Posts by Creator

Changes:TOST +1.5%DELL +0.8%SPOT +0.5%RDDT +0.4%PLTR +0.3%

$FUTURFOWRD keeping all stocks and rebalancing all to even split. I think there is a rotation out of chip stocks and some AI into more consumer defensive stocks that are also part of this balanced yet future forward thinking portfolio

Changes:DELL +9.2%CRWD +2.2%HOOD +1.0%MRVL +0.4%SOFI +0.1%

It’s Time to remove Netflix and add Dell. I’ve tired to stay away from the datacenter theme with this portfolio but it truly is the major winner for last year and I like the company Dell in this space. Netflix has really underperformed market last year and with CEO leaving and uncertainty in media space Dell is a better fit

Changes:LMND +10.0%DASH -10.0%

Removing DASH adding lemonade LMND. rebalancing all 10 stocks evenly. look I know it’s not the returns I and everyone else had hoped for but I still really believe in this portfolio. Great companies that are profitable and so many customers and growing. I’m excited about it particularly in this current market and truly believe by end of year will have 10% or greater returns.

Changes:DASH +10.0%TOST +2.6%SOFI +2.4%MRVL +0.7%NFLX +0.1%

Remove Plant Fitness and replacing with Door Dash. Both good companies but I see more growth and upside to DASH. Also performing rebalancing so all stocks split evenly.

Changes:SOFI +7.7%RDDT +3.3%HOOD +2.3%PLTR +0.7%SPOT +0.5%

Removing On shoes and replacing with Sofi. A more forward thinking bigger growth stock

Changes:SPOT +2.3%NFLX +2.0%CRWD +1.9%ONON +1.8%RDDT +1.8%

Rebalance this portfolio so all stocks are split evenly. got a little too top heavy for front runners Palantir & HOOD

Changes:SPOT +7.7%PLTR +2.1%HOOD +1.5%TOST +0.7%MRVL +0.4%

I like BROS but don’t think it fits this portfolio. Replacing it with a more future forward stock that just had huge DIP SPOT and think it will have a comeback

Changes:HOOD +4.9%PLTR +4.9%COST -9.1%TOST -0.1%CRWD -0.1%

Removing Costco. great company but doesn’t fit this particular portfolio. more of a value play and not as growth or innovative company as the others

Changes:COST +9.1%BROS +9.1%TOST +9.1%PLNT +9.1%NFLX +9.1%

recent pullback of all these great companies the fundamentals haven’t changed. all are great buying opportunities

Changes:PLTR +20.0%RDDT +15.0%CRWD +15.0%GS +15.0%MRVL +15.0%

Removing ONON great product but Tarifs and product growth slowing adding two excellent high growth popular software companies HOOD, TEAMs