Portfolio update
Trying to diversify my portfolio more and more each week. Here is a update on what I hold. Need to cut down on a few positions, here’s to a new week! 
Any reason for being heavy on SE?
@couch_investor just not being very intelligent on my holding sizes. Do really like the company and think it’s been overly shot down and my average is getting close to 105 so a lot of btd as well
What is your ideal position size? Equal weight or varying based off industry/sector/conviction?
