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ESD1

$ESD2025JJoshua B.

About ESD1

I have spent over 20 years in business with a focus on finance, and I have an extensive background in credit, lending, brokerage, investment banking, business negotiations, and contract law. I apply this knowledge as CEO, responsible for product development and commercialization, budget and financial oversight, infrastructure mapping and deployment, and advisory consulting. I attended FAU and am a Certified Lean Six Sigma Green Belt (LSSGB) for process improvement from the Project Management Institute (PMI) and I hold a certificate in Contract Law from Harvard University.

About the Creator

I have spent over 20 years in business with a focus on finance, and I have an extensive background in credit, lending, brokerage, investment banking, business negotiations, and contract law. I apply this knowledge as CEO oh a Fintech company were I’m responsible for product development and commercialization, budget and financial oversight, infrastructure mapping and deployment, and advisory consulting. I attended FAU and am a Certified Lean Six Sigma Green Belt (LSSGB) for process improvement from the Project Management Institute (PMI) and I hold a certificate in Contract Law from Harvard University.

Activity

Total Rebalances29
Last RebalanceFeb 27, 2026

Posts by Creator

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Changes:KRMN +3.3%SPGI +3.3%HROW +3.3%SPY +3.3%VOYG +3.3%

$ESD2025 taking profits on Dell. will reevaluate all other positions next week.

Changes:VOYG +16.7%KRMN +16.7%DELL +16.7%APG -20.0%SOFI -20.0%

rebalancing portfolio, dropping low performers, picking up stocks that indicate short to midterm growth potential.

Changes:SOFI +20.0%APG +20.0%HROW +20.0%SPGI +20.0%SPY +20.0%

reallocating for growth, potential individual stocks, market fluctuation, and flat indexes