I'm holding a fairly larger position in the company at $5.18 ACB. I believe in the eventual marketing of the drug, but the PO is making me queasy. If you didn't see it, they made a public offering to of 24 Million common shares and warrants at $2.50/share.  For seemingly good reasons: advance of the nvg-291 drug through clinical studies, working capital for their corporate processes, etc. Stock way down 40 % overnight as you might expect, and opened at $2.05.

 So the question is - would it be considered good strategy to sell my existing shares at about 10-11am when the dust settles - and then buy back after the 30-day wash period is over?  I suspect it's going to give existing investors the jitters, while offering an opportunities to new investors, if they wish to avail themselves of it.

But I do even see a scenario with the the price being even lower if I want to buy back in around 7/1/26 . What would you all do? Sell them now, buy back in...or just sit tight on shares and see what develops. I probably have a patience threshold for about 1-2 years on this one to see where it's headed.

My first time though one of these : (

Hello, I hold a fairly larger position in the company at $5.18 (ngen), because I believe in the advancement of their flagship drug.  Now the company just just did a public offering to of 24 Million common shares and warrants at $2.50/share.  This is “seemingly” for good reasons: advance of their nvg-291 through clinical studies, working capital for corporate processes, etc… Stock tanked overnight as you might expect – down about 40% and it looks like it will open at about $2.20/share.

So my question is this: is it good strategy to sell my existing shares at about 10-11am when the dust settles….and then buy back in after the 30-day wash period is over?  I suspect such types of things give investors the jitters, so I can even see the price being even lower if I want to buy back in around July 1^(st).  Would you recommend something like that…or to just sit tight on my shares and see what develops. I probably have about a 1-2 year windows where I would be comfortable seeing how the stock is progressing.

 Thanks for thoughts on your strategy here. First time though one of these.

 

Hello, I hold a fairly larger position in the company at $5.18. because I believe in the advancement of their flagship drug.  Now the company just CO. just did a public offering to of 24 Million common shares and warrants at $2.50/share.  This is “seemingly” for good reasons: advance of their nvg-291 through clinical studies, working capital for corporate processes, etc… Stock tanked overnight as you might expect – down about 40% and it looks like it will open at about $2.20/share.

 So my question is this: is it good strategy to sell my existing shares at about 10-11am when the dust settles….and then buy back in after the 30-day wash period is over?  I suspect such types of things give investors the jitters, so I can even see the price being even lower if I want to buy back in around July 1^(st).  Would you recommend something like that…or to just sit tight on my shares and see what develops. I probably have about a 2-4 year window where I would be comfortable seeing how the stock is progressing.

 Thanks for thoughts on your strategy here. First time though one of these!

 

 

Always a bit surprised to see this one pop up in my quarterly dividends. Yield is about 4% at present; caveat being it looks like only about 1/2 its dividends treated as qualified at present, subject to some variability. I always kind of looked at this one as a growth/hedge type of Int'l ETF, but should I start looking at this in the same way as SCHD, etc. Anyone holding and considering it like this?

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As of Apr-30-2026

• Top 3 Holdings A005930:KR (2.54%), ASML:NL (2.17%), A000660:KR (1.27%)
• Top Country Japan (23.35%)
• Top Capitalization Large (87.99%)
• Top Sector Financials (22.91%)

How is it performing?

As of Apr-30-2026

	HFXI(Total Returns)	MSCI EAFE NR USD****As of Apr-30-2026
1 year	+34.23%	+24.60%
3 year	+18.43%	+15.30%
5 year	+11.86%	+8.83%
10 year	+11.02%	+8.85%
Life	+9.12%	+7.39%

Hello all, so I have a good problem at the moment.  On a stock like RKLB, I have a total gain % of 765% right now.  In the recent past, I have cashed out gains of 4,700 total in a few lots, which is about 80% of my Cost basis total.  So right now, I have about $6K invested with current value of a little over $51,000.  So right now I’m looking at an unrealized gain of  $45,000.  I’m wondering if others have some sort of “rule” in place for this type of circumstance. I’m stuck in that limbo of wondering if I should take some additional gains and put it in a standard S&P fund, and/or something like SGOV (would have to pay taxes of course on LTCG)…or just ‘letting it ride’ and see where it gets in 3-4 years when I might have to sell off a decent amount when I need the $$.

 I am fairly new to brokerage despite being middle-aged.  I liked a stock like this (and ASTS/LUNR/PL holds as well)…because I saw and looked at them as disruptive technologies…and read the tea leaves on the sector I guess.  I am going to have the same consideration on AMPX as well.  I know, a good problem.

 Despite doing DD on these stocks. I must admit I did not have an exit or real profit-taking strategy, so that is on me – again being somewhat new to the brokerage game.  I know there are some generally some rules about profit taking out there, i.e. when it hits 100 gain %, cash out ½ of your shares, etc…but I am currently in this limbo of taking some gains vs. letting it run.

 Thanks for any insight you can share or if you have a general stance/profit rule on this.

