Portfolio 10/13:
$FSLY 10%
$TSLA 9.4%
$SE 6.7%
$CRWD 5.9%
$ETSY 5.4%
$SQ 5.4%
$PTON 5.1%
$ROKU 5.1%
$TDOC 5.0%
$DOCU 4.9%
$PINS 4.3%
$DDOG 4.2%
$SHOP 4.1%
$API 3.9%
$Z 3.6%
$NET 2.5%
$CYRX 2.3%
$ZYXI 1.8%
$FTCH 1.8%
$RDFN 1.5%
$NLS 1.5%
$IIPR 1.4%
$LMND 1.4%
$BAND 1.4%
$DKNG 1.3%
$FSLY 10%
$TSLA 9.4%
$SE 6.7%
$CRWD 5.9%
$ETSY 5.4%
$SQ 5.4%
$PTON 5.1%
$ROKU 5.1%
$TDOC 5.0%
$DOCU 4.9%
$PINS 4.3%
$DDOG 4.2%
$SHOP 4.1%
$API 3.9%
$Z 3.6%
$NET 2.5%
$CYRX 2.3%
$ZYXI 1.8%
$FTCH 1.8%
$RDFN 1.5%
$NLS 1.5%
$IIPR 1.4%
$LMND 1.4%
$BAND 1.4%
$DKNG 1.3%
As of the close today I’m up 200% year to date.
I have no idea what the next 11 weeks will look like for stocks but I’m cautiously optimistic with low rates, trillions of stimulus, trillions of investable cash and of course performance chasing from the big mutual/hedge funds.
I have no idea what the next 11 weeks will look like for stocks but I’m cautiously optimistic with low rates, trillions of stimulus, trillions of investable cash and of course performance chasing from the big mutual/hedge funds.
I’ll keep giving portfolio updates twice per week.
Over the past few days I’ve been trimming my top positions and putting the proceeds into new positions as well as adding to existing positions that I believe have more upside over the next 3-6 months than my recent winners.
Over the past few days I’ve been trimming my top positions and putting the proceeds into new positions as well as adding to existing positions that I believe have more upside over the next 3-6 months than my recent winners.
If you want more detailed insights into my specific investment/trading strategies you can listen to my recent interview with @ebcapital open.spotify.com/episode/37sh9m…
Apparently my interview is also available on Apple Podcasts podcasts.apple.com/us/podcast/lim…
Looks like a few names are getting cutting off in the first pie chart
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