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Strategic Opportunities

$STRATEGICBBoris O.

About Strategic Opportunities

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Total Rebalances35
Last RebalanceJul 30, 2026

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Changes:CHWY +1.6%KYIV +1.1%PAAS +0.6%AMD +0.5%UNH +0.4%

$STRATEGIC Taking out CBZ due to M&A and there is no real upside going forward. Adding to other positions

Changes:KYIV +3.0%LLY +1.0%JOBY +1.0%GDX +1.0%UUUU +1.0%

taking advantage of the recent drops in some positions as well as doing some profit, taking of others, adding KYIV as I am expecting the war in Ukraine to come to an end sooner rather than later

Changes:TSLA +3.0%UNH +2.0%AMZN +2.0%UEC +2.0%CHWY +1.0%

Profit taking and repositioning names to rebalance and add to higher conviction names