LLY

kra73ace

Most bad news has been priced it seems to me (bagholder with average around 100). The CEO being fired, the drug trial not meeting target, LLY being ahead of them. Also, tariffs will hit their most lucrative market, US. I think that 60 level is good support and some true believers are accumulating. I'm in Europe and feel both NVO and Asml are good companies in a sea of EU mediocrity. Everyone's excited about German defense but that's taken off and is incredibly volatile.

Phuffu

Healthcare is one of the cheapest sectors right now. Everyone I know hates it (besides LLY) so it must be a good time to buy. NVO, PFE, BMY. Lots of cheap stocks.

rarebirdcapital

LLY is suing compound pharmacies as well - [https://www.pharmaceutical-technology.com/news/eli-lilly-sues-mochi-health-and-others-for-deceptive-tirzepatide-marketing/?cf-view](https://www.pharmaceutical-technology.com/news/eli-lilly-sues-mochi-health-and-others-for-deceptive-tirzepatide-marketing/?cf-view)

DaedalusSlade

I can't see any reason to invest in them at this time. The fundamentals aren't there and any potential upside was lost when they lost the NVO partnership to CVS/WeightWatchers along with the launch of the NovoCare online pharmacy. If you are looking to invest in GLP-1 then I would go direct with NVO or LLY. Personally, I'm long NVO and I think HIMS will be facing some headwinds in the near future.

Thoughtful_Tortoise

Puts on CNC. Calls on LLY.

greenpride32

You don't understand the Google search business. They are able to charge premiums for ads based on high traffic/number of users. If I'm LLY NVO or HIMS, I'm willing to pay GOOGL large sums of money to rank first in search for "weight loss drug" because I know there will be millions/billions of searches/hits on it. Now imagine that query instead migrates over to a non-GOOGL AI chatbot. If browser user traffic is down, GOOGL can no longer charge premiums for the ads, or they might lose some advertisements entirely. It's not much different than paying for a billboard sign on a major highway, and one in smaller rural area. One costs a lot more because it will have more eyes on it.

Redfield11

WMT, Berkshire, LLY, UNH, and GOOG are my individual stocks and the past few weeks is providing an index fund really is just the better move. Need a couple upswings to catch up

Puzzleheaded_War6102

Cool. I bought and am buying LLY because I like skinny women. Hope it pays off like your bet. Fat shots are in demand 😂

The_real_Covfefe-19

LLY's daily chart looks like a 7.0 earthquake on the Richter scale.

The_real_Covfefe-19

LLY's daily chart looks like a 7.0 earthquake on the Richter scale.

Rivercitybruin

Equity risk premium? Your stock investment is,moving up an escalator at 4% per year? But alot of other stuff is happening to it?..... To me 4% seems really high Also interest rates and eanings,have been positive drivers for a,long time Lastly, market is,not the economy... Big 7 plus LLY, AMD, AVGO are,all massive,innovators. All made,something out of nothing very quickly.... Not the case many times,in past. More long-term success. Pricing power,on consumer goods

Gathering_Sky

Just watched the squiggly lines today. Sold some appreciated LLY shares before they unexpectedly dropped through the core of the earth.... Prolly voyeur again tomorrow.

Valkorion335786

When will my LLY come back

Namtabmal

Wtf happened 30 minutes ago? Why did LLY and J&J drop like crazy after a good start?

IncidentSome4403

Holy rug on LLY

broke_person

I'm too poor for LLY calls 😡

Redfield11

I miss when Presidents did or didn't do something and it wasn't 95% just thinking out loud. (I'm watching my LLY commit seppuku over a thinking out loud 200% pharma tariff)

solariac

LLY and NVO lmao

Gathering_Sky

LLY oh LLY

IntelligentDamage824

announced on pharma very soon puts on LLY??

BrilliantClarity

Also a decent choice , might be a bit higher risk but higher reward LLY already 2.3% since writing this and due a run up

Own-Wolverine-5361

I saw way too many big women in bathing suits at the lake this weekend. Calls on LLY

RiPFrozone

NVDA NVO AVGO TSN LLY Having a decent year up 7.64% YTD.

