$FUTURFOWRD Removing SOFI and replacing with Shopify I still believe SoFi is an excellent fintech financial company with strong long-term potential, and I believe it can continue to provide solid returns for long-term investors. I believe Shopify is a better fit for this particular portfolio and offers greater upside potential over the next six months.
Been a lot of volatility last six months with market and these stocks but they are still winners and keeping all of them. just rebalancing all stocks in portfolio to equal weight. no need to remove and replace any of them
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
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
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.
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.
Removing On shoes and replacing with Sofi. A more forward thinking bigger growth stock
Rebalance this portfolio so all stocks are split evenly. got a little too top heavy for front runners Palantir & HOOD
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
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