1. I need to buy/sell both in piece wise fashion
2. Investment in MBIA, I should not wait for the final stock price to reach the intrinsic value, when close to 90%, I should sell it. This is a 20k non realized gain = loss.
3. I need to pay attention to buy/sell in large portfolio as small portfolio, should not ignore small portfolio.
4. I should be bold enough to sell and wait and then buy in my 401k and HSA funds when I really sense the upcoming bad events.
5. Lesson learned from BAC sell, I forgot to check the earning report calendar. Since the stock price was flat for all year in 2013, i was afraid that the will be no jump in price when there were two weeks left before option expiration. I need to follow both the earning report calendar and economic calendar in order to find the in and out points – this is a $50k non realized gain = loss. I should sell it in piece wise even though I was scared.
6. I should always keep eye on the economic calendar and earning report calendar so to determine the entry and exit points. I missed about $ 100k opportunity on this.