Spare-Resolution3263

In order: NVDA AVGO LLY CRWD AMZN

Redfield11

Down 16ish YTD, sold at bottom, held SQQQ during Trump pause tweet, also about 30yrs from retirement. I bought back in about halfway up but im the same boat because of that SQQQ gamble. I am doing lile 60% safer (VTI, although a small SSO position), 10% gamble (SOXL), and 30% individual stocks (GOOG, WMT, LLY, UNH, BRK.B). In the long run it makes more sense to take your lumps and move forward like you're doing but for me im going to stress like a mo'fo trying to marginally outperform the market the next few mo tha to try to get back to breakeven for the year. Will let you know how horribly it goes, congrats on the wiser choice

ZookeepergameFalse38

It makes sense that the leaders in a sector are typically strong investments. I like BRK.B, WMT, LLY, JPM, XOM, WM & LMT.

Apprehensive_Two1528

I have double downed my winners. just not from the money on selling losers. I don’t sell losers because of profits. I only sell them when i don’t believe in them any more. For example, Bidu, and BABA. I still think they are reslly good business and tech leaders. They will come back once China‘s economy gets boost. Qcom and LLY. kinda self explanatory. great business, just temporary tail winds. Others, loss harvesting backups

Opposite-Cash1462

LLY

twostroke1

Your number seems low. Anyways, calls on LLY

Life-Organization931

Ookay LLY, you overblown hag time to follow the healthcare industry and drop that 5%. Thank you.

twostroke1

Calls on LLY

Ok-Drag6255

**5. NVIDIA Corporation (NVDA)** **Fundamental Analysis** NVIDIA is the dominant player in AI chips, with revenue growth of +125% YoY in 2025 and earnings growth projected at +138.7%. Forward P/E is elevated (\~50), reflecting leadership in AI and data center markets. The company’s new Blackwell GPU is fueling massive demand from hyperscalers like Microsoft and Meta. **Options Chain & Volatility** NVDA options exhibit very high implied volatility and IV Rank, reflecting intense market speculation and event-driven momentum. Open interest is heavily concentrated in ITM and ATM calls with expirations 30-90 days out. Volume is extremely high, especially in calls. **Technicals & Price/Volume Pric**e is near all-time highs with strong volume support. RSI is overbought (>70), indicating potential short-term pullbacks. MACD remains strongly positive. **Alternative Data & Sentiment** Institutional ownership is massive with bullish analyst revisions and target price increases. Social and news sentiment is overwhelmingly positive, centered on AI dominance and product leadership. ***Options Play Bull Call Spread or Ratio Call Spread: Buy near-the-money calls with 30-60 day expirations, possibly selling OTM calls against long calls to generate income while maintaining upside exposure. This hedged approach balances momentum capture with protection against volatility corrections. Use trailing stops due to volatility and risk of sharp pullbacks.*** *TL;DR We analyzed five top growth stocks for 2025—TSM, APP, NOW, LLY, and NVDA—based on fundamentals, options market data, technicals, alternative data, and analyst sentiment. All show strong multi-year revenue and earnings growth, with supportive institutional and insider activity. Options markets reveal elevated implied volatility, suggesting opportunity for spread trades and directional options plays tailored to each stock’s risk profile and event calendar. Technical indicators support timing entries near key moving averages and RSI levels. Recommended options strategies include bull call spreads for TSM and NVDA, long calls or debit spreads for APP, bull put spreads for NOW, and call calendar spreads for LLY to harness event-driven volatility. These carefully selected plays offer balanced risk/reward in growth sectors poised to outperform in 2025.*

Ok-Drag6255

**4. Eli Lilly and Co. (LLY)** **Fundamental Analysis** Eli Lilly is a pharmaceutical giant with blockbuster diabetes and weight-loss drugs (Mounjaro, Zepbound) driving 45% revenue growth in Q1 2025 and a projected 112.5% earnings increase for 2025. Forward P/E \~35, justified by pipeline strength and AI-driven drug discovery partnerships. The company has over 100 drugs under development, underpinning long-term growth. **Options Chain & Volatility** Implied volatility is moderate with periodic spikes around FDA approvals and earnings. Open interest is concentrated near ATM strikes with 30-90 day expirations. Volume surges near key regulatory events. **Technicals & Price/Volume** LLY trades near all-time highs, supported by high volume. RSI is overbought (\~70), with MACD positive but showing signs of flattening. Potential consolidation or pullback risk exists in short term. **Alternative Data & Sentiment** Strong insider ownership signals confidence. Positive sentiment on new drug approvals and AI partnerships. Institutional accumulation continues, supported by ETF flows into healthcare. ***Options Play Call Calendar Spread: Buy longer-dated call (60 days), sell shorter-dated call (30 days) at same strike near current price (\~770-800). This strategy exploits expected volatility increase near FDA or earnings events and manages theta decay. Exit on volatility spikes or adverse price moves.***  

