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Strategic Opportunities

$STRATEGICBBoris O.

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Total Rebalances34
Last RebalanceJun 22, 2026

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

$STRATEGIC 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

Changes:UUUU +7.0%UTHR +7.0%ETHA +1.0%IBIT +1.0%GDX -2.0%

removed DJT added UUUU and United Theraputics and rebalanced the rest of the positions