Bitcoin

Ethereum

Not sure yet what to make of these commonstock data but some interesting things if you poke around :)
![image](https://cdn.commonstock.com/ee100e275e41e30ffca6e43ba54d83c463e233d624df14f1a524e4bed07127d3-1242x1640.png)

Adding “global”
![image](https://cdn.commonstock.com/f2dae62a75e859774b0e2d9ed0aea7aa06447987c0e3cdf76a9b64f9d670070b-1242x1631.png)

And people I follow (I think ~200, no idea how many have portfolios linked)

![image](https://cdn.commonstock.com/1a6e445373a0931404aa1ed36e0b7a5a5744b7a890cde401b6b2cbba028e3996-1242x1511.png)



FWIW “top investors” seem to be buying the $ETH.X $BTC.X dip 👀👀

This member connected a brokerage account and is sharing trades and portfolio performance with the community. 

Public Portfolio

Rachel Wolitzky

Clover Health Investments Corp - Class A

fuboTV Inc

Sea Ltd - ADR

In a perfect world “stocks only go up” but that sadly that is far from the truth. Two weeks ago I sold my **$FUBO** and **$CLOV** bags at a loss. If you want to know why I wrote a full memo about it 4 memos ago.

Obviously we are seeing **$FUBO** bounce back a good amount and **$CLOV** (besides today) have a little surge. However, never forget this this message ...￼

In reality **$CLOV** **$FUBO** could have bounced 50% today and I wouldn’t have sweat it, why?

![](https://cdn.commonstock.com/1f3643d1870f734021955878a52c27c4b68d52d6544332e12c7ff0899e97529f-800x604.png)

As I said before, I don’t believe in the companies to the point where I am willing to buy dip after dip or should I say rug pull after rug pull. In times of market stress its best to consolidate to positions you are most certain and have done the most DD on. These are long term companies with a strong base  - luckily I used all my capital from my **$CLOV** **$FUBO** sale into **$SE** at 201 and have greatly enjoyed the bounce back to $250. This is a company that I believe in and have been studying for quite sometime but was waiting for a big dip and I got one.

Lucky? Possibly, but let’s say it didn’t bounce back to $250 I still wouldn’t be kicking myself. I would know /sleep better at night knowing my portfolio comprises of companies that I truly believe in and want to hold for long term and that’s all that matters  (especially in a volatile market)!

No regrets - $CLOV $FUBO

This member is verified by the Commonstock team based on their contributions to the Commonstock community. 

Verified Member

Gannon Breslin

ARK Investment Management LLC - ARK Genomic Revolution ETF

Bought **$ARKG** today in my ROTH

Which has:

“Exposure to CRISPR, gene editing, therapeutics, agricultural biology and health care innovation”

Biotech is not my strong suit, something I am not capable to staying on top of. So I am letting Queen Cathie and her team take care of it for me

This is where I see actively managed ETFs and even emerging market mutual funds as a very smart play.

I already own a lot of the main holdings in the other Ark funds - however, I have zero exposure to health care, medicine, and biotech.

**$ARKG** let’s me not have to worry since I don’t have the time or interest in finding out what the best companies are in a space that is notoriously volatile, hard to manage, and quite honestly confusing for most.

I am looking into the other Ark fund with 3d printing because that interests me as well!

Bought $ARKG

SoFi Technologies Inc

Wanted to use earnings pop to reduce exposure, was in a little heavier than I’d have liked. Strong company and long term hold. No negative reason for trimming other than allocation preferences. Want this to continue to run 

Sold 28% of SOFI

Jensen Butler

Teladoc Health Inc

Needed cash. Cut some small losses and plan to buy back in post wash sale 30-day window 