xploeris

It's a risky bet. Pharma trials can derail at any time due to side effects, and there are other companies developing GLP1 drugs. If it works as promised, LLY will make mountains of cash, if not, you might as well bury your investment in a hole for a decade. How lucky do you feel?

joholla8

A lot of people are already on it since you can get the “research” peptides from the grey market. It’s heavily used in the bodybuilding community to get super cut for shows. I don’t think it’s going to be a blockbuster for LLY since it will just replace tirzepatide, not sure if will bring in more people, everyone’s already on tirz.

Gay_Black_Atheist

No idea, but phase 3 data coming out later this year. I think Feb 2026 was their plan, but chatgpt said LLY released Tirzepatide 6 months early, so maybe August for Retatrutide?

Gristle__McThornbody

I bought a LLY 775 Put expiring Jun 27. It closed at 775.45. Am I going to get assigned? Totally forgot I had this one. Everything i researched says it's expiring worthless. But LLY dropped to 774.2 after hours.

ThickPeak64

Puts on LLY? 🥭 got that look

Gay_Black_Atheist

I put 100% of my Roth IRA into LLY Retatrutide baby lets goo

funcoupons12

Move to LLY

_hiddenscout

Seems like they are kind of getting left behind with the fat people drug. Personally think LLY will probably do really well once the GLP1 pill comes out.

Spare-Resolution3263

LLY is wiping the floor with NOVO & it’s going to get worse. LLY pipeline just in obesity, T2D and fatty liver will own those markets and the obesity market alone is projected to be a $150B market. Novo is not well diversified either. Theyre pretty much boom or bust based on obesity and fatty liver but LLY is the king

Imaginary_String_814

100% LLY is superior in many ways. Just look how NN handled their partnership with Hims.

Beetlejuice_hero

I sell monthly puts on PFE. Haven't gotten assigned yet but wouldn't mind if I do. Yes it's been the red headed stepchild in the Pharma world among LLY, JNJ, Abbvie etc. But even post Covid it still has massive revenue and a solid future with anti cancer drugs after Seagen acquisition. Few hundred bucks a month in premiums for now. Gonna write some more for next Friday after my current batch of COP puts expires tomorrow.

jeffdomash20

Hims was never undervalued and it certainly isn’t now. The termination was always inevitable since it enabled novo to lock in the tiny a customer base hims had, and novo has zero upside from continuing. I do think hims has the potential to continue its history of not innovating/disrupting anything. Everything they offer is available elsewhere for cheaper, it’s like weight watchers. Both have similar prospects. As for Novo, they have an inferior product (LLY is significantly better) and lack a competitive next gen (LLY again has an even better next gen) and they’re already ramping supply as trials complete. However, cvs made the inferior ozempic/wegovy their preferred formulary for unknown reasons. CVS is the only true monopoly in America so that’s a benefit. Anyway good luck with hims. I think it has weight watchers potential.

Inconceivable76

And here’s where you’re wrong. the part of the patient population that needs these drugs where $50 makes a material difference can’t afford these drugs where NVO and LLY have them priced. their usage is zero. And they are charging insurance companies so much money that an ever increasing number of plans that were covering them are dropping them.

Gay_Black_Atheist

Yup lol. I dumped my roth ira into LLY because I believe in Reta pending phase 3 data

Gristle__McThornbody

Need LLY to drop like UNH. Thanks.

nsfwmessage

I have a single $140 07/18 call that I tried to sell today and instead sold LLY by mistake. I don't think this will hold up, my call is probably doomed.

badluhsome_

LLY !!!

Gathering_Sky

I guess LLY is up because NVO spent the last of its cash launching obesity drugs in a as yet untapped market: India.

QuirkyAverageJoe

Short $LLY

nsfwmessage

I accidentally sold my LLY call instead of my MU call this morning. Sure I got 32% but that fucker is now at 100%. I know there will be more opportunities out there but damn, sucks to have let go by accident.

