Posts by Creator

Changes:ORCL +5.0%MSFT +1.3%AMZN +1.0%ANET +0.6%NVDA +0.1%

$RSKYFRSKY Added Oracle at 52 week low and minor rebalancing the rest and f the portfolio.

Changes:MU +2.0%META +1.9%NVDA +0.9%AVGO +0.7%MSFT +0.2%

minor tweaks, increased MU, tweaked others.. nothing of significance

Changes:AMD +4.0%MSFT +0.5%ANET +0.5%META +0.4%AVGO -2.9%

rebalancing to take advantage of recent pullback in semis, trimmed a few others— minor tweaking

Changes:AVGO +0.9%MU +0.5%TSM -1.0%META -0.4%NVDA -0.1%

buying more AVGO on a dip, trimmed AMD & TSM and a couple other micro changes

Changes:META +5.4%AVGO +3.0%ALAB +2.0%ANET +1.0%MSFT -3.0%

Rebalance with focus on high growth stocks. Removed VISA & reduced MSFT.

Changes:META +2.6%AVGO +2.0%TSM +1.0%NVDA +1.0%MU +0.6%

Bullish on META, trimmed MSFT, VISA, AMD. Increased NVIDIA, META & AVGO.

Changes:ANET +3.0%CRWD +0.9%META +0.1%V -1.0%TSM -1.0%

Added ARISTA and trimmed multiple positions to fund. Poised for growth

Changes:CRWD +2.0%AVGO +0.4%ALAB +0.3%NVDA +0.1%AMZN +0.1%

Reduced AMZN, MSFT, VISA and TSM to reallocate dollars to AVGO and CRWD.

Changes:CRWD +5.0%AVGO +3.0%MSFT -3.0%PLTR -2.0%AMZN -1.0%

Rebalanced to take advantage of dips to Broadcom and CrowdStrike. Trimmed other positions to free up funds and removed Palantir.

Changes:META +2.1%MU +0.6%TSM +0.3%V -2.0%AMD -0.5%

Rebalance to increase META and AMZN on dips. Trimmed MSFT slightly among others