Tag: Okta

Investing Strategy for Thursday 12-13

Let’s see what I already have, in Merrill Edge, I have Roku and Square. Sold Yesterday, Twilio, Okta and Coup.

I would like to buy MDB today, if it goes down by more than 3 % and also Twilio, Okta and Coup if they go down more than 5%. Regarding, Roku and Square, I plan to sell if any of them go beyond 5%, may buy more of Roku or Square, if they drop by more than 3%

Update: Although there was some fluctuation in the market, I chose not to buy or sell anything 

Investing via Merrill Edge

Markets have been down since last almost three 3 months. I use Stash and Robinhood for daily investing exercises while Fidelity for mutual funds. Also use Betterment for monthly savings. While I was almost 8 % up in Stash in early October, as of now I’m almost 10 % down on that platform. I have put a little over than 6K in that account.

I started using Merrill Edge when I was persuaded by a BofA agent back in September, I started with 500 and soon added another 450 and that was the time when it crashed. Most of the value in Roku and Square got vanished. The I found some new stocks like Twilio, MDB and Okta which helped.