Latest Rebalances

Recently rebalanced portfolios

BDUB Love You Long Time

$BDUBEATS·Brian

bsx autozone uber let’s keep climbing this thing up and down lately but we persevere

All-Time

-12.05%

Moneyplus

$MONEYPLUS·Jan L.

dumping a significant underperformer. adding a strong earner. will reevaluate, as always

All-Time

-0.63%

The Lads ETF

$THELADSSS·Andrew L.

Semi conductor sell off occurred so got some value from SOXS but not expecting that to be long term trend. Adding back SOXL

All-Time

+31.34%

Energyplus

$ENERGYNOW·Jan L.

adding two potential gainers, dropping a significant underperformer.

All-Time

+15.95%

IndianBull Portfolio

$INDBULL·Kiran M

adding $ZS here… seems a good entry. Stop loss 110. pure software play

All-Time

+30.00%

Spiced lemonade

$CONVICTN·Martin B.

Removing BLDP, adding ADEA and ARRY - tiny lotto-ticket sizing. ADEA just closed a couple deals with MAG7 and should see strong earnings / ARRY is a multi-engine squeeze set-up. no other changes - red day on low volume.

All-Time

+61.45%

The Future is Cancelled

$THEANALYST·William J.

Cutting SATs on a going concern and rotating into Fortinet (FTNT). Reevaluating USAR next open (antitrust+ dilution).

All-Time

+147.60%

All Energy

$ENRGYMIX·Christopher S.

Trimmed 1.75% from NEE to add 1% to OKLO and 0.75% to CCJ (Cameco Corp) on today’s meaningful pullback. Both names entered attractive entry zones after the broader market weakness. CCJ has been on the watchlist for some time as a high-quality uranium producer with significant Westinghouse exposure.

All-Time

+47.55%

Trendingtickers

$TECH2GROW·Ramesh V.

added uvxy and trimmed mvll.

All-Time

+111.94%

The Disclosure Index

$UFOTRTH·Unusual Reports

$UFOTRTH Trimmed down to 12 names today, right before a heavy stretch. CPI Wednesday, the SpaceX IPO Thursday, the Fed next week. Cleaned house. Sold three redundant ETFs, because paying for overlap and getting nothing back is too much like pissing into the wind. Also cut the gold. I know it’s a soft metal, but I didn’t realize how nutless and frail it had gotten. Quit acting like a hedge weeks ago and started trading like a rate bet, so it’s a hard swipe left, right next to unibrows, sea donkeys, and undercooked street meat. Added back where I actually have conviction. Planet Labs put up record revenue last night, defense and intel up 65%, and the stock sold off anyway on margins, so I bought the dip. Chicks will dig it! Leaned harder into Northrop, Lockheed, and Booz Allen for the classified side of the disclosure antics. Just wait till one of these guys drops reverse engineered tech onto the balance sheet… gasp. And I put on a managed futures position to do gold’s old job, which is to actually make money when the market rolls over. When you’re as flaccid as gold has been, it’s hard to stay up without a fluffer. There's no time for that nonsense. Every name left is big enough to move the needle, and the whole thing moves around less than it did. This is the beta and the book I want going into the next two weeks. LFG!!

All-Time

+66.51%

Jeffrey Starcher Portfolio

$STARCHGO·Jeffrey S.

I’m not sure but I think we have a big opportunity to buy these chip and tech stocks. I have shuffled the lineup a bit. I expect Friday June 5 maybe rocky but next week should begin another run up.

All-Time

+20.93%