CRM Reddit Mentions | ChartExchange

I inherited a lump sum of $400k last Oct 2025. By Jan 2026, $381k was invested in my Fidelity account and Roth. Both are self-directed. I initially started with etfs and 8 diversified funds. I read everything i could about investing and being smart with my money. The etfs were iffy and by end of 2025, i had made $2500 in gains (realized from closing and selling etfs occasionally). Progress seemed slow, and as i am almost 60, with no serious prior retirement funds, i felt i needed to make up for lost time. My brother told me to ditch etfs and buy stock instead. So i began to close the etfs and index funds, to turn them to cash for active trading.
I began trading in mid-Feb 2026, and by the 3rd week of March had made $59k in realized gains. Then we had a 10% market drop; i DCA'd most of the stocks i held at that time as the prices dropped, but ran out of settled cash and when i was within $5k of hitting my initial $381k invested, i panic sold everything. Of course most all of it rebounded 3 days later and ran up to new ATH'S. That sucked, but i learned. There is no substitute for experience, and i am aware there is still much i likely do not know.
As of April 1, 2026 my account was $386k and $5k of that was all that remained of my "hard-earned" trading profits.
As of today, my return rate is 54% year, my realized NET gains are $202,433, and the account is at $582k. Yes, that is correct....over $200k in 2.5 months. No, i am not bragging, and yes, i made a lot of mistakes, but limited any damage with simple rules for myself. Currently, i am on restriction to settled cash as i broke the Good Faith rules in both accounts ( i never thought it would be so easy to throw $$$ around buying stocks). Yes, i realize how lucky i am to be gifted the initial amount; hence my panic selling to protect it. You dont know what you dont know....

How did i do this? I read...everything....and anything. I use AI, read Reddit posts, watch market random news, and tried to learn charts, but found them confusing. But i WATCH stocks...DAILY. I watch the prices, i keep a log/journal of prices in after hours, pre-market, and normal hours. I stick to about 30-ish stocks, learn their "behaviors" and volatility, etc.. I buy as low as possible and sell when i see profits. I TRY to time it as best i can, and 80% i sell very close to price reversal. I DO leave money on the table, but i TRY to never be greedy...its better to make $40 and miss out on $400 more than to lose out and be -$400.
I sometimes buy in pre-market and sell at profit before the market open, its easy when using small batches of 10-30 shares.
Sometimes i screw up and buy too high and end up bag holding ( think LITE the day of earnings when i bought 30@$2008 and 30 more@2009). The price plunged immed. and i was too late setting a stop-loss. So i DCA'D down to $844 and realized i blew $240k on one stock when i ran out. Luckily it bottomed at $822. This time, i didnt panic and after a horrid, stomach churning weekend of thinking i really fucked up (which i did!), the next week found the price had risen back to $944 and i was showing a $9k gain, even with the higher priced shares in red. I cashed those out ( all the green profiable ones), and the price dropped again....
Something i learned too late....you can sell individual batches of the same stock. In my early trading, i would just go by the main ticker screen with the average cost basis shown and sum of ALL batches shown, when it turned green, i would sell ALL my shares. Well, yeah, my gains werent racking up as fast as i thought they should be...and i then discovered wash sales, dis-allowed losses, and that whole mess. I actually had sold a total $240k of stock gains, but that was reduced due to my ignorance in selling all batches together and the red/loss batches racking up unknown to me.
Now i dca as prices drop....and only buy small batches at a time (like 3-5) until i am very certain (as much as possible) prices have bottomed. Then i will buy 10 shares. If the price moves up, 5 more and on until i have 20-100 shares, depending on price of the stock. When the price stalls, i sell off the profitable batches and move on to the next green one. Stop-losses have bit me in the ass many times, but also saved me many more. If i can watch the price in real-time, i skip stop-losses. I do set limits to sell on occasion.
I DO NOT use margin, calls, puts, options, or anything other than my own cash. I do not understand any of it, i have enough to worry about actively trading as a new trader, and i try to keep it as simple as possible. I only use volume charts down to the minute to see what is going on currently and i have learned to be a bit more patient in all that i do. I avoid high prices like SNDK at the moment, but will toss in 5-10 shares on a minor dip and run it for a few hundred $$.
I have averaged $3k per day ( i write it down on a calendar for the visual) and record everything daily (so i can keep track of it) even though Fidelity does it automatically.
I stick mostly to all the GOOD companies that are hyped, mainly tech, like SNDK, MU, WDC, STX, and offset those with a few defensives like COST and UNH, etc. I rarely dabble in small and micro-caps; i have traded them before and sometimes did well and other times got burned (think EOSE). I lost $16k on CRM when i bought at $253 last Nov. and it never recovered so i pulled the plug; i learned to use stop-losses from episode and also to never hold a dead stock for 2 months when you have $70k tied up in it.
Yes, i over-trade....trying to work on that, but i will ALWAYS err on the side of caution and sell if i have a profit and it feels like its time to lock it up.
Market opening volatility CAN be your friend, lock that green up, but have enough cash on hand to buy more when the price drops back down and then sell it again later upon stalling ( if and when it does). Or jump back in if stopped-out or sold too soon! Yup, you will miss the occasional bull run for the day, but i make up for it on the ebbs and flows of price volatility....sometimes buying and selling the same stock 3-4 times within 1 day is possible (LITE has been great for this while i waited for prices to regain the initial $1k+ price shares i was holding).
Most of all, when you find a routine that works for you and you are steadily profitable on good and bad days, dont deviate by letting greed, FOMO, or emotions get in the way.
Last Friday was a rough day...i was -$40k due to holding way more red stock than i like to....MCHP and ORCL were 2 that turned to crap fast, but i held on to them. I just buy and sell lesser priced shares now (after it bottomed), and will continue that until prices catch back up to my higher cost shares. The gains from doing that repeatedly will also offset any losses i MAY decide to take if the price does not recover within a couple weeks. I DO NOT like having funds tied-up on stagnating stocks.
Not everyone is fortunate enough to be given the money i was, but you can do the same thing on a smaller scale. Gains always go into the cash holding account, settled and avail to trade the next day. I tend to buy 5-20 stocks each day, keeping the money "invested", working, and growing. As i am buying at much higher cost-basis than long term investors, i prefer to lock profits daily and spread the risk through many different stocks, and every day is variable. What IS consistent is the gains i make daily now that i have refined my trading and avoid my early mistakes.
It CAN be done, its not always easy, and it can be stressful. And yes, i have a full-time day job that allows me freedom to check my phone frequently during the day.
No, i have no ego but am pleased with my results, and know i havent been through the market cycle yet. Yes, a current bull market has made this easier, but fundamental "habits" and discipline will serve well no matter what market environment you trade in.
Hope this helps....



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