TTAN
ServiceTitan, Inc. Class A Common Stock
stock NASDAQ

MELI, GOOG, MSFT, TTAN

I’m using 3 brokers now, all 3 portfolios are kinda acting the same. Each portfolio has a combo of tech and divvie stocks. On tech, which is probably 60% of each portfolio, when those stock move off my basis, I write covered calls on them, long dated into mid 27. If tech goes higher, I roll the calls into 28. I cover the divvie stocks too, but they move less so are less worrisome that they’ll run away from me.
I started with IBKR, grew it from 500k to I.8 mil. But I was fool in 21, had 125 positions, every hot stock in the world, and got caught in the ‘22 tech/stock selloff. Down 70% to 400K, heavily margined so I ended up with 30 positions core MAGA and blue chip divvies. Built it back up to 1.2 in 4 years.
So I transferred my 285 worth of TSP in Jan 24 to Schwab, grew that to 490 today. Started a crazy as Moomoo account in jan 28, 100K now sitting at 130.
IBKR was prime, but they changed their CS from stateside to overseas, which has been an unmitigated disaster for them. When your dealing with accounts over 100K yup can’t have crapolla CS. I’ve now transferred out 200K to Schwab because the way IBKR raids my dividends, does a PIL, paid in lieu of, because it’s a margin acct with a 100K debit.
So now Schwab is holding my high divvie stocks like ABBV, CVS, CVX, LOW, MO, OKE, PFE so I get the proper tax treatment on my divvies. Fk IBKR.
Moomoo I built up during the Sfwr Apocalypse, Feb-May. Got good prices on SNOW, ZS, NOW, PLTR, CSCO, TTAN plus added some divvie plays like GIS, EVGR, KVUE. Moomoo treats me like Schwab, NJ CS, but it’s a Chinese owned company so I’m well known with the CCP. But I like zero commish, both Schwab and Moomoo. IBKR pro, pay generally a buck a share but I’m up to 375 in commish this year, no likey.