No Carrier is among the 96% of our "non-speculative" portfolio. We usually do intensive research into companies , and at times, have partaken in private placements. It is fun to catch a newly organized company and ride it.
Yes, there have been failures. We are still money ahead by a good margin since 2003.
A normal practice is to sell enough of a stock to recoup our original investment once it has doubled in share price. If it still appears to have good potential for growth, we will let the profits ride. Thus, playing with the "houses" money.
We are retired and have set aside the 96% to cover us comfortably. We do not live extravagantly, nor do we take exotic vacations, or splurge on cars , etc..
Whatever makes you sleep well at night is the path you should choose.
All the best to both of us in investing and in our lives.
Thank you for your concern.
Have a Happy Easter.
Yes, there have been failures. We are still money ahead by a good margin since 2003.
A normal practice is to sell enough of a stock to recoup our original investment once it has doubled in share price. If it still appears to have good potential for growth, we will let the profits ride. Thus, playing with the "houses" money.
We are retired and have set aside the 96% to cover us comfortably. We do not live extravagantly, nor do we take exotic vacations, or splurge on cars , etc..
Whatever makes you sleep well at night is the path you should choose.
All the best to both of us in investing and in our lives.
Thank you for your concern.
Have a Happy Easter.
Recent CARR News
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 05/20/2026 10:16:27 PM
- Form SCHEDULE 13D/A - General Statement of Acquisition of Beneficial Ownership: [Amend] • Edgar (US Regulatory) • 05/20/2026 10:11:47 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 05/20/2026 10:09:55 PM
- Updated Timing for Carrier's Presentation at the Wolfe Research 19th Annual Global Transportation & Industrials Conference • PR Newswire (US) • 05/11/2026 08:15:00 PM
- Carrier to Present at the Wolfe Research 19th Annual Global Transportation & Industrials Conference • PR Newswire (US) • 05/05/2026 08:15:00 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 05/01/2026 09:38:05 PM
- Form 10-Q - Quarterly report [Sections 13 or 15(d)] • Edgar (US Regulatory) • 04/30/2026 07:19:47 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 04/30/2026 10:59:38 AM
- Carrier Reports First Quarter 2026 Results • PR Newswire (US) • 04/30/2026 10:00:00 AM
- Carrier Ventures Expands Investment in ZutaCore to Scale Liquid Cooling for AI Data Centers • PR Newswire (US) • 04/29/2026 01:05:00 PM
- Carrier Named One of America's Climate Leaders for Third Consecutive Year • PR Newswire (US) • 04/22/2026 06:00:00 PM
- Carrier Celebrates Earth Day with Major Milestone: 1 Million Trees Planted Toward Goal of 5 Million by 2030 • PR Newswire (US) • 04/22/2026 12:35:00 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 04/16/2026 08:15:52 PM
- Carrier Board of Directors Declares Quarterly Cash Dividend • PR Newswire (US) • 04/15/2026 08:15:00 PM
- Carrier First Quarter 2026 Earnings Advisory • PR Newswire (US) • 04/09/2026 08:15:00 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 04/02/2026 09:15:57 PM
- Carrier Ventures Invests in Heat Geek to Accelerate Heat Pump Adoption Across Europe • PR Newswire (US) • 03/17/2026 08:18:00 PM
- Carrier Ventures Invests in Heat Geek to Accelerate Heat Pump Adoption Across Europe • PR Newswire (US) • 03/17/2026 08:15:00 PM
- Carrier to Present at the 2026 J.P. Morgan Industrials Conference • PR Newswire (US) • 03/04/2026 09:15:00 PM
- Form DEFA14A - Additional definitive proxy soliciting materials and Rule 14(a)(12) material • Edgar (US Regulatory) • 03/03/2026 01:47:50 PM
- Form DEF 14A - Other definitive proxy statements • Edgar (US Regulatory) • 03/03/2026 01:46:20 PM
- Carrier Introduces AquaEdge® 30CF Chiller to Enhance Data Center Reliability and Uptime • PR Newswire (US) • 02/26/2026 02:05:00 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 02/12/2026 12:42:14 AM