GWillHunting

Again, you seem to think there’s only room for one drug in this market. That’s simply not true. If LLYs drug costs $X and NVO is $50 cheaper, there will still be tons of people that take NVOs just from a price standpoint. I like LLY. I own LLY too. Doesn’t mean NVO isn’t going to still be extremely profitable with tons of sales just because LLY has a drug that gives you 5% more weight loss. Whether someone loses 50 lbs or 60 lbs, that isn’t a huge difference. I just don’t get where this thinking comes from that every obese person is only going to take LLYs products lol, when there are so many other factors to consider, such as price, ease of access, etc

Inconceivable76

LLY’s next drug (to be released by the beginning of 27) makes their current drug look like child’s play, and their current drug is better than NVO’s. NVO doesn’t have a drug in the pipeline that matches Monjaro, let alone retratide. Their best hope is to start dealing HARD with the insurance companies to block LLY. 

Mr_Smoogs

Disagree. Too much competition and LLY is beating them.

GWillHunting

Fair enough. The massive runup to $140 or whatever it was - was due for a pullback. Same thing happened with LLY. I think the market is more than big enough for both of them and they really have no competition for the next couple of years, they should each make a ton of money

dvdmovie1

> Comparing NVO to GILD/MRNA isn’t correct. I wasn't comparing and stated as such. I'm simply noting that healthcare investors are very, very unforgiving when there is not a next big thing in the pipeline - *whether obesity or otherwise* and there are plenty of examples of that. "And they don’t exactly need a “what’s next” drug" The stock has lost 51% in the last year. Yesterday: "Novo Nordisk shares fall as obesity pipeline faces investor scrutiny" (https://www.reuters.com/business/healthcare-pharmaceuticals/novo-nordisk-shares-fall-obesity-pipeline-faces-investor-scrutiny-2025-06-23/) "I’m long on both NVO and LLY" Good luck to you. Am long LLY.

GWillHunting

I think a lot of your points here don’t have much merit, and I’ll explain why: 1. Comparing NVO to GILD/MRNA isn’t correct. GILD was making a drug for hepatitis C? How many people do you know that have hepatitis C? Now how many people do you know that are obese? For MRNA; of course there was going to be a major decline because you only need one Covid vaccine +/- the occasional booster. 2. NVO has the patent in America, along with LLY until 2028 or 2030 (can’t remember which). The point is, they are still the only two players for at least three years. 3. Early bird gets the worm: NVO and LLY were first to market, they already have the brand recognition. And they don’t exactly need a “what’s next” drug when you have the patent for multiple years. If LLYs drug gives 5% more weight loss but it’s twice as expensive, there will still be plenty of people taking Ozempic. It’s not like there can only be one effective weight loss drug that owns the whole market. It was disappointing to see the HIMS contract fall through but there are still tons and tons of people on Ozempic and that will continue to take it. They pay a healthy dividend, good PE ratio right now, my bet is it is back to $100 by EOY. I’m long on both NVO and LLY. For at least the next 1-2 years while they have the patents.

dvdmovie1

"Do you think it is undervalued at the moment and that market overreacted?" Upper 50's/low 60's was a bit much but people have this view that "everything's great" and it's just not the case imo. Semaglutide starts going off patent in other countries next year and Cagrisema has not been the obesity 2.0 follow-up that was wanted/needed. Lilly has pulled ahead in obesity. I think people don't understand that the healthcare sector - perhaps more than any other sector - puts an enormous focus on "what's next?" If there isn't something compelling, or the next thing is disappointing - people flee in a manner that investors often aren't used to. I mean, GILD was a hot stock for a couple of years because their purchase of Pharmasset lead to their very successful Hep-C drugs. When that started to slow and GILD didn't have a compelling answer to "what's next?" people sold. The company did huge buybacks and the stock kept tanking. It took a decade for the company to reach prior highs. I think NVO in the upper 50's or so was overdone but there are real issues that people are ignoring/downplaying. People on here in 2023 kept going on about buying PFE because it was cheap and had an obesity drug too. The drug failed, they tried an oral formulation and that had poor results too. I think too many people have this view as if there's no moat in drugs and why can't everyone be obesity drug winners. It's just not the case and with NVO being less diversified than LLY it's even more important that they continue to get everything right - and they have not.

