Transaction
Yesterday the markets continued their run higher bringing along Halliburton (HAL), my employer and therefore source of ESPP shares along with it. I'm still way overweight my company's stock and with another 198 shares hitting long-term capital...
- Recent Options Transactions
On Tuesday, April 9th I sold 2 more call options on some of my shares of HAL. If you remember from my previous post, I'm going to start a new strategy in regards to my HAL shares. They are my employer and I acquire the shares through the ESPP...
- Selling Covered Calls To Add Income
I've been searching through the plan documents but haven't been able to find whether or not I can do this with my ESPP through my employer. I'll know for sure come around the middle of January. If I can sell covered calls then it will be a...
Money and Finance
Recent Sells
Well I've been active this past week in trying to unload some shares of Halliburton (HAL) which is my employer. I purchased the shares through the employee stock purchase plan and I believe that if one is offered at your employer and you get a sizable discount you should participate if possible. Just don't go overboard and allocate too much capital to your employer's shares because they're also your source of income. And if hard times fall on the company you could be left with no job and investments that are dropping like a rock. If my wife and I weren't planning on purchasing our first home together during the second half of the year, I'd be a bit more strategic with unloading the shares by selling call options. But I'm not blessed with the luxury of time right now and the 2 sales represented solid gains.
Read more »
- Recent Sell
Nothing major to report but I do like to give a full update on any changes made to my portfolio. Yesterday I closed my position in Halliburton (HAL). Halliburton isn't exactly a dividend growth stock, although they have increased it the last few...
- Dividend Update - July 2013
And another one bites the dust! Seriously, was July shorter this year by about 10 days? It was a pretty quiet month for dividends as well as new additions to the FI Portfolio. I only started small positions in Realty Income and General Electric...
- Recent Option Transaction
Yesterday the markets continued their run higher bringing along Halliburton (HAL), my employer and therefore source of ESPP shares along with it. I'm still way overweight my company's stock and with another 198 shares hitting long-term capital...
- Recent Options Transactions
On Tuesday, April 9th I sold 2 more call options on some of my shares of HAL. If you remember from my previous post, I'm going to start a new strategy in regards to my HAL shares. They are my employer and I acquire the shares through the ESPP...
- Selling Covered Calls To Add Income
I've been searching through the plan documents but haven't been able to find whether or not I can do this with my ESPP through my employer. I'll know for sure come around the middle of January. If I can sell covered calls then it will be a...