sam stribling's avatar
$119.1m follower assets
Portfolio Update

The macro continues to provide tough headwinds for the portfolio but I am sticking to my long term focus and holding strong. I am letting my dividends reinvest (DRIP) but mainly holding off on any major active buys until I see some progress on inflation, geopolitics, and how rising rates continue to play out. I am adding to my cash position slowly but surely but am in no rush to deploy it yet.
Christian's avatar
Need more CVS, WMT and CRM