MaximumCarnage93

I think medtech stocks like ISRG, BSX, and SYK are better than most biotech stocks. LLY has probably been the best long-term large cap biopharma. They will probably dominate oral obesity going forward too. Most small cap biotech will fail and only a few will get bought out or go up multiple fold. I wouldn’t bother trying to gamble on that as a 20 year old. VOO is fine, but would not have it as my only holding. Could use international and emerging market exposure via an ETF like VT or country specific.

dvdmovie1

LLY is leading in obesity. For NVO, semaglutide starts losing patent in varying countries starting next year and Cagrisema has not been the "what's next?" that people hoped for (and given the nature of the drug will cost more to produce.) At some point a lot of the negatives are priced in (and maybe that was in the upper 50's/low 60's) but I think people act as if "everything's great and it shouldn't be down at all" when that's just not the case.

FarrisAT

Market share is 90% currently with massive earnings but market share will fall rapidly against LLY and other AI firms, so sell rating PT $0.

NaughtyGardenGnome

Over the past year and two months I’ve been on Zepbound and I’ve lost 60 lbs and am back to a normal weight when NOTHING else would budge the scale. In my opinion, it’s a miracle drug. I bought stock in both LLY and NVO when they were higher than current $, but I plan to hold it for at least 5-10 years. Everyone’s right when they say don’t react to the psychological pressure of volatile price swings. These two companies have products that work super well, and are in demand. I favor LLY because Zepbound works marginally better than Wegovy, but Ozempic is beginning to be cleared for use in cardiac issues and sleep apnea—so many other potential uses, as that word gets out and insurance starts to cover it for these additional purposes, it makes sense that the price will rise. I feel like it’s a grower…and so do most analysts. It’s overweight at the current price. A good buy.

TehWildMan_

LLY calls. Because I'm dumb.

Thadlust

Golden buying opp for LLY tbh

twostroke1

Calls on LLY and NVO when they have to inject 95% of the kids being drafted with weight loss drugs because they can’t even run a mile.

frumpydrangus

LLY need to undo this

Macaroon-Salt

They have a manufacturing contract in place and it appears, if later stage trials confirm, that they have the best in class for weight loss. LLY is taking market share from NVO because their drug is better. The TAM for these drugs are huge and many big pharmas are in desperate need of a block buster in their pipeline. I say it gets bought out for no less than $10B.

Logical-Salamander26

Wtf is going on with LLY stock. 

EBIThad

Now is the time to go long LLY imho

wright_on_

Asked Gemini what it would pick if it could update the Mag 7, now that we're halfway through 2025. It picked: $NVDA $MSFT $AMZN $GOOGL $PLTR $ASML $LLY

cinJESUS

yo if LLY is going to buy VERV, can some biotech buy VKTX? and get this trash off my hands 😭

grip_n_Ripper

LLY acquisition news. It's not some random pump.

08nienhl

I wish I would have gotten shares of LLY. Looks like a cash buy 😞

Narcissist_X

It's getting bought for like $10.50 a share or something by LLY

IntrepidTie2298

$LLY buying out $VERV

Xzlk

I know many who made the short LLY & long NVO trade in the last couple months and yeah that put the kids through college

Redfield11

Walmart continues to fall (5% in like 2 weeks), plus UNH/LLY falling hard second half of today. All three catching me off guard.

Gathering_Sky

LLY with the sloppy slide

stickman07738

Yes, it is a rare event for success with a concentrated portfolio. I have a hard time believing in this type of success as people rarely sell at the high and never talk about their losers. Many individual investors lack a strategy to control their downside risks. Buffet controls his loses just look at his PARA, supermarkets, airlines sales. HIs wealth came because he held on to his winners and sold strategically for better returns. I retired early 11 years ago because I have a strategy and have \~ 10 holdings in my active account. After removing my original investments dollars, I move them to my hold and forget portfolio. Today, it includes META(FB)-$19 cost basis, HON - $32, LLY - $60, AMD - $2.50, GE - $6 (now have all the spin-off too), BRK. - $120.

machyume

LLY

dvdmovie1

" second-tier chip suppliers, since those might carry less risk while still riding the trend. " Buying the worse thing because it's cheaper is how people stick with AMD (or worse, INTC) over NVDA. Or how people kept incessantly going on about how people should buy PFE over LLY or NVO a couple years ago on here because PFE "was cheaper and they have an obesity drug too" - then the obesity drug trial failed and they tried again with an oral version, which also failed. If someone has a genuine catalyst in mind at how the laggards can become the leader, fine but buying lesser names in a theme because they appear cheaper often leads to it becoming obvious that they were cheaper for a reason.

