Posts by Creator

Changes:MSFT +8.0%VRT +1.5%WM +1.5%CRSP +0.4%SPY -5.4%

$PHATDUBS trimmed down SPY, VRT, and AAPL. added in Microsoft for good current value.

Changes:AMD +2.1%COST +2.1%GOOG +1.3%VRT +0.5%AAPL +0.3%

trimming pharmaceutical stocks, buying the dip on AMD for the time being.

Changes:COST +1.9%VRT +1.2%OKLO +1.1%AMD +0.6%TMDX +0.1%

removed illumina. put the removed percentages scattered for Costco and vertiv.

Changes:WM +2.0%GOOG +0.1%AMD 0.0%BABA 0.0%ILMN 0.0%

moving waste management up for increased safety during wavering markets.

Changes:GOOG +7.0%COST +7.0%SPY +4.0%AAPL +0.9%WM +0.4%

adding google and Costco. going a slightly safer route and trimming biotech

Changes:ILMN +3.0%OKLO +1.4%VRTX +1.1%AMD +0.9%CRSP +0.7%

adding illumina stock as it is at a good discounted valuation. trimmed others to make room

Changes:CRSP +1.0%TMDX +1.0%VRTX +0.8%VRT +0.4%OKLO +0.2%

trimming slightly. trimmed baba and spy for adding crispr and vertex .

Changes:TMDX +7.0%VRT +3.2%BABA +1.9%WM -3.0%AAPL -2.8%

moving some stocks around. added transmedics group stock. trimmed others.

Changes:AAPL +3.4%WM +3.0%CRSP +2.1%SPY +1.3%BABA +1.2%

getting rid of novo nordisk after recent announcement of failure for Alzheimer’s drug.

Changes:WM +4.0%AAPL +3.2%VRT +1.2%AMD +0.6%OKLO +0.6%

slightly moving around percentages to buy more of the current tech dip. added back in WM .