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Portfolio changes - update 3
As you well know by now, I'm a huge proponent of transparency. And despite me sharing my portfolio publicly here which gets updated like every 1-2 days, I want to make sure I can tell you what I'm doing as close to real-time as I can. So here we go, shall we?
- I sold $NFLX and $DIS just like I said in my previous update
- I initiated a position in $MDB
- I added to multiple of my positions - $GOOGL $TSLA $CRM $SNAP $PLTR $SPOT and $SQ
I put my money where my mouth is, which are my high conviction bets.
There's a few companies I'm still thinking about for various reasons, such as $ETSY $ADSK $TWLO and $PINS. I'll let you know about them when done with my thinking.
Stay strong! Have a great day!
You think it's time to be buying tech yet?
@reasonableyield yes I do, but that's mostly because I live and breathe technology, so I'm a buyer whenever I have spare money laying around 😅