SeriuoslyCasual

Thanks I hit more than a few. Miss some too ORCL is off my high watch list — then it moves Have done well with GS, LLY, META, AMZN and Google All those doubles for me

twostroke1

Just stopped at a Walmart. Dude wtf is going in. Legit everyone is a fucking behemoth. Might just full port LLY at open and call it a retirement in 5 years.

OnionHeaded

Duuude. I have a couple of rocky journeys. Pages of moves in the statement for one pair. I try and roll to safety but if impossible …. I use my newly named Panda Strategy. Long story. I’ve kept the PDT for this. One MSTR intraday put rolling inside the ATM ITM zone for about a grand the other day. Like eye of storm shit. Bid, cows and asks flyijg everywhere. So when it exercised lost a hundred bucks. LLY March put spread gone bad. Intraday moves. Rolled to July. Underwater. 810/790 for a month. Roll intra/week/up/down —-when high liquuid, and pick off credit where I can. I am letting it go. Aug 800/770. opened it up potentially 3000$ if exercised. More madness. LLY has good support at 803 and the Beast Put Spread ——is 790/740. Yes —-😑😮‍💨could be 5K loss of margin and cash. Please criticize me. I will try rolling forward on red days and close it out soon. LLY has earnings in Aug so moving it before that was important. Thought I the dividend was dropping a few weeks ago and almost pissed myself. I have a couple more but mid success but also a 3k open LLY that got exercised and was an all day attempt to save.

twostroke1

That’s why LLY stonk was up today. They are gonna pump them all full of weight loss drugs first.

twostroke1

LLY shreking. Weight loss drugs demand will spike when all you fatties get drafted for ww3 and need to lose weight to get into fighting shape.

CutSuitable5911

Why is LLY pumpin

twostroke1

I think I have a play here. Calls on LLY and NVO. Like 70% of the world population is overweight and huge amounts of people will have to get on weight loss drugs in order to get into shape once ww3 kicks off soon. I may be regarded tho.

Rav_3d

My long-term holds in AMZN, META, GOOGL, NOW, VRTX, LLY, and many others have significantly outperformed the S&P 500. I'm not suggesting to put all one's portfolio in individual stocks, but with a portion of one's funds, it can generate significant wealth. For most people, ETFs are the way. For those who have a passion for investing, able to identify great companies, buy their stocks at appropriate times, manage risk, and sit tight when things are working, the results can be extremely rewarding. Clearly, you're not one of those people, which is fine. Most aren't.

PureSpecialistROTMG

LLY with the big Shrek dildo

LuhSwanky

Sold my LLY calls today for a 65% instead of a 200% 😞

OnionHeaded

I thought they just had earnings or was that the night they declared how much BTC they had. Everybody was optioning up and I watched a little and I was it was kind of a dud. I feel like a dick for saying that now because you know what it is it’s because it’s a $32 stock and I’ve been obsessed with LLY and Netflix lately. I do want my own little stash of GME though. It can be like just a little side gig option money isn’t it like it seems like everybody’s working together and do not let it get too high or low. Like a multiperson bike.

degenforlife69

LLY and NVO went up. Looks like fat americans are not giving up on their weight loss journey

AlienSweetPotato

https://preview.redd.it/17dq6be1l66f1.jpeg?width=1170&format=pjpg&auto=webp&s=01d17ef3607bc8ef7cd50d26d47373aaf27aecd2 Waiting for LLY to reach 900.

Temporary_Ad_3397

i sorry i hate LLY i lost over 2.8k on it during the first plunge, so good job but also fuck u https://preview.redd.it/eqobb3tik66f1.jpeg?width=828&format=pjpg&auto=webp&s=ed959497e552dbc2a4f136103fc55e7024921137

Delicious-Bit1254

LLY is getting my wiener stiff

Redfield11

GOOG/LLY dragging my Walmart kicking and screaming into a green day (so far)

Redfield11

GOOG and LLY dragging my WMT and BRKB kicking and screaming into a green portfolio today (so far)