Josh Kohn-Lindquist's avatar
$17.1m follower assets
Love Shopify? 3 Other E-Commerce Stocks to Buy
I participated in my first roundtable with two of my fellow Motley Contributors: Bradley Guichard and Jeff Santoro. We discussed three e-commerce stocks (not named $SHOP) that we liked: $CHWY, $ORLY, and $GLBE.


This roundtable was fun as Chewy and O'Reilly are two stocks on my watchlist that I have been considering buying -- and Bradley and Jeff's write-ups may have tempted me to take a starter position once trading restrictions allow.

I'd love it if you took a look and supported my fellow Fools. πŸ™
πŸ“ˆ Optimum Mix target allocations--weekly update
Momentum continued to be sufficient for $TQQQ, $WMT, $TSLA, and $AAPL as of April 11, 2022, but remained weak for $UPRO, $FNGU, and $ORLY so the Optimum Mix target allocations changed to the following based on a $10,000 total balance:
cash: $10,000 x 33% = $3,300
$TQQQ: $10,000 x 17% = $1,700
$WMT: $10,000 x 25% = $2,500
$TSLA: $10,000 x 18.75% = $1,875
$AAPL: $10,000 x 6.25% = $625
The 3-year total return for the Optimum Mix was 558.48% as of that date.

The next Leveraged Momentum newsletter/trading is tomorrow so visit website today to subscribe to the FREE newsletter. Click image to see larger image of complete list of strategies with their 3-year total return rates.
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πŸ“ˆ Optimum Mix target allocations--weekly update
Momentum continued to be sufficient for $TQQQ, $UPRO, $WMT, $TSLA, and $AAPL as of April 11, 2022, but remained weak for $FNGU and $ORLY so I changed my Optimum Mix target allocations to the following based on a $10,000 total balance:
cash: $10,000 x 17% = $1,700
$TQQQ: $10,000 x 17% = $1,700
$UPRO: $10,000 x 16% = $1,600
$ORLY: $10,000 x 6.25% = $625
$WMT: $10,000 x 25% = $2,500
$TSLA: $10,000 x 12.5% = $1,250
$AAPL: $10,000 x 6.25% = $625
The 3-year total return for the Optimum Mix was 574.73% as of that date.

The next Leveraged Momentum newsletter/trading is tomorrow so visit website today to subscribe to the FREE newsletter. Click image to see larger image of complete list of strategies with their 3-year total return rates.
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Looking forward to the newsletter! After our conversation in the comments of one of your posts last week, I'm really excited to learn from your strategy!
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πŸ“ˆ Weekly Optimum Mix Balance Update and List of Trades
Investing using the Optimum Mix from Leveraged Momentum grew this account balance from $707,000 to $2,274,000 since March 31, 2020.

FREE Leveraged Momentum newsletter is sent less than once per week and provides all the details needed to get started and maintain over time including specific, quick, and easy trades. Invest just 10 minutes less than once per week reading the short newsletter and placing simple trades to align part of a portfolio with the updated Optimum Mix and accelerate your progress toward financial freedom. The next regular Leveraged Momentum newsletter/trading day is April 20. Click here for link to list of actual trades placed since January 1, 2021, on this account using the Optimum Mix. Every day is a good day to pursue your goals and dreams but the time required can be minimized to allow you to live an abundant life! $UPRO $TQQQ $FNGU $ORLY $WMT $TSLA $AAPL
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Paul Cerro's avatar
$27m follower assets
CGC Q1'22 Quarterly Letter - Can you relate?
Cedar Grove Capital released its Q1'22 letter last week and wanted to share it with you all here.

While the quarter was a challenging one, we ended the quarter with 18% in cash and are strategically positioned to continue the rest of the year deploying dry powder in opportunistic areas.

Our holdings are included below - would love anyone's thoughts on them if they have any to share.

Current:

Closed:

πŸ“ˆ Optimum Mix target allocations--weekly update
Momentum continued to be sufficient for $TQQQ and $UPRO as of April 1, 2022, but remained weak for $FNGU $AAPL and $MA and remained strong for $WMT and $TSLA so I changed my Optimum Mix target allocations to the following based on a $10,000 total balance:
cash: $10,000 x 17% = $1,700
$TQQQ: $10,000 x 17% = $1,700
$UPRO: $10,000 x 16% = $1,600
$ORLY: $10,000 x 12.5% = $1,250
$WMT: $10,000 x 25% = $2,500
$TSLA: $10,000 x 12.5% = $1,250
The 3-year total return for the Optimum Mix was 581.86% as of that date.

The next Leveraged Momentum newsletter/trading is tomorrow so visit website today to subscribe to the FREE newsletter. Click image to see larger image of complete list of strategies with their 3-year total return rates.
post media
πŸ“ˆ Weekly Optimum Mix Balance Update and List of Trades
Investing using the Optimum Mix from Leveraged Momentum grew this account balance from $707,000 to $2,374,000 since March 31, 2020.

FREE Leveraged Momentum newsletter is sent less than once per week and provides all the details needed to get started and maintain over time including specific, quick, and easy trades. Invest just 10 minutes less than once per week reading the short newsletter and placing simple trades to align part of a portfolio with the updated Optimum Mix and accelerate your progress toward financial freedom. The next regular Leveraged Momentum newsletter/trading day is April 11. Click here for link to list of actual trades placed since January 1, 2021, on this account using the Optimum Mix. Every day is a good day to pursue your goals and dreams but the time required can be minimized to allow you to live an abundant life! $UPRO $TQQQ $FNGU $ORLY $WMT $TSLA
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Paul Cerro's avatar
$27m follower assets
Cedar Grove Capital Q1'22 Investor Letter
Hi all,

For anyone interested, Cedar Grove Capital will be releasing its first investor letter next week for Q1'22.

This letter will encompass our holdings, position sizing, returns, my thoughts for the portfolio going forward and select commentary for certain positions.

Click the link below to subscribe and get it when it comes out. cedargrovecapital.substack.com

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