Hi all, so I have a “good” problem at the moment.  On a stock like RKLB, I have a total gain% of 765% right now.  In the recent past, I have cashed out gains of 4,700 total in a few lots, which is about 80% of my Cost basis total.  So right now, I have about $6K invested with current value of a little over $51,000.  So right now I’m looking at an unrealized gain of  $45,000.  I’m wondering if others have some sort of “rule” in place for this type of circumstance. I’m stuck in that limbo of wondering if I should take some additional gains and put it in a standard S&P fund, and/or something like SGOV (would have to pay taxes of course on LTCG)…or just ‘letting it ride’ and see where it gets in 3-4 years when I might have to sell off a decent amount when I need the $$.

 I am fairly new to brokerage despite being middle-aged.  I liked a stock like this (and ASTS/LUNR/PL holds as well)…because I saw and looked at them as disruptive technologies…and read the tea leaves on the sector I guess.  I am going to have the same consideration on AMPX as well.  I know, a good problem.

 Despite doing DD on these stocks. I must admit I did not have an exit or real profit-taking strategy, so that is on me – again being somewhat new to the brokerage game.  I know there are some generally some rules about profit taking out there, i.e. when it hits 100 gain %, cash out ½ of your shares, etc…but I am currently in this limbo of taking some gains vs. letting it run.

 Thanks for any insight you can share or if you have a general stance or personal rule on this.

Hello all, we had a tough and cold Winter in the Northeast and this was causing issues with our heat shutting down. We have forced hot water heating system, and 2 Zones of heating.  Basically, if 1 zone is working, the other won’t work and vice-versa.  Split-level house: Zone 1 is main floor, zone 2 is upstairs / bedrooms.  We had 2 plumbers in – neither of whom could fix it permanently .  They were in several times to bleed water/air out of the baseboards…and this may improve things for several hours, but inevitably the heat would stop working overnight, so we would me waking up to a lof 54’ mornings in our living room.

Plumber 1 basically said he couldn’t fix it permanently – Plumber 2 thought #1 was crazy and thought with the bleeding/flushing this would clear things up.  So despite that and some hardware upgrades down around our boiler (which they said was fine)…the problem still persisted.  So plumber #2 is now telling us that we have to replace our whole piping system throughout the house to  correct the issues. The way he explained is that there are several mismatched piping sizes, i.e. one is a ½ inch, the other is a ¼, etc…so it’s causing these pressure/blockage issues, so the heat is not flowing correctly.  The house was built in the 1950’s so it is possible that they kind of kind of do it on quick and dirty, who knows.  The weird things i that it really hadn’t been an issue for us he first 10 years in the house – really just this last 3.  The problem is worse when it’s 4’ out instead of 40.’

Plumber #2 is quoting us a job that at minimum he said is going to run us about $12-15K to replace the piping throughout the house.  At this point, I would really like to just forgo the current system if I can, and see if I could bring in some other system to replace it.  To perhaps modernize things and make it a bit less expensive.  To me what he is proposing seems a bit extreme and costly, but I’m out of my element here.

I would welcome other opinions.  Happy to answer ??’s the best I can.  Thanks.

Stable'ish to growing NAV. 13.52% yield. Just beat sales estimates. No one is exactly building oil tankers in droves, and they are benefitting from the Strait of Hormuz ordeal. Business was good before this though.

Do others hold? It seems like you could even keep this as retirement stock - taking distributions as straight income...if you had enough conviction in it.

Dividends look to be qualified too.

Thanks for thoughts.

Hey all, I would be taking a larger position in GPIQ (I already own 5k so would be adding 35K).  I like their call strategy and (thus-far) stable NAV.  I also have faith in Goldman-Sachs, so I don’t think they are going to mis-execute for the most part. I would like to retire in about 3-4 years if I can (mid50's) and would at least like to have one dedicated dividend fund for supplemental income in retirement.  I have a growth-tilted portfolio of $530K, so this would become about 7.5% of my total portfolio and become my 3rd biggest fund.  In order to generate the additional funds to get to 40K, I could see off some flat stocks or portions of gaining funds where I see some overlap.

I would be putting GPIQ on drip for 3-4 years.  Yield at present is about 9.7% and the tax treatment has been favorable thus far with most distributions classified as ROC.

Thanks for your thoughts if you’ve been in a similar place.

Would be adding to a larger position in GPIQ (I already own 5k so would be adding 35K).  I like the fund's dynamic call strategy and (thus-far) stable NAV.  I also respect Goldman-Sachs so I don’t think they are a fly by-nighter in terms of their execution. I am about 3-4 years from retirement and want to invest in one dedicated dividend fund for possible supplemental income in retirement.  I have a growth-tilted portfolio of $530K, so this would become about 7.5% of my total portfolio and become my 3^(rd) biggest fund.  In order to generate the additional funds to get to 40K, I could see off some flat funds or portions of gaining funds where I see some overlap. I could also sell off my QQQM position to the tune of about 17k to help fund it if that somehow now becomes a bit redundant.

I would be putting GPIQ on drip for 3-4 years.  Yield at present is about 9.7% and the tax treatment has been favorable thus far.

Please let me know your thoughts if you’ve had a similar consideration. Thx