10/30/2026
The September Personal Consumption Expenditures (PCE) price index increased a seasonally adjusted 0.5%, putting the annual inflation rate at 3.6%. The monthly increase was in line with the Dow Jones consensus, while the annual rate was 0.1% below expectations. Excluding food and energy, Core PCE posted respective readings of 0.3% and 3.1%, both in line with the consensus. While the Federal Reserve follows both measures closely, officials generally see the core reading as more indicative of longer-term inflation trends.
SOXX (iShares Semiconductor ETF) is going to do a 3:1 stock split on November 5. If you own it, you will receive two additional shares for every share you already own.
SNDK (SanDisk Corporation) is also doing an 8:1 stock split on November 19.
Today, in my regular taxable investment account, I added to my positions in:
CSX (CSX Corporation)
HACK (Amplify Cybersecurity ETF)
ILMN (Illumina, Inc.)
MRVL (Marvell Technology, Inc.)
TQQQ (ProShares UltraPro QQQ)
WCBR (WisdomTree Cybersecurity Fund)
I also started a position in OKTA (Okta, Inc.), which I already own in my Roth IRA, but at the time, I did not have any cash available in my Roth IRA.
In my Roth IRA this morning, I sold my entire positions in AMZN (Amazon.com, Inc.) and GOOGL (Alphabet Inc. Class A). I was not happy with GOOGL having its worst day ever! I also did not believe that AMZN was going to report a good quarter this evening because they are not allowing Meta's new AI agent, Muse, on their platform to make purchases for consumers, whereas Walmart is. I think that is a big mistake on Amazon's part. However, I can see myself buying AMZN again in the future. Another reason I made these two sales is that I am not impressed with the fact that over the last 12 months, AMZN and GOOGL are up only 5.86% and 3.37% respectively, while the broader S&P 500 index is up over 12%, and the plastic shoe company CROX (Crocs, Inc.) is up approximately 42%—and that was before Crocs jumped another 25.5% today.
On top of that, inside my Roth IRA, I added to my positions in:
OKTA (Okta, Inc.)
SMH (VanEck Semiconductor ETF)
SOXY (YieldMax Target 12 Semiconductor Option Income ETF)
SPCX (S&P 500 ETF Trust)
USD (ProShares Ultra Semiconductors)